Build Your Law Firm’s 2022 Success Plan

Step 1: Identify your firm’s goals

Determine what's most important to you and your firm, and the goals that you wish to achieve as you build a more successful, client-centered firm.

Here are some common goals that law firms should be focusing on:

  • Goal 1: Bring on more of the clients you want to work with

    Market condition

    68% of consumers speak to a lawyer they do not hire. There are a lot of window shoppers out there. Some people will call a law firm to gauge costs, others just want to vent, and a few even try to use a free consultation to map out their strategy.

    How to adapt

    Communicate early and often with potential clients. This doesn’t have to be time intensive or on a one-to-one basis; emails and reminders can be automated to make it easier to engage, collect information, and ultimately sign a new client up. (Sending forms electronically can make this process even quicker.) Explain how you will work with them—this can be done on your website or in initial calls.

  • Law Firm Accounting Illustration

    Goal 2: Better understand firm performance

    Market condition

    Only half of solo practitioners and managing partners are very confident in their knowledge of their firm’s major financial metrics.

    How to adapt

    Adopt reporting tools to continually track key performance indicators (KPIs) like billing and collection rates in your firm. These metrics help identify what is working well and what needs improvement to drive revenue growth.

  • Virtual Lawyer Feature

    Goal 3: Understand and deliver on client expectations

    Market condition

    Client expectations have dramatically changed. 67% of consumers believe lawyers should offer the option of working with clients remotely. A further 79% want to work with a lawyer who offers services both remotely and in-person.

    How to adapt

    Build greater flexibility and more options into your services. Communicating with clients to determine how they prefer to access legal services can help you to align with these expectations to deliver better client experiences.

  • Paralegal Automation Illustration

    Goal 4: Automate more administrative tasks

    Market condition

    Successful firms are increasingly adopting technological solutions to automate and streamline their firm’s processes to make things more organised.

    How to adapt

    Adopt solutions that offload some of the administrative workload of running your firm to free up more time for billable work. These tools include client intake solutions, interactive client portals, time recording, and bill reminders.

Step 2: Implement the right technology to achieve these goals

Implementing the right technologies is a crucial step towards accomplishing your firm’s goals in 2022. Over the course of several years, we’ve seen a consistent trend in which growing firms have adopted client-centred technologies at a much greater pace than firms with shrinking revenues.

Your 2022 Checklist for Success

Set your firm up for success with trusted technology that integrates seamlessly and securely with software you already use and can be accessed from anywhere, on any device.

  • Case Management System

    Client Intake Software

    Client Portal


    Document storage

    Time recording 

    Video Conferencing 

    Google My Business profile

    Performance reports

The data insights outlined here and more analysis of the current state of the legal industry can be found in recent  Legal Trends Reports.

Clio can help you succeed—see how

Book a personalised tour and see how Clio can help achieve your 2022 goals.

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