Sending Client Reminders

Follow-up reminders help avoid missed appointments, build networks, complete tasks, and request reviews. Avoiding overwhelming clients, co-counsel, and opposing counsel by using the following tips. Get additional tips from the articles and books listed below.

Content - limit to a few sentences and ask for reply to confirm receipt.
Follow-up - call if no response (don't rely on leaving voicemail or email).
Frequency - send one reminder to avoid annoyance and spam filters.
Method - use email, letter, phone, or text depending on the preference of recipient.
Purpose - send reminders for meetings, deadlines, tasks, and payments.
Subject - use a short subject like "Reminder - Appointment".



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