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Law Firm Presentation Template

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Law Firm Presentation

Transcript: Post Sale Timeline Call from LA within 24 hours Care package within 90 days 5 files/day rule 90-day case reviews with Senior Paralegal Key Players Guiding Principles Considering Moving Intake Specialist Social Media TTLA CATLA Schools – Distracted Driving Considering Billboards Directories # of Cases Pending: Avg # of Leads/Month: Avg # of Cases/Month: Marketing Spend/Month: Avg Case Acquisition Cost: 2018 Projected Avg Fee/Case (80th percentile): 2018 Projected Gross Revenue: Lead Conversion Intake Specialist Starting in Nov with Rainmaker Currently Google sheet No experience Don’t know how to pick Don’t know what a good price is Don’t know how to measure efficacy Every file reviewed every 90 days by Noe Every file contacted every month by LA Finding the Gems Cases filed at 18-month mark Set for trial ASAP Lead Gen (Jeff) Lead Conversion (Intake Specialist) Increase Turn Rate (Noe) Increase Avg Fee/Case (Daryl) Key Players # of Cases Pending: Avg # of Leads/Month Last 6 Months: Avg # of Cases/Month Last 6 Months: Marketing Spend/Month Last 6 Months: Avg Case Acquisition Cost Last 6 Months: 2017 Avg Fee/Case (80th percentile): 2017 Projected Gross Revenue: Shopping right now Bi-lingual High energy Makes a good presentation Smart Creative Went from 5 to 13 reviews on AVVO in the last 90 days Went from 10 to 13 reviews on Google + in the last 90 days Went from 0 to 0 reviews Yelp in the last 90 days Bonus program to incentivize the LAs to get them Email drip campaign to get reviews Approaching clients at disbursement Trial experience Helped more than 2000 PI clients Recovered more than $20M for clients Involved in over 200 trials, federal and state Everyone Board Certified Customer service Availability – see anyone, any time, anywhere All calls/emails returned in one biz day Financial resources Can afford to take about any case against any defendant Reviews A Re-Birth Vision Statement To be the best personal injury law firm in Texas. Lead Gen Referral Sources Rainmaker Institute Website SEO Follow up Starting in Nov with Rainmaker “The Play” Can you come in now? When is the soonest you can come in today? Problem solve Open to leasing or buying High visibility location Signage Closer to customers Enhance organic search results as well CLF is a general PI firm. Ideal Client: Individual living or working in Texas who is seriously injured at work or in a vehicle. Have tried cases involving almost every type of PI case. Would like to come up with a specialty, but not sure how to position ourselves in the market. DAN How Are We Going to Get There CLF GC 400 300 100 100 40 40 $30K $30K $750 $750 $8K $8K $2.5M $600K Events Need help with: Internal Resources Jeff Craig Intake Specialist Intake training Intake tracking Follow up Managing client experience Nifty Marketing Posts daily to Facebook and Google+ Facebook ads Geo-fencing around hospitals LinkedIn just starting Website SEO PPC Social Media Reviews Directories Events Speaking engagements Referral sources Considering billboards Considering moving Mindset Investigate early Treatment protocol Finding the Gems Impairment ratings File early and often Set for trial Increase Avg Fee/Case Daryl Hayes 23-year lawyer representing both plaintiff and defense Board Certified in PI Trial Law Noe Hernandez 15-year senior paralegal Experience in other major PI firms in market Jeff Craig BBA Excellent administrator Micah Adams MBA 8 years lit finance experience Parking space at new location Sign on conference room Coffee, water, soda when come in Take away from intake Take away from settlement meeting All calls/emails returned within 1 business day Mission Statement To provide the highest level of legal representation and customer service possible. Intake Training Noe Hernandez Goals per Pay Period CLF GC 212 96 54 83 14 18 $12K $20K $~1K $~1K $7K TBD $1.2M $20K Intake Tracking Lead Conversion Value Statements Relentlessly pursue justice by all legal and ethical means available. Behind every file is a person and every person deserves our best. Professionalism, persistence, patience and purpose. Where We Want To Be(2018) Medical providers Non-competing lawyers Current and former clients Community members Business associates Competing lawyers who don’t want to try cases Target Market Irons in the Fire Differentiators AVVO SuperLawyer FindLaw LawInfo Yodle Yelp ABOTA NBTA Speaking Engagements Where We Are 1995-1998 U.S. Army JAG Corps 1998-2013 Chief, Litigation Department, Large PI Firm 2010 Started Litigation Finance 2010 Opened own firm 2013 Left Large PI Firm 2014 Started taking cases 2015 Sold majority of litigation finance; joined buyer 2017 Re-birth of own firm Increase Turn Rate Lead Generation New site just launched Links – increased from 1509 to 1604 in last 90 days Overall position moved up 14 positions in last 30 days Ranking for Austin Personal Injury Lawyer moved from 32 to 27 in the last 90 days. Ranking for Austin Car Wreck Lawyer moved from 27 to 20 in the last 90

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