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.
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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:
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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]€.
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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]€.
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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]%.
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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]%.
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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.
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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.
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