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Dan Wade Brings Strategic Communication Expertise to Lawyerist

Picture of Dan Wade smiling, with glasses, wearing a green plaid shirt

Lawyerist is excited to welcome Dan Wade, Marketing Lead, to the team. Dan is an expert at strategic communications and brings seven years of marketing experience with him. He will spearhead efforts to increase brand awareness for Lawyerist and Affinity Consulting, ensuring the right message reaches the right audience.

Dan resides in St. Paul, Minnesota, where he lives with his wife, daughter, and two cats (Avery and “the boy”). He’s a sports fan to his core and is even a community owner of Minnesota Aurora FC, a local soccer club.

“We are excited and lucky to have Dan join the team,” said Lawyerist CEO Stephanie Everett. “In addition to being a great marketing mind, he has a journalism and sports data background, and loves craft beer—all the makings of an interesting team member!”

Dan Brings Small Market Experience

Dan knows how important marketing is for business growth. In multiple stints at startups, he led efforts to build marketing teams and strategies. As he joins a larger team, Dan expects those experiences to help him tackle new challenges.

“At its heart, marketing is prioritization,” said Wade. “The thing marketers need, above all else, is empathy. It allows you to really understand your customer’s problem at a deep level. And I think my background at startups gives me some affinity with Lawyerist’s audience.”

Dan’s Plan for Directed Messaging

As a part of both Lawyerist and Affinity, Dan will focus on finding and reaching key audiences for each brand. He recognizes how difficult it can be to reach lawyers given their busy schedules. To that end, Dan hopes to add urgency to communications, so that business investment and enhancement stay at the top of their minds.

Sometimes process optimizations can be forgotten, neglected, or pushed down the road, but it’s important for law firms to be conscious of ways to improve. Dan emphasized the importance of creating actionable messages for potential clients. “Once you get people to understand that the future can be better than the present, everything gets easier. Marketing, sales, and implementation work together to create a vision you and the client share,” Wade said. Adding, “Everyone is excited for the future and how it will change their business.”

Welcome to the team, Dan! If you want to work with Dan and the rest of our amazing folks, check out current openings with Lawyerist or Affinity.

The post Dan Wade Brings Strategic Communication Expertise to Lawyerist appeared first on Lawyerist.

Lawyerist Lab Unleashes the Power of AI with Lasso the Lab Coach

Man and woman conferring at a conference table in a sunny room

Lawyerist Lab was recently upgraded with the addition of a Tology-powered chatbot: Lasso the Lab Coach. It’s vital to keep up with the times, and that means embracing the power of AI and leveraging it for clients. “Lawyers don’t have time to become experts in AI. Our job is to experiment with tools so that we can teach our community,” said Stephanie Everett, Lawyerist CEO and Lab Coach.

Convenient Business Coaching Powered by AI

Lawyerist Lab is a business coaching program designed for small law firm owners looking to grow and scale. It features a team of expert business and legal technology coaches and numerous courses built with small firms in mind.

Lasso blends seamlessly into Lawyerist Lab, acting as a virtual coach for members of the community (also known as Labsters). Built directly into the Lab coaching portal, Lasso pulls from Lawyerist’s extensive content library to simplify and expand the learning experience. And with unlimited availability, it can address critical issues at any hour of the day.

Of course, Lasso wasn’t built to replace Lab coaches. The AI tool will supplement small law firm owner’s learning and improve the quality of coaching sessions. Stephanie envisions Lasso helping coaches and Labsters to “get to a more thoughtful discussion.” In the past, answers that were available, but not readily found, in Lab materials, took valuable time away during coaching sessions. With Lasso’s ability to quickly find and summarize information, coaches can focus on the unique issues each Labster faces.

A Glance at Lasso’s Capabilities

Lasso provides a convenient interface for Labsters to ask any question that comes to mind. In just a few moments, the chatbot provides a thoughtful answer, which spares no detail. Discussions are stored in Lasso’s window for future access, and they can easily be copied into a user’s personal notes. If the results of a query are insufficient, Lasso offers a follow-up button to continue any conversation. This allows Lasso to build on a previous answer without repeating information.

Shows a screenshot of Lasso the Lab Coach in action returning a list of suggested software products from a Labster's question about trust accounting help.

The Dos and Don’ts of Lasso the Lab Coach

AI can be a little scary. It seems like each new breakthrough comes with another discussion about data privacy and security. As a result, many people have reservations about using AI technology, especially with sensitive data. To better understand how Lasso should be used, here are some dos and don’ts for the tool.

  • Do: craft business strategies that align with company values. Lasso was created to work alongside Lawyerist Lab, which means helping law firms develop and grow according to their visions.
  • Don’t: share client data or request legal guidance. Lawyerist saves prompts to improve Lasso, so don’t share private data! Coaches will monitor questions to stay in the loop on common interests or concerns for Labsters.
  • Do: find software tools for success. Lasso has access to hundreds of resources and articles covering the latest and greatest in legal technology. Labsters can use Lasso to find multiple options for their technical challenges.
  • Don’t: use Lasso for IT support. While Lasso is an amazing piece of technology, it can’t save Labsters from their other software challenges. Lasso’s sole focus is helping law firms build solid foundations for business operations.

Leveling Up Law Firms with Lawyerist Lab

Lasso is just one small part of Lawyerist Lab. Access to coaches, materials, and the Lab community are invaluable resources for any small law firm. No matter what stage your small law firm is in, Lawyerist Lab can help it succeed. Apply to Lab today to start your journey to a healthier small law firm.

The post Lawyerist Lab Unleashes the Power of AI with Lasso the Lab Coach appeared first on Lawyerist.

Call for Nominations: 2024 Best Law Firm Websites

Woman using personal computer

Nominations are now open for the 2024 Lawyerist Best Law Firm Website Contest!

This annual contest showcases small and solo law firms that demonstrate excellence in legal website design. Past winners have gone above and beyond with their websites, creating an exceptional user experience and attracting new clients. They also serve as a valuable platform to educate and inspire, communicate with current clients, and grow their brand.

So, how does it work?

We encourage our community to nominate eye-catching, innovative legal websites that stand out amongst the crowd. Multiple submissions from the same person are welcome. We just ask that you nominate your website only once. Nominations will close on Friday, February 9, 2024.

Websites are assessed based on four main categories:

  • Functionality – Easy navigation, search feature, mobile-friendly.
  • Accessibility – Alt text, headers, keyboard interaction, media alternatives.
  • Marketing – Aesthetics, content marketing, images/video.
  • Technical – SEO, page load time, scroll time.

Judges will use these categories as they fill out the grading rubric. Websites with the highest average score win.

Contest Rules

Read these rules before submitting your nominations:

  1. The website must reflect a small or solo law firm (firms of 15 lawyers or fewer).
  2. Past Lawyerist Best Law Firm Website winners are ineligible to win.
  3. Websites that don’t align with the above grading categories will be omitted.
  4. If you submit your website multiple times, we have the right to omit your submission.
  5. If the website has a low GTmetrix score, it will automatically be omitted from the competition.

Are you looking to spruce up your website?

Are you looking to spruce up your website? Take a look at the 2023 Best Law Firm Website winners to find inspiration. Or, check out our Guide to Law Firm Website Design to learn how to enhance your website and drive traffic to your page.

The post Call for Nominations: 2024 Best Law Firm Websites appeared first on Lawyerist.

Ask The Right Questions to Get Better Client Feedback  

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Has the feedback you’ve received from your client surveys been lackluster? We aren’t talking about unhappy clients or low scores. We’re talking about feedback that is beneficial to help your small law firm grow, evolve, and better serve your clients. 

According to Ashley Steckler, Lawyerist Product Director, if you’re finding yourself in this position, you may not be asking the right questions. She outlines five tips to adjust and improve your feedback surveys and enhance client feedback.

Ask Yourself What You Want to Learn and How to Approach It

The first step in designing a feedback survey is establishing what you want to learn from your clients. Ashley suggests being very clear about what’s the most important information you need and what sort of data you want as a result. “Start by asking yourself: what do I really want to learn and what’s the simplest way that I can ask?” she said. 

Mirror your regular communication method when sending your survey. If you regularly use a client portal that facilitates texting between client and attorney, stick with that. But, if you’ve never sent a text to your client, don’t send them a survey via text. Whichever communication method you opt for, make accessing your survey an easy, one-click step. 

Keep it Short, But Don’t Keep it Too Simple 

According to Ashley, questions like “tell us how we did” and “how was your experience” are counterproductive to useful answers. These open-ended, general questions are often unclear and make it unlikely you’ll receive the responses you want.

Start with easy questions, like “Rate your experience with our firm on a scale of one to five,” or “How likely are you to refer us to someone?” Don’t ask questions you already know the answer to, like contact or demographic information. This will help avoid survey fatigue before getting to more important questions. 

Clients shouldn’t spend more than three to five minutes completing a survey. Remember, they are doing you a favor by taking the time to offer feedback. Think about how much time you want them to invest. “Anything that extends beyond five minutes is too much—too thoughtful, too time-consuming, too many examples, too much writing,” she said.

Set your expectations upfront in summary language and establish that you’re looking for top-of-mind responses, not paragraph-long responses. “Train of thought answers are the most authentic. We don’t want people to try to wordsmith what they want to most perfectly let us know,” said Ashley. So, you might ask: “Briefly, what comes to mind when you think about your experience with our firm?” You’ll likely get what’s top of mind.

Stay Away from Internal Jargon

Part of being a client-centered firm means making sure clients have a solid understanding of what they can expect. You want to do the same when soliciting feedback. Use plain and simple language that your clients are familiar with and avoid using internal jargon. “You want to use the language clients have already come to expect in your communication,” said Ashley. 

For example, clients may not know what an estate plan is, but they probably know the purpose of a will. Don’t confuse clients with industry lingo and keep your questions simple and easily digestible.

Scale Your Survey from One to Five (Not Beyond)

Use a scale of one to five to capture data. “People don’t know what seven and eight mean,” Ashley said. “But they can think: one, horrible, five, fantastic.” The first question can set the tone for further questions and allow you to capture the client’s thoughts and expectations.

Identify this scale for the client. For example, if you’re asking them to rate if their expectations were met during their consultation, identify the scale as: yes, mostly, somewhat, not really, or no. Simple and easy-to-answer questions like these will help you get a sense of how your current processes are working and where improvements should be made.

Always Keep Your Client In Mind

At its root, the purpose of client feedback helps you better serve your clients. Center your feedback requests around how their response will benefit their experience. 

“The request for feedback shouldn’t be framed as a favor to you,” said Ashley. “It should show what is the value and why it’s helpful to others from the perspective of service. Even if you’re asking for client feedback in the way of a Google review.”

Don’t pigeonhole your clients into answering every single thing by making every question mandatory. Allow them to answer the questions they want to answer. 

Ensure your request is inclusive and allow for other ways for clients to respond. “Maybe they don’t like filling out forms, but they would be happy to answer questions on a call or do an easy-entry video,” said Ashley. Options always offer more incentives.  

For a more in-depth look at perfecting your client feedback experience, listen to Episode 424 of The Lawyerist Podcast. For even more help, look for Ashley’s workshops and coaching schedule in Lawyerist Lab

The post Ask The Right Questions to Get Better Client Feedback   appeared first on Lawyerist.

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