Book More Consults, Protect Client Files: A Guide for Small Firms
A practical playbook for law, accounting, consulting and insurance firms on booking, intake, secure documents, security rules and referrals.
This guide is for owners and managing partners of small law, tax and accounting, consulting and insurance firms. Most firms like yours don't lose clients to bigger competitors on skill. They lose them to a slow reply, a clumsy intake process or a client who doesn't trust email with their tax return. Work through these five chapters and you'll have a site that books consultations, follow-up that runs on a system, a safer way to collect documents, and a clear view of the security rules that apply to your firm.
- Turn your website into a consultation desk
- Build intake and follow-up that doesn't rely on memory
- Collect documents and talk to clients securely
- Know the security rules that apply to your firm
- Earn reviews and referrals the right way
It's on its way.
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Five chapters, written for owners.
- Turn your website into a consultation deskProspects decide whether to call you before they ever pick up the phone, so your site has to answer their questions and let them book.
- Build intake and follow-up that doesn't rely on memoryInquiries go cold in the gap between "we got your message" and "here's the next step," so close that gap with a written process and simple automation.
- Collect documents and talk to clients securelyTax returns, IDs and case files deserve better than an email attachment, and a good portal is also easier for clients.
- Know the security rules that apply to your firmTax, legal and insurance work each come with specific security expectations, and the basics overlap more than you'd think.
- Earn reviews and referrals the right wayMost professional firms grow on trust and word of mouth, so make it easy for happy clients and partners to recommend you within the rules.
A tip from chapter 1
Let people book a consult without calling
Many prospects research firms after hours and on a phone. If the only option is "call during business hours," some of them move on to a firm that lets them pick a time. Put a booking link on every practice or service page, not just the contact page. Most practice platforms include or connect to a scheduler (Clio Scheduler, for example, can also take bookings from your Google Business Profile), and standalone tools work too. Offer a small number of clear consult types with a length and a short note on what to bring.
This week: Book a consultation on your own website from your phone and write down every step that slowed you down.
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