The Results Are in: Law Firm Holiday Card Survey

Law firm CRM has come a long way. From integrations to automation, it seems like today’s CRM can do it all. From integrations to automation, it might seem a little silly to focus on something so basic, so traditional as holiday cards. Then again, given the response to the survey it seems like most marketers understand pretty well.

Yes, CRM can integrate with your firm’s systems like time and billing and it can automate processes and improve efficiencies. When used as part of a firm’s overall marketing and business development strategy, it can even help win new business. Yet with all the advances CRM has made, we receive numerous questions about holiday cards every year.

Holiday cards can be a lot of work. Are they worth it? Respondents to this year’s survey seem to think so.

Breakdown

  • Firm size: Ranged from 13 lawyers to over 1200 with an average of about 160 lawyers per firm.
  • Firms sending cards: 90% of firms responding sent cards in 2021 (down slightly from last year).
  • Total number of cards sent: Ranged from 150 to over 29,000 with an average of 6,000 cards sent per firm.
  • Time spent: Ranged from about 5 hours to over 200 or about 800 hours cumulatively and 40 hours on average, or in the words of one unnamed respondent, “Ugh. Too many!”

While it can be hard to quantify ROI, we know that most firms are spending tens of hours on holiday cards. Of course, this doesn’t take into account the time spent by marketing or others in the firm who are sending requests for contact information or updates to mailing lists – the cat herding you have to do leading up to holiday card season. No matter how you approach it, you’re probably reaching out at least a few times.

Other interesting takeaways from this year’s survey include:

  • Fewer firms are sending paper cards
  • More firms are sending electronic cards
  • More firms are designing their own electronic cards and videos

And is it just us or are law firm cards getting more creative? We’ve seen many cards taking advantage of the firm’s musical and artistic talents. From pulling together a firm band to sharing old family recipes, today’s law firm cards are increasingly clever, creative and personal. For some inspiration, check out Above the Law’s annual holiday card contest winners.

Based on the survey results, it’s a safe bet that many marketers will be focused on holiday cards again soon. There are a some things you can do now to get started and prevent future holiday card horror stories:

It’s never too early to get started. Take a little break to enjoy the new year and reflect on your successes.

Q1: When you’re ready, take some time during Q1 to go through your undeliverable cards – whether that’s bounced emails or a stack of returned envelopes, don’t wait until the next holiday card season to know who isn’t receiving your communications. If they didn’t receive your holiday card, they probably didn’t receive anything else you sent them.

Q2: Start thinking about the type of card you’ll send. Did you get great feedback to the new video card? How can you improve? Will you need outside assistance? Now is the time to make a plan.

Q3: If you’ve done the cleanup and planning in the first half of the year, Q3 can be dedicated to getting lists in front of your lawyers to give them plenty of time to update their contacts.

Q4: And if you do that, you’ll be ready to send those cards in Q4 and maybe even get out of a few of your own! 

View the recording along with the results of our holiday card horror story contest on the Resources page of our website.

Want to avoid holiday card horror stories of your own? Contact us!

Annual Holiday Card Survey: Share and Win!

TLDR: Want to know how law firms approach holiday cards? Please click here to take our annual holiday card survey. Share what your firm got right this year and submit your holiday card horror stories for a chance to win!

Integrations like time and billing and marketing automation, allow firms to take their CRM strategy beyond who knows whom to who knows them best while saving time, improving communication, and enhancing the client experience. We love to hear from clients using ContactEase to advance their marketing strategy and win new business – and we do, almost every day!

Yes, CRM can do so much now. Yet every holiday season we see an increase in questions on the basics of contact management and holiday card best practices. That’s why we want to hear from you. Tell us how your firm approached this holiday card season. Share your accomplishments and submit your holiday card horror story for a chance to win a prize.

We’ll share the results in an upcoming webinar (click to register).

#lawfirmmarketing #holidaygreetings #holidaycards

Cure These Common Holiday Card Headaches with CRM

The pumpkin spice lattes have been flowing and the Hallmark holiday movies are now playing (or maybe they never stopped). For law firm marketers, this means holiday card season is here.

From selecting the right card to making sure your contacts actually receive it, it takes a team (and a whole lotta lattes) to pull it off. Without the right systems and processes in place, it can also mean a big holiday card headache! Let’s take a look at three common holiday card headaches and how CRM can help.

  • Are you struggling to find missing contact information? When you have a CRM that integrates with the systems your lawyers already know and use, you’ll always have the most current and up-to-date contact information.
  • Are you overlooking important clients and contacts? Look for a CRM platform with integrated list management functionality like ContactEase List Manager which makes it easy for lawyers to add their contacts to the right firm mailing lists for holiday cards and gifts. And when you have an integrated enterprise relationship management (ERM) solution, like ContactEase Relationship Discovery, you’ll discover important contacts that don’t make it into Outlook or CRM and better understand your firm’s relationships.
  • Do contacts receive multiple cards from your firm? If your firm lacks coordinated client outreach, a centralized database and ERM allows you to marketing touchpoints, understand the firm’s relationships, and identify who knows whom BEST to easily coordinate efforts among your professionals.

If you’re looking for a cure to your holiday card headaches, contact us to learn more!

Upcoming Webinar: Why CRM, Why Now

Join us for our upcoming webinar, Why CRM, Why Now. You’ll hear from the real experts — two law firm marketers using ContactEase to advance marketing, strengthen relationships, and help their firms win more business all year round. 

Ready for a Little Post-Holiday Card Therapy?

While the holidays are stressful no matter your profession, they can be especially challenging for law firm marketers. 2020 was a year filled with stress and uncertainty, but law firms really outdid themselves with their holiday greetings this year. We saw many thoughtful, inspiring, and even heartwarming greetings with firms really going the extra mile to spread joy and come together during the holiday season. Check out the finalists in Above the Law’s 12th Annual Holiday Card Contest for some great examples and inspiration for next year. One of our favorites this year came from Bone McAllester Norton in Nashville. With an arrangement prepared by one of its attorneys, the video features talented singers from across the firm.

Holiday Card Survey & Post-Holiday Card Therapy Session

While the holiday card season is still fresh in your minds (or nightmares), we’d love to get your feedback. Based on the care that went into this year’s greetings, we know that holiday cards are important to firms, but we’d like to know more. Please take a few minutes to complete our survey and let us know how your firm approached cards this year. You can also share your holiday card horror stories. Our top ten favorites will receive a prize and we’ll share them, along with the results of the survey, during our Post-Holiday Card Therapy Session on January 8.

Direct Links

Survey: To take the holiday card survey, visit https://www.surveymonkey.com/r/CEHolidays

Register for our Post-Holiday Card Therapy Session: https://attendee.gotowebinar.com/register/2381505214183404814

Details: On January 8, 2021 at 12:00 p.m. EST, we’ll review the results of our holiday card survey and share some of our favorite holiday card horror stories. We hope you’ll join us!

The Return of Pumpkin Spice and Another Look at the ContactEase Holiday Card Survey

We might not be ready for summer to end, but we are ready to take another dive into our survey of law firm holiday card practices (now with 100% more pumpkin spice)!

It seems that the holiday season comes earlier every year. Starbucks released its Pumpkin Spice Latte today (the earliest release yet) and along with it the reminder that soon the days will get shorter and law firm marketers will begin thinking about their firm’s holiday cards (if they haven’t already).

We work with our clients year round to share best practices, implement processes and help alleviate some of the stress associated with the holiday card season. That’s why we weren’t anticipating too many surprises when we put out the call for our survey of law firm holiday card practices last year. We knew that firms were sending cards and that most were using CRM to manage them; however, one of the most surprising things we learned was about the importance of holiday cards.

Holiday Card Importance

When asked about the importance of holiday cards on a scale of one to five (one being least important and five being most important), we weren’t surprised that many ranked them somewhere in the middle. We were surprised by the number of firms ranking cards as very important.  As you can see in the graphic above, an equal number of respondents designated holiday cards as extremely unimportant and very important. Of course the business of law is built on relationships and sending cards and staying in touch can enhance existing relationships, but it shouldn’t be your only means for staying in touch.

No matter how important holiday cards are to your firm, managing you firm’s relationships should be paramount. Whether you’ve decided holiday cards are somewhat important or very important, they shouldn’t be a replacement for year round communication. Besides, if you’re only reaching out to them during the holidays, how important are they? Tracking business development and marketing activity in your firm’s CRM can go a long way in ensuring that you’re reaching out on a regular basis and that your efforts are coordinated across the firm.

In celebration of PSL Day, we want to know how you’re planning to spend the remaining days of summer!  Let us know by September 23, 2019 for your chance to win a Starbucks gift card. Winners will be selected in a random draw and notified by e-mail on September 24, 2019. 

 

Law Firm Holiday Card Survey Results: Part II

As we mentioned in our last post, you don’t have to wait for the traditional holidays to celebrate, so before we take another dive into the results of our law firm holiday card survey, we’d like to wish you a happy Golden Girls Day! If only we could step off the lanai and into the kitchen to discuss them over some cheesecake (July 30 also happens to be National Cheesecake Day)…

In this post, we’ll look at the types of cards they send. Based on our experience, we expected e-cards to edge out traditional paper ones; however, it seems that most firms send a combination of both.

Holiday Card Types

 

If you’re going to invest in physical cards, make sure they stand out. As Ross Fishman notes in Law Firm Holiday Cards Dos and Don’ts, “Done well, the cards should reinforce your firm’s unique brand message, or at least stand out somehow, so they don’t get immediately discarded and forgotten.” For something that may immediately get thrown out (if opened at all), physical cards can be expensive. They require postage and someone to stuff the envelopes. They also require a good mailing list (this is where CRM can help) to ensure they arrive at all.

E-cards have certainly evolved over the years. They are fast and efficient, they may be personalized,  and of course they save paper. But, with all the other things going on around the traditional holiday season, they can also get lost in already busy inboxes or stuck in the junk folder. Not to mention that some of your clients may not check their email or even have an email address.

When we talked to Jacki Braga, Director of Marketing at Morse in Waltham, Massachusetts, she told us that lawyers at the firm have a choice between paper and e-cards. She said, “We’ve found that we get a lot more feedback from recipients by sending a fun e-card than we do generic paper cards, but I DO agree that attorneys who actually take the time to write a note to special clients are doing the right thing. And they can still send an e-card, too!” Last year, the firm’s e-card was a finalist in Above the Law’s annual holiday card contest! You can find the baking themed card (and some delicious holiday recipes) here.


Thank You for Being a Friend

In honor of Golden Girls Day, we want to thank our clients and contacts for being a friend! Let us know how you’re using CRM to manage your firm’s friendships (i.e. relationships) for a chance to win a Golden Girls’ Pez! Send your answer to marketing@contactease.com or post in the comments below. All responses will be entered into a random drawing.

Golden Girls Day

 

 

Law Firm Holiday Card Survey: The Results are in

We’re coming off of a heatwave in many parts of the United States and Canada, so while it might seem a little early to think about holiday cards, it’s something we’ve been thinking a lot about here at ContactEase!

Last year, we received a record number of questions about holiday cards from our clients. Many wanted to know what other firms were doing, what kinds of cards they were sending and even the holidays they were celebrating.

With all the features that today’s CRM systems can offer — from business development tracking to managing expenses and dashboard reporting — it can be easy to forget about traditional marketing practices like sending your firm’s holiday cards. This got us thinking about holiday card practices among law firms and how we might better understand them. In late 2018, we polled law firm marketers and lawyers to gather their thoughts on holiday cards (and to determine if they gave them any thought at all).

While the results weren’t a complete surprise (as noted in the graphic below, most respondents indicated their firm sends some form of holiday card), they did shed some light on how firms are using CRM to honor traditional marketing practices and evaluating their effectiveness.

Holiday Cards 1

Over the next few weeks, we’ll share our findings with you along with our insight and even some best practices. And if you didn’t have a chance to complete our survey, we’d still like to hear from you! Let us know what your firm thinks about holiday cards by commenting below or contacting us at marketing@contactease.com.

Did You Know?
In an effort to stand out from the crowd, some firms are opting to send cards (electronic and paper) at different times of the year. The National Day Calendar keeps track of over 1,500 fun and unusual days making sure we #celebrateeveryday.

 

 

 

Happy Holiday Cards: How Firms Manage the Process with ContactEase

This time of year we receive a lot of questions about using ContactEase to manage the holiday card process.  Amber Elliott, Director of Client Services at ContactEase, might understand the process better than most. As a law firm marketer, one of Amber’s favorite ways to get through the holiday card season was by grabbing a peppermint mocha and cranking up the holiday tunes. “It’s hard to feel anything but happy with that combo,” she says. And while she’s no longer working in a law firm, she’s still enjoying her peppermint mochas and music as she consults with clients on holiday card best practices — she just has to turn the music down during those conference calls.

After you learn how some of our favorite legal marketers manage the holiday card process at their firms, be sure to keep reading for information on our industry-wide survey of law firm holiday card practices and how you can get a free peppermint mocha (or beverage of choice) to see you through the holiday season!

Jacki Braga, Director of Marketing, Morse 

At Morse in Waltham, Massachusetts, Jacki Braga, Director of Marketing at the firm, and her team, provide their lawyers with a choice between paper and e-cards (and have done so for several years). Over time, the firm’s e-cards have evolved from static cards to cards with more interesting animation and interactivity (and flavor — this year’s card  featured a collection of recipes gathered from the firm’s attorneys and staff; last year’s card focused on holiday-themed cocktails). The firm used the new ContactEase List Manager to prepare the lists, ReadyMag as the host site, and Constant Contact to send.  And what insight has Jacki gained from providing the firm’s professionals with options? Jacki says, “We’ve found that we get a lot more feedback from recipients by sending a fun e-card than we do generic paper cards, but I DO agree that attorneys who actually take the time to write a note to special clients are doing the right thing. And they can still send an e-card, too!”

Krista Egan, Marketing Director, Flaster Greenberg

At Flaster Greenberg, a New Jersey-based law firm with offices throughout the mid-Atlantic corridor, the marketing team uses the built-in ContactEase Email Campaign Tool to send their cards. The firm uses Assignments to build their holiday card list to ensure they know which attorney to send the card from. Why does this matter? As Krista explains, “This enables us to create multiple versions of the holiday card in our HTML program, all tailored to each attorney. Many times we include a personal note and their signature block. Those attorneys who prefer to send the e-card from their own accounts can do so and have the ability to add a note before forwarding.”

Ian Jones, Marketing Technology Specialist, Miller Nash Graham & Dunn

At Miller Nash Graham & Dunn, a law firm with offices in California, Oregon and Washington, the firm’s marketing team starts by building a survey in ContactEase List Manager providing the lawyers the option to send either an electronic or paper card. The firm uses the ContactEase Holiday Mailer Tool and according to Ian, “The process has gotten significantly easier. We don’t have to manually sort out single-signer and multi-signer cards anymore. ” And what about potential overlap of signatures between offices?  They have that covered as well. Ian said, “We usually set them all up in one office and then forward en masse to the others. The survey also includes the legacy card assignments from the previous year in case people want to refer to that information when setting up a new list.”

How does your firm manage the holiday card process?  Does your firm do something unique to celebrate the holidays? We’d love to hear from you!

Industry-wide Survey on Law Firm Holiday Card Practices

Don’t forget about our survey on law firm holiday card practices! We want to hear from lawyers and marketers to understand the importance of holiday cards, what firms are doing, and how opinions differ between lawyers and marketers. Your time is valuable, and so is your insight! We’re offering a $5 Starbucks gift card to lawyers and legal marketers who answer our survey between now and the end of the year. We’ll publish the results in a white paper to be released next year.

 

Legal Industry Survey of Holiday Card Practices

CE Blog

In the United States, Thanksgiving is barely over, but the holiday card season is well under way. At ContactEase, we’ve talked to many marketers about managing the holiday card process at their firms. While some firms have moved from traditional paper cards to electronic ones, it seems that holiday cards are still very much a part of a firm’s relationships and traditions. Are we right? We’d love to get your thoughts on the subject. We’re conducting an industry-wide survey of lawyers and marketers to understand:

  • The importance of holiday cards
  • What firms are doing
  • How opinions differ between lawyers and marketers

Please visit https://www.surveymonkey.com/r/HolidayCards to take the survey. It should take about three minutes to complete. Feel free to share the link with other law firm marketers and lawyers who may have an interest. We plan to summarize these results in an upcoming white paper and will be happy to share the results with anyone who participates. 

ContactEase Holiday Traditions: P.J. Sawchuk, Director of Support & Technology 

If you’ve spent any time with our Director of Support & Technology, P.J. Sawchuk, you know how passionate he is about food. As it turns out, that extends to his family as well! One of P.J.’s favorite holiday traditions is the Feast of the Seven Fishes. This Italian-American tradition is a celebration on Christmas Eve that typically includes fish and other seafood.

Of his family’s tradition, P.J. says, “We shoot for double digits. While you’ll always see things like shrimp, scallops and crab cakes [note: P.J. resides in the Baltimore area], we like to experiment, too. Some family favorites include bacalao (a salted cod dish) and an escarole with bread crumbs, olives, anchovies and capers. Big flavor!”

What’s your favorite holiday tradition? Let us know in the comments!

Avoid Turning Into The Grinch This Holiday Season: Follow-up

We wanted to thank everyone who joined us last week for our holiday card webinar: How to Avoid Turning Into the Grinch This Holiday Season. The webinar covered best practices with list management, creative, physical cards and e-cards, how to stand out from the crowd, and most importantly timing. After the webinar we got numerous requests for the presentation and notes. So to better help you through your holiday card work we created a holiday card guide! Request your copy by emailing marketing@colevalley.com.

You can check out holiday card samples and find inspirations on our ContactEase Pinterest board.