7 Steps to Building Better Client Relationships

Join me for a CLE on Wednesday, December 6, 2017 about how to cultivate your network, balance client expectations, proactively control social media content, meet client needs, and become more client-centric by exploring the 7 steps to building better client relationships:

  • Capturing better clients
  • Polishing communication skills
  • Advancing client service through technology and staff
  • Managing social media
  • Improving client satisfaction
  • Strengthening client retention
  • Renewing relationships

Topics include how to CYA the right way, how to say “no” gracefully, dos and don’ts when responding to negative online reviews, how to thank clients as part of your everyday, the simple six-step process to stay in touch, and why you should modernize fee arrangements and billing.

Date/Time/Location

Wednesday, December 6, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.

Who Should Attend?

Lawyers, office administrators, or staff – anyone interested in building better client relationships.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering: beverly@oregonlawpracticemanagement.org.

Does the Program Include Written Materials?

Yes. Written materials are distributed electronically with your registration confirmation.

Ask Questions/Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE page, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - 7 Steps to Building Better Client Relationships

MCLE Credits
1.50 practical skills pending.

Can’t Attend?

Video and audio recordings of 7 Steps to Building Better Client Relationships will be available to download along with the program materials following the December 6 CLE. Price: $25. Contact me or visit my online CLE store after December 6.

All Rights Reserved [2017] Beverly Michaelis

The Art of CYA

What do you do when a client rejects your advice?  This can be a very frustrating situation, especially if you know the client’s action (or inaction) will result in dire consequences.

If you cannot persuade the client otherwise, document the client’s decision with a CYA letter.  Make sure the client understands:

  • The status of the client’s case
  • The advice given
  • The action to be taken
  • The potential consequences that can result from each course of action

If you advise “X” and the client chooses “Y,” specifically document the client’s decision in your CYA letter.  Here is an example:

In accordance with your instructions, I prepared a Last Will and Testament which you signed on January 31, 2011.  As you know from our discussions, I do not consider this to be an adequate estate plan for your needs.  Your Will does not address the tax consequences arising from (include appropriate details) nor does it (describe any other issues the Will does not address).

I have recommended that you prepare (describe documents) in order to ensure a well-rounded estate plan that accomplishes (describe results or benefits that would apply if client allowed you to prepare all recommended documents).  Preparing (describe documents) could potentially save your estate (estimated savings) in taxes.  You have elected not to prepare (describe documents), and I am abiding by your wishes.

If you have a change of heart and decide that you wish to go forward with (describe documents), please let me know.  As we have discussed, I estimate this additional work could be completed in approximately (estimate of hours) at a cost of $(estimated cost).  Unless I hear differently from you, this concludes my services and I will be closing my file on this matter.  Thank you for allowing me to be of assistance to you. 

Letters eliminate “He Said/She Said” disputes and protect you in the event of a claim.  They take time to write, but are well worth the effort.

Copyright 2011 Beverly Michaelis