First Impressions Matter: Building a Client Experience that Converts!
First impressions matter – especially in law. Prospective clients often reach out during stressful, high-stakes moments, and how your firm responds in those early interactions can make or break their decision to engage you. Yet, according to Clio’s Legal Trends Report, 67% of law firms fail to respond to prospective client emails, and nearly half don’t answer or return phone calls. These missed moments not only erode trust but also waste valuable marketing spend. If you’re investing in SEO and advertising, but not converting enquiries into instructions, it’s time to rethink your client experience – starting from that very first touchpoint.
A great client experience isn’t just about what happens after a client signs on – it starts the moment they discover your firm. From your website and first contact to intake and onboarding, every step in the journey matters. Firms that prioritise responsiveness, clarity, and care in these early stages are the ones that build trust faster, convert more leads, and lay the groundwork for lasting relationships.
In this article, we’ll walk through the common pitfalls costing law firms revenue, and show you how to create a client experience that not only converts enquiries into clients – but keeps them coming back.
1. The cost of missed opportunities
Every unanswered email, missed call, or delayed response is a lost opportunity – and a direct hit to your bottom line. Firms are often unknowingly spending money to generate leads they’re not equipped to convert.
Here’s how to fix it:
- Track your current response rate. Review your firm’s handling of enquiries over the past month – how many were responded to, and how quickly?
- Set internal response benchmarks. Aim for responses within 1 hour during business hours, and no more than 24 hours outside of them.
- Automate initial follow-up. Use a CRM or workflow tool to send an immediate acknowledgment email confirming receipt and outlining the next steps.
- Audit your voicemail and email systems. Ensure contact details are correct, monitored, and messages don’t go unanswered.
💡 Pro Tip: If you’re investing in marketing or SEO, track not only traffic but conversion – how many prospective clients actually speak to someone at your firm and how many of those conversations result in meetings and instructions?
2. Build trust and confidence from the first interaction
First impressions are everything. Prospective clients are often feeling uncertain, overwhelmed, or anxious. The speed, clarity, and warmth of your response will directly impact whether they choose to engage you or someone else.
How to make the right first impression:
- Acknowledge and empathise. A simple “Thanks for reaching out, we understand this may be a stressful time” goes a long way.
- Set expectations. Outline your process: when they’ll hear back, who they’ll speak to, and what happens next.
- Show alignment with your values. If your website says “client-first,” prove it with timely, thoughtful communication.
📞 Try this script:
Thanks for your enquiry, [Client’s Name]. One of our team members will be in touch within [timeframe] to understand your needs and guide you through the next steps. If it’s urgent, please call us directly on [phone number].
3. Create a client-centric front-end process
Marketing brings them to your door. Your front-end process determines whether they come in or walk away.
Here’s how to create a high-converting front-end experience:
-
Map out the client journey.
From the moment they visit your website or call your firm, what happens next? Identify gaps, delays, and friction.
- Align values and journey. Define your client values and vision, then map key touchpoints and support steps to align the client experience with those principles.
- Streamline your intake process. Use easy-to-complete forms, offer clear contact options, and make it simple to schedule a consultation.
- Balance automation and personalisation. Automate reminders and confirmations, but keep the human touch in communication and follow-up.
- Train your team. Every team member – receptionist, paralegal, or junior lawyer – should know how to speak with prospective clients with clarity and care.
📋 Checklist:
✅ Clear and friendly voicemail
✅ Auto-response email with next steps
✅ Easy-to-use contact form
✅ Online booking or callback system
✅ Intake questionnaire aligned to client needs
4. Make client onboarding the start of client advocacy
An efficient, thoughtful onboarding process sets the tone for the entire engagement and lays the foundation for referrals, repeat business, and advocacy.
Steps to level up your onboarding:
- Offer a welcome pack. Include bios of team members, key dates, communication preferences, and FAQs.
- Check in proactively. Don’t wait for clients to reach out with questions. Touch base regularly, especially in the early weeks when their expectations are at their highest.
- Seek feedback early. Show clients that their experience matters and act on their insights.
🌱 Remember: A smooth, client-first onboarding process leads to greater satisfaction, higher retention, and more word-of-mouth growth.
Need help? OWLead has you covered!
If your firm is leaking leads or you’re not sure where the conversion gaps are, OWLead can help you design and implement a high-performing client intake and engagement strategy.
We offer:
✅ Strategic advisory to map and optimise your client journey
✅ Coaching for individuals and teams on relationship-building and BD
✅ Custom workshops on client experience and front-end process design
✅ Access our online learning programs, including the popular ‘How to Get Quality Clients & Keep Them!’ program
👉 Book a complimentary consultation with OWLead today to identify your firm’s biggest missed opportunities – and how to fix them.
By partnering with OWLead, you gain access to expert-led programs, practical tools, and strategic insights designed to unlock growth potential at every level of your organisation.
Access free resources and past events
The OWLaw Learning Community is a free hub for legal professionals, offering access to expert-led webinars, practical tools, and templates to support your growth. As a member, you can explore a library of on-demand events and downloadable resources designed to help you and your firm thrive.
To complement this article, we’ve added a brand new Client Experience (CX) Checklist – a practical tool to help you assess your firm’s intake, first impressions, and onboarding processes.
You’ll also get access to past events like Aligning Sales & Operations to Drive Success, which includes:
- ✅ Full webinar recording
- ✅ A comprehensive BD & Operations Alignment Checklist
- ✅ Templates and resources for implementing scalable BD strategies
👉 Join the OWLaw Learning Community here to access this and more – free, anytime.
Final Thoughts:
Every missed call is a missed opportunity. By prioritising speed, clarity, and care in your intake and onboarding, your firm won’t just attract more clients – you’ll convert them, keep them, and turn them into advocates.
Let’s stop losing revenue – and start building lasting relationships.
Join our Upcoming Event: Leadership Lessons from a Champion Athlete Turned Legal Leader
Mark your calendar for 15 April at 1:10 PM AEST for our next free OWLeader’s Forum, featuring Allira Hudson-Gofers, General Manager at Swaab Lawyers. Allira will share leadership insights from her incredible journey spanning elite sport, engineering, patents, and law. Join the OWLaw Learning Community to attend and access all past events and resources.
Realise your growth ambitions and fly with OWLead!
Join our Newsletter