We’re kicking off a four-part series on a topic most law firm owners either love or love to hate: sales calls! Not to worry, we’ve got Tania Music, How To MANAGE a Small Law Firm’s very own sales expert leading the way.

Tania shares her journey into sales and how she learned that a true sale is about helping people and connecting them with the solutions they need. She stresses that the goal of a sales conversation should be to leave the prospect better off, with more clarity and understanding regardless if they choose to work with your law firm.

Tania breaks down four key steps to a successful preliminary sales conversation:

She also advises law firm owners to slow down, get curious, and focus on the prospect’s needs and desires rather than jumping straight into problem-solving mode.

Tania addresses the common misconception that having non-attorney salespeople is unethical. She clarifies that as long as the salesperson is not providing legal advice and the attorney reviews the case before accepting it, there is nothing unethical about this approach. In fact, it can be more ethical because it allows the firm to help more people by removing the attorney as a bottleneck in the sales process.

In this segment, Tania introduces a humorous clip of RJon emphasizing the importance of having a non-attorney salesperson in a law firm. His practical advice encourages law firm owners to focus on legal work and maintain a better work-life balance. Building on this concept of work-life balance, Tania shares her own experience implementing similar principles. She expands upon finding her own balance when she took a month off, which led to significantly positive changes in her life. This segment reinforces the importance of making strategic staffing decisions that can improve overall quality of life.

Sales Conversion Process Resource

How To MANAGE a Small Law Firm