5 steps to digital leadership in legal services

The global legal digital landscape continues its remarkable transformation. The digital future of the legal industry will transform how your law firm operates, collaborates, and delivers your services to your clients. 

With ground-breaking advancements in AI dominating the column inches, the winning law firms will do what the best have always done – place their clients front and centre of the experience they deliver.

Legal firms on the front foot will embrace this new era of innovation and digital disruption. They will harness the immense potential of available technology and enhance the digital marketing for their law firms.

They will also gain speed in the development of integrated digital services and position themselves as far more than traditional legal advisors.

 You too can deliver value and cater to your clients’ ever-changing needs through relevant, engaging and integrated digital experiences that will generate more business and improve efficiency. 

How do you get the most out of the legal technology your law firm uses

How do you get the most out of the legal technology your law firm uses

How do you get the most out of the legal technology your law firm uses

How do you get the most out of the legal technology your law firm uses

How do you ensure your legal practice is getting the most value from its online presence?

How do you ensure your legal practice is getting the most value from its online presence?

How do you ensure your legal practice is getting the most value from its online presence?

How do you ensure your legal practice is getting the most value from its online presence?

How can you maximise content management strategies SEO for your law firm?

How can you maximise content management strategies SEO for your law firm?

How can you maximise content management strategies SEO for your law firm?

How can you maximise content management strategies SEO for your law firm?

How can you meet your potential clients’ needs?

How can you meet your potential clients’ needs?

How can you meet your potential clients’ needs?

How can you meet your potential clients’ needs?

How can the digital experience you deliver provide the best necessary results?

How can the digital experience you deliver provide the best necessary results?

How can the digital experience you deliver provide the best necessary results?

How can the digital experience you deliver provide the best necessary results?

Read on to learn the steps you can take to achieve digital leadership in the exciting and evolving legal sector.

The digital future for legal services

Following a volatile and unpredictable few years, and with the spectre of a British and European recession looming, uncertainty continues with pressures on many fronts. In saying that, navigating the next few years of legal services successfully will still come down to gaining trust through consistency, authenticity, and client centricity.

The client will be at the heart of the experience

User-centric experiences pioneered in the B2C and B2B space have set elevated expectations in terms of what people experience whenever they decide to go into the digital realm to satisfy their needs, and legal services are no exception. 

Millennials are all grown up and moving into decision-making positions. Gen Z has entered the workforce. And even though Gen X is still consumed by applications such as Facebook (now known as Meta), if they are online, they have high expectations when it comes to their digital journey.

 In the legal landscape, clients' expectations are shifting towards user-friendly and personalised experiences that cater to their individual needs. As an example, when clients search for "make a will" on Google and land on your website, they anticipate finding relevant and satisfying information related to their initial query, as well as ongoing support for their requirements.

Meeting these expectations with engaging and pertinent content is vital, as anything less might prompt them to return to Google for better options.

To thrive in this dynamic environment, it is crucial to comprehend how clients' objectives evolve and provide a seamless journey that fulfils their evolving needs.

An example of this trend is the rising popularity of client portals and Practice Management Software (PMS), aiming to offer integrated and client-centric solutions.

The client will be at the heart of the experience

User-centric experiences pioneered in the B2C and B2B space have set elevated expectations in terms of what people experience whenever they decide to go into the digital realm to satisfy their needs, and legal services are no exception. 

Millennials are all grown up and moving into decision-making positions. Gen Z has entered the workforce. And even though Gen X is still consumed by applications such as Facebook (now known as Meta), if they are online, they have high expectations when it comes to their digital journey.

 In the legal landscape, clients' expectations are shifting towards user-friendly and personalised experiences that cater to their individual needs. As an example, when clients search for "make a will" on Google and land on your website, they anticipate finding relevant and satisfying information related to their initial query, as well as ongoing support for their requirements.

Meeting these expectations with engaging and pertinent content is vital, as anything less might prompt them to return to Google for better options.

To thrive in this dynamic environment, it is crucial to comprehend how clients' objectives evolve and provide a seamless journey that fulfils their evolving needs.

An example of this trend is the rising popularity of client portals and Practice Management Software (PMS), aiming to offer integrated and client-centric solutions.

The client will be at the heart of the experience

User-centric experiences pioneered in the B2C and B2B space have set elevated expectations in terms of what people experience whenever they decide to go into the digital realm to satisfy their needs, and legal services are no exception. 

Millennials are all grown up and moving into decision-making positions. Gen Z has entered the workforce. And even though Gen X is still consumed by applications such as Facebook (now known as Meta), if they are online, they have high expectations when it comes to their digital journey.

 In the legal landscape, clients' expectations are shifting towards user-friendly and personalised experiences that cater to their individual needs. As an example, when clients search for "make a will" on Google and land on your website, they anticipate finding relevant and satisfying information related to their initial query, as well as ongoing support for their requirements.

Meeting these expectations with engaging and pertinent content is vital, as anything less might prompt them to return to Google for better options.

To thrive in this dynamic environment, it is crucial to comprehend how clients' objectives evolve and provide a seamless journey that fulfils their evolving needs.

An example of this trend is the rising popularity of client portals and Practice Management Software (PMS), aiming to offer integrated and client-centric solutions.

Adapting to cultural and shifting mindset

Evolution and survival of the fittest are most definitely not the same thing. Evolution refers to the cumulative changes through time, driven by those who are better adapted to the environmental conditions and gain an advantage over those who fall short. And in today’s business environment, if you do not evolve, commercially and culturally, you will not succeed in an increasingly digital and complex world.

But what do you need to evolve? To initiate a successful transformation, embrace flexibility and foster a culture of continuous innovation. As legal operating models undergo significant changes, propelled by the emergence of new Legal Practice Management Software, it becomes essential to instil agility and technological proficiency among staff to fuel innovation.

Without overcoming inherent apprehension and risk-aversion within the legal industry, there is little bandwidth for innovation to flourish. A profound mindset shift across the organisation, from C-level executives to summer interns, is paramount. Alignment among all stakeholders is crucial, with a clear focus on generating value for the client as the driving force behind the change. Executives must act as advocates, fostering trust in the process and nurturing a sense of psychological safety.

Upskilling and reskilling play a central role in this journey. Recognising that change does not occur overnight.

It is essential to offer employees opportunities to learn skills beyond those traditionally taught in legal professional training systems, law societies, and structures. A dedicated change of management team, along with a well-communicated plan throughout the company, will be instrumental in guiding this transition toward success.

Adapting to cultural and shifting mindset

Evolution and survival of the fittest are most definitely not the same thing. Evolution refers to the cumulative changes through time, driven by those who are better adapted to the environmental conditions and gain an advantage over those who fall short. And in today’s business environment, if you do not evolve, commercially and culturally, you will not succeed in an increasingly digital and complex world.

But what do you need to evolve? To initiate a successful transformation, embrace flexibility and foster a culture of continuous innovation. As legal operating models undergo significant changes, propelled by the emergence of new Legal Practice Management Software, it becomes essential to instil agility and technological proficiency among staff to fuel innovation.

Without overcoming inherent apprehension and risk-aversion within the legal industry, there is little bandwidth for innovation to flourish. A profound mindset shift across the organisation, from C-level executives to summer interns, is paramount. Alignment among all stakeholders is crucial, with a clear focus on generating value for the client as the driving force behind the change. Executives must act as advocates, fostering trust in the process and nurturing a sense of psychological safety.

Upskilling and reskilling play a central role in this journey. Recognising that change does not occur overnight.

It is essential to offer employees opportunities to learn skills beyond those traditionally taught in legal professional training systems, law societies, and structures. A dedicated change of management team, along with a well-communicated plan throughout the company, will be instrumental in guiding this transition toward success.

Adapting to cultural and shifting mindset

Evolution and survival of the fittest are most definitely not the same thing. Evolution refers to the cumulative changes through time, driven by those who are better adapted to the environmental conditions and gain an advantage over those who fall short. And in today’s business environment, if you do not evolve, commercially and culturally, you will not succeed in an increasingly digital and complex world.

But what do you need to evolve? To initiate a successful transformation, embrace flexibility and foster a culture of continuous innovation. As legal operating models undergo significant changes, propelled by the emergence of new Legal Practice Management Software, it becomes essential to instil agility and technological proficiency among staff to fuel innovation.

Without overcoming inherent apprehension and risk-aversion within the legal industry, there is little bandwidth for innovation to flourish. A profound mindset shift across the organisation, from C-level executives to summer interns, is paramount. Alignment among all stakeholders is crucial, with a clear focus on generating value for the client as the driving force behind the change. Executives must act as advocates, fostering trust in the process and nurturing a sense of psychological safety.

Upskilling and reskilling play a central role in this journey. Recognising that change does not occur overnight.

It is essential to offer employees opportunities to learn skills beyond those traditionally taught in legal professional training systems, law societies, and structures. A dedicated change of management team, along with a well-communicated plan throughout the company, will be instrumental in guiding this transition toward success.

Integrated and composable technology architecture

Integrated and composable technology architecture is becoming the industry standard in delivering digital experiences. A significant amount of our legal clients approach us in the same state; grappling with a plethora of legacy technologies that are challenging to manage and maintain, which ultimately have a negative impact on their client experiences.

 The emergence of Digital Experience Platforms (DXP) integrated with composable architecture are providing a transformative solution. These employ an API-first approach to integration that improves flexibility and scalability; by decoupling the front-end presentation and development and back-end delivery from the supporting architecture, within what is known as ‘headless’ configuration.

Integrated and composable technology architecture

Integrated and composable technology architecture is becoming the industry standard in delivering digital experiences. A significant amount of our legal clients approach us in the same state; grappling with a plethora of legacy technologies that are challenging to manage and maintain, which ultimately have a negative impact on their client experiences.

 The emergence of Digital Experience Platforms (DXP) integrated with composable architecture are providing a transformative solution. These employ an API-first approach to integration that improves flexibility and scalability; by decoupling the front-end presentation and development and back-end delivery from the supporting architecture, within what is known as ‘headless’ configuration.

Integrated and composable technology architecture

Integrated and composable technology architecture is becoming the industry standard in delivering digital experiences. A significant amount of our legal clients approach us in the same state; grappling with a plethora of legacy technologies that are challenging to manage and maintain, which ultimately have a negative impact on their client experiences.

 The emergence of Digital Experience Platforms (DXP) integrated with composable architecture are providing a transformative solution. These employ an API-first approach to integration that improves flexibility and scalability; by decoupling the front-end presentation and development and back-end delivery from the supporting architecture, within what is known as ‘headless’ configuration.

Respectful and accurate utilisation of data

Prioritising trust and security throughout the customer journey are paramount. It is important to communicate this through accurate and transparent documentation and assurances regarding data usage. As legal firms gain access to more comprehensive data gathering tools, effective communication of key metrics and insightful information between data handling teams and the rest of the organisation becomes imperative for collaboration.

Data will remain integral to web performance and data teams will play a pivotal role in capitalising on the data they are collecting from websites and virtual ecosystems to enhance other business processes (such as sales, procurement, contracts processed, client billing and online payments).

Leveraging data provides clear actionable insights, aligned with user journeys, to reduce bounce rates and identify valuable trigger points. This enables legal firms to make calculated investments into enhancing customers’ digital experiences and improving metrics that truly matter. Hence, legal professionals will need to get analytically savvy to generate strategic insights. While Google Analytics is a renowned tool, noteworthy competitors exist that are increasingly placing privacy concerns front and centre.

Respectful and accurate utilisation of data

Prioritising trust and security throughout the customer journey are paramount. It is important to communicate this through accurate and transparent documentation and assurances regarding data usage. As legal firms gain access to more comprehensive data gathering tools, effective communication of key metrics and insightful information between data handling teams and the rest of the organisation becomes imperative for collaboration.

Data will remain integral to web performance and data teams will play a pivotal role in capitalising on the data they are collecting from websites and virtual ecosystems to enhance other business processes (such as sales, procurement, contracts processed, client billing and online payments).

Leveraging data provides clear actionable insights, aligned with user journeys, to reduce bounce rates and identify valuable trigger points. This enables legal firms to make calculated investments into enhancing customers’ digital experiences and improving metrics that truly matter. Hence, legal professionals will need to get analytically savvy to generate strategic insights. While Google Analytics is a renowned tool, noteworthy competitors exist that are increasingly placing privacy concerns front and centre.

Respectful and accurate utilisation of data

Prioritising trust and security throughout the customer journey are paramount. It is important to communicate this through accurate and transparent documentation and assurances regarding data usage. As legal firms gain access to more comprehensive data gathering tools, effective communication of key metrics and insightful information between data handling teams and the rest of the organisation becomes imperative for collaboration.

Data will remain integral to web performance and data teams will play a pivotal role in capitalising on the data they are collecting from websites and virtual ecosystems to enhance other business processes (such as sales, procurement, contracts processed, client billing and online payments).

Leveraging data provides clear actionable insights, aligned with user journeys, to reduce bounce rates and identify valuable trigger points. This enables legal firms to make calculated investments into enhancing customers’ digital experiences and improving metrics that truly matter. Hence, legal professionals will need to get analytically savvy to generate strategic insights. While Google Analytics is a renowned tool, noteworthy competitors exist that are increasingly placing privacy concerns front and centre.

Increasing automation

It is all about generating value for the client. We believe that the mission of the legal services’ website should reside in generating a seamless experience for the client, while enabling business growth and optimal operational performance.

Looking ahead, many legal processes will be customised or automated and made available for self-service. Despite the legal industry’s entrenched resistance to change, the recent pandemic acted as a further catalyst for digital transformation. Evidently, AI has the potential to revolutionise the way law firms handle task and matter management.

While AI does not provide extensive legal advice, it has proven to add value for internal legal teams and resolve basic customer inquiries and specific legal issues, subject to human validation. This shift promises to save both clients and lawyers valuable time, creating efficiency gains and optimising resources for leaner legal teams to focus on more value-adding work.

Nonetheless, the legal industry may have been slower to embrace technology and invest in digital due to a focus on preserving the valuable human touch.

Increasing automation

It is all about generating value for the client. We believe that the mission of the legal services’ website should reside in generating a seamless experience for the client, while enabling business growth and optimal operational performance.

Looking ahead, many legal processes will be customised or automated and made available for self-service. Despite the legal industry’s entrenched resistance to change, the recent pandemic acted as a further catalyst for digital transformation. Evidently, AI has the potential to revolutionise the way law firms handle task and matter management.

While AI does not provide extensive legal advice, it has proven to add value for internal legal teams and resolve basic customer inquiries and specific legal issues, subject to human validation. This shift promises to save both clients and lawyers valuable time, creating efficiency gains and optimising resources for leaner legal teams to focus on more value-adding work.

Nonetheless, the legal industry may have been slower to embrace technology and invest in digital due to a focus on preserving the valuable human touch.

Increasing automation

It is all about generating value for the client. We believe that the mission of the legal services’ website should reside in generating a seamless experience for the client, while enabling business growth and optimal operational performance.

Looking ahead, many legal processes will be customised or automated and made available for self-service. Despite the legal industry’s entrenched resistance to change, the recent pandemic acted as a further catalyst for digital transformation. Evidently, AI has the potential to revolutionise the way law firms handle task and matter management.

While AI does not provide extensive legal advice, it has proven to add value for internal legal teams and resolve basic customer inquiries and specific legal issues, subject to human validation. This shift promises to save both clients and lawyers valuable time, creating efficiency gains and optimising resources for leaner legal teams to focus on more value-adding work.

Nonetheless, the legal industry may have been slower to embrace technology and invest in digital due to a focus on preserving the valuable human touch.

Get in the mind of the customer

Collage image visualising the mind
Collage image visualising the mind

What will be the trigger that leads the customer to need you?​ 

It is important to understand where your customers begin their journey when searching for legal services. A chance event (an accident), a change in circumstances (like getting married, divorced, or experiencing a new level of income), a business decision (like buying or selling a company), or maybe it is just time to get you or your company’s legal affairs in order?

This behavioural understanding is what you can leverage to turn intent into consideration and action. You must consider the individual customer profiles you wish to target. You must implement a digital content governance framework to set clear guidance on how to get the right result for them.

Navigation towards the website could start from a Google search, be triggered by a marketing email or social media post, the latest related news page, or an important update. Website traffic is a measure of success at this stage, and you can use this trigger to identify your audience’s 'legal enquiry digital footprint.'

Consider the relevant potential first steps for profiling your main visitors and curate a customer journey that is directly aligned with their needs, their intent to learn, and relevant content.

Actions you can take

collage showing progress

Decide who your key customer profiles are; every website should cater to a visitor or customer type. These are personas, fictional characters that represent specific target client or other visitor types. The number of personas you need depends on the legal services you offer and/or the services you wish to target.

To begin, start with one persona and consider their search intentions, goals in their role, the needs to be served, potential frustrations, and examine any influencing forces. A one-size-fits-all customer approach is not effective, and creating multiple personas is a good practice to identify client segments (within reason).

Building these personas can help curate persona parameters in which you are able to track and engage target audiences and establish a better understanding of your value proposition.

Successful law firms have shown to prioritise website content and tailored interfaces for their defined customers, showcasing a deeper acknowledgement aligned with their clients' legal issues, and demonstrating their ability to help clients succeed.

 

Engage with actual customers to test and validate your persona assumptions. User research, even with limited scope, can provide real-time insights into visitor behaviour and articulate critical feedback that you can utilise.

Applied in user interviews, research activities may include user journey mapping and behavioural analysis techniques, such as eye-tracking of user interface interactions, interview responses, and facial expressions. Each interview outline and engagement technique should reflect the persona type. It is essential to look beyond both existing and known target personas to potential customers for firms in growth stages as well.

This curated approach to user research can reward law firms with a prioritised and relevant series of problem statements. The objective is to observe and test user experiences of key user journeys on the website to identify opportunities for enhancements in design, messaging and functionality, turning pain points into opportunities supported by validated business cases. This practice is better known as user-centred design.

 

Measure how this engagement can be translated into actionable insights and information-rich data sources. The usual web metrics of visits and bounce rate are key but used in the context of the specific visitor and their initial journey. Filtering the results per persona or defining new personas can further aid understanding of the customer experience.

Metrics from user testing, such as System Usability Scores (SUS) and Single Ease Questions (SEQ), can provide a proxy measure of the overall usability of the website. They allow you to compare which modules of the interface accrue the most pain points or difficulties and provide a clear indication of customer attitudes towards the experience.

You can generate data-based problem definition hypotheses to start creating business justified requirements for the next phase. This is an iterative, client-centric process, which through continuous monitoring can be enhanced over time as personas evolve and react to changes in circumstances.

Winner’s circle: Baker Mackenzie, a trailblazer in client-centric digital leadership 

Baker McKenzie is a pioneer of a client-centric and insight-driven approach to digital strategy and intelligence. Through its clear and integrated social media strategy, the firm has achieved remarkable growth in its follower count, particularly on LinkedIn. Their social media efforts have significantly amplified the volume of trigger points leading to increased website navigation. 

Operating within an extensive field of law, they have demonstrated relevance and market reactivity in case study content. Within hours of a headline, they are swift to develop and push engaging and relevant content. This approach has earned them praise for connecting their content and social media pipeline, underpinned by their extensive understanding of the client journey, allowing them to tailor messaging and content across channels. 

The firm’s regular activity on social media conveys its leadership and expertise within the given field, instilling a sense of trust and influence amongst its audience who follow and engage with content.  

Additionally, Baker McKenzie showcases their accomplishments and updates the firm’s related legal talent at every opportunity, effectively communicating the exceptional quality of their lawyers and their culture. Through engagement, users can build relationships and connect to the legal team. Their approach has not only enhanced their digital presence but also solidified their reputation as a trusted and influential force within the legal industry.

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