While many law firms already felt the need to digitally transform, the added pressures of a pandemic have accelerated that need unexpectedly. Many have been forced to adapt (almost overnight) to survive and meet rapidly changing client needs.

While this transformation can be overwhelming, it starts with simple changes. Below we’ve gathered a list of insights from our law customers on how they’re taking opportunities to set themselves up for success as our economy reopens.

1. Send links to digital documents and use esignature. One firm is using Docusign Power Forms to create digital agreements, contracts, and legal documentation. After creating the documents, they send textable links that clients are able to click, read, and sign digitally. Use digital forms and esignature software to increase convenience for your clients, improve record keeping for your business, and avoid the hassle of physical paper. 

Option: Docusign    Cost: $0 for thirty days

2. Run your law firm via text. Wilner & O’Reilly is using text to offer their clients frictionless, convenient communication. Clients are able to text their attorneys with questions, and attorneys at Wilner & O’Reilly are able to manage these conversations effectively from one place using Podium’s messaging tools. This firm has also seen success from implementing a Webchat on their website, leading to increased website traffic conversion through messaging that can move from desktop to mobile and back again. Use text to facilitate seamless, convenient communication with your clients and increased team coordination and cooperation within your firm. 

Option: Podium  Cost: Start for $0

3. Provide virtual meeting options through video. Experts from the Harvard Business Review have suggested that digital transformation is giving firms advantages in terms of scale, scope, and learning. In other words, it is allowing businesses to innovate and produce a wider variety of things while cutting unnecessary costs and efforts. And video is one of the leading features that is allowing this progressive push. While you may have already been providing virtual meeting options due to COVID, consider keeping this option as your new MO to provide increased convenience for clients and cater to all comfort levels as offices reopen. Offer innovative virtual consultation options to move effectively toward becoming a digital firm and give clients the flexibility they need.

Option: Podium Videochat Cost: (Request a quote)

As firms reopen, they’re reinventing business to be what it always needed to be. The firms that will come out on top will be those who took advantage of the moment. If you take the opportunity to digitally transform, you’ll set yourself apart from the pack. More importantly, you’ll exceed your client’s expectations—and keep them coming back again and again. 

To learn more about reopening your business in our digital age, check out our ebook, The Simple Guide to Digital Transformation.

Elizabeth Gallagher
Elizabeth Gallagher Real Estate, Legal & Financial Services Account Executive

Elizabeth Gallagher is a real estate and legal professional at Podium, the premier messaging platform that connects local businesses with their customers.

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