Setting Up Your Profile for Maximum Matches

Quick Answer

To maximize your referral matches, create complete listings with accurate credentials, select up to 7 relevant specialties, include all languages spoken by you and your team, set an appropriate service radius, and consider listing on multiple publications. Sponsor listings receive 24-hour priority access to all new leads.

Overview

Your profile and listing configuration directly impacts how many qualified leads you receive through Heritage Web's 6-filter matching engine. This guide helps you optimize each element to increase match volume while maintaining quality and relevance.

Step-by-Step Instructions

Step 1: Create Your Core Listing

Start with at least one listing type to enter the matching system:

Profile Listing: Your professional credentials (one per account)
Organization Listing: Business or firm representation (multiple allowed)
Job Listing: If recruiting (multiple allowed)
Event Listing: For conferences or workshops (multiple allowed)

Step 2: Complete Your Professional Credentials

Include all required licensing information:

Enter your license number accurately
Select all states where you're licensed
For national practices (Immigration, Bankruptcy), one valid license enables nationwide matching
Update credentials promptly when renewed

Step 3: Maximize Your Specialties

Select up to 7 practice areas or specialties:

Start with your primary expertise areas
Add related specialties you're qualified to handle
Balance between broad categories and specific niches
Consider high-demand areas in your community
Review which specialties generate the most leads in Analytics

Step 4: Configure Language Capabilities

List all languages for better matching:

Include languages you speak fluently
Add languages spoken by your staff or colleagues
Include team members' language skills (paralegals, assistants)
The system matches at a high level (e.g., "Spanish" not specific dialects)

Step 5: Set Your Service Radius

Optimize your geographic coverage:

Default radius is 75 miles from your location
Email [email protected] to adjust
Options include specific mileage or "No Limit"
Consider your actual service capabilities
Balance volume with realistic travel distance

Step 6: List on Multiple Publications

Expand your reach across Heritage Web's 300+ network:

Create listings on community-specific publications
Add presence on global/general publications
Each publication gives you primary matching priority for its leads
Secondary matching occurs network-wide if not exclusive

Step 7: Consider Sponsor Status

Upgrade any listing type for maximum benefits:

24-hour exclusive window on ALL new leads
Priority applies to profile, organization, job, OR event sponsorships
Unlimited pro bono access included
Enhanced visibility in search results

Important Notes

Approval Required: All listings undergo review (1 day for sponsors, 2-3 days for free)
Pending Changes: Updates require re-approval but don't affect current matching
Team Languages Count: Client needs are matched against your entire team's capabilities
Multiple Listings Benefit: All your approved listings work together for matching

FAQs

Q: Should I select all 7 specialty slots even if some are secondary? A: Yes, use all 7 slots strategically. Include your primary expertise plus related areas where you can provide value. More specialties mean more potential matches.

Q: Does having multiple listing types increase my matches? A: Yes. Each approved listing type (profile, organization, job, event) enters the matching pool. You'll see all matched leads in one unified dashboard.

Q: How do I know which specialties generate the most leads? A: Check your Analytics tab regularly to see which practice areas generate the most referrals, then adjust your specialty selection accordingly.

Q: If I sponsor my event listing instead of my profile, do I still get priority? A: Yes. ANY sponsor listing gives you account-wide benefits including 24-hour priority on all referral types and unlimited pro bono access.

Q: Why should I include my team's languages? A: The matching engine considers languages spoken by anyone on your team. A client needing Spanish services can be matched to you if your paralegal speaks Spanish.