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What Marketing Efforts Should Your Law Firm Track for Maximum Impact

The efforts you put into promoting your law firm can be as diverse as the matters you handle (or not if you’ve listened and niched down by now). It may seem daunting to track from the first impression to the final signature, especially when the path isn't linear. Yet, with a robust Client Relationship Manager (CRM), you're equipped with a compass that guides you through the marketing journey, linking every scattered piece of data into a coherent story of your client's journey. What are some marketing efforts you should be tracking for your law firm?


Although privacy laws may tighten the reins on nuanced tracking, key metrics should be your north star. Impressions, clicks, and conversions? They're gold dust. Your CRM doesn’t have to be just a storage vault, it can be a tool that can sync with your advertising campaigns, transforming data into actionable insights.


Events are more than just gatherings, they're the pulse of engagement with your audience. Don't just count heads, dive deeper. Who's engaging pre- and post-event? Who's a no-show? This intel isn't just trivia, it's the crystal ball that helps you forecast which events resonate, ensuring that your next soirée is a hit (not a miss).


Referrals are the currency of law firms. It's not only about who sends a nod in your direction but also about the fate of those you send away. Your CRM should be the ledger that tracks these transactions. Automate the process and the follow ups, so you're not just building bridges; you're laying down highways of reciprocal trust.

Email Engagement

It's not about sending a flurry of emails into the ether. It's about monitoring the rhythm — which email gets a nod, a smile, a reply? Adjust your strategy until each message hits the right chord.

Cross Promotion

Your firm's services are not solitary islands, they're an archipelago. Cross-promotion is about building bridges between these islands. It's about recognizing that the client who walked in for a divorce may walk out needing estate planning. Your CRM can be the map that shows the paths from one service to the next, revealing opportunities for connection your clients never knew existed.

What Do You Want to Track?

This isn't just about what you can track today, it's about what you'll track tomorrow, and the day after. Every new tactic is a step into the unknown, and you need the right gear to chart the course. Let's set up the tracking and reporting gears you need to make sense of your marketing efforts.



Ready to have your CRM built out with workflows and automations? We're not just some consultants. We're a team of strategists, automation builders, developers, and copywriters ready to make your dream operation into a reality. And we have the marketing team to put your systems into work once they are ready.

How are we different? We look at the whole picture. How are your leads ending up in your CRM? What do they experience every step of the way? Our team looks for the 1% chance of something happening and creates a process and workflow for it. As your firm grows, we help your technology usage develop along with it. 



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