Why client enquiries need a process of their own
An employment law enquiry with a three-week filing deadline and an enquiry about company succession with a horizon of months have little in common — except that both have to reach the right specialist. Area of law, venue, amount in dispute and deadline decide whether an enquiry turns into a case. On top of that, case descriptions are confidential, and both advertising and client referral are subject to professional conduct rules. A routing process that sends unchecked enquiries to a list of firms gives away cases and generates complaints.
Leadnodes maps these requirements as rules: required fields per area of law, qualification by case type and amount in dispute, routing by region and capacity. How the pre-check works in detail is described in the glossary entry on lead qualification; the routing logic is explained in the entry on criteria-based routing.
Who benefits from Leadnodes in legal and tax
- Legal portals that pass client enquiries from solicitor search and area-of-law landing pages to partner firms and no longer want to handle routing, billing and complaints manually.
- Firm networks and law firms with several locations that accept enquiries from campaigns and referrals centrally and distribute them to solicitors by area of law and location.
- Tax adviser groups that bundle enquiries about tax and business advice, qualify them by region and client profile, and pass them to member firms.
- Legal tech providers that hand enquiries from their own assessment or form journeys to cooperating firms and want to track the handling status per case.
What you need to get started
One lead type per area of law with the matching required fields, a list of your firms or advisers with specialisation, catchment area and quota, plus a connection to your sources. How you design consent and the remuneration model should be reviewed in advance subject to the professional conduct rules that apply to you. In a free assessment we go through your areas of law, your buyers and the routing rules that follow from them.