About ScoreMy
ScoreMy Estate Planning is a game changing tool designed to help private client lawyers, and their marketing teams, engage more effectively with prospective and existing clients. By providing a simple, structured and automated process, ScoreMy is a marketing differentiator that engages clients, triggers deeper, meaningful conversations – ensuring assets are distributed according to clients wishes, while maximising tax efficiency and reducing the risk of unwelcome probate disputes.
At the heart of ScoreMy is its automated annual review system. Either via a website landing page or email, clients receive a quick estate planning scorecard, allowing them to assess their current position. Increasing scores indicate growing value from their ongoing estate planning. A drop in score prompts their advisers to reach out and make any necessary adjustments – keeping clients on track with their estate planning.
Originally developed for financial planners to evaluate their client’s financial health and lifestyle goals, ScoreMy has seamlessly transitioned into estate planning, giving lawyers a powerful tool to proactively manage client relationships as well as providing valuable internal management information using its benchmarking facility against other fee earners both internally and externally to the firm.
By integrating this intuitive platform, estate planners can demonstrate ongoing value, enhance client trust and create a streamlined approach to long term estate management.
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ScoreMy FAQ’s
What is ScoreMy Estate Planning?
ScoreMy is an interactive digital platform designed to help solicitors engage with both prospective and existing clients by providing a structured score-based estate planning questionnaire. It identifies gaps in planning and encourages clients to seek professional legal advice.
How does ScoreMy help law firms increase will-writing instructions?
By making the estate planning process more engaging and easier to understand, ScoreMy helps law firms convert website visitors into paying clients. Its structured scoring system highlights areas requiring legal attention, prompting clients to take action. Through regular follow ups and reviews, ScoreMy can be used as a tool to keep in touch with existing and longstanding clients, creating multiple touch-points and referral opportunities.
How does ScoreMy improve client retention?
ScoreMy’s automated review process ensures clients regularly reassess their estate planning needs. This keeps them engaged with their solicitor over the long term, building a deeper relationship, and in turn generating cross-selling and referral opportunities as clients navigate life’s milestone moments.
Can ScoreMy be customised for my law firm?
Yes, ScoreMy can be fully branded with your firm’s identity. The questionnaire and reports can also be tailored to reflect your firm’s tone of voice and ‘calls to action’. The automated review process can be as pro-active or light touch as required.
Can ScoreMy integrate with my existing CRM or case management system?
ScoreMy is designed to complement existing case management and CRM systems. Data from completed questionnaires can be easily exported or linked to client records for seamless integration. The platform also generates valuable internal management information to help benchmark performance.
Is ScoreMy suitable for small law firms as well as large practices?
Yes, ScoreMy is flexible and scalable, making it ideal for law firms of all sizes. Whether you’re a sole practitioner or a large private client department, ScoreMy can be adapted to fit your needs.
What kind of clients benefit most from ScoreMy?
ScoreMy is beneficial to a wide range of clients, from younger families starting their estate planning journey to high-net-worth individuals needing more complex arrangements. It also appeals to clients who may not have previously considered the importance of estate planning beyond a simple will.
How does ScoreMy improve my firm’s online presence?
Interactive content like ScoreMy’s questionnaire increases website engagement and dwell time contributing to wider digital conversion and search optimisation strategies. Google prioritises content that provides a positive user experience. Correctly deployed, ScoreMy can also be effectively distributed through social media channels as part of wider organic and paid campaigns.
Is ScoreMy secure and GDPR-compliant?
Yes, ScoreMy is fully GDPR-compliant, ensuring that client data is handled securely and with the necessary privacy protections in place.
How can I get started with ScoreMy?
We offer a free, no-obligation demo to show how ScoreMy can benefit your firm. You’ll see how easy it is to implement and use, and how it can help drive more estate planning instructions.