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Community Table: Managing Communications As Client Volume Grows

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Manage episode 441855712 series 87928
内容由Legal Talk Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Legal Talk Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode’s discussions around the Community Table:

  • Growing pains. As you bring on new clients, it can be hard for an overburdened team of lawyers and paralegals to manage client communications. Hear how texting can help bridge communication needs, how a virtual receptionist can fill gaps, and how a standing schedule of update calls and a task assignment system can ensure clear communications between lawyers and clients.
  • ·What is the “rhythm/parking lot” method for managing client communications? Combined with allowing clients to schedule their own appointments online and chat functions, this system can take pressure off your staff.
  • Be honest and direct with your clients. Set expectations and ask clients if your expectations and theirs align, so they know how the case will proceed. And if a client “emergency” arises, be sure your staff asks the right questions and fully understands the situation so they can provide clear details to the attorney.

Mentioned in This Episode:

Clio Legal Trends Report

Clio For Clients app

Cliocon 2024 (discount code, “actfast”)

Google Chat

Vonage

Join the next Community Table live. What’s on your mind?

  continue reading

2437集单集

Artwork
icon分享
 
Manage episode 441855712 series 87928
内容由Legal Talk Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Legal Talk Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode’s discussions around the Community Table:

  • Growing pains. As you bring on new clients, it can be hard for an overburdened team of lawyers and paralegals to manage client communications. Hear how texting can help bridge communication needs, how a virtual receptionist can fill gaps, and how a standing schedule of update calls and a task assignment system can ensure clear communications between lawyers and clients.
  • ·What is the “rhythm/parking lot” method for managing client communications? Combined with allowing clients to schedule their own appointments online and chat functions, this system can take pressure off your staff.
  • Be honest and direct with your clients. Set expectations and ask clients if your expectations and theirs align, so they know how the case will proceed. And if a client “emergency” arises, be sure your staff asks the right questions and fully understands the situation so they can provide clear details to the attorney.

Mentioned in This Episode:

Clio Legal Trends Report

Clio For Clients app

Cliocon 2024 (discount code, “actfast”)

Google Chat

Vonage

Join the next Community Table live. What’s on your mind?

  continue reading

2437集单集

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