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Four Strategies to Increase Client Engagement

by Bruce Policky / September 19, 2024

Four Strategies to Increase Client Engagement

Maintaining a strong connection with your current clients is crucial in the legal industry. Approximately one in five legal clients left their previous firm because they were too slow to respond to issues.

However, you don’t have to add endless non-billable hours to make clients feel valued.

Emerging technologies increasingly improve communication and engagement between lawyers and clients without the need for time-consuming phone calls or an avalanche of email.

Here are some effective strategies to keep your clients engaged and foster a sense of loyalty:

1.  Deliver information that matters

One of the most effective ways to keep your clients engaged is by continuously serving as a source of valuable information. Your firm can achieve active client engagement by:

  • Crafting relevant articles that are easy to read and share
  • Creating engaging videos
  • Hosting (or being a guest speaker on) informative podcasts

By sharing insights and knowledge about the legal issues that matter to clients, you keep them informed and position your firm as a trusted resource. If you’re uncertain where to start, try building content around questions from past clients, or common challenges (and your unique solutions) in your practice areas.

And it doesn’t require much extra time for your legal firm. With Tabs3 Websites, you can access expert legal content that is tailored to your firm’s practice areas. Besides posting this content on your site, you can repurpose it for social media or email marketing. You can also distribute it via drip campaigns in Tabs3’s integrated legal client relationship management (CRM) software.

2.  Implement drip email campaigns

Speaking of drip campaigns, regular, personalized communication is vital to keeping clients engaged. According to one study, clients need at least 10 touches a year for them to feel engaged. However, for many law firms, this can be hard to achieve unless you’re facing a time-sensitive deadline.

One easy solution is to implement drip email campaigns, which are automated emails to subscribers over a predetermined period. Popular types of client loyalty drip campaigns include:

  • Up- or cross-selling campaigns to promote additional services
  • Informational/educational campaigns that provide valuable content like industry insights or legal process guides
  • Promotional campaigns to introduce special services or deals
  • Anniversary and follow-up drips to acknowledge special dates with clients

This marketing strategy helps maintain a consistent line of communication, and when you use marketing automation tools within a legal-specific CRM, such as the Tabs3 CRM, you can keep clients engaged and feeling valued without extra work.

Some other practices to keep in mind for email drip campaigns include:

  • Segmenting your audience by practice area or interests in your firm to guarantee that each person receives helpful content
  • Personalizing each email with their name and specific legal concerns, which increases open rates
  • Writing concise emails that avoid blocks of content within the email that are longer than 125 words
  • Ending every email with a call to action (CTA), encouraging the reader to take a specific action, such as filling out a client intake form or signing up for a webinar

3.  Keep matters organized

Efficient and organized matter management is crucial for achieving client satisfaction and engagement at your law firm. Clients have greater confidence in your firm when they see their cases handled systematically and professionally.

This includes:

  • Responding to client queries promptly
  • Informing them about their case progress
  • Ensuring all their documents are organized and easily accessible

Tabs3 makes managing your cases easier by keeping all your client information organized, automating routine tasks, and giving you easy access to documents in the cloud. With Tabs3 Cloud, you get time and billing, payments, trust accounting, PracticeMaster, and Tabs3 CRM all in one place and accessible from anywhere.

Tabs3 Cloud allows your law firm to stay organized by centralizing all your client information, documents, and tasks. By automating routine tasks like data entry and document management, your team’s time is freed up to focus on client-facing work. What’s more, it also reduces the likelihood of errors and inefficiencies, a benefit that clients always appreciate.

Keeping clients engaged is also easier. Whether it’s setting consistent reminders for follow-ups, sharing documents securely, or tracking client communications, Tabs3 ensures that your clients feel valued and informed throughout their legal journey. This organized and consistent approach helps build trust and keeps clients engaged, ultimately contributing to a stronger attorney-client relationship.

4.  Offer easy payment options

When you run a law firm, client convenience is essential. Easy payment options like online payments or credit card processing can enhance the client experience. Tabs3Pay gives clients convenient payment options, such as payments through a private portal, making it easier to settle their bills and demonstrating your firm’s commitment to modern, client-centric practices.

By integrating these strategies, you can keep your current clients engaged, fostering a sense of loyalty that can benefit your firm in the long run.

Tabs3 Websites helps clients easily access these tools. Features include a “pay invoice” button on your homepage allowing them to settle their invoices, and a link to a secure client portal that lets them log in to upload documents, monitor case progress messages, and ask questions.

This benefits both your client and you because:

  • They can find the answers to their own questions, saving you a phone call
  • They can view their up-to-the-minute billing and payment history
  • They can view this information in any web browser, allowing them to use what they’re comfortable with
  • They can pay invoices online (with Tabs3Pay)

Keep your clients engaged and turn them into loyal ambassadors with fully integrated Tabs3 Software

At a time when consumers have an abundance of options at their fingertips, law firms are increasingly seeking to go above and beyond to deliver client engagement experiences that truly set them apart from the crowd.

By leveraging the integrated capabilities of Tabs3 CRM, Tabs3 Websites, and Tabs3 Cloud, you can simplify your client management procedures, enabling you to concentrate on the most crucial aspect of your work: delivering outstanding legal services, maximizing your billable hours, and keeping clients engaged throughout the matter lifecycle.

Tabs3 is more than just a tool; it’s a partner that can help transform your practice by:

  • Boosting client engagement
  • Streamlining communication
  • Reducing non-billable hours

Experience the transformative power of automation in managing and expanding your law practice by scheduling a demo or signing up for a free trial today.