This month, Jordan Turk provided an insightful CLE on how to build strong client relationships. When you focus on optimizing the client’s experience, you’ll simultaneously create a firm that has better internal communication, uses technology to streamline processes, and gets paid more quickly. Everyone wins! 

Here's an overview of the strategies Jordan shared, as well as access to the webinar recording and slides. 

• Setting the Tone at Intake 
  • Suggestions for making a good first impression, setting and managing client expectations, and things to consider before taking the case. Plus, important reminders about fee agreements and conflict checks. 
• Client Communication from Your Office 
  • A reminder of the ethical obligations, how to leverage technology to make communication easier, and why internal firm communication is just as important as external client communication.  
• Proper Billing Procedures
  • Best practices for billing clients and how to handle payment disputes in the form of wire transfers, credit cards, and ACH.  
• The Six Biggest Mistakes  
  • Six common pitfalls to avoid when communicating with clients. 

Everyone at the firm plays a role in developing and maintaining healthy client relationships. Encourage your staff or colleagues to check out this session so you can all work towards fostering satisfied, informed clients that pay on time.