Expectation Management 101: Translating Client Dreams into Legal Reality 2024
An ounce of prevention
Some of your clients undoubtedly enter the legal process with inaccurate assumptions about what attorneys do, what you do in your practice, and what results are achievable. Correcting these assumptions can be key to maintaining a productive attorney-client relationship, upholding your reputation, and in some cases, keeping the Office of Lawyer Regulation at bay.
At Expectation Management 101: Translating Client Dreams into Legal Reality, a panel of attorneys from different backgrounds and experiences who have “seen it all” will help you understand how to manage clients’ expectations. They’ll offer sound guidance on how to:
- Establish boundaries and set realistic goals with clients
- Impress on your clients the importance of being honest and disclosing all relevant information
- Prepare clients for the potentially embarrassing and/or stressful legal process
- Manage cost expectations by carefully explaining fee arrangements
- Communicate with clients about their bills
- Document your actions in a way that benefits your clients and yourself
- Withdraw from representation when necessary
An ounce of prevention
Some of your clients undoubtedly enter the legal process with inaccurate assumptions about what attorneys do, what you do in your practice, and what results are achievable. Correcting these assumptions can be key to maintaining a productive attorney-client relationship, upholding your reputation, and in some cases, keeping the Office of Lawyer Regulation at bay.
At Expectation Management 101: Translating Client Dreams into Legal Reality, a panel of attorneys from different backgrounds and experiences who have “seen it all” will help you understand how to manage clients’ expectations. They’ll offer sound guidance on how to:
- Establish boundaries and set realistic goals with clients
- Impress on your clients the importance of being honest and disclosing all relevant information
- Prepare clients for the potentially embarrassing and/or stressful legal process
- Manage cost expectations by carefully explaining fee arrangements
- Communicate with clients about their bills
- Document your actions in a way that benefits your clients and yourself
- Withdraw from representation when necessary
You’ll learn how important communication is from the outset, so clients know what’s coming next and when to expect updates. Hear tips on client intake, improving your listening skills, and teaching clients how to communicate with you.
Get guidance on successfully informing clients about what they can anticipate from your representation at Expectation Management 101: Translating Client Dreams into Legal Reality.
Product details
- Communicate with clients clearly and transparently
- Help clients understand the legal process and what outcomes are available
- Establish boundaries with clients on communication and the scope of your work
- Manage client expectations about fees and costs from the outset
- Explain legal uncertainties to clients in a way they can understand
- Young lawyers
- New lawyers
- General practitioners
- Solo and small firm practitioners