It doesn’t matter how good your work or client service is if you’re not getting your name out there. Kim Tasso provides a brief guide to marketing private client work, with a guide on digital marketing tools and techniques. 

Marketing a private client practice is essentially about relationship marketing. You maintain relationships with your clients, who continue to instruct you and recommend you to others. You also need a structured approach to developing referrer relationships – with other lawyers, accountants and independent financial advisers – who hopefully will provide you with a stream of recommendations.

Before you can decide on which digital strategies to deploy, you need to know your target market. Too many private client solicitors chase ‘high-net-worth’ individuals or the ‘elderly market’ – these descriptions are too broad and vague

In this article, I explain how digital technologies, far from replacing the fundamental human element of relationship marketing, can enhance your activities in this area – particularly those aimed at raising your profile, conveying your key messages, and establishing and maintaining contact with new and existing clients and referrers.

Articulate your goals and analyse your market

The starting point for any private client team or solicitor is to be clear about your goals. An annual fee or profit target is not detailed enough. How much do you want to make from existing or new clients, from private individuals and through third parties? Is that 10 cases at a value of £10,000, or 100 cases at £1,000?

Do some analysis of your existing client base and the source of clients and work. And, while you’re at it, analyse the profitability of different types of work. Is your team mostly experienced seniors offering high-level advice, or juniors doing low-level transactional work? How do you want the shape of your practice to evolve in the future?

Then, ‘reality test’ your goals. Does your local area have enough of the ‘right’ sorts of clients? How accessible are they? How heavy is the competition? Do the services you provide match the emerging needs in the market?

Articulating your goals is important. Only SMART (specific, measurable, achievable, relevant, time-bound) goals enable you to measure effectiveness. It is easier to select the appropriate business development strategy when you know what you are trying to achieve. SMART goals help the team understand what you are trying to achieve so that they can align and coordinate their activities.

While digital technologies make it easy to track how many visitors there are to your website or how many social media engagements are achieved, do you have effective systems to measure the conversion rate, the cost of generating that activity, and the profitability of any clients you gain?

Agree your strategy for markets and messages

Before you can decide on which digital strategies to deploy, you need to know your target market. Too many private client solicitors chase ‘high-net-worth’ individuals or the ‘elderly market’ – these descriptions are too broad and vague.

There’s a lot of information on the internet to help you focus on a specific segment in the market. ‘Niche’ approaches make it possible for smaller firms to compete effectively with larger firms. And digital technologies – such as search engine optimisation (SEO) and social media – make it easy to target those small, specialist segments.

Once you have identified your niche – or developed some personas of the types of clients you want to reach – you can then attempt to differentiate your service to appeal directly to their needs. Stand out from your competitors. Formulate a number of key messages, or value propositions – how is it that your firm delivers superior value. Value propositions hold the key to supporting a premium pricing strategy and driving your content management plan.

Your positioning, proposition and values should be reflected in your branding and the ‘look and feel’ of everything (physical and digital) your firm puts out there. This can be challenging when you have colleagues providing other legal services – especially if they serve commercial markets.

What marketing strategies can you deploy?

Promotional communication campaigns

There are three core activities that must be addressed in an effective promotional campaign.

  • Marketing – understanding your market(s) and developing suitable services at the right price and with the right promotion to generate interest and enquiries.
  • Selling – sometimes online, but often through telephone and face-to-face contact with potential clients who you need to convert.
  • Relationship management – keeping in touch with and developing existing clients who may reinstruct you, and referrers who may refer further clients.

Once you have a handle on your sales pipeline (that is, where work comes from and how long it takes to move from contact to conversion) and are clear about your goals, target market and key messages, then you can develop a communications campaign combining the appropriate off-line and digital techniques.

Integrated communications campaigns are important for a number of reasons.

  • They ensure that sometimes cash-heavy digital activities are properly integrated with time-consuming selling and relationship management activities.
  • They allow each solicitor in the team to play to their strengths.
  • They enable you to spread the business development load across the team.
  • Their effectiveness is easier to measure than one-off activities such as seminars.

Internal marketing and cross-selling

Many private client solicitors forget to start marketing on their own patch. Larger firms will have sophisticated digital technologies – intranets and internal chat facilities, for example – that make it easy to ensure that everyone understands what the private client team can do for their clients. Without such technologies, there must be a structured plan for communicating with others in the firm and cross-selling to established clients.

Brochures and newsletters

Short, compelling leaflets provide reminders to others in or visiting your firm about what your team offers. They are also useful for people to download from your website. Regular newsletters – whether printed or digital – are an excellent way to stay front of mind with a wide variety of clients, contacts and referrers, and raise awareness of notable achievements, or new services or team members, for example.

You will need to consider what your audience(s) will want to read about – they are unlikely to be interested in lengthy law reports, for example, which will be of little practical use to most clients. You will also need to devote time and attention to maintaining a good client database – encouraging people to sign up via your website, bearing in mind the new data protection rules.

Website content

Many private client departments fill their websites with internally-focused information about their expertise, rather than identifying specific markets and issues and presenting the information in a meaningful way to potential clients.

The words you use need to be considered as part of your overall content management plan. You need to think about the structure of your information. If you are primarily seeking referrals from other professionals, it’s fine to structure your content around service lines such as wills, powers of attorney etc. However, if you are targeting consumers, you need to present information on the issues that will be of direct relevance to them, eg dealing with parents with dementia, care home fees etc, and explain clearly how you can help them.


Be aware of SEO for your website: in other words, maximising the number of visitors to your website by ensuring that it appears high on the list of results returned by a search engine. Use keywords and phrases in your headings and content and encourage high-quality sites to link to yours. There are specialists who can help you get to the high places on searches, although there is no substitute for good quality, fresh content on specific issues written in non-technical language. One of the main benefits of social media is the high quality links you can create to your website.

Pay-per-click (PPC) advertising

It can take time for your firm to appear on search engines – a PPC advertising campaign may be able to help. You will need to be familiar with Google Adwords and have a tight hand on your budget to ensure that it generates the clicks and conversions you seek.

Seminars, webinars and videos

You could include some video material on your site (this will help with SEO, too). Alternatively, you may want to offer events – face-to-face seminars or online webinars, for example. Webinars do save on travel time, but you miss out on personal interaction with clients.


Many solicitors spend a lot of time networking. Social media is an excellent way to research people before you attend events and to follow up with them afterwards. There are also online communities where you can network online, most obviously LinkedIn groups.

Blogs, articles and emails

Blogs are informal articles which you publish yourself – both on your website to keep the content fresh, and on social media to reach a wide range of clients, contacts and referrers. You can also write guest blogs for other sites which are popular with your target audience.

Blogs attract attention to your expertise and opinions, and drive traffic to your website if they have been properly optimised for search engines. Your partners can share your blogs to promote you to their contacts and support cross-selling. You can also compile a selection of your blogs and compile them in an email to stay on the radar of clients, contacts and referrers who may not use social media.

Social media

Social media is important for SEO, in that it should encourage you to keep your website content up to date and communicate your expertise on key topics. It is also a way to stay on the radar – unobtrusively – and a valuable source of intelligence about the market and your competitors and, in social selling, it provides reasons to contact your clients to add value.

But social media is not just about ‘blasting out’ your information – it’s about being social and sharing. A rule of thumb is that 30 per cent of your content should be yours and 70 per cent should come from other sources. This way, you earn a reputation as a reliable curator. You can also promote material by clients and referrers, so it plays a reciprocal role, too .

Increasingly, firms are using social media to capture reviews from satisfied clients and to build online communities (particularly on Facebook) where members gain added value from interacting with each other.

Referrer management

When the majority of your work comes from intermediaries, you will need a strategy to develop the key relationships. Social media provides a way to track their activities and to reciprocate by sharing their content and developing joint campaigns. LinkedIn is essential for this – especially in international referrals – but Twitter can also help.


Do your analysis, set clear objectives and develop a campaign that blends the appropriate mix of activities – profile-raising, lead generation, conversion and relationship management using traditional and digital methods – to ensure that you receive a steady stream of the right sort of connections, conversations and conversions.