Online Presence Management Checklist
Website Optimization
Use Google PageSpeed Insights and Lighthouse against the home page plus each practice-area landing page (PI, family, immigration, etc.). Record Core Web Vitals scores. Most prospect traffic to a small firm is mobile — a CLS or LCP regression after a vendor update is the common gotcha.
Pull current rankings in Semrush or Ahrefs for the firm's geo-modified practice keywords ("Austin DWI lawyer", "Phoenix immigration attorney"). Update meta descriptions, H1s, and alt text on pages that slipped out of the top 10. Avoid superlatives like "best" or "top" that violate Rule 7.1 in most states.
Confirm every page that constitutes attorney advertising under Rule 7.2 carries the required disclaimer language for each state where the firm practices. Florida, New York, Texas, and Missouri have specific verbatim requirements; testimonials and prior-results pages need additional language. Save screenshots of each disclaimed page for the compliance file.
Open a ticket with the firm's web developer covering the specific Lighthouse failures — typically image weight, render-blocking JS, or layout shift on practice-area templates. Attach the audit export and request a fix window before next month's run.
Social Media Management
Push the month's queue from the editorial calendar to LinkedIn (firm page + attorney pages) and Facebook. Skip Instagram and TikTok unless the firm has a specific consumer-facing strategy. Each post must avoid case-specific facts that could compromise privilege under Rule 1.6.
Anyone describing facts about a potential matter via DM is a prospective client under Rule 1.18 — no substantive legal advice in reply, redirect to the intake line. Document the contact for conflict-check purposes even before formal intake.
Spot-check the month's content against Rule 7.3 solicitation rules. PI-heavy firms in states with the 30-day post-incident waiting period (FL, NY among others) need to confirm no targeted outreach to recent accident victims slipped into a paid social campaign.
Online Reputation Management
Export new reviews from Google Business Profile, Avvo, Martindale-Hubbell, and Yelp into the month's reputation log. Note star rating, reviewer name, and matter type if identifiable. Do not respond yet — that happens after triage.
Flag any review that names a matter, criticizes representation, or alleges malpractice. Anything 3 stars or below or any review naming a specific attorney needs partner review before response. False reviews from non-clients can be reported to the platform but rarely removed quickly.
Never confirm or deny representation, never disclose matter facts, never respond in anger. ABA Formal Opinion 496 is the guiding authority — a response that reveals confidential information violates Rule 1.6 even when the client posted first. Keep it brief, professional, and offer to take the conversation offline. Partner sign-off required before posting.
Review the month's Google Alerts and Mention.com digest for the firm name and named partners. Flag press mentions, court filings appearing online, and any third-party blog references. Forward press hits to the marketing lead for amplification consideration.
Content Marketing
Attorney-authored or attorney-reviewed only. Topics tied to recent appellate decisions, statute changes, or agency guidance perform best. Add the firm's standard "this is not legal advice" disclaimer in the footer per Rule 7.1.
JD Supra and Lexology give long-tail SEO and reach in-house counsel readers. Use the same byline as the firm site, retain canonical link to avoid duplicate-content penalties.
Look at the prior month's posts: time on page, scroll depth, conversion to consultation form. A post with 2,000 visitors and zero intake submissions is a topic mismatch — note for the editorial calendar review.
Email Marketing
Pull new closed-matter contacts from Clio or Lawmatics into the appropriate segment (former clients, referral sources, in-house counsel, prospect drip). Suppress contacts who opted out and any contact whose matter closed under hostile circumstances.
Send via Mailchimp or Constant Contact. Subject line under 50 characters. CAN-SPAM requires the firm's physical address and a working unsubscribe link in every send. Send Tuesday or Wednesday morning for best open rates.
CAN-SPAM requires unsubscribes be honored within 10 business days. Pull the prior month's unsubscribe list from the ESP and confirm none received subsequent sends. A single missed suppression is a $50K-per-message FTC exposure.
Local Search Optimization
Confirm Name, Address, and Phone are byte-identical to the website footer and the bar-registered address. Update office hours, add new photos, post the month's update. Suite numbers and abbreviations (Ste vs Suite) are the most common citation-mismatch source.
Run BrightLocal or Whitespark against the firm's primary citations and fix any NAP drift. Lawyers who have left the firm but remain listed on FindLaw or Justia bios are a recurring problem — file removal requests directly with each platform.
Pull rank tracking for the firm's top 10 geo-modified keywords in the local pack and organic results. Note month-over-month movement. Sustained drops on a money keyword (e.g., "car accident lawyer + city") trigger a deeper SEO review next cycle.
Use this template in Manifestly
- Conflict of Interest Checklist
- Client Feedback Collection Checklist
- Client Feedback Checklist
- Legal Research Checklist
- Legal Document Review Checklist
- Document Filing System Checklist
- File Closure Checklist
- Settlement Documentation Checklist
- Associate Professional Development Checklist
- Administrative Regulations Research Checklist
- Attorney Performance Evaluation Checklist
- Client Intake Checklist
- Case Filing Checklist
- Law Firm Employee Offboarding Checklist
- Attorney Performance Review Checklist
- Monthly Client Billing Checklist
- Pre-Trial Checklist
- Law Firm Compliance Checklist
- Client Matter Closure Checklist
- Client Relationship Management Checklist
- Anti-Money Laundering Compliance Checklist
- Case Management Checklist
- Law Firm Compliance Checklist
- Professional Responsibility Compliance Review
- Data Privacy Compliance Checklist
- Law Firm Risk Management Checklist
- Firm Strategy Planning Checklist
- Case Investigation Checklist
- Law Firm Employee Onboarding Checklist
- Law Firm Recruitment Process Checklist
- Conflict of Interest Checklist
- Document Management Checklist
- Law Firm Ethics Compliance Review
- Client Trust Fund Management Checklist
- Attorney Offboarding Checklist
- Monthly IOLTA Trust Account Reconciliation
- Document Retention Policy Checklist
- Law Firm Office Safety Checklist
- Client Retainer Agreement Checklist
- Legal Services Marketing Checklist
- Quality Control Checklist
- Case Law Research Checklist
- Business Continuity Planning Checklist
- Law Firm Expense Reporting Checklist
- Attorney Onboarding Checklist
- Client Confidentiality Compliance Checklist
- Networking Events Checklist
- Law Firm Annual Budget Planning Checklist
- Law Firm Risk Management Checklist
- Legal Technology Implementation Checklist
- Employee Offboarding Checklist
- Law Firm Employee Onboarding Checklist
- Verdict Review Checklist
- Client Intake Checklist
- Legal Drafting Checklist
- Trial Preparation Checklist
- Annual Attorney Professional Conduct Review
- Regulatory Filings Checklist
- Billing and Invoicing Checklist
- Proposal and Pitch Preparation Checklist
- Employee Relations Checklist
- Client Communication Protocol Checklist
- Witness Preparation Checklist
- Court Submission Checklist
- Law Firm Training and Development
- Rental Advertisement Checklist
- Real Estate Signage Checklist
- Property Marketing Plan Checklist
- Real Estate Conference Checklist
- Real Estate Website Audit Checklist
- Insurance Marketing Campaign Checklist
- Copywriting Checklist
- Keyword Research Checklist
- Social Media Engagement Checklist
- Mobile Optimization Checklist
- Marketing Analytics Checklist
- Email Compliance Checklist
- Client Offboarding Checklist
- CRM Implementation Checklist
- Lead Generation Checklist
- Blog Post Publishing Checklist
- Social Media Profile Setup Checklist
- Email Campaign Checklist
- Conversion Rate Optimization Checklist
- Infographic Creation Checklist
- Email Newsletter Checklist
- Video Production Checklist
- Website and Content Checklist
- Social Media Crisis Management Checklist
- SEO Audit Checklist
- Marketing New Hire Training Checklist
- Email Design and Send Checklist
- Legal Services Marketing Checklist
- Social Media Campaign Checklist
- Email List Building Checklist
- Google Ads Campaign Launch Checklist
- Content Marketing Checklist
- Case Study Production Checklist
- Ebook Creation Checklist
- Social Media Ad Campaign Checklist
- PPC Campaign Checklist
- Social Media Contest Checklist
- Content Review Checklist
- Webinar Planning Checklist
- Networking Events Checklist
- Marketing Campaign Checklist
- Social Media Audit Checklist
- Social Media Analytics Checklist
- Email Marketing Checklist
- Email Marketing Campaign Checklist
- Remote Work Onboarding Checklist for Marketing Teams
- Marketing Budget Checklist
- Email Analytics Review Checklist
- Campaign Reporting Checklist
- Marketing Strategy Checklist
- Competitive Analysis Checklist
- Blog Post Publishing Checklist
- Conversion Rate Optimization Checklist
- Marketing Operations Checklist
- Web Analytics Checklist
- Branding Checklist
- Customer Analytics Checklist
- Event Marketing Checklist
- Marketing Analytics Monthly Review
- Monthly Marketing KPI Review Checklist
- Market Research Checklist
- A/B Testing Checklist
- Blog Post Promotion
- Lead Generation Checklist
- Monthly Lead Generation Checklist
- Social Media Marketing Checklist
- Monthly E-commerce Marketing Checklist
- E-commerce Sales Funnel Audit
- Affiliate Marketing Program Checklist
- Monthly Marketing Analytics Checklist
- Influencer Marketing Checklist
- Customer Journey Mapping Checklist
- Agency Client Onboarding Checklist
- Seasonal Marketing Campaign Checklist
- Marketing Dashboard Build and Review
- Promotion and Discount Checklist
- Retail Marketing Campaign Checklist
- Retail Social Media Campaign Checklist
- Email Automation Checklist
- SEO Audit Checklist
- Agency Client Onboarding Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Social Media Checklist
- Blog Post Review Before Publishing
- Off-Page SEO Checklist
- Social Media Content Calendar Checklist
- Marketing Team Employee Onboarding Checklist
- Marketing Performance Review Checklist
- Paid Advertising Campaign Checklist
- Video Marketing Checklist
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