Innovative Marketing Tactics That Really Attract New Clients

Vol. 31 No. 3


Terrie S. Wheeler, MBC, is founder and president of Professional Services Marketing, LLC ( She has spent the last 25 years as an in-house marketing director, marketing consultant, and marketing coach to lawyers and law firms.

In order to attract new clients, lawyers need to understand marketing. Lawyers quickly acknowledge marketing is not something they learned in law school and that “doing marketing” doesn’t come naturally to them. If lawyers are really honest with themselves, most engage in marketing activities because they feel they have to, not because they enjoy the process. The vast majority of lawyers I work with as a marketing consultant and coach simply want to do what they do best: practice law.

The purpose of this article is to remove the mystique from marketing by focusing on innovative and results-oriented strategies that won’t break the bank—or take up too much of your valuable time. Contrary to popular belief, there is not a direct correlation between spending a lot of money on marketing and attracting new, high-quality clients. In fact, many lawyers who throw money at marketing hoping to advertise their way to success end up disappointed with the results. The reason? Successful marketing is about relationship building. Ask your best clients how they found you. It is highly likely they were referred to you by someone they trust (friend, family member, former client).

At the end of each section below, you will find a “Be innovative!” idea you can implement right away. The concept of finding “innovative” strategies to build your practice may sound elusive. To put your mind at ease, consider this concept: The very best marketing for lawyers can be accomplished by leveraging the activities you would be doing anyway. Like what, you ask? If you love boating, invite a prospective client or referral source to join you. If you are a runner, forego running alone in lieu of joining a running club to meet new people. Don’t just stand on the sidelines at your kids’ soccer games; make a point of engaging with other parents. Being innovative in marketing means finding ways to turn your interests and involvement into opportunities to meet others. At its core, marketing should be fun for you and for your contacts.

I Didn’t Go to Law School to Be a Salesperson

Know the difference between sales and marketing. Marketing is about the messages you convey, and sales is about asking the right questions. Marketing is what you do to build name recognition in the marketplace. You are marketing when you provide exceptional client service, add content to your website, write an article, speak to a group, make a referral, host an event, write a proposal, research a prospective client or referral source, or attend trade or professional association meetings. You market through your visual identity, being quoted in the paper, serving on a board, and engaging in social media.

Sales is the art of asking the right questions—not the proverbial dog-and-pony show where you talk about who you are, your credentials, and what a fabulous lawyer you are. Sales is not about you. It is about the person sitting in front of you—and your ability to help that person solve a problem he or she is facing. Sales involves asking probing questions, listening, and digging deeper. As a lawyer, you are inherently good at sales. (Yes, I really said that!) Law school trains you to be good in sales by helping you learn the art of conducting due diligence on a business deal, leading discovery in litigation, selling your case to a jury. You will be amazed at what an exceptional salesperson you are when you start the conversation with, “So, tell me about your situation,” or “What problem are you trying to solve?” or “Let’s talk about why you are here today.”

Be innovative! Create a list of questions you can ask a networking contact or a prospective client. Save the questions on your phone or tablet so you will always have them handy.

Branding? You Are Your Brand

“Branding” is a term that can strike fear into lawyers because it sounds advertising-oriented. Branding is about identifying what makes you unique and deciding what you want to be known for, then consistently communicating these messages to the world. Like picking a major in college, branding means choosing the niche within which you want to be known and being on the “short list” of lawyers practicing in this area. If you practice family law, you might want to develop your brand around working with business owners, physicians, military families, women, collaborative law, or foreign adoptions. If you are a business lawyer, you might want to develop your brand around a particular industry such as manufacturing, family-owned businesses, woman-owned businesses, or professional services firms.

Once you have defined your niche, bring your brand to life through your communications, logo and materials, website, social media posts, events, presentations, elevator message, blogging, and article writing.

Be innovative! Ask your contacts and clients to tell you what they think you are best known for. Review the responses and work them into everything you do.

Become a Thought Leader: It’s Time to Engage on Social Media

Word on the street is, you need to be doing “more” with social media, that social media is here to stay, and that you’ll be left in the dust if you do not jump on board. Actually, it’s true. But there are a few concepts and ideas that will help you build a bridge to social media engagement that will not overwhelm you. The ultimate goal of social media is to take your knowledge and expertise and get in front of people who care. The concept is called “thought leadership.” You can become a thought leader if you:

  • Create an all-star LinkedIn profile. LinkedIn is for professionals. You are a professional. Therefore, you must have a LinkedIn profile. Make sure you add a professional picture, write in first person, and let your enthusiasm show through. Then, connect with people in your network—but only those you know. Your goal should be to have more than 500 contacts. You can do it.
  • Join groups on LinkedIn. Do a search for groups to “join.” Find those that attract prospective clients and referral sources. Join your law school alumni group. You can join up to 50 groups.
  • Engage with your groups. Add substantive comments to group discussions, start your own discussion, and comment on others’ discussions.
  • Create company profiles on LinkedIn and Facebook. Make sure your firm has a presence on both sites and that your company profiles are accessible through your e-mail signature block and on your website.
  • Create content and post it. Being a thought leader is all about providing helpful and relevant information to your contacts. Develop a calendar of posts. You can find excellent material to post by setting up Google Alerts ( on keywords and topics you are interested in. Use a social media aggregator service such as and schedule a whole month or two of posts in advance.
  • Blog. The word “blog” is both a subject and a verb. In this instance we are talking about the action verb—the act of writing timely and relevant 200- to 400-word blog posts—then promoting your blog posts to the LinkedIn groups you have joined, posting a link to your blog on your LinkedIn status update, and integrating your blog into your website.
  • Offer free webinars. Several resources, such as, allow you easily to offer free webinars to your contacts. In doing so, you will develop a following of people interested in your expertise.
Be innovative! Schedule a recurring appointment on your calendar each day for ten minutes and spend that time exclusively on enhancing your online reputation through social media.

Join a Trade Association and Become Active

A short note related to bar associations: Use your bar association(s) to build relationships with your colleagues and to pursue your own professional development through CLE offerings. Over time, you will likely build solid relationships with other lawyers leading to friendships and referrals.

In addition to your bar association activities, join a trade association attracting prospective clients or referral sources. A few tips:

  • Research before you join. Ask your clients and referral sources what organizations they are involved in. Attend a couple of meetings before you join.
  • Get known. Attend as many meetings as you can. If you can’t make the commitment to attend the meetings, don’t join right now.
  • Extend yourself. Offer to write for the organization’s publication and speak at monthly meetings on topics of interest to members.
  • Follow up with members. When you find someone you would like to build a relationship with, add them to your sales pipeline (keep reading). Ask them to coffee to learn more about them. Ask great questions. Determine action steps and commit to following up.
Be innovative! Offer to write a column answering members’ common legal questions; interviews with a few members you hand pick can provide great content for your column—and great networking with the members you most want to meet.

Stand Up and Stand Out in Your Community

In addition to your pro bono commitments, consider becoming a nonprofit board member or volunteering in your community. Your clients and referral sources want to see that you are focused on more than just billable hours. Make sure the organization you become active in has a mission you deeply support and believe in. If it doesn’t, you will lose interest. If you are an exceptional board member or volunteer (one who is prepared, attends meetings, asks great questions, follows through on commitments), you will undoubtedly be perceived as an excellent lawyer.

Be innovative! Make a list of three organizations you are interested in serving. Schedule time on your calendar to investigate the board appointment process online and follow up with your top choice.

Create an Enterprise: Run Your Practice Like a Business

Lawyers do not learn how to run a business in law school. Running your law practice like a business involves developing specific processes for everything you do and a commitment to the profitability of your firm. Read The E-Myth Attorney: Why Most Legal Practices Don’t Work and What to Do about It by entrepreneurial guru Michael E. Gerber. This is one of the best books available on how to run your law practice.

Be innovative! For every task and function at the firm (developing leads, answering the phone, greeting clients, filing documents, hiring new staff, conflict checking, opening new files, greeting visitors, client intake, case strategy), record your process and create a process manual.

You Are a Salesperson: Now Develop a Sales Pipeline

We have given you a few paragraphs to accept that although you are a lawyer who sells sophisticated legal services, you are a salesperson nonetheless. We encourage you to create a “sales pipeline” of your best current clients, prospective clients, and referral sources and make a point of reaching out to these contacts throughout the year. Add reminders to your calendar to follow up with each person. Track when you last saw the person, opportunities you see, next steps, and the date you plan to follow up. You also want to use your sales pipeline to track current and projected revenue.

Be innovative! Do your research. Before you meet with a contact, spend ten minutes reviewing this person’s website, biography, and LinkedIn profile. Do a Google search and see what interesting facts you can find.

The Art of One-to-Many: Develop Your Base of Referral Sources

As a lawyer, you rely on referrals from current and past clients, as well as from other lawyers. Building your base of referral sources is a “one-to-many” strategy. A strong relationship with one person could lead to many new clients in the future. So how do you attract more A-level referral sources? Start with an analysis of your current clients over the past two years. Identify who referred each of them to the firm. What do the referral sources have in common? Maybe they are bankers, CPAs, social workers, therapists. Whatever the mix, commit yourself to meeting more people like your best referral sources.

Remember the key to building great referral relationships is to ensure they are mutually beneficial. Lawyers have a reputation of asking for referrals but not giving very many. Commit to developing a few really great referral sources, then do everything you can to also refer business back to them.

Be innovative! Develop a system to track referrals you make and those you receive. Develop a rating system based on the professional’s substantive knowledge and past successes before you make a referral.

The Best Athletes Need a Coach: So Do You

Consider the value and benefit of hiring a personal marketing coach to guide and direct your marketing efforts. A marketing coach brings an experienced perspective in the legal industry and is able to help you personally assess your practice and put a marketing plan in place. A coach will also work with you to implement your marketing and sales plan over the next year. Lawyers are extremely smart and focused. If you are also motivated and driven to develop new business, a personal sales and marketing coach might just be the right move for you.

Be innovative! Gather a group of like-minded attorneys and other professionals and create a monthly “coaching circle,” holding one another accountable and supporting one another’s successes in marketing.

Anyone Can Innovate—Even You

Success in sales and marketing is not just for the high-profile, extroverted few. The nebulous concept of success can be achieved by every lawyer in private practice; especially you. You simply need to focus on innovative ideas that are low cost and deliver the highest possible impact.


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