A LL A BOUT C LIENTS N O CLIENTS ? N O LAWYER ! Every business must - - PowerPoint PPT Presentation

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A LL A BOUT C LIENTS N O CLIENTS ? N O LAWYER ! Every business must - - PowerPoint PPT Presentation

A LL A BOUT C LIENTS N O CLIENTS ? N O LAWYER ! Every business must have customers. Every law practice has to have clients. This is perhaps the most challenging part of starting a private practice. Clients = Paying Clients C


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SLIDE 1

ALL ABOUT CLIENTS

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SLIDE 2
  • Every business must have customers. Every

law practice has to have clients.

  • This is perhaps the most challenging part of

starting a private practice.

  • Clients = Paying Clients

NO CLIENTS? NO LAWYER!

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SLIDE 3
  • We all spend every day communicating, but

that doesn’t mean we are all very good at it.

  • Much of what lawyers do involves

communication, from written documents to

  • ral arguments and discussions.
  • Miscommunication can be dangerous in the

legal environment

COMMUNICATION IS KEY

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SLIDE 4
  • In addition to great legal work, the successful

law firm must deliver great client (customer) service.

  • Great service is mostly about communication.
  • Build tools (e.g. forms, templates and

checklists) for client communication just like you do for your legal work.

COMMUNICATION IS KEY

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SLIDE 5
  • Clients are pleased when their expectations

are met and frustrated they are not.

  • Clients with unreasonable expectations soon

become a burden to the law practice.

  • Determine the client’s expectation and

attempt to help them with reasonable expectations.

ESTABLISH CLIENT EXPECTATIONS

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SLIDE 6
  • Explain that personally returning phone calls is

sometimes a challenge.

  • Discuss anticipated response times (e.g. 24

hours, 48 hours or end of next business day)

  • Discuss e-mail and fax confidentiality issues.
  • Discuss the backup plan when you are

unavailable.

ESTABLISH CLIENT EXPECTATIONS

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SLIDE 7
  • Regular communication
  • Written status reports
  • Automated or delegated where appropriate
  • Client document repositories
  • Feedback is important

CLIENT SERVICE SYSTEMS

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SLIDE 8
  • Warning Signs of Problem Clients. You do not

have to represent everyone!

  • Bad news should be communicated in person

if possible. It is important to handle this immediately.

  • Advise if independent counsel is needed

DEALING WITH BAD NEWS

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SLIDE 9
  • Keep a searchable people database

– Spreadsheet, contacts (shared), word processing table, practice management

  • Establish a procedure for conflicts check
  • Do a conflicts check when adding a lateral

move attorney

CONFLICTS CHECKS

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SLIDE 10
  • Screensharing
  • Video conferencing
  • Online appointment creation
  • Extranets

COMMUNICATION TOOLS

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SLIDE 11
  • You have to ask

– End of representation surveys – Send feedback options with every invoice

CLIENT SATISFACTION TOOLS