Strategy & Leadership
The Law Firm Business Checkup: Attracting Clients, Encouraging Referrals, & Growing Your Firm
November 2, 2026 ・ 7 min read
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Where might your law firm's next client come from? Maybe it's a referral from an out-of-state attorney you met at a conference, someone who discovers your firm through an online search, or a former client returning with a new legal issue.
Opportunities like these can bring in valuable business, but leaving them to chance can make growth unpredictable. With deadlines to meet and clients to serve, it's understandable that marketing and business development may not always be a top priority.
Making marketing a priority doesn't have to mean adding endless hours to your workload. By taking a few intentional steps, your firm can improve its visibility, build valuable professional relationships, and connect with more people who need your expertise.
Below are some tips to help you start putting that approach into practice. You can also watch my recorded webinar for more strategies on strengthening business development and client retention at your law firm.
Define your ideal clients, top priorities, and what sets your firm apart
Before choosing your marketing tactics, start by identifying who you want to serve, what those clients need, and why they should choose your firm over others.
Here are three important questions to consider:
Who do you want to reach? Think about your ideal clients based on your practice areas, geographic markets, industries you serve, and the types of legal matters you want to attract.
What do those clients need? Consider the legal challenges they're facing and what matters most to them when choosing an attorney, such as clear communication, responsiveness, or experience with similar matters.
What sets your firm apart? Identify strengths you can demonstrate, whether that's specialized knowledge, experience in a particular industry, or your approach to client service.
Use these insights to guide how you present your firm, communicate the value of your services, and choose where to focus your marketing efforts.
From there, set a few realistic, measurable business development goals. For example, your firm may want to:
Attract more clients in a particular practice area
Expand into a new geographic market
Convert more inquiries into new matters
Generate more business through referrals
Setting achievable goals gives your team opportunities to recognize early wins and build momentum. They also help you focus your time and resources on marketing activities that support long-term growth.
Build a visible and informative online presence
For many people, the search for legal help begins online, whether through a search engine, legal directory, or digital ad. That makes your online presence a great place to focus your marketing efforts.
Your website may be a prospective client's first impression of your firm, so make it count. Visitors should be able to quickly understand which types of matters you handle, learn about your attorneys' experience, and find a clear next step, such as scheduling a consultation or contacting your team.
Beyond explaining your services, consider offering resources that help prospective clients better understand their legal needs. Practice-area pages, blogs, and FAQs can answer common questions, explain legal topics in plain language, and help demonstrate your firm's expertise. For more guidance on building an effective law firm website, read our article, “How Important is Website Marketing for Law Firms?”
You can also expand your reach through channels such as:
Social media
Online legal directories
Targeted digital ads
Email newsletters
Webinars
Each can offer opportunities to connect with potential clients, share useful information, and keep your firm visible.
That said, you don't need to be everywhere. Focus on the channels that best align with your audience, goals, and resources so you can make the most of your marketing efforts without stretching your team or budget too thin.
Make client experience part of your business development strategy
Marketing can help attract new clients, but their experience working with your team can influence whether they return or recommend your services to others. Beyond the outcome of their legal matter, clients remember how well their legal team communicated, answered questions, and kept them informed along the way.
A positive experience starts with setting clear expectations. From the beginning, make sure clients understand important details about their representation, including:
Scope of representation
Fees and billing
Timelines and deadlines
Communication methods and frequency
Next steps and client responsibilities
Of course, setting expectations is only the beginning. Following through with timely updates, clear explanations, and responsive service helps build trust throughout the relationship.
It's also important that everyone at your firm understands their role in delivering a positive client experience. Establishing consistent service standards and encouraging staff to be approachable, attentive, and proactive can make a lasting impression.
Everyday interactions can influence client satisfaction and contribute to your firm's reputation and future business opportunities.
Maintain relationships to encourage repeat business and referrals
Just because a matter closes doesn't mean the client relationship has to end. Staying in touch with former clients can create opportunities for future business and referrals.
Start with a positive closing experience. Provide a summary of the outcome, explain any remaining responsibilities or next steps, share important documents, and invite feedback.
From there, look for ways to stay connected without simply promoting your services. Consider sharing useful information or creating opportunities to reconnect, such as:
Estate planning: Remind former clients when it may be time to review their estate plans.
Business law: Share newsletters or updates on regulations that could affect their businesses.
Real estate: Provide information about relevant zoning changes or property regulations.
In-person events: Host or participate in an educational seminar or networking event.
Don't overlook your professional network, either. Maintaining relationships with other attorneys, legal professionals, and industry contacts can open the door to additional referrals.
Ultimately, relationship-based business development is about being a helpful, reliable resource that people remember when they or someone they know needs legal assistance.
Track results and adjust your business development efforts
How do you know if your marketing and business development efforts are paying off? Regularly reviewing your results can help you understand what's working, where there's room to improve, and how to make the most of your resources.
Tracking these metrics doesn't have to be complicated. A customer relationship management (CRM) system can help your firm organize prospective client information, track inquiries through the intake process, and monitor trends over time. This can give you a clearer picture of which efforts are generating new business and where opportunities for improvement exist.
Start by tracking a few key performance indicators (KPIs) that align with your firm's goals, such as:
Lead sources: How are prospective clients finding your firm? Consider referrals, online searches, advertising, and other marketing channels.
Inquiry-to-client conversion: What percentage of prospective clients ultimately retain your firm?
Repeat business and referrals: How often do former clients return for additional services or recommend your firm to others?
Client satisfaction: What does client feedback tell you about their experience and areas for improvement?
Looking at these numbers over time can help you make better decisions. For example, if professional referrals consistently bring in qualified clients, it may be worth investing more time in those relationships. If your website attracts visitors but generates few inquiries, consider whether visitors can easily understand your services, find your contact information, and learn how to schedule a consultation.
Tracking progress also gives you opportunities to recognize and share successes with your team. Celebrating these wins can build momentum and encourage continued investment in marketing and business development.
For more guidance on which KPIs your firm should monitor and how to use that information, read our article, “8 Metrics for Law Firm Performance Reporting: Tracking Success and Identifying Areas for Improvement.”
Build a more intentional approach to law firm growth
Making marketing and business development a regular part of running your firm can start with a few focused efforts: improving your website, sharing useful information, and building relationships with clients and referral sources.
By setting realistic goals and regularly evaluating what's working, your firm can build on early successes, make better use of its time and resources, and find more opportunities for long-term growth.
The right technology can also help you deliver on those priorities. LEAP brings matter information, client communications, documents, and billing together in one legal practice management platform, helping your team work efficiently and provide consistent, responsive service throughout the client relationship.
Explore how LEAP can help your firm better serve clients from first contact through final billing.
On-Demand Webinar | The Law Firm Business Checkup: Foundations
Learn the core principles behind running your firm like the business it is.

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