Better Outcomes for Lawyers and Their Clients
A recent study identified three critical success factors that help law firms find and retain the most sought-after clients. Will your clients recommend your firm to their peers? Does your firm have the reputation to command premium rates and tackle complex issues? Is your firm recognized for innovative, relevant, and forward-thinking approaches? Clients reward firms that give them effortless experiences.
Crafting a streamlined approach not only helps your law firm but also aids clients. Firms that focus on their clients’ experience find their clients participate fully throughout the progression of their case, share information more readily, and are more responsive to requests.
Join Clio and Ruby Receptionist as they explore the success that follows a client-centric approach. In this free webinar you will learn:
Success factors of client-centric law firms
Tips for improving client collaboration
Services to help connect with clients
Tools that provide 24/7 access for your clients
6. #ClioWeb
Rule 1.4 Communication
[1] Reasonable communication between the
lawyer and the client is necessary for the client
effectively to participate in the representation.
8. #ClioWeb
Success Factors for Law Firms
1. Will your clients recommendyourfirm to their peers?
2. Does your firm havethe reputationto command premium
rates and tackle complex issues?
3. Is your firm recognizedfor innovative,relevant,and
forward-thinkingapproaches?
Source: 2016 BTI BRAND ELITE 28
9. #ClioWeb
Client’s Choice
Recommend You are recommended to peers and
colleagues without prompting
Short-Listed Your firm is considered first for hiring in
new assignments
Source: 2016 BTI BRAND ELITE 28
14. True collaboration means:
• Being authentic
• Communicating
client’s best interest
• Ensuring your client’s
feel taken care of
• Building a relationship
Integrating emotional
intelligence into your
processes and
procedures is the key!
15.
16. Creating the Infrastructure
At Ruby, this means:
• Staffing appropriately
• Investing in our
technology
• Responding to client’s
promptly & with care
• Providing receptionists
with tools & training
Building Trust
17. Working to the Middle
• Fostering happiness
• Creating experiences
• Giving clients what they
don’t even knowthey
want
How can you do this?
Building Relationships
• Look for characteristics,
stories you can relate to
• Go above and beyond to
solve a problem
18. After a Ruby client expressed
frustration and having to figure
out the phone systemofHER
client,Macie sawthat asan
opportunityto foster
happiness—even though Ruby
was a few stepsremoved.The
result?
“I cannot give Macie in the Client
Happinessdepartment highenough
praise.She made dealingwith my
client’soutdated phone systema
delight. Who even knew that was
possible?!
20. Moving to the Top
• Touch points are crucial
• Clients might not notice these little
things—simply feel confident and
cared for
• Allows you to control the perception
of your practice
• Creates cohesive brand experience
Creating Experiences
Focus on realistic
promises and strive to
over deliver!
21. Creating Experiences
• Stay away from negative
phrases; Instead, offerto
help
• Positive phrases pack a
punch
• Possible to be
professionalAND
friendly
Phrasing “I can’t”
“I don’t know”
”You’ll have
to...”
22. Creating Experiences
Two steps:
• Strive to be an expert
• Active listening
Giving Them What
They Don’t
Even Know They Want
Don’t jump to solutions—
listen and acknowledge
their pain before offering
the best option.
23.
24. Desi’s WOW story • Someone called one of our
clients and asked for an
employee not listed on their
account
• She found the employee’s
contact info online, and also
found…
• Our client happens to have a
Han Solo cardboard cut-out.
Well, being a Star Wars fan
herself she took the
opportunity to send a special
gift.
26. Building Trust
• Uncertainty breedsanxiety
• Establish a communication pattern
• Be sure to answer the phone
• Respond to emailsin timely fashion
• Be sensitive to anxieties
• Keep clientsupdated
• Be transparent
Setting Expectations
27. Building Trust
• Collecting the right
information helpsyou stay
organized and createsa great
client experience
• More informed follow-up
• Opportunity to build rapport
• Already feelslike the ball is
rolling
Intake
28. Building Relationships & Maintaining Trust
• Swap “but” with “and”
• Ex. “You bring up a good point, and I’d like to expand by adding…”
• Turn “I don’t know” into “I will find out!”
• Instead of “You’ll need to/Have to,” try:
• “In my experience, the best thing to do is…”
• “Based on my experience, I would recommend...”
• “I’ve found it works well to...”
• And don’t forget to say, “Thank you!”
29. Active Listening
• Let the client tell theirstory
• Make sure they feel heard
• Use phrasing like,“Let me make sure I’m
hearing you correctly,” and “What I’m
hearing you say is…”
• Be mindful ofyourlistening pitfalls
30. 10 Ways to Make
Meaningful Connections
• Birthdays
• New babies
• Moving offices
• Thingsyou have in common
• Awards & big dealsinked
• Landmark achievements
• Hobbies&interests
• Favorite sportsteam
• Spouses&family member names
• When they’re underthe weather
32. Importance of Feedback
• Periodic client surveyshelp
you spot problemsbefore
they’re unfixable,aswell as
keep you improving your
services!
• SurveyMonkey
• Free plan
• Ability to customize
• Hively
• Real-time feedback
• Insert into email
signature
33. Client Communication
MailChimp
• Design & deliveremail
campaigns
• Easy-to-understandreports
Lexicata
• Cloud-basedCRM
• Keep all yourpotential client
information organized
Netdocuments
• Cloud-basedemail &document
management
Dropbox
• Easy way to share documents
• Side-by-side collaboration
34.
35. Whitney’s WOW Story
• Receptionist took call for
attorney clientfromclient’s
insurance agencyregarding an
accident
• Receptionist took message,
and also saw opportunity to
fosterhappiness
• Sent a note along with a car
emergency kit to let the client
knowhe was in our thoughts
Roadside Assistance
41. #ClioWeb
Signatures
• UniformElectronicTransactionsAct
– “Electronic signature” means an electronic sound, symbol, or
process attached to or logically associated with a record and
executed or adopted by a person with the intent to sign the
record.
• ElectronicSignaturesin Global andNationalCommerce Act
(Pub.L. 106–229, 114 Stat. 464, enactedJune 30, 2000, 15
U.S.C. ch. 96)