3 ways to leverage every case or client to get your next case or client

July 15, 2013 by
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Get a client. Do the work. Look for the next client.

That’s what you do, isn’t it? It’s always been that way. It always will be that way. It’s the circle of life.

Hakuna matata.

You can’t change the process. But you might make it more fruitful. Before you move from one case or client to the next, take a few minutes to reflect on how you can leverage that case or client to expand, enhance, or streamline your practice.

Here are three ways to do that:

TALK ABOUT IT

No matter how routine or boring, there’s always something you can talk about. It could be as simple as saying, “I have a new client who. . .” or, “I just finished a case where. . .” and then sharing a detail or two about your client’s background, industry, occupation, demographic, or niche, as well as their issue and what you did for them.

Talk about your cases and clients in conversations with clients, prospects, and professional contacts. It gives you ways to start a conversation or validate a point being made by someone else. It gives you ways to illustrate points in your presentations. And it allows you to remind people about what you do and for whom you do it without talking about yourself.

WRITE ABOUT IT

Every case and client is a story. It has a beginning, a middle, and an end. You should be telling those stories in your blog, newsletter, and articles.

If it’s a great story, feature it. If it’s routine, mention it in connection with other mentions about other cases or clients, e.g., “my last three clients.”

Use these stories to illustrate points in your reports or marketing documents. Or use them as prompts when you don’t know what to write about.

At the end of every case, make a few notes and put them in an idea file. You won’t write about every one but you never know which one might provide you with exactly the idea you need.

THINK ABOUT IT

At the conclusion of every matter, take five minutes and ask yourself two questions:

  1. What did I do well?
  2. What can I do better?

By answering these questions, you will almost always find ways to improve your work, your client relations, or your marketing.

There’s one more thing you can do at the end of every case.

Send thank you notes.

To your clients, to expert witnesses, to opposing counsel. Thank them for putting their faith in you, for their help, for their professionalism.

Every case or client presents an opportunity to connect further with someone and set the stage for a deeper relationship. Thank you notes will bring you repeat business, referrals, and a reputation for being someone worth knowing.

Marketing is everything we do to get and keep good clients. Here’s The Formula.

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Filed Under: Client relations, Communication, Law office management, Marketing legal services, Networking, Presentations, Thank you letters, Writing Tagged With:

You screwed up. What are you going to do about it?

July 11, 2013 by
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My wife ordered vitamins online. The wrong order came. No, it’s not a tragedy, just one of life’s little annoyances. She has the hassle and expense of shipping it back and then waiting for the correct order to arrive.

She called the company to ask what to do.

“No problem,” she was informed. The rep explained that they company has a “one time courtesy policy” for situations like this.

My wife immediately got a 100% credit for the purchase.

No need to return the vitamins sent in error. My wife could use them, give them to someone, or throw them away.

The correct order was shipped out that day. No charge for shipping. And the 15% discount she got on the original order would be applied.

Yes indeed, no problem. In fact, a very nice experience, all things considered.

For a nominal one time cost, the company not only prevented the loss of a customer (they have to assume that an unhappy customer will leave), they made a fan. My wife will indeed use them again and, as she often does, recommend them to others.

But it wasn’t just what the company did that mattered, it was what they didn’t do.

They didn’t suggest that my wife was the one who had screwed up. (It is possible. Maybe she did click the wrong box.) They didn’t even ask. They gave her the benefit of the doubt and they did it immediately.

That’s their policy.

So, do you have a similar policy?

You know you’re going to screw up something. You’ll forget to return a call, there will be an error in your bill, or something will go wrong on a case and the client will blame you.

Law happens.

The question is, what are you going to do about it?

You need to think this through and decide in advance.

How will you handle it? How will you make it as pleasant and beneficial for the client as possible?

Take some time to consider this. Meet with your partners and staff. Brainstorm problems and solutions and make some decisions.

Then, when something does happen, you can surprise and delight your clients with your own “client courtesy policy” and keep those clients coming back and recommending you to others.

Marketing is everything we do to get and keep good clients. It’s easier when you know The Formula

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Filed Under: Client loyalty, Client relations, Law office management, Marketing legal services

Do you and your clients speak the same language?

July 2, 2013 by
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Why do app developers who aren’t fluent in English insist on writing their own app description? Do they think their English is good enough? Do they just not care?

Whatever the reasons, here’s what happens when you don’t have someone “translate” your broken English:

Description

Support sending international fax! !
Functions:
Phone pictures or mobile phones to take pictures of the file obtained images into the nearest scanned copy binarization pictures, and sent to anywhere from any fax machine.

Features:
Approaching the ultimate speed of processing image! !
Most satisfied with the effect of processing pictures! !
Send a fax, the cheapest price! ! !
The fastest speed of service of the destination fax machine! ! ! !
In short, pack your satisfaction.

Not kidding. This is the actual description of an app I looked at. And no, I didn’t buy it.

I don’t care how good the app is, when I see a description like this I move on. I don’t want to invest even two dollars in a company that doesn’t pay attention to detail or care about it’s customers.

It’s not about the app. It’s about the total user experience.

The same is true in a law practice.

If clients don’t speak your language and you don’t speak theirs, you must have someone available to translate. I’m sure you do.

But what about that other language lawyers speak? You know, legalese?

Lawyers need to be able to communicate in plain English. We all know lawyers who hide behind overly ornate language. Clients don’t get all warm and fuzzy about a lawyer who continually says things like, “With respect to. . .” and “Notwithstanding. . .”. (Anyone remember Marcia Clark?)

Plain English, please.

Get rid of unnecessary words. Don’t use a ten dollar word when a fifty cent word will do.

Use the active tense. Action verbs. Specific nouns.

Don’t write (or speak) to be understood. Write (and speak) so that you cannot possibly be misunderstood.

If you need help, get help. Take lessons. Get an editor. Practice.

Or clients won’t buy your app.

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

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Filed Under: Client relations, Communication, Law office management, Public Speaking, Writing

Waterboarding our cat

July 1, 2013 by
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We took Seamus to the vet to get his teeth cleaned. They found a problem and had to pull a tooth. The vet sent him home with instructions for his care, which included eating only soft foods for ten days.

As you probably know, cats are fussy about everything. And stubborn. Seamus doesn’t like soft foods. He wanted his regular food and when it wasn’t forthcoming, no matter what we offered him, he wouldn’t eat more than a few morsels.

He wasn’t drinking water, either.

We were concerned. The vet said that if he didn’t get water, his kidneys could shut down. She said we should probably bring in him to be hydrated via IV.

My wife went online and found an alternative. Some cat owners in this situation used a big syringe to force feed their cat during their recovery period. And so for the next several days, that’s what we did. I held him tightly and my wife fed him baby food and water. He didn’t like it. Not one bit. It was torture, but it kept him alive.

But he was still unhappy and listless. He wanted his regular food, in all its crunchy glory. But it wasn’t ten days post surgery and we didn’t want him to bust his stitches.

Do we wait three more days and watch him suffer?

My wife went online again and found another vet’s website that discussed the issue. He said that one week on soft food was enough and the animal should be sufficiently healed by then.

We crossed our fingers and gave Seamus a bowl of his regular food. He devoured it. He looked at us like he wanted to say, “oh hell yes,” and when he was done, he drank water.

And today, he’s fine.

Anyway, here’s the thing.

When you give your clients advice, are you telling them what’s best for them or what’s best for you? If you tell them ten days when seven days is probably okay, are you doing that to cover your tush in case something goes wrong?

This is why two thirds of our population is on some kind of medication. Physicians don’t want to suggest anything non-traditional. If something goes wrong, one of our kind will will come at them with our six-shooters a’blazin. So they take the easy way out and prescribe the medically accepted pill of choice. It’s best for them, even though it may not be the best for the patient.

So, how about you? Where do you draw the line?

Do you tell your clients they need to have certain documents prepared to protect themselves or do you let them “take their chances”? In a contingency fee matter, do you recommend settlement because it is best for the client or because you don’t want to risk losing your fee?

I admit, it’s often a tough call. But that’s the gig. That’s what we get paid to do.

I do wish for one thing, though. When a stubborn client doesn’t want to follow our advice even though it is truly what’s best for them, we should be allowed to waterboard them.

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Filed Under: Client relations, Law office management, Legal industry Tagged With:

Collection attorney sends wrong form letter to debtor, includes advice on debtor’s rights

June 28, 2013 by
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It happens. Someone screws up and the threatening letter that was supposed to go to a debtor inadvertently contains language advising the debtor about his rights and options in defending against collection.

Ugh.

I heard about it and I could feel the attorney’s pain. We’ve all sent letters out with mistakes in them or sent letters or emails to the wrong party.

It’s embarrassing, to say the least. It could present legal and ethical issues. And it has the potential to cause a good client to leave and never come back.

In this case, somebody keyed in the wrong code. The wrong boilerplate was included in the letter and nobody caught the error.

The problem was compounded by the fact that a draft of that letter was not sent to the client (creditor) prior to being sent to the debtor. The firm does a boatload of collection letters and they are nearly always the right letter sent to the right party. “Why add expense and delay to the process,” I suppose they were thinking.

Well, aside from the fact that the client would have caught the error the attorney and his staff missed, from a marketing and client relations standpoint, it is the correct thing to do.

It shows the client that you respect him and value his input. It allows the client to feel involved in the process. And it builds the value of what you do.

It may be a form letter, but you want the client to feel that you at least took a moment to consider what he told you about the case and put some thought into the letter you are sending on his behalf.

Unless there is a prior understanding to the contrary, an attorney should send everything to the client, before they send it out or file it and again after they send it out or file it.

Okay, it didn’t happen in this case. The client is upset. Instead of threatening the debtor and getting them to pay up, their attorney advised the debtor about his rights, making it less likely that they will pay.

Now what? What should the attorney do?

From a legal perspective, there probably isn’t a whole lot he can do. He can send a “oops, wrong letter” letter and hope to clean up some of the damage, but who knows whether or not that will work.

From a client relations standpoint, the attorney should:

  • Take personal responsibility for the error and not blame anyone else in the office or try to excuse it as a computer glitch
  • Apologize profusely, in writing, on the phone, and in person
  • Cancel the fee for the letter and send another letter at no charge
  • Offer to handle the collection for free or at a greatly reduced fee

In addition, the attorney should explain to the client what happened and tell them the steps he is taking to ensure that it won’t happen again, not just for this client but for all of his clients.

Clients understand that mistakes happen. They want to see you own up to them, fix them, and prevent them from happening in the future. Most of all, they want to see that you care about them and are willing to do whatever it takes to make them happy. Especially when you screw up.

Marketing is everything we do to get and keep good clients. Here’s how.

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Filed Under: Client loyalty, Client relations, Law office management, Marketing legal services Tagged With: , , ,

How to stop other lawyers from stealing your ideas

June 21, 2013 by
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I got an email from a lawyer who says other lawyers are copying her firm’s marketing. Some are lawyers who left her firm and opened a competing practice. “I know this is supposed to be the highest form of flattery, but it drives me nuts. Why can’t people come up with their own ideas?”

Wow, a lawyer with marketing ideas worth copying. You don’t see that every day.

Anyway, let me address the issue of what to do about people who are stealing your ideas.

You might be expecting me to say something about non-compete and non-disclosure agreements, copyrights and trademarks, but I have to assume she has that covered. She knows what to do to protect herself legally. She wants to know if there’s anything she can do to make it harder to copy her ideas in the first place.

Yes, there is something you can do.

First, whatever it is you are doing, don’t be quiet about it. Don’t try to sneak in under the radar, do it big. Do it loud enough so that everyone knows you are doing it.

True, your competitors will also notice, but they are going to find out anyway. You can’t stop them. And you can’t stop them from using your ideas. But you can make enough noise so that when they do copy you, the market will see what they’re doing and realize that they are copycats and you are the original.

If I were to start a computer company today and tried to copy Apple’s marketing, I would be laughed at (and sued). Everyone would know that I was a wannabe and that Apple was the original. My marketing would remind everyone that Apple was the first and the best and I would wind up selling more Apple products than my own.

If you are the Apple of law firms in your practice area and market, nobody will be able to touch you.

The other thing you should do is infuse into your marketing as much of your personality and style as possible. Don’t make it about “the idea,” make it about YOU. Because you are unique. You can’t be copied.

Use your name and photo in all of your marketing collateral. Tell personal stories that nobody else can tell. Record audios and videos and do webinars and interviews that feature you as the face of your firm.

Your ideas will still be copied but you will always be the original, and the best.

One more thing. The fact that other lawyers stealing your ideas “drives you nuts” will only serve to perpetuate your frustration. It’s the Law of Attraction. What you focus on, you get more of.

You have to let it go.

There have been many times in my life when I was frustrated about something. As long as I continued to think about what I didn’t want, I continued to get more of what I didn’t want. When I was (finally) able to let go of my emotional attachment to what I didn’t want, that’s when I got what I did want.

I know, kind of airy-fairy. But true.

Think about the reality of people stealing your ideas. Not a good feeling, right? Now, think about some aspect of this that feels better. Maybe that even though they are stealing your ideas, your firm is still doing well. Or that you realize that ideas are a dime a dozen and that it’s the implementation that counts. Or maybe that the idea of becoming the Apple of law firms in your market challenges and excites you.

Let go of your frustration and continue to think thoughts that feel good when you think them. Get excited about all of the goodness that lies ahead for you. When you do, you will be at a place that is so far ahead of other lawyers, they won’t ever be able to catch you.

Need marketing ideas? Try this or this.

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Filed Under: Dealing with stress, Law office management, Marketing legal services, Personal development Tagged With: , , , ,

What do clients want from their lawyers?

June 7, 2013 by
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What do clients want from their lawyers? I don’t mean just your work product or the results of your efforts.

I’m talking about their overall experience with you and your firm.

You need to know so you can give it to them.

You should ask your clients what they want. Put up a survey on your website or hire a firm to conduct one over the phone. Or mail a questionnaire to your former clients.

But what do you ask?

I was thinking about this the other night while I was watching a commercial for a hotel chain. I asked myself what I thought was the most important factor for me in choosing a hotel. The answer came to me immediately: cleanliness.

Now I’m not a clean freak, by any means. I’ve stayed in hotels before that weren’t particularly clean and I survived. But if I have a choice (and I do) and I’m going to be sleeping in a bed that hundreds of others have slept in, I’m going to choose a hotel that appears to have very high standards of cleanliness.

I jotted down other factors I might consider in choosing a hotel (in no particular order):

  • Convenient location
  • Security features
  • Quiet rooms
  • Free wifi
  • Reasonable prices
  • Free breakfast
  • Participation in my credit card rewards program
  • Starbucks in the lobby or nearby

Some are more important than others. Many of them I can live without, but each one is a selling factor.

Now, do the same thing for your practice. Make a list of what you think clients want from their lawyers, specifically, you and your firm. Try to think of things your clients would tell you and things they might not say but nevertheless want.

I’ll help you get started:

  • Office near the client’s home or work
  • Early/late/weekend appointments
  • Phone answered within three rings; on hold for no more than 30 seconds
  • Clear explanation of options, risks, timeline, contingenices
  • No pressure to sign up
  • Polite treatment by staff, attorneys
  • Being seen at the time of the appointment (not having to wait)
  • Billing statement that’s easy to understand and sufficient detail
  • Flat fees, so they know in advance the total cost
  • Not being charged for every phone call, every copy (not “nickeled-and-dimed”)
  • Payment options (payments, financing, credit cards)
  • Regular progress reports (at no additional charge)
  • Returned phone calls within 48 hours maximum, preferably 24 hours
  • Free/validated parking
  • Starbucks. . .

Now you have some ideas for creating a survey. You also have some ideas for improving your services.

Don’t stop there. Dig deeper and see what else you can come up with for improving client relations. In the category of being “polite treatment,” for example, think about how you would make that occur. You might want to start another list:

  • Greeted by name upon arrival
  • Smile, eye contact, asking about their day
  • Shaking hands
  • Offering water, soft drink or coffee
  • Having coloring books or toys available for children
  • Box of tissues within reach of the client’s chair
  • Not taking calls or checking text messages during appointment
  • Introducing other staff who will be working on their case
  • Brief tour of the office
  • Patiently and thoroughly answering all questions
  • Walking them out after the appointment
  • Personal  thank you note from lawyer

What do clients want from their lawyers? If you were hiring a lawyer, what would you want? Write that down. Now you know.

Marketing is everything you do to get and keep good clients. Here’s the Formula.

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Filed Under: Client relations, Law office management, Marketing legal services

What does your law firm voicemail message say about you?

May 16, 2013 by
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When someone gets your law firm voicemail, what they hear (or don’t hear) can be the difference between them leaving a message and dialing the next attorney on the list. First impressions are sometimes last impressions.

I returned a call from an attorney the other day and got his voicemail. Did I hear a business-like message for his law office? No. I heard an electronic voice telling me the person I was calling was unavailable, meaning he had not recorded a personal voicemail message. I wasn’t sure I had reached the right person and had to double check the number. I left a message, but had that uneasy feeling you get when you’re not sure if you’re speaking to the right person.

Granted, I may have been calling his personal cell, not his office, but still, it didn’t make a good impression.

If someone gets your law firm voicemail, it should tell them the name of your firm, so the caller knows they have reached the right number, your office hours, and invite them to leave a message. If appropriate for your practice, it should also state what to do after hours or in an emergency.

The message should be recorded by someone other than you and should be warm and business like. The caller should come away with the impression that you are professionals who pay attention to detail.

If someone calls your direct line, or cell, you should record a similar message. At least state your name, so the caller knows they have reached the right person.

One more thing. Listen to your message after you record it. Make sure there are no background noises. Messages that were obviously recorded in your car are not professional. And make sure you sound like you care. If you sound bored, distracted, or rushed, you’re telling callers they aren’t important.

My best tip: stand up and smile when you record your message.

Now, excuse me while I go listen to my voicemail.

Marketing legal services made simple: The Attorney Marketing Formula.

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Filed Under: Image, Law office management Tagged With: ,

Building a high volume law practice

May 8, 2013 by
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When I started practicing, my goal was to build a high volume law practice. Lots and lots of smaller cases and clients.

Why?

Because there are more of them. I figured I had more chances to get small cases simply because there were more of them.

And because when I was getting started, I wasn’t good enough to handle the big ones.

But even when I was good enough, I still focused on small cases. My thinking was that a high volume of small to medium size cases would scale. As I brought in more business, I could hire more employees and get a bigger office. Or, as I later did, I could open a second office. And, if things didn’t work out, I could just as easily scale down.

Small cases meant smaller risk. Big cases require a big investment of time and resources and with only a handful of those cases, I could suffer some big losses if one or two went south.

The other reason is that a high volume law practice would make marketing easier. More clients meant more opportunities to get referrals from those clients. 500 clients meant 500 fishing lines in the water.

And I was right. I got lots of referrals. And life was good.

I always thought my exit strategy would be getting one or two monster cases that would allow me to cash out and be “done”. In law school, we heard that’s what our torts professor had done and it sounded good to me. But it never happened. I got some decent sized cases, but no monsters.

Many attorneys turn away small cases. They want bigger cases, with a bigger potential payoff, and there’s nothing wrong with that.

They probably don’t get as many referrals as I did, but the referrals they do get are bigger. If they’re really good, they get referrals from other attorneys who don’t handle big cases.

Some attorneys do it all. Small cases, medium cases, big cases. Bring it! The small cases allow the firm to finance the bigger cases. That works, too.

There’s no right or wrong way. You have to find your way.

If you aren’t (yet) a great attorney, be a prolific attorney. If you are a great attorney, you’ve got options.

If you want to get more clients and increase your income, learn The Formula.

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Filed Under: Law office management, Legal industry, Marketing legal services, Referrals, Relationship marketing Tagged With:

How do you find out why they didn’t hire you?

April 10, 2013 by
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In yesterday’s post, How often should I call a prospective client? I said you should follow up with a prospective client after a free consultation, but not call them because calling is bad posture. In response, I got an email from an attorney who said, “If you don’t call them how will you find out why they didn’t hire you?”

It’s a good question.

If they don’t call you within a suitable period to give you the go ahead on their case or matter, you can send them a form letter seeking feedback about your office’s “customer service”. Were you well treated, Did we answer all of your questions, that sort of thing. Then, ask if they plan to go ahead with their case or matter and if not, why not. You might provide multiple choice answers for them to tick off, and room for additional comments.

Send this with a cover letter about how you are constantly seeking to improve your services to your clients and you would greatly appreciate it if they would fill out the survey and return it in the envelope provided. You might offer to send them a free report or a $10 Starbuck’s gift card to say thank you.

Anyway, this should give you some feedback on what you’re doing right and what you need to improve. But there’s an even better way to find out why someone doesn’t hire you: ask them while they are still in the office.

 

Before you hand them a retainer agreement and pen, ask if they see the need for your services and how it will help them. If they do, ask if they are ready to get started. (There are other ways to close). If they aren’t ready, politely ask why.

If they need to discuss it with someone, that’s your cue that the next time you set an appointment, you need to find out if you are speaking to the decision maker and if not, make sure they come, too.

If they are reticent to share their reasons, there’s a good chance it’s money: they don’t have it or they think you’re too expensive. If they don’t have it, you can remind them that you take credit cards or have a payment plan. If they think you’re too expensive, you need to do a better job of building the value of what you do before they see you (i.e., on your web site) and during the consultation.

By the way, “I want to think about it,” almost always means they have another objection. Ask them what they want to think about: Is it the need? Is it the fee? Is there something else that’s holding you back?

The best time to get feedback is when they are in the office, feeling a little guilty for turning you down.

Do you have The Attorney Marketing Formula? If you want to get more clients, you should. Click here.

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Filed Under: Attorneys fees, Client relations, Closing the sale, Law office management, Salesmanship
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