Monthly Archives: October 2011

Thank Your Clients This Year

You have just enough time to send out Thanksgiving cards to your clients this year.  Why Thanksgiving cards instead of other holiday cards?  Here are a few reasons from this 2008 post:

  1. Thanksgiving is a holiday about giving thanks.  Thanksgiving is the perfect opportunity to offer your clients a genuine “Thank you for being our client” greeting from the entire firm.  The holiday itself reinforces the message to your clients.  A win-win.
  2. Thanksgiving cards are uncommon.  How many Thanksgiving cards did you get last year?  That’s what I thought.  Your clients don’t get them either.  That’s why yours will stand out.  It is also why yours will be talked about.
  3. Thanksgiving cards have a long shelf life.  Literally.  What do people do with holiday cards?  They display them.  If you send a Thanksgiving card, it will be likely be the first one up on the mantle, and will probably stay there, alone at first, until Christmas card season is done.
  4. Thanksgiving isn’t Christmas/Hannukah/Kwanza.  Hate the minefield of picking the right not-too-religious “Happy Holiday” card?  Avoid it all together with a Thanksgiving card.
  5. At Thanksgiving, there’s still time for your clients to do end-of-year work. This is perhaps the least-recognized, yet best reason to send Thanksgiving cards:  they’ll generate more end-of-year business for you.  When you send a Christmas card, it is already too late for most clients to get more legal work done before the new year.  By the time the holiday rush is over, they’ve forgotten what they wanted you to do, and wait probably wait another year.  A Thanksgiving card can give them that subtle prompt when there’s at least a month left before the rest of the holiday’s hit, allowing you to close the year on a high note.

 

Experience Matters

Most of the time your clients get one result — and it comes at the end of their time with you.  Until then, they’re focused on how you treat them before the result occurs.

What experience are your clients having right now — even those certain to get a great result at the end of their matter?  Are they confused?  Are they waiting for a call?  Are they trying to understand (and maybe even afford) your last bill?  Are they worried about an upcoming deposition or hearing?

Don’t lose sight of giving your clients a great result, but never stop asking yourself what you can do to make the experience they’re having right now better?  Serving clients well doesn’t begin at the end of their case.

 

Rethinking Your Firm’s Bills

If your clients designed your bills, what would they look like?  Would they be easier to understand?  Contain useful case status information?  How about upcoming dates or milestones?  Would your bills include information about the people who worked on the case that month?  How about a report card seeking monthly feedback about how you’re serving your clients?

 

I decided to take a crack at designing a new kind of legal bill.

The bill begins with a “Case Update” that includes a brief summary of the month’s work, upcoming dates and milestones, as well as things the lawyers are waiting on from others — including the client.

There’s a page with pictures, names and contact information for all the lawyers and staff who’ve worked on the client’s matter that month:

There’s also, of course, a list of the work done that month, along with the price owed:

Finally, there’s a survey form attached at the end, with a list of client commitments and a place for the client to give the firm a grade:

The entire version is here.  Let me know what you think.