Episode 365

Daniel Steinberg

EP 365: Daniel Steinberg on Conversion | Law Firm Intake


PIM Podcast Episode 365 with Daniel Steinberg on Conversion and Law Firm Intake
EP 365: Daniel Steinberg on Conversion | Law Firm Intake

Your ad dollars are working — your intake isn’t. Most clients fall through the cracks before your team ever calls them back. Daniel Steinberg built Lawbrokr to fix that, replacing generic contact forms with guided, personalized funnels that educate, prequalify, and convert. The result: higher trust, better data, and more signed clients from the same traffic.

How Law Firm Intake Design Converts More Clients:

  • Why static intake forms cause 97% of potential law firm clients to drop before contact
  • Design principles from consumer apps that increase engagement and client trust
  • How gamified, mobile-style intake experiences make client onboarding feel natural and personal
  • Automation workflows that re-engage leads instantly and prevent missed opportunities

Learn more about law firm intake:

Guest Details

Daniel Steinberg is the founder and CEO of Lawbrokr, a legal intake and conversion platform built to bridge the gap between marketing and signed clients. A former Clio partnerships lead and SaaS growth expert, Steinberg brings enterprise-level user experience to legal, helping firms capture more value from the traffic they already earn.

Chris Dreyer and Rankings.io Details

Chris Dreyer is the CEO and founder of Rankings.io, the elite law firm marketing experts - for all your digital and traditional needs. 

Transcript

Why static intake forms cause 97% of potential law firm clients to drop before contact

Chris Dreyer:

You don’t have a marketing problem, you have a conversion problem. Let me explain. You can pour  thousands into ads, SEO and TV spots, but if your intake experience still looks like a 2015 contact form,  you’re losing clients before the conversion even starts. Think about the way people buy everything else  today. It’s instant, guided and personalized. You don’t have to explain how Amazon works, packages  show up on your doorstep. You also don’t have to explain how to book a ride on Uber or tell it what city  you’re in. But when someone’s been in a wreck and they land on your website, they’re not sure what to do.  They don’t know what kind of lawyer they need, whether their case qualifies, why they would even matter  or what happens next, and the confusion kills momentum.

Daniel Steinberg:

So if you look at the average conversion rate of static contact forms, we’re talking about web traffic  conversions, specifically within the legal industry, it’s typically sitting between somewhere in and around  1% to 3%.

Chris Dreyer:

That means 97% of people who come looking for help leave without ever talking to you. What if you  could sign more cases without boosting traffic? What if you could sign more cases simply by capturing  the traffic you already have?

Daniel Steinberg:

It’s about incremental gains.

Chris Dreyer:

This is PIM, powered by Rankings.io. I’m Chris Dreyer, and I sat down with Daniel Steinberg of  Lawbrokr to understand how to make a law firm intake as simple as booking an Uber. Let’s get into it.

Daniel Steinberg:

My name’s Daniel Steinberg. I’m the CEO and founder of Lawbrokr. We’re a pre-qualification web traffic  conversion platform, so working in conjunction with marketing agencies and other top-of-funnel  platforms to really help optimize the digital experiences for your potential new clients, and make sure  you’re getting the granular data that you need to operationalize your intake processes.

Chris Dreyer:

Let me see if I heard that correctly. Basically, you help law firms convert the leads to have them make  more money?

Daniel Steinberg:

Absolutely, that’s exactly it.

Chris Dreyer:

Most clients don’t wake up knowing they need a plaintiff’s attorney. They just know something bad  happened, and they’re scared, confused, in pain or angry. The mistake most firms make is assuming the  client understands their system. They don’t.

Daniel Steinberg:
There’s a time and place for contact forms and publicly-facing intake forms, don’t get me wrong.

Chris Dreyer:

They don’t know the difference between liability and damages or what a statute of limitations or  jurisdiction even means.

Daniel Steinberg:

But that first interaction that clients have with you, especially in the legal space, it’s very uneducated. It’s  not often that a consumer has ever engaged with a law firm. They don’t necessarily know what their  problem space is or how you can help them.

Chris Dreyer:

And when they hit the form asking them to type out their whole injury story, they freeze, they drop off.

Daniel Steinberg:

And those standard message boxes don’t provide your law firm with standardization. It impacts the intake  teams, it’s hard to prioritize the right quality leads, and as you know more than anyone, Chris, from a  rankings perspective, it’s pick up the phone as fast as you can and convert that lead as quick as possible.  And if you’re not focusing on the right lead out of all the volume that’s coming through, that client or  potential client is going to another law firm.

Chris Dreyer:

Firms can solve this through guided education.

Daniel Steinberg:

So to be able to guide consumers down these paths that ultimately educate them, but also pre-qualify  themselves in and/or out of your funnel, is so integral.

Design principles from consumer apps that increase engagement and client trust

Chris Dreyer:

Lawbrokr found when you guide potential clients with simple conversational questions like, “When did  the injury happen? When did it occur?” People engage longer and trust faster. When we talk about  guiding clients, we’re talking about building a pathway, one question at a time, that helps them figure out  what they actually need. Lawbrokr does this through conversational workflows. Instead of dumping  clients into a blank contact form, they’re met with smart prompts that feel like guided conversations more  than a questionnaire.

Daniel Steinberg:

What we want to try and support is the standardization and to make sure that you’re capturing the right  type of data, so that you can, again, take that lead to conversion as quick as possible.

Chris Dreyer:

Each answer shapes the next step, asking when the injury happened, where it occurred, or what kind of  harm they experienced. Behind the scenes, the flow educates the clients, while pre-qualifying the lead,  teaching them about deadlines, jurisdiction, and what makes a valid claim. They’re learning about their  case while qualifying themselves. This kind of education can lead to conversion.

How gamified, mobile-style intake experiences make client onboarding feel natural and personal

Daniel Steinberg:

It’s about incremental gains. So let’s say hypothetically you spend $0 on marketing, but you care about  creating a better client experience from the front-end and modernizing your business, that’s where we slot  in. If you’re getting five inquiries a month and Lawbrokr can expedite that 3x to 5x, then that’s considered  success for your law firm. We typically see success in web traffic conversion from an increased  perspective. So a lot of people will look at Lawbrokr and be like, “Oh, it seems like there’s a lot of  questions here,” but the proof is in the pudding when it comes to our technology when it comes to  gamifying those experiences.

Chris Dreyer:

If your intake looks and feels like a tax form, people will treat it like one, tedious, frustrating and easy to  abandon. Lawbrokr studied what happens when you flip that experience. When firms use simple design  cues from consumer apps, progress bars, tap-style answers, short question bursts,  conversion rates climb dramatically. This is psychology of good contact forms at work.

Daniel Steinberg:

So when you utilize consumer psychology and gamify the way that consumers engage with you, from  things that look and feel like your cell phone and Instagram and TikTok quizzes, inherently people are  going to engage at a higher rate.

Chris Dreyer:

Every swipe, every next button, gives a small dopamine hit that keeps people moving forward. They feel  like they’re making progress, not doing paperwork.

Daniel Steinberg:

So we see an increase in web traffic conversion. At the same time, you capture pre-qualified data that  standardize the experience for your customers, but also your intake teams. And anecdotally from there,  from any salesperson’s perspective, I come from a sales background, the more data that you have on that  potential customer to augment that intake conversation, the more instilled trust that you can build with  that potential client to take lead to retainer faster.

Chris Dreyer:

This kind of gamified automation doesn’t replace the human touch, it gives your staff more impact.

Daniel Steinberg:

So if you think about the personal injury space as a whole, or plaintiff space as a whole, they’re not just  calling your law firm, we all know that. They’re calling one to three to five different law firms at the exact  same time, or they’re making inquiries digitally between one to three different law firms. If your law firm  understands their problem set prior to picking up the phone compared to someone else, but you have the  same speed to lead, they’re likely going to have that trust instilled in your law firm to retain you compared  to someone else, because you can now walk them through your operating processes and how you can  support their case as opposed to playing 21 questions that that other law firm already captured on  Lawbrokr.

Chris Dreyer:
Lawbrokr found that most leads happen before your intake team ever gets a chance to pick up the phone.  Like I said earlier, people start filling out a form, get distracted and never come back. What if your system  could follow up automatically?

Automation workflows that re-engage leads instantly and prevent missed opportunities

Daniel Steinberg:

We do have tools in place from an automations perspective, so you can trigger automated emails from  Lawbrokr submissions to close that client experience gap, walk them through your processes, ask them to  book a call with your team, et cetera, et cetera. But we also slot into the tool sets that you already use.

Chris Dreyer:

The gold standard in PI intake is to pick up the phone as fast as you can, but it’s not the whole picture  anymore.

Daniel Steinberg:

Everything’s pushing towards the digital side of business. There’s a big evolution of digital, whether that  becomes because of AI tools, like ChatGPT and things like that, the search ability and the ways that  people are engaging are inherently shifting from what legal is known for. And as important as law firms’  websites are from a digital asset perspective, it doesn’t mean that people are going to start landing on your  website as consistently as they always do. And you’ve already alluded to multiple different ways of  engagement, and that linking structure in order to convert off-platform or off-asset of being your website  is going to be so crucial for your law practice, and probably for a lot of different professional services, it’s  not just inside of the legal space.

So I think it’s trending towards that. I don’t know if it’s going to happen as fast as the adoption of law  firms are adopting AI technology, but it’s going to come quickly. And the evolution of digital, we already  see it, 78% of legal consumers are already shopping online. The shopability piece has not caught up to the  rate of e-commerce and how consumers make those quick decisions because of the lack of education. But  I think the more types of platforms that you can use to educate the potential clients on how to engage with  law firms is going to be crucial from a conversion perspective.

Chris Dreyer:

To get in touch with Daniel and learn how your firm can convert more leads, hit them up here.

Daniel Steinberg:

Super active on LinkedIn, linkedin.com/in/dsteinberg9. Obviously, you can also visit our website,  lawbrokr.com, L-A-W-B-R-O-K-R .com, dropped the E for the fun of it. I’m always open to connecting  with folks and just talking all things digital, it doesn’t have to be about Lawbrokr or anything in between.  Love consulting with potential clients and current clients on what types of tools they can leverage and  ultimately operationalize their law firms, so feel free to touch base and reach out.

Chris Dreyer:

If AI can’t find you, neither will your clients. You just heard how intake is shifting, and the firms that  adapt now will lead the pack. I’m Chris Dreyer, CEO of Rankings.io. From AI to SEO, Rankings keeps  your firm top of mind and first in search. Visit Rankings.io. I’ll see you there.

 

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