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Client relations

Manage client anger to avoid malpractice claims and bad publicity

March 20, 2015

Angry clients can be hard on the nerves. They can also be potential malpractice claims and probably bad PR for the law firm. But if you know how to respond to an unhappy client in a respectful and helpful manner, you may be able to turn that person into your firm’s biggest fan. Dealing with the angry client is an art. Dealing with the angry client is also a necessity. An … [Read more...] about Manage client anger to avoid malpractice claims and bad publicity

How one NY firm uses surveys to get repeat clients

March 20, 2015

Like many firms, an Albany, NY, firm surveys its clients each year. But it takes a different approach. It focuses on whether the clients feel the firm has their interests at heart. And in the end, it sends the clients the results of the study and what the firm has done in response. "We began it because we wanted to make sure we were providing clients what they needed," says … [Read more...] about How one NY firm uses surveys to get repeat clients

The art of setting fees that suit prospective clients

March 13, 2015

There's an art to presenting fees to clients. It's not just a matter of quoting an amount. It's a matter of finding out what result the client wants to see and what value the client attaches to that result. It calls for a lot of fishing tempered by a lot of tact, says Brian Kennel of Performance Management Consulting, a law firm practice management consulting group in New … [Read more...] about The art of setting fees that suit prospective clients

The ethics of refusing business and parting company with a client

March 6, 2015

Attorney-client relationships can get mighty tenuous. And either side can be at fault. Here are three issues that cause great concern: Turning down a prospect, firing a client, and getting fired by a client. They are explained by Michael Downey, a partner with Armstrong Teasdale in St. Louis whose practice focuses on professional legal, risk management, and ethics issues. … [Read more...] about The ethics of refusing business and parting company with a client

Is your firm’s website killing your sales opportunities?

January 9, 2015

Here's how to turn website visitors into clients The website: It's an area where, according to Trey Ryder, a Payson, AZ law firm marketing consultant, "firms spend untold amounts of money for absolute garbage." Many sites, says Ryder "are atrocious," despite the price tags they carry. "If they work, they work in spite of themselves." In most cases, a website's failure … [Read more...] about Is your firm’s website killing your sales opportunities?

Model Tool: Client privacy policy

October 31, 2014

Why you need this policy: As with any other corporate website, law office websites collect and use personal information of site visitors, including "personally identifiable" information, i.e., names and other information that can be traced back to a specific individual. Such use and collection of personal information is subject to requirements under privacy laws. How this … [Read more...] about Model Tool: Client privacy policy

Just common sense can ward off disciplinary and malpractice actions

September 19, 2014

Any attorney's career can be ruined for failure to follow the simplest rules of communication and ethics, says Allison L. Wood, principal of Legal Ethics Consulting, a Chicago company that counsels firms on avoiding disciplinary and malpractice issues. Wood was formerly a prosecutor in attorney disciplinary matters, and she has seen first-hand attorneys "in the tragic position … [Read more...] about Just common sense can ward off disciplinary and malpractice actions

Model Tool: New matter intake form

August 1, 2014

Why you need this form: Before accepting a new matter from an existing client, you should obtain as much information about the new case as possible. This process, known as "case screening," can help you avoid many potential problems. How this form helps you: The New Matter Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New matter intake form

Model Tool: New client intake form

August 1, 2014

Why you need this form: Before accepting a client, you should obtain as much information about both the client and the subject matter as possible. This process, known as "client screening" can help you avoid many potential problems. How this form helps you: The New Client Intake Form will not only help you quickly identify whether or not the subject matter is within your area … [Read more...] about Model Tool: New client intake form

Model Policy: Client billing

May 7, 2014

Why you need this policy: Attorneys have every right—and need—to be paid. But getting clients to pay their bills on time is a major challenge that forces you to confront a bewildering array of fee arrangements, billing of non-fee expenses, and ethical constraints stemming from the attorney-client relationship. How this policy helps you: The centerpiece of juggling all of these … [Read more...] about Model Policy: Client billing

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