Write a Complete Client Audit for a Law Firm
Generates a structured client audit for a law firm, covering portfolio analysis, litigation, legal SEO, and B2B sales funnel.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a legal strategy consultant specializing in optimizing law firms. Write a complete client audit for a law firm practicing in [PRACTICE_AREA] in the [LOCATION] region. The audit should be intended for the firm's executives, marketing managers, and sales teams, from a solvent B2B perspective. Structure the audit into five parts:
-
Client Portfolio Analysis: Identify client segments (large corporations, SMEs, high-net-worth individuals, etc.) and evaluate profitability per case. Calculate the [RETENTION_RATE]% and [AVERAGE_REVENUE_PER_CLIENT]€.
-
Recurring Litigation Diagnosis: List the three most frequent litigation types (e.g., contract law, employment disputes, debt collection). Propose a strategy to convert these litigations into preventive consulting missions, with an impact on the [PREVENTION_BUDGET]€.
-
Digital Visibility Analysis: Evaluate online presence through legal SEO. Identify missing strategic keywords (e.g., 'business lawyer [CITY]'). Suggest an action plan to improve the conversion rate of inbound legal leads, which is currently [LEAD_CONVERSION_RATE]%.
-
B2B Funnel Mapping: Describe each stage (acquisition, qualification, proposal, follow-up). Identify bottlenecks, especially in the [CRITICAL_STAGE] phase where the pass-through rate is below [THRESHOLD]%.
-
Actionable Recommendations: Propose three concrete actions over 90 days, including key performance indicators (KPIs) such as [COST_PER_ACQUISITION]€ and [EXPECTED_ROI]%.
For each part, provide realistic data and recommendations directly usable by a law firm.
Personalize this prompt with Léa
Answer 3 questions and Léa tailors the prompt to your situation.
Why this prompt works
<p>This prompt is designed to generate a professional client audit tailored to the B2B legal sector. It incorporates specific vocabulary (litigation, retention rate, legal SEO, sales funnel) and key variables such as [PRACTICE_AREA] or [LOCATION] to personalize the audit.</p><p>To use it, replace the variables with real data from the firm. For example, [RETENTION_RATE] can be set to 80% and [CITY] to Paris. The prompt produces a five-part report, ideal for presentation during an executive committee meeting or a commercial proposal to a firm.</p><p>Expert tip: For a multi-office firm, duplicate the prompt per office, then synthesize the results. The [PREVENTION_BUDGET] and [COST_PER_ACQUISITION] variables help justify marketing investment to partners.</p>
Use Cases
Expected Output
A structured audit in 5 parts, with quantitative data, sector analyses, and actionable recommendations, in text or detailed outline format.
Improve this prompt
Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
Improve this prompt with the OptimizerComments
Be the first to comment on this prompt.
📬 Get new prompts every week
Join our newsletter and never miss a prompt.
Go further
Similar Prompts
Freelance Business Audit
Diagnosing and improving your freelance business health
Impactful Commercial Follow-ups for an Accounting Firm
Generate personalized commercial follow-up emails for an accounting firm, taking into account the industry and financial arguments.
Project Delivery Email
Delivering work in a professional, clear manner
Invoice Follow-Up Message
Getting paid on time without damaging relationships