LegalVault ReConnect

LegalVault is not only a great tool to foster ongoing relationships with current estate planning clients but it’s also an excellent way to reconnect with clients who you’ve worked with in the past. To help you reach out to your former clients, we’re proud to offer our LegalVault ReConnect service.

Benefits include:

Revenue Generation
Offering this service to your clients can be a source of revenue for your firm as you can charge whatever you deem to be appropriate. We never disclose the cost to law firms so you can set the price for your clients.

Top of Mind Marketing
By offering LegalVault to former clients, you’re effectively reestablishing the lines of communication which may lead to regular updates to their estate planning documents and other legal services.

Protect Your Clients
Make sure that clients’ incapacity planning will work as intended.

We Handle the Hard Part
Our team will handle the outreach, from the printing to the mailing, so you can focus on your practice.

Here’s how it works:

  1. You give us a list of past clients to whom you’d like to offer the service1.
  2. We create a letter detailing the new service and send it to your firm for review.
  3. Upon your approval, we mail the announcement with the enrollment form to your clients on your behalf.
  4. Interested clients will send back the completed enrollment form, along with payment, to your office.
  5. Upon receipt of the completed enrollments, simply enroll online or fax over the enrollments and any healthcare directives you’d like to add and LegalVault will do the rest (including the data entry and wallet card orders).

Contact one of our marketing consultants to discuss this great service.

 

1We will only use your contact list to generate the initial mailing to your clients and will never contact your clients to solicit other services.

 



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Zola Media, LLC