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Client Relationships: Selecting, Keeping, and Firing Clients

Contains material from Mar 2018

Client Relationships: Selecting, Keeping, and Firing Clients
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Session 1: Secrets to Improving Client Communication to Cement Client Relationships - The key to effective communication is appreciating that not everyone communicates in the same way. Learn about the essential types of communication styles, and how you can make sure that different styles don't get in the way of communication with your client.

Session 2: Client Selection Explore what factors go into deciding to accept or reject a client, how to make a client rejection a win/win, and how to manage your practice in terms of client expectations.

Session 3: Keeping Good Clients - Some practices depend on repeat business or volume—literally. Some simply want to be “top of mind” if and when a particular type of transaction or litigation comes along. Learn how best to maintain a relationship with current and former clients.

Session 4: Firing Bad Clients and Recovering When You’re Fired - There may be nothing worse than a bad client, unless it is getting fired by a good one. Get practical tips on how to effectively manage problem clients, and how to recover when the problem is actually a good client walking away.

Includes: Video Audio Paper Slides


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1. Secrets to Improving Client Communication to Cement Client Relationships (Mar 2018)

Michael P. Maslanka

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(mp4)
27 mins
(mp3)
27 mins
Paper
(pdf)
5 pgs
Session 1 —27 mins
Secrets to Improving Client Communication to Cement Client Relationships (Mar 2018)

The key to effective communication is appreciating that not everyone communicates in the same way. Learn about the essential types of communication styles, and how you can make sure that different styles don't get in the way of communication with your client.

Originally presented: Feb 2018 Managing Your Success: Practice Management at the Next Level

Michael P. Maslanka, UNT Dallas College of Law - Dallas, TX

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2. Client Selection (Mar 2018)

Amy Gibson

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(mp4)
29 mins
(mp3)
29 mins
Slides
(pdf)
26 pgs
Session 2 —29 mins
Client Selection (Mar 2018)

Explore what factors go into deciding to accept or reject a client, how to make a client rejection a win/win, and how to manage your practice in terms of client expectations.

Originally presented: Feb 2018 Managing Your Success: Practice Management at the Next Level

Amy Gibson, Gibson Wiley PLLC - Dallas, TX

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3. Keeping Good Clients (Mar 2018)

Carol Bavousett Mattick

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(mp4)
34 mins
(mp3)
33 mins
(pdf)
10 pgs
Session 3 —34 mins
Keeping Good Clients (Mar 2018)

Some practices depend on repeat business or volume—literally. Some simply want to be “top of mind” if and when a particular type of transaction or litigation comes along. Learn how best to maintain a relationship with current and former clients.

Originally presented: Feb 2018 Managing Your Success: Practice Management at the Next Level

Carol Bavousett Mattick, Carol Bavousett Mattick, PLLC - San Antonio and Austin, TX

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4. Firing Bad Clients and Recovering When You’re Fired (Mar 2018)

Paul Koning

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(mp4)
22 mins
(mp3)
22 mins
(pdf)
10 pgs
Session 4 —22 mins
Firing Bad Clients and Recovering When You’re Fired (Mar 2018)

There may be nothing worse than a bad client, unless it is getting fired by a good one. Get practical tips on how to effectively manage problem clients, and how to recover when the problem is actually a good client walking away.

Originally presented: Feb 2018 Managing Your Success: Practice Management at the Next Level

Paul Koning, Koning Rubarts LLP - Dallas, TX