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Solo In Chicago

...empowering the Second City's entrepreneurial legal community

Monday, September 11, 2006


There was a nice tidbit in John Preston's weekly e-mail discussing what he calls the three P's in client retention. John has some decent free stuff in the way of e-mail and teleconferences. He's pretty estate planning focused but it's useful for you non-estate planners out there.

His view is that the above three must be addressed up-front with nearly every client:

  • Price - fees.
  • Process - sort your back office, staff and systems.
  • Professional - the lawyers working on the client's behalf.

Simple but good I think!


At 9:07 AM, Blogger RJon@HowToMakeItRain.com said...

I don't disagree with any of John's excellent advice.

Rather, I'd like to add the MOST
important point to cover during any initial client meeting: Clearly Understanding What The Client Hopes To Accomplish!

This information help you provide better service to the clients you choose to accept work from, and almost more importantly, it will help you identify the people who have needs or expectations you will be unable or unwilling to satisfy.




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