An easy way to show your clients some love


It’s been crazy around here the past week. We’re close to the fires and concerned about them spreading our way. Every day, the sky is filled with smoke and helicopters and planes buzzing overhead.

We’ll probably be okay but you never know.

Our credit union sent us an email that was on point. It said, “In the Wildfire Zone?” They wanted us to know that we are their number one priority and they hope we are safe. They offered some tips for being prepared in case we’re ordered to evacuate.

Things like planning where we’ll go (and making sure they take pets), having a “go bag” of clothes, supplies, credit cards, meds, and extra cash, making sure the gas tank is full, and gathering up important documents to take with us.

They also provided a link to, which has more information about evacuation planning.

Most of the emails we get from them are about “business”. It’s nice to know they are thinking about us and providing helpful information on an important topic. It’s important even for those who aren’t in the fire zone.

Note that they didn’t write the underlying information about what to put in a go bag, which papers to include in an “important papers” file or evacuation planning, they simply provided links to existing websites.

How difficult would it be for you to send your clients an email like this? About what to do in case of fire or flood, earthquake or hurricane, or other disasters?

Not difficult at all.

But your clients will appreciate you for thinking of them, nevertheless.

In fact, there are plenty of consumer-related topics you could write about: insurance, credit, crime prevention, retirement, refinancing and many more.

Ten minutes of research and some links to other people’s websites will do the trick.

For extra credit, interview some subject matter experts. Here’s how I did that and turned it into a book.


Bedside manner for attorneys


According to a recent study, a majority of doctors give their patients just 11 seconds to explain the reason for their visit before interrupting. Only one third gave them enough time to describe what’s bothering them.

I don’t know if doctors interrupt to ask questions or because (they think) they’ve heard enough to issue a diagnosis but it doesn’t matter. A visit to a doctor isn’t just about getting well.

Patients want to feel like they made the right decision in choosing a particular doctor. They want to feel that they are in good hands and that everything will be okay. They want to know the doctor cares about treating them and not just the disease.

It’s been said that “People don’t care how much you know until they know how much they care.” It’s said because it’s true.

Do I even have to say that it’s also true for attorneys?

Let your clients talk. Look them in the eye. Don’t take calls during the appointment. Say please, say thank you, and go out of your way to show them you appreciate them, you care about what they’re going through, and you are committed to helping them get better.

Take care of the client, not just their legal problem.

Client relations made simple


Sometimes, you should let them see you sweat


Seth Godin said something I’ve mentioned before. He said there are two ways to provide your service. The first way is “with drama”. Let the client see how hard you’re working. Make a big deal about all the additional effort you’re expending on their behalf.

In other words, let them see you sweat.

The other way: “Without drama. Make it look effortless.”

Godin says both ways can work and you should choose the approach depending on the client and the situation.

I agree that both approaches are viable but there’s a third option. You can let the client know you’re working hard for them or giving them extra effort or value without being dramatic.

If you’re providing extra services or other freebies, for example, list them on your invoice followed by a “courtesy credit” or other indication that you’re not charging for those extras.

You can also provide invoices with lots of details about your work instead of the more typical invoice that omits most of the details. Let them see all that you did behind the scenes to get the job done.

You can also involve them in the natural drama of the matter by sending regular reports about your work and progress and by cc’ing them on correspondence. When you speak to them, you can use body language and tone of voice to provide subtle clues about the magnitude of your effort, no sweating required.

At the end of the day, you want clients to know that what you do is hard but you have it under control.

Invoices that get paid


Reviews happen


Positive reviews are important. Maybe even critical. I’ve heard that 84% of people trust an online review as much as if a friend had referred them.

So yeah, you want reviews.

I know, all you can think about is getting a stinker from some nutjob who thought you weren’t going to charge for [whatever] or who complains that you took 25 hours to get back to them instead of the 24 you promised.

Sorry, Charlie, bad reviews are going to happen. In fact, clients are much more likely to leave a review when they’re not happy than when they are, so that risk will always exist.

Unhappy clients are emotionally driven. They’re going to tell the world how they feel just because that’s how they roll.

Your multitude of happy clients is less likely to leave reviews. They need to be prompted, reminded, and made to feel like their reviews are important.

The bottom line: ask clients for reviews. You’ll get a preponderance of positive ones and they’ll drown out the ones who reside in crazy town.

According to a recent study, more than 50% of the people you ask for a review will provide one. The numbers are probably less for legal clients who want to protect their privacy but if only one in five leaves a review you should be way ahead.

Tell them which site you prefer and give them the link. Tell them how reviews help other people who are looking for a lawyer choose the right one. Tell them how much you appreciate them for taking a few minutes to help you.

Just DON’T ask for Yelp reviews, however, because, I just learned, it is against their TOS and you don’t want the Yelp police coming after your azz.

While you’re at it, you should also ask clients for referrals. Here’s how


I want your case


According to HR professionals, few job applicants say the one thing they should say in an interview to give themselves the edge as a candidate for the job.

They don’t say, “I want this job.”

Employers want to know you want what they have to offer. They want to know that you’re excited about working at the company and eager to get started.

Why should they hire you if you’re not?

Anyway, I was thinking about how lawyers are in the same position with prospective clients. Clients want to know that we want them as a client.

Does that mean we should tell them we want their case or that we want to be their lawyer?

No. We shouldn’t say that. But we should tell them this nevertheless.

Through our body language, the questions we ask and the comments we make, we should let them know that we are enthusiastic about working with them or that we understand their pain and want to help them alleviate it.

We need to tell prospective clients that we are not only ready, willing, and able to help them, we want to.

Yes you can get more referrals


Find out what people want and show them how to get it


Legendary investor Bernard Baruch said the secret to getting rich is to “Find out what people want and show them how to get it”.

Ah, you thought you were supposed to “help them” get it. No, you’re busy. You can’t help everyone do everything (unless they hire you). You have a practice to run.

Show them what to do. Showing is easier than helping and nearly as valuable.

Give them direction and feedback. Point to resources. Refer them to experts. Show them what to do. When push comes to shove, they don’t really expect you to drive them to their destination. They will appreciate you for giving them a map.

On the other hand, don’t just “tell them what to do”. Anyone can do that. Anyone can post a list of recommended resources on their website. No, show them.

Talk to them and make sure you understand exactly what they want and why. Then, provide suggestions and recommendations specific to their needs so they can get what they want as quickly and efficiently as possible.

Explain why you recommend A instead of B. Give examples so they understand your rationale. Make sure they are ready to move forward before you turn them loose but let them know they can come back to you if they run into a snag.

Showing is less than helping but more than telling. Find out what people want and show them how to get it.

This is me, showing you how to get more referrals


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


You should be saying THIS a lot


You’re busy. Good at what you do. And you get asked for lots of favors.

Information, advice, appearances (at events), endorsements. You get asked to share content, review proposals, add a link or authorize a guest post on your site.

All day, every day, people want something from you. If you’re not saying no to most of these requests, most of which are not a priority for you, you may not have time for the handful that are.

Not to mention time to get your own work done.

You delete most of the email offers and requests from people you don’t know. At least I hope you do. You are not obligated to reply.

But what do you do about a request that comes from a client, a colleague, or a friend?

How do you say no?

If they want your time, you can say, “Sorry, I have a prior commitment.” And that’s true. You have a commitment to spend that time doing client work, doing something for the handful of people you want to help, or doing something for yourself.

Because you’re no good to anyone if you’re not taking care of yourself.

What if the request isn’t time-bound? They want you to review their article, for example, and tell them what you think. No hurry. You could provide a cursory response. “Looks good. I like the donkey story.” A few minutes won’t break the bank.

But if what they ask requires more than a few minutes, or they ask you to do something you don’t want to do, you’re going to have to come up with something else.

The truth is a good option. If you’re uncomfortable doing something, if you don’t have time to do something, tell them. And tell them why.

You don’t want to hurt their feelings. You don’t want to come off as a jerk. But you have to say no to most requests because every time you say yes to something that’s not a priority, you say no to something that is.

Referrals should be one of your top priorities


I thought that was included


I trust that most of your clients would describe themselves as “satisfied”. You want them to be thrilled (and let everyone know that), but you’ll settle for satisfied.

Because it’s so easy for a client to be just the opposite.

It happens when you don’t do something they thought you were going to do or you charged extra for something they thought was included.

If you read negative reviews posted about lawyers, after “not keeping me informed” or “didn’t return my calls” and the like, numero uno is a variation of not getting what they expected.

Of course, it’s never their fault. It’s your fault and the world shall know it.

That’s why you have to go out of your way to CYA. Not just to protect against bar complaints or lawsuits, but to make sure your clients know exactly what they get (and don’t get) so you have a shot at keeping them happy.

Especially when it comes to money. Especially because clients are stressed out. Especially because so many clients don’t trust lawyers.

You can’t just slide the retainer agreement across the desk and hope they sign it without reading it. You need to explain everything, slowly and in plain English. Give them a list of FAQs that spell out exactly what you will do and when, and what you won’t do and why.

Ask them to acknowledge that they understand everything. Asking them to initial lots of things is also a good idea.

Maybe give them a three-day cooling off period.

Because if it’s possible to misunderstand something, your clients will find a way to do it. And blame you.

Marketing 101: keep your clients happy


Do you charge for “micro advice”?


Many business attorneys won’t talk to a client without the meter running. So many clients don’t call their attorney before they make important decisions, often to their detriment.

The client then has to pay the attorney to fix their mess, often a lot more than they would have paid had they gotten advice in advance.

In the short term, the attorney makes out. In the long run, maybe there’s a better way for both client and attorney.

What if attorneys let their clients know they won’t charge them for “micro advice”? A quick call to find out if they’re going in the right direction, a question or two to see if they do (or don’t) need something else?

I heard that’s what many smart business attorneys do.

I concur.

You want your clients to call you often and they’re more likely to do that if they know they won’t be charged by the nanosecond. Maybe they have something that needs your help, maybe they don’t, but it’s better for both of you to find out.

How is this better for you? For one thing, it builds trust. The client sees that you’re looking out for them, not just sucking them dry.

It can also lead to more work for you. In the short term, if they need your help, you’ll be able to show them why. In the long run, by looking out for your clients, you help their business grow and you can grow with them.

Yes, some clients will (try to) take advantage of you. You will have some line drawing to do. But most clients will appreciate you for “not being like all those other attorneys”. You’ll earn their loyalty and their referrals.

This isn’t just for business attorneys. It’s a good policy for all clients. Even one-off clients can send referrals.

Referrals are good for your fiscal health