Dealing with difficult clients

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We’ve all had clients who are overly demanding, rude to you or your staff, or complain about things until you want to scream. And let’s not forget the clients who want to micro-manage their case.

Sometimes, you have to sit these clients down and have a heart-to-heart talk. Explain the problem and ask for their cooperation. You do risk embarrassing them, and perhaps losing them, but when things have gone too far, you do what you have to do.

Before things go that far, however, look for less confrontational ways to deliver your message. You may be able to do this by talking about the problem in a letter to all clients or in your newsletter. It’s easier to say things to “everyone” than to confront a misbehaving individual.

When you post an article about “best practices” for working with your office, for example, and discuss which decisions the attorney makes, and why, you allow the micro-managing client to see what they are doing wrong and give them a chance to correct course. If they don’t, you still have the option of speaking to them individually.

Clients need to be trained. You need to tell them what is expected of them. At the same time, tell them what to do if they have a complaint or disagree with something, or want to make a suggestion. Give them a path to follow that allows them to be heard without manhandling you and your staff.

Put your policies in your new client kit and post them on your website. Explain how things work at your first meeting with new clients.

Dealing with difficult clients is easier when you address their difficulties before they occur.

Avoid billing problems and complaints. Get the Check.

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Get more referrals with client appreciation dinners

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Client appreciation dinners are a great way to recognize your best clients and thank them for their loyalty. Basically, you invite them to a free dinner where you present awards and gifts, introduce them to other clients in their niche, and enjoy a good meal.

You might have guest speakers, who may be willing to co-sponsor the event. You might invite your clients to bring guests. Or you can keep the evening information-free and pitch-free and just have a good time.

A Facebook friend of mine, a Realtor, mentioned his firm’s upcoming “Top Referring Client Appreciation Dinner.” I thought that was a smart variation on the idea because his clients have to do something to get invited to the dinner.

There’s a little bit of competition involved. Clients hear about the event and want to come. After the dinner, they see photos on your website and do their best to get invited the following year. Those who do attend will work hard to make the guest list again the following year. They’ll also talk about the dinner to their friends and colleagues.

Of course it also allows the host to promote the subject of referrals to all of their clients indirectly, by simply talking about the dinner.

Nice.

When you recognize good behavior (referrals), you reinforce that behavior and it tends to be repeated. When you recognize that behavior publicly (dinners), many of those who didn’t get recognized (invited) will change their behavior so they can be included the next time.

The bottom line is that you get more referrals, not just from those who make the grade as “top referrers” but from everyone. Your top referrer may send you ten clients, but you may have 100 clients who send you one or two.

If you can’t or don’t want to do a client appreciation dinner (criminal defense lawyers, I’m talking to you), how about a dinner for professionals? Invite your best referral sources and recognize them for their efforts. You can do this even if you do sponsor a client dinner.

If a client or referral source appreciation dinner isn’t in your budget right now, consider a breakfast or luncheon. Or, invite your best referring client or referral source out to dinner, just the two of you, to say thank you for their support throughout the year. Next year, you can invite a few more.

Want another way to get more referrals without asking for referrals? Here it is.

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The wave of the future for attorney marketing

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In the 1967 film, The Graduate, Dustin Hoffman’s character was at a party, wondering about his future career, when he was taken aside and offered some advice. “Plastics. There’s a great future in plastics,” he was told.

Plastics were the next big thing in 1967. Today? Who knows.

The thing is, when it comes to attorney marketing, there is no next big thing. It’s still all about information and people. Always was. Always will be.

Technology changes. Fundamentals don’t.

Educate your market place about the law, about problems and solutions, and about the process. Stay in touch with your clients and prospects. Treat people the way you would like to be treated. That’s all attorneys have ever had to do to build a successful practice and it still is.

Don’t get hung up on what “everyone” else is doing or feel left behind if you aren’t following the latest trend. But don’t stick your head in the sand, either. Technology does make things easier, quicker, and cheaper.

Put content on a website or blog because it makes it easier to educate your market and communicate with clients and prospects, not because someone said you must. Use social media to find and engage people because it expands your reach (and you enjoy it), not because all the cool lawyers do it.

The wave of the future for attorney marketing is information and people, same as always. Slicker and more fun with an iPad, but still the same.

Starting or expanding your website or blog? Start here.

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Lawyers: your messy desk is costing you business

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I’ve written before about how to clean up a messy desk and how doing so can make you more productive. But there’s another reason why a messy desk is bad for business: It gives your clients (and others in your office) a negative impression.

A messy desk implies that

  • You have an equally messy (confused) mind
  • You are inefficient and waste time
  • You are disorganized and may forget things
  • You take longer to do things, costing your clients money
  • You don’t pay attention to detail
  • You have too many other clients and don’t have time for new ones
  • You are sloppy in other areas (i.e., billing, deadlines, negotiating, drafting, research, personal hygiene, etc.)

Most of all, a messy desk tells people you don’t care.

Yes, you want clients to know you are busy. Busy means you are in demand, that other people value your expertise and want to give you money to help them. But you can be busy and organized. You can be busy and care about making a good impression.

If you have a messy desk, some clients won’t hire you again. You make them nervous. Neither will they refer their friends.

Clients want to know that you know what you’re doing, that you do it efficiently, and most of all, that you care about them. Why give them cause to think anything else?

Marketing is everything we do to get and keep good clients. Everything. Here’s the formula

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Creating an operations manual for your law practice

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Early in my career I rented space from an attorney who had a very lucrative high volume personal injury practice.

He had half a dozen employees, including one attorney, and everything ran very smoothly. The office was busy but quiet. Everything was orderly. They never seemed to miss deadlines or suffer a major crisis.

One reason why the office was so successful was that the attorney had prepared an operations manual. Every aspect of the practice was documented. Every employee knew what they were supposed to do.

He created the manual, I was told, so that if someone quit or went on maternity leave or got sick, the new hire or temp would be able to quickly get up to speed.

The manual explained how to open a new file, how to close a file, and everything in between. There were forms and checklists for every stage of the case, and fill-in-the-blank form letters, too. The calendaring procedure was spelled out in detail.

As a result, nothing fell through the cracks. The cases got worked and settled or tried. Things moved quickly. Mistakes were rare.

I never saw the actual manual but hearing about it inspired me to create my own. I started by making extra copies of every letter I wrote and putting them in a separate file. I created checklists for repetitive tasks. I asked other attorneys I knew for copies of their forms and form letters and re-wrote them to suit my style and work flow.

I was also able to build a sizable practice with a relatively small staff, in part, because of my manual.

One of the benefits of going through this process is that it forces you to think about everything you do, allowing you to find ways to do them better. You find holes in your procedures, places where mistakes can happen, and you can patch them. You find wasteful tasks and can eliminate them. You see opportunities for doing things faster.

You also find ways to improve client relations. For example, you may discover gaps in communicating progress to clients about their case, or find ways to make their experience less stressful. Repeat business and referrals will increase because you always send welcome letters and thank you letters and remember clients’ birthdays.

The bottom line is that creating an operations manual for your law practice will save time, save money, help you avoid errors (and malpractice claims), and make your practice run more smoothly and more profitably.

If you don’t have an operations manual for your practice, I encourage you to start one. If you have staff, enlist their aid. If you do have a manual, make a note to review it periodically, so you can update it with changes in the law, new forms, and new ideas.

You’ll thank me later.

For more on creating an operations manual, see The Attorney Marketing Formula

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When was the last time a client made you cry?

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You say you care about your clients but is this really true?

Do you comfort them when they are afraid? Do you offer a shoulder to cry on when they are in pain? Do you offer them hope for a better future when they despair?

Many lawyers go through the motions with their clients, saying things that need to be said but not really meaning it. I know, you can’t do a good job for your clients if you fall apart emotionally. But I also know you can’t do a good job for your clients if you don’t feel anything.

Being a lawyer is about getting results, but even more, it’s about making people feel that you will do everything you can to help them, not because they paid you to do so but because you truly care about them.

You can’t fake it. Leadership author John C. Maxwell said, “People may hear your words, but they feel your attitude.”

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Marketing wisdom from the founders of two great companies

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Edwin Land, co-founder of Polaroid, said, “Marketing is what you do when your product is no good.”

I don’t think he literally meant that a good product sells itself, but darn close. Clearly, marketing is easier when you have the right product or service.

Lawyers don’t sell innovative products that make people go “wow”. They sell results and effort. Clients can see the former. They often don’t see or appreciate the latter. Your job is to make sure they do.

For lawyers, marketing is more than what you do, it’s who you are. Your values. Your compassion. Your hard work. You must care about your clients and your clients must know it. They must feel about you the way you feel about them.

David Packard, co-founder of Hewlett-Packard, said, “Marketing is too important to be left to the marketing department.” For lawyers, truer words were never spoken.

Marketing is simple, when you know The Formula

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Word of mouth referrals

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I saw a movie last weekend about an ethnic restaurant on the brink of bankruptcy. The manager met a quirky man, driving a taxi, who claimed to have been a great chef in the old country. Desperate to turn things around, he hired the man and crossed his fingers.

Turns out the chef really was good and business started to pick up.

One customer, an older woman, told the manager she loved the food and would tell everyone about the restaurant. Her husband added, “. . .and she knows everyone”.

Apparently, the woman did know everyone because the restaurant suddenly got very busy. When a food critic gave the place a glowing review, there were lines around the block, two hours before the place opened.

The woman was a connector. She was influential. And because she knew a lot of other influential people, if she thought you were good, the world would quickly hear about it.

What if you had a client like that, a connector who really loved what you did for them? Before you knew it, word of mouth referrals would bring you a waiting room full of new clients.

The thing is, people don’t wear a sign to identify themselves as a connector. It could be anyone. It could be that unassuming older lady sitting in your waiting room right now. If she likes you, your practice is made.

Okay, you may never have a client like that. Or, you may have someone next week. So you do a great job for everyone, because you never know who they are.

Yes, I know you would do that anyway. Because it’s the right thing to do and because it’s who you are. You don’t treat big shots any differently than regular folks.

Here’s the thing. Regular folks can also bring you a lot of business. They may not be connectors who can tell the world about you, but they can refer you a new client, and that client can do the same.

I often took small, unprofitable cases. I didn’t make any money on those cases but my business model was based on serving clients, it was not based on the viability of any one case. I helped my clients with small cases and they came back with big ones.

In a sense, every client is a connector. You may never get a five star review, there may never be a two hour line to get into your waiting room, but treat everyone right and you will have a never ending supply of new business.

Get more clients. Get The Attorney Marketing Formula.

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What are you NOT telling your clients?

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There are no little things in marketing or client relations. Everything is important.

I just spoke to someone who went to his dentist expecting to pay $80 for a cleaning but when he went to pay the bill, he had to fork over $128. It seems that when he called to inquire about the cost of the cleaning (he’s on a budget and wanted to make sure he had enough in his account), he was told it would be $80. He was NOT told that there would be an additional charge for the exam.

It is a lot of money (to him). It is a big deal (to him). When he called to ask “how much,” the dentist should have made sure he was told what the total charge would be.

A professional (or any business) cannot be sloppy about details, especially when it comes to money. People notice. Any trust they had for you before will be in jeopardy.

“What else aren’t they telling me?”

Never assume your clients know anything. If you’ve told them the fees and costs, tell them again. If there might be extras, make sure they know and get their okay before you go ahead.

I’m not suggesting you get all paranoid and lawyer-like, (wait, that’s redundant) and get their initials on everything, in triplicate. Just be aware. And sensitive.

Your client is your mother, and trust me, you don’t want to mess with Mom.

Marketing is everything we do to get and keep good clients. Everything. 

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My clients are driving me crazy

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I got an email from an attorney who said, “my clients are driving me crazy”. Apparently, many of his clients don’t appreciate him. They are rude and think they know better and he is finding it difficult to maintain his composure.

What do you do in a situation like that?

The first thing I would suggest is to take a look at yourself. Why? Because your law practice is a reflection of you–your attitudes and habits. If you have a preponderance of clients who don’t appreciate you, that may be because you don’t appreciate them.

We don’t attract the clients we want, we attract the clients we deserve.

Do you appreciate your clients? More importantly, do they know it? Do you show them by your words and deeds that you care about them and will do whatever you can to help them? In what ways do you show them? How often do you show them? Is it sincere or is it something you do because you think you have to?

You can’t fake this. People know.

But you may not know. You may not be able to see yourself clearly. So, ask your staff what they think. Ask other professionals who know you. And ask your clients. Send them a survey they can respond to anonymously and leave room for their suggestions.

The other thing I suggest is that you focus on the clients who do appreciate you so you can attract more like them.

What’s different about them? What services do they hire you to perform? How did they find you? (Clients who come from referrals are often better than clients who come through the Internet or advertising).

Are they at the high end of the fee spectrum or the low end? Are they first time clients or repeat clients? What is their background or occupation? Age? Income level?

Survey them as well and see what they like best about you.

Look for patterns and create a profile of these better clients. Then, work on attracting more like them by focusing your time, energy, and resources marketing to people who fit that profile. Start with your existing and former clients who fit that profile. They will lead you to people like themselves.

And, as soon as possible, start pruning your client garden. Get rid of the clients who don’t appreciate you, first, before you have found clients to replace them. Scary? Yes. But you will feel great getting rid of all that negative energy and soon, the void you create will be filled with the clients you want and deserve.

This shows you how create a profile of your ideal client.

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