Four pillars for a successful Legal Strategy Session
Potential clients tend to report better experiences when you:
Prepare
Set preferences and availability, so we send you sessions that are a good fit
Regularly check your calendar to accept invites directly
Review the intake notes before the call
Call the potential client on time
If you need to cancel, give at least 24 hours notice*
Make it clear you’ve reviewed the intake notes before the call
Share your experience
Sell yourself - go beyond the standard intro
Cover the basics (client name, OP name, etc) - but go beyond them, as well
Ask if there’s anything they didn’t share on the intake call that you should know
Explain how Marble works and how co-counseling with Marble gives you time to focus on case strategy
Clearly explain limited scope, using examples specific to the client’s case and why it’s the best way to avoid becoming overwhelmed during a stressful legal journey
Ensure potential clients know you can and will answer their questions
Ensure action
Emphasize how cases can move forward more quickly when potential clients work with a law firm like Marble
Where appropriate, emphasize the urgency of getting started - and the implications of waiting
Tell the potential client to look out for a call from the Financial Team
Not the right fit for you? You can still sell Marble as a whole
Finalize & follow up
Recommend 1-3 services to get started, reiterating that the case will go step-by-step
Recap the conversation with the client before ending the call - ask them if you missed anything crucial
Submit the LSS form as soon as possible - provide as much detail as you can for the Financial Team