Checkmate: How to Stay on Top of Client-Facing Requests

Nothing bottlenecks law firm case process (and progress) as much as waiting for your clients to do things. 

 

Law firms can largely control internal policies & tasks; and, courts utilize definable deadlines.  But, when law firms request that clients do things . . . good luck!  They’ll straight up ignore you.  They’ll obfuscate.  They’ll waste your time, by getting back to you another issue, entirely.  In sum, they mostly won’t give you what you want, unless you stay on them. 

The question then becomes: How do you do that? 

 

The answer is consistent follow-ups.  Now, lots of law firms employ workflows; but, not a lot of law firms follow-up on client requests, in an aggressive fashion.  The good news is, that this has become easier than ever before, with software automation.  If you need a document . . . or an esignature . . . or a meeting to get calendared . . . You can simply add a set of follow-ups to that request, via a variety of mechanisms: email, text, phone – most of which, your staff will never even need to touch. 

 

So, when you want your clients to respond to you, simply be a nudge – by proxy, using your software tools. 

 

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If you want to find out more about how to design effective workflows within your law practice, just reach out! 

Through a unique partnership between the bar association and Jared Correia's Red Cave Law Firm Consulting, National Creditors' Bar Association members have access to experienced law practice management consultants at a special discount rate.

To get started, visit Red Cave's NCBA landing page, and start running your law practice like a business.