Tag Archive: report

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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Managing Client Expectations

Ed discusses the three key areas to address in managing client expectations.
1. When do you find out what clients want?
2. How do you find out what clients want?
3. How do you find out whether you are meeting clients’ expectations?


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