Managing Client Expectations

Ed discusses the three key areas to address in managing client expectations.

1.) Use the initial consultation to gauge a client’s wants and whether you can meet their wants.
2.) An attorney’s responsibility is to match what the client needs with what the client perceives they want.
3.) A monthly status report is a simple, yet critical tool to keep clients informed. –An attorney can monitor the monthly status reports to guarantee that the clients needs and wants are being met.

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