Strengthening Client Relationships During COVID-19

Client needs are evolving. Has your service model kept pace?
Learn how to innovate and adapt to build better, sustainable relationships.

This program will focus on:

Identifying changing client needs
Becoming more client-centric
Advancing client service through technology
Adapting your communication style
Maximizing social media and website content to reassure clients
Developing flexible fee arrangements and billing practices
Improving client retention and renewing relationships

Date/Time/Location

Wednesday, December 2, 2020 from 10:00 a.m. to 11:00 a.m. Pacific Time.  This is a live, online webinar. 

Register Now!

Registration is open for Strengthening Client Relationships During COVID-19.

Who Should Attend?

Lawyers, legal staff, conflict managers, or office administrators – anyone interested in improving client relationships during challenging times.

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 will be distributed electronically to attendees.

Questions, Live Polling, and MCLE

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

All Rights Reserved 2020 Beverly Michaelis

Best Practices for Virtual Meetings

 

Virtual meetings are here to stay for the foreseeable future. How can you get the most out of these remote conversations? Are there etiquette rules? Here are some pointers curated from around the Web.

Learn the technology beforehand

Nothing is worse than being on an audio or video conference call and hearing background interruptions or the sound of someone keyboarding, eating, or talking to someone in the room.

Before the meeting begins, learn how to (a) mute and unmute yourself; (b) test your camera; (c) test your microphone; (d) frame your video; (e) Enable a virtual background if offered by your video conferencing app; and (f) avoid using a mobile device. Go with a laptop or desktop computer instead.

As NW Sidebar points out, if your phone isn’t on a stable surface, the sound of it sliding around will be annoying. So are your alarms and notifications – although that may happen on your laptop or desktop too.

I would add: (g) mute or apply DND (do not disturb) to anything and everything you can – landline, mobile phone, tablet, etc. (h) treat the conference call as you would treat an in-person client meeting. Don’t permit interruptions and give the conversation your undivided attention. (i) Consider investing in a headset for comfort, convenience, and improved sound quality.

Give video calls a break

As many have suggested, not all meetings need to be face-to-face video. Simply picking up the phone works well for most clients. Don’t feel pressured to Zoom just because the Internet went wild over it. (More below.) A telephone call is convenient, cost-effective, and hassle free.

Message privately

During a group video conference call it can be challenging to have a side conversation with one person. Private messaging is the solution. Obviously, this feature needs to be available in your video conferencing app. In addition, you should choose an app with appropriate security if you are discussing client matters.

Use networking platforms

If you’re seeking to connect to other professionals, don’t forget about LinkedIn. If you are on social media, use the tool of your choice to reach out. If you belong to an OSB listserv, remember that listserv conversations are public record. When you see an interesting thread, keep your communication private by sending a direct email to that individual. In the right situation, it could make sense to launch a conversation with a group of listserv members – just remember to do it outside the listserv itself by sending separate messages. As noted above, the phone is also your friend. Use it to catch up with an old acquaintance or contact someone new.

Best practice tips on video client meetings

From the Law Society of BC:

  1. Advise the client not to share the links with anyone else;
  2. Access the links through a secured Wi-Fi network;
  3. Confirm the client’s consent to proceed in this manner;
  4. Ask that all individuals in the remote location introduce themselves;
  5. Ensure no one else is at the remote location who may be improperly influencing the client;
  6. Make sure that audio and video feeds are stable and that you can hear and see all parties;
  7. Do not allow clients to screen share by default. As the host you should be able to manage the screen sharing;
  8. Do lock the meeting once the client or clients have joined the call;
  9. Where identification is produced to support verification of identity, ensure that a copy of the document (front and back) is sent to you in advance of the online meeting (consider requesting high resolution) and that when it is produced during the meeting the entire document is visible and legible;
  10. Determine how to provide the client with copies of the document executed remotely;
  11. Confirm your client’s understanding about the documents they are executing and provide adequate opportunity for them to ask questions during the video conference; and
  12. Maintain detailed records including: date, start and end time, method of communication, identity of all present, and minutes of content of meeting. Read more here.

Alternatives to Zoom

The world seemed to go Zoom crazy during stay-at-home pandemic orders. I love Zoom – and p.s. – with its new privacy and security features meeting hacks no longer occur. However, if you’re looking for alternatives, check out this list from Business Today. Several of the options mentioned in the article are encrypted, a must-have for client confidentiality.

All Rights Reserved 2020 – Beverly Michaelis

Creative Legal Marketing Ideas – Part 4

Our final installment on marketing during COVID-19 comes courtesy of Nifty Marketing. Review these suggestions and choose three that appeal to you. Set aside times in your calendar to implement each idea. Copy and paste the details or link from the original post to refresh your memory when the appointment day arrives.

Commitment

Committing to a calendar date increases the chance you will actually follow through. This is critical because our first instinct in a crisis is to ignore marketing altogether. Unfortunately this isn’t a realistic long-term strategy. Eventually you will run out of work. Better to jump start the process now of reaching out to potential new clients.

Taking Action

Speaking of taking action – if you haven’t embraced specifics from any prior post this month, then schedule time to do so. Make time on your calendar to skim through the ideas again. Pick three that make sense for your practice and schedule out implementation dates.

Regaining Control

By committing to six marketing ideas – three from today’s post and three from prior posts – you are taking back the future of your practice. Action produces results. It spurs on more action, and we feel better for it.

Today’s Marketing Ideas

  • Figure out ways to give back
  • Serve when possible
  • Learn how to be a storyteller and share via videos
  • Utilize your Google posts feed
  • Localize your Google My Business (GMB) page
  • Update your GMB hours of operation
  • Help other attorneys
  • Create a Facebook ad

Read about the details here. Don’t forget to copy and paste the relevant text (or the link) into your calendar when you create an implementation appointment.

All Rights Reserved 2020 Beverly Michaelis

12 Ways to Market During COVID – Part 3

Today’s marketing tips come courtesy of the ABA Journal. Here are the highlights:

1. Call current and past clients to check in on how they are coping.
2. Turn your attorneys into visible experts online.
3. Spend four hours per week on business development.
4. Beef up your website to get new clients.
5. The more you blog, the more clients you will get.
6. Build good word of mouth with online reviews.
7. Out-market your competition—figure out how much to spend and where to spend.
8. Market with millennials in mind.
9. Make sure your website is easily accessible for mobile users.
10. Set up a video studio.
11. Your attorney bio should not be a dead end.
12. For social media, focus on Facebook and forget the rest.

I encourage you to read the full article. The author, Larry Bodine, has excellent insights and marketing data to back up each of his recommendations. He also shares specific action steps you can take now.

Have we heard some of these ideas before? Yes. Reminders never hurt. There are also plenty of new suggestions. If you implement even one or two of Larry’s suggestions you will be ahead of the game.

All Rights Reserved 2020 Beverly Michaelis

Marketing Strategies for the New Normal – Part 2

Last week we focused on the importance of being client-centric – always good advice. Today we talk about two specific action steps designed to help you connect to potential new clients.

Post Social Media Videos

Five- to ten-minute videos taken on your smartphone or tablet can answer common questions quickly and effectively and are easy to share on not only business profiles, but Facebook groups and related pages as well.

Need ideas? Use Google’s “People also ask” search results or answerthepublic.com.

Reach Out to Local Media

Using local news websites, reach out to field reporters. Find their contact information or Twitter handle and send suggested content ideas for news segments. Marketing expert Angela Wearn: “Content is most useful when it supplements their most recent stories (i.e., if a reporter just announced a local business that shut its doors because of COVID-19, business attorneys could follow up with content about how businesses can protect themselves against the same thing).”

Tips for Implementation

If either of these strategies appeal to you, all credit is due to expert Angela Wearn. For more advice on how to make videos or offer content to reporters, check out her post.

All Rights Reserved 2020 Beverly Michaelis