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Dana Fortier

These Are My Favorite Things

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Hi all -

 

For those of you that work with attorneys, would you be willing to share your favorite tips and tricks here? It can be just some service you offer to the attorneys or some software that you think is marvelous and makes your (and your attorney's) life so much easier.

 

For me, its a very simple thing - communication! For anyone that's worked with attorneys, whether in office or virtually, you know that they're sometimes not the greatest communicator. They often have so many things on their mind that they can't be bogged down with communicating and a lot of guesswork has to take place. I've found is much simpler to communicate with them virtually.

 

My clients have a regular check-in every other week with me that lasts about 20 minutes at a time. They're not charged for it. Emails that go between the two of us about a case or a project get billed to that project (I'm set up as a timekeeper for each one of my clients). But the regular check-in gives us both a chance to catch up and go over any projects that are coming up. We also schedule a longer session every 3 months that lasts about an hour, for which they are billed for, so it makes them pay attention to what we discuss during that meeting.

 

So what's your favorite things you do for your attorney clients? Share and discuss, please!!

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