As Thanksgiving approaches, families and friends throughout the country gather around the table to give thanks.
Your law firm should consider doing the same for your clients. No, you don’t have to send your clients pumpkin pie, but there are other ways to show them you value their business. Client appreciation in the legal industry is critical to maintaining healthy relationships; 74% of consumers tie loyalty more closely to appreciation than to a discount.
While considering year-end strategies to boost client relationships, your law firm can harness Tabs3 to show clients why you’re grateful for them.
Best practices for leveraging technology for client appreciation
Seventy-seven percent of legal professionals say that technology is important for their practice. The same tools you use daily to manage your clients, like client relationship management (CRM) software and client portals, can be implemented to show your appreciation. Tabs3 recommends these best practices to implement technology for client appreciation:
1. Use Tabs3 CRM for personalized communication
You may be familiar with utilizing Tabs3 CRM to nurture leads through the client intake funnel. You can also use these same tools to stay top-of-mind with current clients. Draft thank-you text messages or emails to clients that emphasize how grateful you are that they continue to work with your law firm. Personalize these messages by highlighting successes or wins you’ve helped them achieve.
Example message:
As the year wraps up, we just wanted to say thank you for trusting us with your breach of contract case earlier this year. We’re really proud of the settlement we secured for you and are pleased we could help protect your business.
If you ever need legal support again, we’re here for you. Wishing you a wonderful holiday season and looking forward to working together in the future!
These emails can be tracked through Tabs3 CRM, to ensure you don’t overlook a single client. Alternatively, you can check past years’ emails to double-check that messaging doesn’t repeat from year to year.
2. Engage clients throughout the year
Setting up email drip campaigns and regular updates helps you stay relevant with potential clients year-round. With Tabs3 CRM, your team can create customized newsletter content with email templates. The focus on your newsletter can vary, but some ideas include:
- Educational content that highlights your specialties and practice areas
- Client reviews that showcase the excellent work you’ve completed
- Photos from events or speaking opportunities your lawyers may have participated in
Hit every preference in your target market with regular text message updates as well. The best part? The Legal CRM follows industry standards for text messaging, so your firm remains compliant. These features keep your firm compliant while giving clients control over their communications with you. This level of transparency fosters trust and strengthens your client relationships.
3. Build long-term relationships
Firms that actively engage with their current clients can earn 20 to 30% of their yearly revenue from them. Building long-term relationships allows your firm to maintain a consistent cash flow and minimize time on client acquisition.
Features within Tabs3 can help you put your clients’ needs first. For example, in your firm’s CRM, you can note preferences such as whether clients prefer text messages, emails, or phone calls. Then, you can review their account history to track open rates, response rates, and other metrics that allow you to assess how effective those methods actually are.
Soliciting direct feedback is also an important step, allowing you to better understand your clients needs for services and communication. Tabs3 makes this easy with automated post-service survey and review requests that give clients the opportunity to share their thoughts.
4. Measure the impact of client appreciation efforts
Data-driven decision-making is key to winning over clients.
Tabs3 software analytics offers robust reporting features so you can track client appreciation efforts and adjust tactics as necessary. The customizable dashboards come with 50 reports to glean relevant information from your data and track your key performance indicators (KPIs) in a handful of clicks.
For example, you can track referral rates from clients. If referrals are higher from certain clients, consider targeting them for additional appreciation efforts like exclusive invitations to events or special recognition.
Tabs3’s reporting tools can help you generate monthly or quarterly reports on client appreciation activities. Then, use this data to set specific goals—such as increasing referrals by 10% or boosting client retention by 15%—and continuously refine your appreciation strategies to meet those goals.
Beyond digital: traditional ways to show appreciation
While technology can and should be used in client appreciation efforts, there are tried-and-true methods that have always worked in the past. On top of incorporating software like Tabs3 into your regular workflows, consider trying one of the following to show appreciation as well.
Send personalized thank-you notes
The average office worker receives 97 emails per day, while the average household receives ten pieces of personal mail annually. With so few personal letters received every year, that one will certainly make your firm stand out amongst competitors.
Hold client appreciation events or seminars
“Free” is everyone’s favorite word. Show your clients how much you value them through exciting events or helpful legal seminars that offer insight into issues they may be having. Some ideas to consider include:
- Exclusive dinners at upscale restaurants for valuable clients
- Networking events where clients and potential clients can meet your team
- An educational workshop that offers insights into your practice areas and solves problems for clients
Give thanks to your clients this year with help from Tabs3
Client appreciation boosts client loyalty, making them much more likely to refer you to friends, family, and colleagues who may need legal services. Tabs3 integrates all aspects of client management, from communication to billing to payments, creating a seamless appreciation strategy.
Let our team show you how you can implement Tabs3 to streamline client appreciation and schedule a demo today.
