Client Care Program FAQs
The one thing we are sure of – you will see a change in how you practice law, how you relate to your clients and how your team feels when they come to work. We’ve seen it happen, time and time again.
Will you help me get my team on board? They don’t always like change. Our experience is that the team members are more enthusiastic about embracing a client care program, often more so than the attorneys. They are the ones nodding their heads in agreement when we discuss the difference between attorneys serving as scriveners versus attorneys looking out for the family by making sure that they have their assets aligned with their estate plan. You’ll be pleasantly surprised at how receptive your perceived “change-resistant” team is to a client care program.
We do not have annual meetings with our clients, nor do we update documents annually. We choose to allow our clients to schedule meetings when they feel it’s needed, as long as the requests are reasonable. In doing so, we only update documents as needed. We do, however, offer an annual asset alignment review.
When you attend the Academy, you and your team will participate in an intensive exercise to determine what services your firm will provide. It will become clear what fits your firm and your clients. Are you ready to take your practice to extraordinary?™ Schedule a conversation with us today!