Using Checklists

Checklists have become popular method of getting things done properly in the accounting, construction, education, and healthcare. Read articles about using checklists to better serve clients and tips for using checklists to avoid problems. See sample checklists for practice management, file management, and starting la law practice. Read the ABA's book about Checklists for Lawyers and Forms, Checklists and Procedures for the Family Lawyer.

Comments

Post a Comment

Popular posts from this blog

Responding to Emails

Below are tips for responding to emails from clients, lawyers, and prospects, Prompt replies improve goodwill, relationships, and reputations.  For more guidance, see the articles and books listed below. And for examples, see below for sample responses to website inquiries. Tips Attachments - summarize attachments and include a list at the end of  message. Automating  - automate replies to acknowledge receipt and provide timeline. Courtesy - be empathetic, polite, and positive.  Length - keep messages short (use attachments for long messages). Promptness  - respond within 24 hours. Subject - limit to a few words to improve visibility. Articles Accelerating Replies Automating Responses Chat Tools Client Portals Designing a Contact Page Do's and Don'ts Emailing Professionally Ethics of Email Handling Unsolicited Inquiries Responding to Lawyers Sign-Offs and Signature Blocks Using Forms Books Mastering Email Writing Professional Email Samples Family Law Advocates ...
Read more

Designing a Contact Page

Contact pages are an essential part of law firm websites. They facilitate communication with prospects and clients by providing the firm's address, phone number, and a form for emailing, or texting, or live chat.  Contact pages can be linked to client relationship software to improve client intake, marketing, and case management. Consider including a disclaimer that a contact form submission or email does not initiate an attorney-client relationship. Improve your firm's contact page by reading articles about disclaimers , design , enhancement , importance , responding to inquiries , and using QR codes . Consider adding a  client relationship app  to your Contact Page with software like Capterra, Clio, MyCase, and Zola. Read  books about Getting Prospects,   Marketing Online ,  and Virtual Offices . Click here  to view examples or see below for links to sample Contact pages at law firm websites and their client relationship app. Samples of Contact Pages...
Read more

Using Client Testimonials

Feedback enables firms to evaluate client satisfaction, determine client need for additional services, and provide testimonials for firm websites. Seeking feedback shows clients that you care about them. Methods include adding a Feedback Form to firm websites, emailing surveys, inserting questionnaires with invoices, and inviting clients and staff to serve on advisory panels. For more tips, read articles about  advisory boards ,  feedback programs , client surveys , creating testimonials ,  ethical considerations,  survey techniques , questionnaires ,  responding to feedback , seeking feedback , and   survey tips  and  techniques . View samples of online questionnaires  and  feedback forms . Also see printed forms of client surveys ,  exit questionnaires , and our blog posts about managing reputations  and marketing plans . Remember to check ethical requirements of your state bar before publishing testimonials. Below ...
Read more