Connect six jobs under one plan
The website and search work earn attention. Reviews and attorney profiles help a prospective client judge fit. Intake and follow-up turn contact into an owned task. Reporting shows the source, response, consultation, and recorded outcome.
Each part needs the same definitions for source, owner, status, and next step. Otherwise the firm gets separate dashboards that cannot answer one useful question.
Know what software cannot own
Software can store records, assign tasks, send approved messages, and show exceptions. It cannot decide who works the queue each day, approve legal-advertising claims, supply attorney insight, or correct a handoff nobody reviews.
Name the operator before buying more tools. That person does not need to be a marketer. The role needs clear weekly work, authority to request inputs, and a short exception list.
- The firm controls the website, domain, analytics, profiles, and ad accounts.
- Every inquiry enters one owned queue or has a documented handoff.
- The first source survives through the recorded outcome.
- One person owns routine updates and exceptions.
Choose the right level of help
The Firm System fits a law firm that wants one complete acquisition system, firm-controlled accounts and data, a website I maintain, and a named internal owner. I can run routine acquisition work, or train the firm’s operator to own it within written guardrails.
The build stays complete at either level. What changes is operating responsibility after launch. The internal owner can begin by observing and graduate through assisting, operating within guardrails, owning routine work, and escalating exceptions.