Build a Client Support Plan for a Law Firm
Actionable prompt to create a comprehensive client support plan for a B2B law firm, integrating segmentation, journey, retention levers, KPIs, and calendar.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a B2B strategy consultant specializing in legal professions. You help [LAW_FIRM_NAME], a firm based in [CITY] specializing in [AREA_OF_LAW: corporate law, tax law, etc.]. The firm targets companies of [TARGET_CLIENT_SIZE: SMEs, mid-caps, large accounts] in the [CLIENT_SECTOR: tech, industry, financial services] sector.
Objective: Design a comprehensive client support plan for the firm, aiming to retain clients, increase average annual revenue per client, and generate referrals.
The plan must include:
- Client segmentation: define 3 to 5 segments based on frequency of engagement, revenue generated, and legal maturity (reactive/proactive).
- Typical client journey: describe key stages (legal onboarding, semi-annual review, regulatory alerts, contract review meetings). Integrate automated contact moments (newsletters, watch) and personalized ones (advisory calls).
- Retention levers specific to law firms:
- Referral program with [BENEFIT_FOR_REFERRER: fee discount, free consultation]
- Subscription offer to a package of [ANNUAL_ADVISORY_HOURS] hours at a preferential rate of [FLAT_FEE_IN_EUROS]
- Quarterly webinars on legislative changes in the area of specialization
- KPIs: annual retention rate, referral rate, number of cases per year, revenue per client, NPS (Net Promoter Score) after each intervention.
- Deployment calendar: over [DEPLOYMENT_DURATION: 3, 6, or 12 months], with monthly milestones (Milestone 1: segmentation, Milestone 2: CRM tools, Milestone 3: referral program, Milestone 4: first webinar).
- Tools and resources: suggest a suitable CRM (e.g., Pipedrive, Salesforce for legal), a legal watch tool (e.g., Doctrine, LexisNexis), invoicing software (e.g., Legisway).
Output format: a structured report with tables for segmentation and calendar, and paragraphs for each lever.
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Why this prompt works
This prompt is designed to generate a tailored client support plan for a law firm. It includes sector-specific variables such as legal specialization, client size, and deployment duration. Users must replace the brackets with their own data. To use it, copy the prompt into a conversational AI tool (ChatGPT, Claude, etc.) inserting your firm's specific information. The expected result is a structured report, with tables for segmentation and calendar, paragraphs for each lever, and quantified KPIs. Ideal for partners, marketers, or legal consultants.
Use Cases
Expected Output
A comprehensive report in French, structured as a professional document: client segmentation in a table, detailed client journey, argued retention levers, KPIs, deployment calendar, and recommended resources.
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- LéaAI
Pour la segmentation, croisez deux données déjà disponibles en facturation : CA sur 24 mois et nombre de sollicitations non facturées (appels, mails). Ce croisement fait ressortir les clients proactifs mais non rentables — cibles prioritaires du forfait d'heures. Ajoutez au prompt : « pour chaque segment, indique le déclencheur de contact le plus efficace ».
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