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Forensic Accounting Marketing: How to Market Services to Attorneys
Forensic accounting plays a critical role in business litigation. Whether the issue involves valuation disputes, lost profits, or allegations of financial fraud, attorneys rely on forensic accountants to provide the objective, analytical firepower needed to build or defend a case. This article addresses the topic of forensic accounting marketing.
Even the most skilled forensic accountant won’t get far without effective marketing—especially when targeting a niche audience like business litigators or divorce attorneys.
If you’re a forensic accountant looking to grow your book of work in this space, here’s how to market your services strategically to attorneys.
- Understand What Attorneys Really Want
The first rule of marketing: know your audience. Business litigators or divorce lawyers aren’t just looking for a “number cruncher.” They’re looking for a strategic ally—someone who can:
- Analyze complex financial data and explain it clearly
- Prepare credible, courtroom-ready reports
- Hold up under deposition and cross-examination
- Communicate findings persuasively to non-experts (including judges and juries)
Your marketing should reflect an understanding of their world. Show that you can be a reliable expert witness who’s more than just technically sound—you’re litigation savvy.
- Define and Differentiate Your Niche
Many forensic accountants say they do “business valuation, damages, and fraud investigations.” But litigators see a lot of generalists. You’ll stand out by clarifying:
- What types of cases you handle most often (e.g., shareholder disputes, IP theft, contract breaches)
- What industries you specialize in (e.g., healthcare, manufacturing, tech startups)
- What sets your process or communication style apart (e.g., trial graphics, plain-language reports, speed of turnaround)
By narrowing your positioning, you make it easier for an attorney to say, “This person is a perfect fit for my case.”
- Build a Strong, Case-Relevant Portfolio
When attorneys look for a forensic accountant, they want someone who’s been there before. You don’t need to share sensitive client details, but you should build a portfolio that showcases:
- Types of matters you’ve handled
- Kinds of financial issues you’ve resolved
- Examples of outcomes your work helped influence
- Experience with testimony, depositions, or mediation
Include this portfolio on your website and summarize key points in your marketing materials.
- Publish Thought Leadership Content
One of the best ways to earn the attention of litigators is to show your expertise—without pitching. Start by publishing content that answers questions lawyers might have about valuation, damages, or fraud in litigation contexts. Some ideas include:
- “How to Estimate Lost Profits in a Breach of Contract Case”
- “The Accountant’s Role in Uncovering Embezzlement During a Partnership Dispute”
- “When Is a Business Valuation Required in Litigation?”
- “Uncovering Hidden Business Assets in a Divorce Case”
Use blog posts, LinkedIn articles, and CLE presentations to share practical insight. You’ll build credibility, and when a lawyer needs an expert, they’re more likely to think of the person who’s already educated them.
- Speak Where Lawyers Are Listening
Many litigators attend continuing legal education (CLE) sessions, bar association events, and professional webinars. These are great opportunities for you to establish visibility and authority.
Offer to present on topics that intersect law and finance. Examples:
- “Financial Red Flags in Partnership Disputes”
- “What Makes a Damages Report Survive Summary Judgment?”
- “Working with Experts: How to Maximize the Value of a Forensic Accountant”
If you’re not yet ready to present solo, start by joining panels or co-presenting with a lawyer you’ve worked with.
- Strengthen Relationships Through Referrals and Networking
Many forensic accountants get new work through referrals—but few actively cultivate those relationships.
To generate more referrals:
- Identify 15–20 attorneys who regularly handle cases of interest and reach out with a personal email or handwritten note
- Offer to meet for coffee or lunch to learn more about their practice and share how you support litigators
- Stay top-of-mind with a quarterly email newsletter or brief check-ins about recent developments in your field
Building trust takes time, but intentional outreach is a high-ROI marketing strategy in this field.
- Improve Your Website for Legal Audiences
Your website is often the first place an attorney will look when considering you as an expert. Make sure it:
- Clearly lists your services (valuation, damages, fraud analysis)
- Includes a professional headshot and bio that references litigation experience
- Offers downloadable CVs, case study summaries, and sample reports (if possible)
- Features testimonials or endorsements from attorneys (with permission)
You should also make sure your site is mobile-friendly and loads quickly—especially if a lawyer is looking you up on the fly.
- Use LinkedIn as Your Online Rolodex
LinkedIn is one of the most underused tools in expert marketing. Start by:
- Optimizing your headline and summary with relevant keywords (e.g., “Forensic Accountant for Business Litigation or Divorce in [City, State]”)
- Connecting with attorneys you’ve worked with (and then with their colleagues)
- Posting 1–2 times per month about common litigation scenarios where forensic accountants add value
When attorneys see you consistently providing value in their feed, they’ll be more likely to think of you when they have a relevant case.
- Get Comfortable Asking for Testimonials
Social proof is powerful. If a lawyer says you were responsive, credible, and helpful in a past case, that speaks volumes to other attorneys. After a matter concludes, ask “Would you be open to writing a short testimonial I could use in my materials?” Or offer to draft something they can edit for ease.
Place these quotes on your website, in proposals, and on LinkedIn. They build trust and reduce the perceived risk of hiring you.
- Be Easy to Work With
This might seem obvious, but in a litigation context, responsiveness, clarity, and professionalism go a long way. And yes—this is marketing.
Lawyers want to work with experts who:
- Respond quickly to emails and deadlines
- Understand courtroom pressure
- Don’t overcomplicate their reports
- Work well under cross-examination
When you earn a reputation for being calm under pressure and easy to work with, attorneys will refer you again and again.
Conclusion: Marketing with Purpose and Precision
Marketing to business litigators or divorce lawyers isn’t about flashy ads or endless self-promotion. It’s about building trust, demonstrating competence, and showing up consistently in the right places with the right message.
As a forensic accountant offering high-value services like business valuation, damages analysis, and fraud investigations, you are a key part of the litigation team. Your marketing should reflect that level of importance and professionalism.
By positioning yourself as a valuable partner to attorneys—not just a service provider—you’ll stand out in a crowded space and grow your practice with purpose.
About Us: Forensic Accounting Marketing Agency
If you are a forensic accountant, we want to serve as your outsourced marketing department! Our proprietary business development methodology—Courting Your Clients—is offered exclusively by Legal Expert Connections, Inc. In addition to significant experience in forensic accounting marketing, we have helped more than 250 litigation-oriented law firms in 40+ states pursue new client opportunities as of June 2025. Our focus is on the business-to-business market, including but not limited to commercial litigation, business law, insurance defense, employment defense, and immigration law.
We are experienced in many lines of legal liability and regulatory requirements, including auto, business, construction, cybersecurity, elder law, employment law, ERISA, homeowners, immigration, insurance, intellectual property, premises, products, professional liability, tax, transportation and trucking, trusts and estates, whistleblower, and workers’ compensation.
Our industry knowledge includes education, environmental, forensic accounting, healthcare, hospitality, manufacturing, municipal, professional services, real estate, restaurants, and retail.
Legal Expert Connections, Inc. offers three key benefits to forensic accounting marketing campaigns nationwide:
- We serve as your outsourced legal marketing department. You get the equivalent of a “Chief Marketing Officer” level professional team for an affordable monthly investment. Our ideal client is a small to mid-sized forensic accounting firm—from a solo professional to 10 or more CPAs—that needs marketing assistance but does not want to incur the cost and management time needed to maintain in-house staffing.
- You get a structured business development process. We accelerate your growth with a proven legal marketing campaign that brings discipline, focus, and productivity to your marketing efforts.
- Increase revenue with industry-compliant legal marketing campaigns. We understand professional guidelines for advertising campaigns. Ultimate compliance responsibility rests with the firm.
Contact Margaret Grisdela, a legal and forensic accounting marketing consultant, at 1-561-266-1030 or via email. Connect with Margaret Grisdela on LinkedIn.
