We know you’re out there: the estate planning and elder law firm that is well run, with clients who get their paperwork back to you in a timely fashion, end-of-year deadlines that get wrapped up in October, and time management that’s an integral part of your practice for everyone from paralegals to the founding partner. Congratulations are in order, because this level of optimal time and resource management eludes many of your peers.
Surf the web to look at websites from other estate planning and elder law practices across the country in cities that are the same size as yours as well as larger and smaller communities. Include social media, especially Facebook and LinkedIn.
Review your clients. Consider placing them in categories to reflect their overall treatment of you and your team (returning documents in a timely manner, showing up for appointments on time, referring friends and family, etc.). Do you have too many clients who make your practice more challenging, or just a few? If there are too many ‘bad’ clients, you may want to refine your marketing to bring in a more respectful and appreciative group in 2017.
Prepare a New Year’s letter to send to your clients, email or hard copy. If you can select out the clients who have not updated their estate planning documents in more than four years, they need a reminder to come in and update their wills. The holiday season has become engagement season for many couples and that may prompt some updates as well. And while April is far from January, savvy clients know that there are some things they may wish to address before filing 2016 taxes. Use this letter as a gentle reminder that you are looking out for your clients and their best interests.
Review marketing efforts in 2016 alongside hard data to determine what worked and what did not in 2016. If you are interested in implementing our E2-CRM, submit a support ticket and we’ll get you started.
Share the wealth. If you are so well organized that you have time to breathe, plan and get ahead of the pack at this time of year, you have something that other people would benefit from. Consider setting up a few speaking programs in 2017 for professionals who refer clients to you. Chances are, they will benefit from learning about the time and task management systems that have your office running like a well-oiled machine.