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Managing & Tracking Leads for Law Firms


In this insight, we look at how law firms can improve their processes around managing and tracking enquiries in order to win more business, more often. 

Estimated reading time: 12 minutes

We'll cover:

You’ve set up your new website, invested in getting it to number one in Google, set up some social media accounts, taken out some advertising and then, moments later…. The phone rings! Great! A new client, right? Sadly, for too many firms, the answer is no.

Law firms invest enormous amounts in marketing and lead generation activities. They invest yet more in getting the very best lawyers they can to do the work. Yet most firms pay little heed to one of the most important parts of the process: converting the client from initial enquiry into a paying lead.

In our experience, most law firms categorise answering the telephone to new enquiries as an ‘admin’ task. And not just any admin task, but a low-level one, suitable to be delegated to the lowest paid and least engaged employee. Instead, it should be a business development (BD) task.

What’s the point of spending hard-earned money on new enquiries if the leads aren’t being handled properly?

If your average fee value is £1000 and you lost just 2 leads per day, you’re sacrificing almost half a million pounds of additional turnover per year!

Even if you only convert an additional 1 out of 5 calls, that’s an additional £100,000 with no extra effort or investment!

Continue reading below to find out how to start converting these calls.

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What law firms do wrong when handling calls

Does this sound like your firm?

  • Inbound calls are given to a member of the admin team and their primary focus is either passing the call on (or worse), screening calls that make it to fee earners?
  • If asked, would any of your call handlers profess an aptitude (or willingness) to deal with enquiries on the phone?
  • Your call handlers make no effort to differentiate your firm from others, often simply rhyming off numbers.
  • You’ve never invested in any formal sales training.
  • There’s an inherent reluctance to sell or to answer calls.
  • There’s no central database of call handing data (i.e. priceless marketing information!) including things like name, address, email, telephone and so on.
  • When a call is handled properly, it is more a deluge of information than a coherent sales experience.

A 2016 report by Professor Ian Cooper on the conversion of conveyancing enquiries into new files found some damning statistics,

In particular;

  • In more than 90% of all calls, the call handler failed to attempt to build a rapport with the caller. The discussion was entirely factual, transactional, formal and administrative. In many cases, callers are made to feel like they are a nuisance to the firm.
  • In more than 1/3rd of all calls, neither the caller or the call handler knew who they were talking to – there was no introduction or asking for a name. Almost NO law firms ask for the business. In fairness, this is done badly across all organisations and at all levels.
  • Most damningly of all, 97% of call handlers failed to ask for the business when they had the chance.

Some more sobering stats:

  • The typical law firms lose 90-95% of potential leads.
  • Most potential clients will contact on average 5 different firms
  • People who call are between 5-10x more likely to convert than those who email or fill in forms
  • Properly nurturing prospects increases conversion rates by 50% and reduces ‘cost per lead’ by 33%
  • It’s anywhere from 4-10x more expensive to attract new client rather than keep an existing one

How should law firms handle incoming calls?

As above, the best process is one that sticks. To a significant extent, how calls are handled and routed internally depends on your firm’s culture, what you do and how you do it. Are calls passed to partners, fee-earners or heads of department quickly? Can administrative staff or junior lawyers handle them?

While there’s no one-size-fits-all solution, the following elements should be part of the call handling procedure for any firm taking their BD seriously. At a minimum, your call handling staff should record:

  • The date,
  • The call handlers name,
  • The caller’s name,
  • The callers email address,
  • Their contact number,
  • What service they are interested in,
  • How they found you (web, radio ad, press, print media etc),
  • Next steps,
  • The DATE of those next steps,
  • The format of those next steps (call, email, meeting etc),
  • The outcome (new instruction etc),

This might seem like a lot of information, and if this list is read from top to bottom it becomes a bit of an interrogation! What you must encourage call handlers to do is to work these elements into a conversation. Don’t worry, that’s not as hard as it sounds!

What should you track?

  1. The total number of leads – and their sources. This is vital. Only by tracking the overall number of leads can you accurately track the number that convert into new business. It’s also important you track the sources of thee leads. There are two elements to this – the means of making the appointment (telephone calls, emails, walk-ins etc) and the practice area.
  1. The number of leads that convert into appointments. The next step is to track how many of these leads become appointments or meetings. Once you establish the percentage of enquiries that convert to appointments and the number of those that convert to clients, you have a baseline to measure, manage and improve on.
  1. How many of these appointments show (or fail to show). This is essential information in that it can illuminate a failure in your process. Are your call handlers attempting to set poor-quality appointments? Are they really working on qualifying leads or just asking people to come in?
  1. How many people who attend a meeting or appointment become clients? An obvious one – how many people actually sign up?
  1. How many return to sign up after the initial meeting. Again, this can highlight elements of your process that are done well, or badly. To what extent are these prospects nurtured? How do you follow up with them after the meeting?

The next two elements are what will really inform your marketing going forward:

  1. What is your cost per lead by source/practice area? That is, how much are you paying for each telephone enquiry, for each email enquiry and so on? Once you know that, you can find ways to reduce it.
  2. What is your cost per client by source/practice area? How much are you paying for each converted client per practice area? Once you know this, you can more accurately determine how profitable each client is and, importantly, how much you can invest in acquiring new ones!

Training your law firm's staff to convert calls

There’s no perfect or ‘one size fits all’ solution, the best solution is one that sticks and becomes a habit. Any lead-managing process is better than no process.

In any given firm, in our experience, there can be a number of barriers to adopting a conversion strategy. Having staff (who may have been doing things the same way for years) adopt new processes and procedures can be a wrench.

Find out more about sales training for law firms.

Your call handlers should also be given training on the following elements:

Qualifying prospects. A little bit of qualifying goes a long way. Again, the extent to which you qualify leads is dependant to a huge extent on your firm’s culture and client base. You can quickly qualify leads where there is a time-bar (mainly personal injury cases) or where the client may be seeking legal aid. In other situations, a little bit of digging might need to be done. While excessive questioning might seem intrusive, the reality is that most potential clients will be happy to share details and information in order to give you the tools to handle their unique situation (in point of fact, there’s a well-known and well-regarded sales system built on the principle of asking the right type of questions.

Properly qualifying leads will save a huge amount of your fee-earners valuable time and effort.

Answers to the most frequently asked questions prospects call about. Again, this can save valuable time and effort on the part of your fee-earners. This works not just for prospects, but for existing clients too. Having ready answers to frequent questions improves your customer service and streamlines your efficiency. It goes without saying that information like your address, telephone numbers, email addresses and driving directions to your office should trip off the tongue!

Telephone manner. In many firms, reception staff are given carte blanche to answer telephones and deal with clients howsoever they choose. One of the best ways to deal with this is to implement a ‘Culture Code’. This gives staff the answer to most of the ‘questions’ that arise on a day-to-day basis and will help with your recruiting and retention of staff.

Sales training. The handling of incoming calls should not be viewed as a purely administrative task. It’s often given to the lowest-paid and least-engaged employees. If there’s one thing that would improve most law firms’ profitability overnight, it’s switching away from this mindset and towards one that regards this as the most important frontline business development task!

Your firm’s culture. While you could give detailed scripts and processes to call handlers, it’s easier and preferable to give a set of principles to call handlers. At Moore Legal Technology we use our culture code to give our staff the means to handle queries, questions and situations as they arise. As Mark Fields, President of Ford said, “Culture eats strategy for Breakfast”.

The Price is Right – Handling Price Objections

Instead of trying to break free from the price-driven race-to-the-bottom, most firms are simply sucked into it.

Sorting by price is the main way for clients to differentiate between lawyers during what is already an expensive transaction. We live a in a world of price-comparison sites and we’re used to purchasing insurance, flight tickets, holidays, and gas, electricity and broadband in this way so why should legal services be different? Well, the answer as we know is that most of the things listed are ‘must haves’ – with the exception of holidays and flights (and you could argue that point, I suppose), we need the other things – just like we often need legal services.

Just as the client is able to intuitively understand price, so are search engines, comparison sites and other algorithms. Numbers are just data and area easy to sort. The other elements of a successful legal transaction are much more difficult to compare – strategic advice, help avoiding pitfalls, additional services and access to a greater spread of expertise are all essential elements that a single number cannot convey.

A price-driven “race-to-the-bottom” suits low-quality, lazy firms and suits the busy client – they don’t have to wade through swathes of information and compare all sorts of information. Simple arithmetic is sufficient. After all, don’t all lawyers provide the same service anyway?

When confronted with this situation, most firms are sucked into a price war. After all, it’s easier to change price than anything else. Branding, market position, value propositions etc all require considerable time and thought. Changing a number doesn’t.

Clients who begin their relationship with you based on price will simply switch when a cheaper alternative is available, harming the long-term profitability of your firm. They simply don’t place a high value on your service –do you really want that type of client?

If you are a conveyancing ‘bucket-shop’, then this situation very probably suits you. You can win on price by cutting corners, employing inexperienced, poorly trained staff and simply produce in volume. There’s no need to be overly worried about client care or the client’s needs outside of (what is hopefully) a relatively straightforward transaction.

If, on the other hand you are reputable firm with expert staff (paid accordingly), then a price war doesn’t suit you. For one, you know it won’t give you the opportunity to properly deal with the client and any issues that may arise. You know you probably won’t be able to do your very best.

That said, not every decision is made on price alone. How often do we pick the cheapest available option?

How can you avoid getting drawn into a price war?


  • having in place excellent call handling processes and procedures
  • having a website that conveys your value proposition and is aligned to your target audience
  • ensuring leads are swiftly and competently followed up on
  • handling calls out-of-hours
  • putting in place lead tracking and management processes.
  • employ value-based pricing

How & when to follow up with prospects

When following up with prospects & enquiries, make sure you do it:

Quickly. If you receive an email, a call or a web form enquiry, follow up promptly – within 5 minutes if you can. The likelihood of that lead converting drops dramatically if you leave it any longer.

Often. People are busy. It’s not enough to call back once or twice and leave it at that. Set in place a minimum of at least 5 times with as many as 10-15 return calls as the norm. The majority of these simply MUST be on the day of the initial enquiry. Again, the likelihood of converting is much, much higher if you persist.

At the right times. This is mainly common sense. Ringing on busy days (Mondays & Fridays) or during working hours is fruitless. Ring between 4:30pm – 6pm and before 8:30 if possible.

Differently from other firms. Don’t leave the standard “Hi, it’s such-and-such from So-and-so law firm, returning your call…” Be a bit more personal – refer to their enquiry in detail, give them your direct dial and explain WHY you are the right firm to help – i.e. “we have specific experience of just this type of matter and I have a solution in mind for you…”

In a dedicated fashion. In other words, don’t get fee-earners to do it! Time and again we see the same issue – busy people shun BD in favour of client work. Try to have someone in the team whose specific role is to handle enquiries. Keeping business development and the ‘operational’ or fee-earning elements of the business separate is the only way to truly grow.

Client Intake Software to Improve Your Law Firm's Enquiry Handling  

If you would like to improve your firm's enquiry handling, our Client Intake Software can help you. 

We’ve been working with law firms for over 15 years, helping them to generate more profitable business through the internet to help them grow.

Our Client Intake Software provides you with a state-of-the-art system to help grow your practice. This gives you an overview of all outstanding enquiries and a system for monitoring and following up on such enquiries to convert as many as possible into new business. And additionally it provides greater transparency around conversion rates and the most lucrative sources of new business for you.

Given our experience regarding average enquiry rates and conversion rates, it also allows us to analyse and help you improve the sales performance of each of your main practice areas.

To find out more, please complete our online enquiry form here or give us a call on 03333 442 722.

Read our Guides

Access bleeding-edge, expert knowledge to help your business grow. Visit our guides page.

You'll find guides to improve your rankings, your traffic and your enquiries.

Become your Firm's Digital Marketing Expert

Access our Insights

Read the latest
bleeding-edge insights and thought leadership from our team.

You'll find tips, you'll find reports and you'll find competitive intelligence

Become your Firm's Digital Marketing Expert

Subscribe to our Blog

Get the latest
developments in Online Marketing for Law Firms straight to your Inbox.

Subscribe for cutting edge news, views and insight from our experts.

Become your Firm's Digital Marketing Expert

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