Legal Funnel

Legal Funnel – Boost Your Law Firm for Lead Generation & Conversion in 2024

If you are part of the legal industry, then you are well aware of the challenges out there in getting potential clients. Since law firms and lawyers are quite expensive, people tend to rely on one lawyer only and are reluctant to switch. And for those who are seeking new lawyers, they, in most cases, tend to contact lawyers via personal reference.

At this point, it might seem quite difficult for you to get clients online.

What if there was a way you could have an automated process where you could collect potential leads in need of your service and end up getting dedicated long-term clients?

That’s exactly what you can do using a well-planned legal funnel.

A legal funnel is a special strategy that is built to help law firms get potential leads & convert them into clients without wasting time and money.

In this article, you will learn

  • how to attract prospects into becoming potential leads,
  • ways to create trust and authority with them,
  • covert these leads effectively,

And eventually, stay ahead of your competitors with more and more clients.

So let’s begin.

When it comes to legal matters, lead generation may vary depending on which type of clients you want to serve. For example, you may target entrepreneurs who require tax lawyers, or you may look for startups who may require an attorney to help them handle all the legal procedures within the organization, etc.

And the legal funnel is a strategy that helps you devise a journey that will allow you to collect a certain type of high-quality leads on a single campaign. You can also include email marketing for lawyers in your strategy plan.

It consists of 3 specific steps that allow you to collect high-quality leads.

  1. A lead generation campaign to get targeted prospects.
  2. Nurturing your leads for future promotions.
  3. Offer your services to possible clients.

Let’s look at each of them in detail.

Stage 1 – Targetted Law Firm Lead Generation

The initial stage of the legal funnel is dedicated to collecting qualified leads. This involves a few steps, as explained below.

  1. Choose your target audience
    You have to decide what type of leads you want. For example, you may look for entrepreneurs that require tax lawyers.
  1. Decide on some value to give away for free.
    This could be a free session online or via call, or maybe 1-hours of consultation for free, or maybe a free tax audit.

    And, For the sake of training, let’s assume you are offering a free 1-hour consultation.
  1. Create an opt-in funnel dedicated to this free offer
    Now prepare a quick opt-in funnel with two steps – A landing page and Thank you page.

    **You may use a reliable funnel-building tool such as WPFunnels to create this funnel.
  1. Design the landing page for collecting leads.
    Your landing page should have a copy that highlights the free 1-hour consultation you are offering. For example, the headline can be “Get Free Consultation With A Trusted Tax Lawyer Today.” And also, explain what benefits the prospects will get if they take your consultation.
    • At the very bottom of this page, include an opt-in form to collect a few basic information.
    • Then, throughout the page, use the CTA button upon clicking, which should take the visitor below to the opt-in form.
    • The CTA button texts should be clear and concise such as “Take the free consultation.”
    • Set it up so that upon form submission, the prospect will be taken to the Thank you page while you get the lead in your email automation tool (such as Mail Mint).
  1. Prepare the thank you page for confirmation
    On the thank you page, ask the prospect to check his email to get a link to book the free session. Meanwhile, also add CTA images to visit your website or visit your social pages to like/follow your law firm.
  1. Send the link to book the consultation session
    Set automation to send an email where you will provide the link to your booking form.

    **You may use a booking tool such as Calendly to manage appointments.
  1. Drive traffic into your funnel to start getting leads
    Once you are ready to collect leads, it’s time to drive traffic to your funnel landing page. Following are some of the ways you can get potential traffic.
    • Run Paid Ads – You may create Ads and target business entrepreneurs from areas your firm operates in a while using Ad creatives that will speak directly about the issue you will solve. For example, the creative could include the text “How do you manage taxes? Let me help you for free!” You may run these Ads on Facebook, Twitter, or Google.
    • Share On Social Media – Promote your funnel on your social channels so that your potential prospects among your followers may take part.
    • Look For Social Influencers To Help You – You will find many Youtubers and Instagram influencers that create videos on how to manage taxes. You may reach them to help you to promote this funnel. It will cost you some money, but it will help you to get good clients in the long run.
    • Guest Promotion: Reach out to websites and media firms that focus on legal content. You may work out a deal to promote your funnel there. It could be a mention on a blog, an attendance in a podcast, or even attending a Q&A session on the radio.
    • Arranging Local Workshops: You can arrange workshops for local businesses to share your advice and then offer personalized sessions for free.

And the first stage is ready. This funnel is aimed at ensuring you get as many targeted clients as possible.

Stage 2: Law Firm Lead Nurturing For Future Promotions

Once you’ve captured leads through your legal funnel, it’s essential to nurture the relationship and stay engaged with them. Here are some strategies to nurture your leads effectively:

  1. Email Automation
    Utilize an email automation tool with your sales funnel builder to set up a series of automated emails. For example:
    • Welcome email: “Hi [Lead’s Name], Welcome to our exclusive community of entrepreneurs seeking expert tax law advice. We’re thrilled to have you on board!”
    • Educational content: “Learn how tax planning can save your business money. Here’s a guide on the top tax deductions for entrepreneurs.”
    • Case studies and testimonials: “Meet John, an entrepreneur. We helped save thousands in tax liabilities. Read his success story here.”
    • Exclusive offers and discounts: “As a valued member, we’re offering you an exclusive 15% discount on our tax consulting services. Don’t miss out!”
    • Webinar or workshop invitations: “Join our upcoming webinar on ‘Navigating Tax Obligations for Startups.’ Reserve your spot now!”
  2. Segment Your Leads
    After Free consultation, now you already know the consultation type your clients are looking for. Now, Divide leads into segments based on their interests or needs. For example:
    • Startup founders are interested in tax planning strategies.
    • E-commerce entrepreneurs are seeking guidance on sales tax compliance.
    • Freelancers are looking for tax advice on self-employment deductions.
  3. Personalization
    Different clients need different attention. So, Customize emails based on your lead information. For example:
    • “Hi [Lead’s Name], as an e-commerce entrepreneur, we understand the unique challenges you face in managing sales tax compliance for your online store.”
  4. Regular Communication
    For Maintaining regular communication with your leads to stay top-of-mind and position you as a trusted advisor. Send periodic newsletters, updates, or curated content. For example:
    • “Stay up-to-date with the latest tax law changes impacting small businesses. Here’s our monthly tax law digest.”

***You may use an email automation tool like Mailmint with your sales funnel builder to automate your legal funnel effectively.
Now, After your Law firm lead generation and lead nurture stage. Let’s convert them into paying clients in the next stage.

Stage 3 – Convert Your Law Firm Lead into Potential Clients

After nurturing your leads, it’s time to present your services and convert them into paying clients. After a free consultation, offer them a follow-up conversation through phone calls or online meetings. Push them into another legal funnel for sales. Here are some approaches to offering your services effectively through your funnel:

  1. Customized Landing Page For Lead Conversion
    Here, customization plays a crucial role in conversion. For that, you can include the following:
    • Clear headline: Clearly communicate the benefit of your services. For example, “Maximize Your Tax Savings with Expert Tax Law Services for Entrepreneurs.”
    • Description: Provide a brief overview of your services, highlighting key features and how they address the specific needs of your target audience.
    • Testimonials and social proof: Display positive testimonials from satisfied clients to build trust and credibility.
    • Call-to-action: Include a prominent and compelling call-to-action button such as “Get Started Today” or “Book Your Consultation Now.”
  2. Proposal and Pricing
    Share a detailed proposal and pricing with your clients in order to make your communication clear. You can include-
    • Scope of work: Clearly outline the services you’ll provide, including tax planning, compliance, and ongoing support.
    • Detailed pricing: Present transparent pricing information, whether it’s a flat fee, hourly rate, or retainer-based. Break down the costs and explain what clients can expect in return for their investment.
    • Customization options: Offer different service packages or tiers to cater to different client needs and budgets.
  3. Highlight Unique Selling Points
    On your customized landing page, you can include more tailored information like:
    • Specialized expertise: Emphasize your specialization in tax law for entrepreneurs, showcasing your in-depth knowledge and experience.
    • Success stories and case studies: Share specific examples of how your services have helped clients achieve significant tax savings or overcome tax-related challenges.
    • Differentiators: Identity what sets your services apart from competitors, such as a unique approach, proprietary methodologies, or industry recognition.
  4. Ongoing Support
    Regular communication and follow-up is the key to your effective conversion through the legal funnel. So, ensure that by mentioning the following:
    • Communication channels: Specify the channels through which clients can reach you for ongoing support, such as email, phone, or a dedicated client portal.
    • Response time: Set expectations regarding your response time for client inquiries or requests.
    • Regular check-ins: Outline how you’ll proactively engage with clients to ensure their tax strategies remain optimized and aligned with their business goals.
    • Updates on tax law changes: Highlight how you’ll keep clients informed about relevant tax law updates that may impact their businesses.
  5. Flexible Payment Options
    Another strategy to effectively convert your leads is flexible payment options as per their requirements. here mention
    • Payment plans: To accommodate your client’s cash flow needs, offer flexible payment options, such as monthly installments or milestone-based payments.
    • Payment methods: Specify the accepted payment methods, whether credit cards, bank transfers, or online payment platforms.
  6. Exclusive Client Benefits
    You can also offer additional valuable resources in order to build long-term relationships and engagement. For that, you can offer-
    • Additional resources: You can mention any exclusive resources or tools that clients will gain access to, such as industry reports, tax planning guides, or educational webinars.
    • Priority support: Highlight that your clients will receive priority access to support and assistance.
  7. Follow-Up and Feedback
    After successful completion of your consultation, you should maintain follow-up with your clients. for that –
    • Post-engagement follow-up: Plan a post-engagement follow-up to ensure your client’s satisfaction and address any further questions or concerns.
    • Feedback collection: Provide a feedback mechanism, such as a survey or feedback form, to gather insights and continuously improve your services.

By incorporating these specific strategies and examples, you can effectively do your law firm lead generation. Also, nurture leads and present your legal services in a way that resonates with potential clients, increasing the likelihood of conversion and long-term client relationships.


Now you are ready to take your tax law practice to the next level. Start your law firm lead generation. Convert your legal leads into paying clients.
Start building your optimized legal funnel today with WP Funnels, a powerful tool for creating high-converting landing pages and funnels. Combine it with MailMint, an efficient email automation tool, to nurture your leads, offer personalized services, and establish long-term client relationships.
For your help, here is a use case of lead collection with wpfunnels.

Don’t miss out on the opportunity to streamline your lead generation and client conversion process. Get started with WP Funnels and MailMint today and unlock the full potential of your tax law practice!

Sakiba Prima

Sakiba Prima, the Content Editor at WPFunnels is passionate about making WordPress work wonders for your business. With a flair for simple yet effective sales & marketing tactics and handy tooltips, she turns complex ideas into easy reads.

Sakiba Prima

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