Building and maintaining strong relationships with clients is key to a successful business. Time sensitive tasks and unplanned interruptions demand immediate attention, interfering with the ongoing effort required to strengthen these relationships. Incorporating tools and workflows that support the ongoing effort needed for healthy and strong relationships is more than worth the effort. This results in clients that feel they can trust you, and are more likely to return, tolerate mistakes, and refer friends and family. Here are some best practices for engaging with your clients.
Accountability
Understanding what needs to be completed, by who, and at what point requires teamwork and close collaboration. Between human error and lots of other things on your plate, teams need to be accountable to the individual tasks assigned to them to ensure that things run smoothly and work is completed accurately.
Prolegis Helps
Prolegis keeps track of when a task has been completed and by who. Legal teams can have full visibility of the progress of a matter, ensuring that steps are not skipped or forgotten. Tasks can be assigned to individual team members with due dates to remind when the task needs to be completed. If you’d like, automatic texts can be sent to the client for specified worksteps that have been completed.
Open Communication
Working through a file comes with unforeseen complexities. Without communicating with your client, they are left in the dark, unaware. This can lead to unwelcome surprises and difficult conversations down the road. When there are regular check-ins and communications, your client can be at ease knowing that you’ve got it handled.
Prolegis Helps
Within Prolegis, communication can be sent directly to your client, via email or text. A record of the communication is attributed to the file for easy future reference. Custom worksteps or tasks can be created to remind teams of points within the transaction to contact clients.
Transparency
Providing clients with all the documentation they need at the completion of the matter gives transparency and honesty, making it more likely that the client will return to your firm or company for your services. Building that trust will increase the likelihood of a greater client return ratio.
Prolegis Helps
Each matter within Prolegis has its own online storage for documents and files pertaining to the matter. These documents can be created, compiled or edited, ensuring that your report to your client is exactly the way you want it. Clients can login to an online portal that allows them to see the status and progress of their file. Send the documents to your client all from within Prolegis.
Own Your Mistakes
As humans, we’re bound to make a mistake (or two) along the way. There is no exception to this within a firm or company - so the key is to own up to the mistake and make it right. Your clients will appreciate the honesty and likely be more sympathetic. By catching these mistakes early and quickly, the damage can be minimized.
Prolegis Helps
Prolegis’ workflows and features help legal teams minimize mistakes and catch them early. Legal teams can more easily track the status of a matter, reducing the risk of missing something important.
Prolegis helps you improve your relationship with your clients, in the ways that count. Book a demo with us today to see how your law firm or company can build bonds and reach new heights!
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