The case is closed. The client’s happy. You got paid.
Now what?
Yes, you say thank you. And send a handwritten thank-you note. And call the client the next day or the next week to see if they have any additional questions or issues.
But there’s a lot more.
“Thank you” isn’t the end; it’s the beginning of what’s next. And you should have a process in place for making the best of it.
This is the best time to get (or lay the groundwork for getting):
- Additional work from the happy client; what else do they need or want?
- Referrals from the client; who do they know who might also need your help or might want some information?
- Additional referrals from the client or professional who initially referred the case or client to you
- Testimonials from the happy client (and permission to share them).
- Feedback: asking the client to fill out a survey and tell you what they liked best about what you did, how they were treated by you and your staff, and anything they think you could improve
- Social sharing: encouraging the happy client to post their great results, talk about how happy they are with your work, and making it easier for them to do that by proving templates, checklists, and showing them what other clients have said about your work on their social pages
- A stronger relationship with the client, e.g., a celebratory lunch, photos, tickets to the ball game
This is also a good time to write notes about the case or matter, the issues or problems presented, what you did and how it worked out. These notes can be invaluable for sharing with your partners and staff and any advisors you might consult about what and how you’re doing.
You can also use these notes in your content creation or marketing, e.g., as a success story in a blog post or article, to add to your ads and newsletter, or to reference on the “what we do” or “how we can help you” page on your website.
The end of the case is a special time, and most lawyers don’t take advantage of it.
You can and should.





