A Successful and Profitable Client Care Program Requires You to Be Open to Change

A Successful and Profitable Client Care Program Requires You to Be Open to Change

All systems are go for this week’s Client Care Academy meeting in Orlando, Florida. We are going to be a large group, and we are excited about helping more law firms transform their practices and profits.

What’s holding your firm back from joining us? It’s probably the fear of change.

We are asking you to make big changes in how you think about your law practice, how you interact with your clients, how you run the business side of your law practice and how you— this is the biggest one —value your own professional time.

Let’s see what we are asking you to do:

  • Discard the basic principles that were drilled into you during law school.
  • Undo years of practice where you were taught to prepare documents and limit the scope of representation.
  • Change how you think of your clients and their needs.
  • Start sending invoices to clients for an annual fee that clients are willing to pay.
  • Stop turning down profits.
  • Start saying no to “C” and sometimes, “B” clients.
  • Give your clients excellent service and get paid for it.

These are all the hallmarks of a client care program. We don’t think there’s any downside, and we’ve been practicing this way for a long time.

Will it be hard? Not as hard as you might think. And we’re with you every step of the way. In the Foundation Workshops, we work with teams to help create a roadmap, provide templates and give you the language you need to launch your client care program. In addition, there are coaching calls, with your colleagues, where we review your progress, make suggestions, and keep you moving forward.

You’re also not going to end up with a cookie-cutter client care program.

All of our law firms create their own client care program. How we run our own client care program here in the northern Boston suburbs may not be a good fit for those of you in Florida. Or for the attorneys from California. Just as every state has its own laws, every state and every region has its own unique flavor. The Foundations Workshop is designed to support the creation of your law firm’s client care program for your practice. We’ll teach you how to create a client care program that works for you.


Dates are now being planned for the first Foundations Workshop for 2019. Let us know if you’re interested – contact Megan Davitt, Program Coordinator, at [email protected] or 888-341-6222.

The Foundations Workshop is $7,995 (for two people), with a $500 materials charge for each additional person. The program begins at your convenience in your office with two webinars and some homework assignments before you come to the workshop. We start on a Thursday morning, and finish Friday in the mid-afternoon. You and your team will leave with a roadmap for the coming year. Three follow-up coaching calls are scheduled, and we know from experience, they are very productive.

If you’d like some background information, check out my book, “How an Ordinary Lawyer Creates and Sustains an Extraordinary Client Care Program.” There have been attorneys who read the book, have an “ah-hah” moment and launch their client care programs based on the book. Others read the book, have their own “ah-hah” moment and sign their team up for the Foundations Workshop. It’s another tool available to you.