Client relations with Post-it notes?


You’re throwing a party. You want your guests to open the front door and come right in. You want them to take off their shoes. You don’t don’t want them using the upstairs bathroom. You want them to help themselves to the snacks you’ve laid out for them and the drinks in the cooler.

To make your guests comfortable, you put up signs around the house explaining everything.

That’s the gist of an article I saw today.

It’s a great idea. Not only does it make guests more comfortable, it relieves you of the burden of repeatedly being asked where the restroom is and having to explain “the rules”.

But no, I’m not suggesting you do something like this at your office (unless you’re throwing a party). What I am suggesting is that when it comes to client relations, the sentiment behind this idea is on target.

We want our clients to feel welcome, not just to our office but to our “family” of clients. We want them to be comfortable with us and what we’re doing for them.

And, let’s face it, we also want to make things easier on ourselves.

That’s why we send new clients a welcome letter or kit, explaining things. We tell them about fees and billing, office hours, appointments, parking, and what to expect in the first days and weeks ahead.

We send them copies of our work product so they can see that we’re on the job. We send them reminders about upcoming appointments. When there’s a problem, we don’t email, we call to explain things, answer questions, and ease their anxiety.

In the office, we greet them with a smile and a handshake. We make eye contact and ask them if they would like something to drink. We take our time explaining things and answering questions.

Because our job as professionals goes beyond doing legal work. Our job is just as much about making our clients feel welcome, safe, and appreciated.

Most clients can’t tell how good you are as a lawyer. But every client knows and will remember how you make them feel.

Happy clients give more referrals

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