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Starting off on the right foot with new clients sets the tone for the entire relationship going forward. Attorneys need their clients to see them as a trusted advisor and partner in their legal solutions. It is the lawyer's responsibility to educate the client and provide information about the legal process, the matter/case, and the firm's procedures. Clients see the attorney as the expert leading them through a process that can be overwhelming at times. If the lawyer takes time at the beginning of the relationship to establish expectations, then future conflicts can be avoided or resolved more quickly.
To limit misunderstandings in the future and improve chances with getting bills paid in a timely manner take the time upfront to have that candid discussion. Demonstrating client service before the engagement serves attorneys well into the ongoing relationship. This checklist can help professionals discuss important topics with new clients and demonstrates their skills in quality client service.
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