Citing lack of responsiveness as their biggest complaint, 62 percent of chief legal officers recently surveyed by ACCA said they have fired or were considering firing one of their law firms this year. Here are 15 ways to ensure your firm is one of the keepers:
1. Make the rules before the game. Work with your clients to establish
performance standards before each engagement. Make sure the performance
standards are clearly defined, measurable, attainable and carry specific
deadlines for deliverables. This will help you and your clients target and
measure performance throughout the engagement and it will help you avoid any
confusion over expectations that might otherwise arise.
2. Promise little. Deliver lots. Turn the seemingly benign practice of
under promising and over delivering into a power habit that shapes everything
you do. Whether you’re planning to return a call, attend a meeting or finish a
research project, always give yourself extra time so you can deliver sooner than
expected.
Also, always build in a buffer for costs. Then, as the engagement
progresses, communicate clearly and often about costs. You’ll avoid
blindsiding your client while maintaining the ability to adjust your client’s
expectations should unforeseen events occur. Finally, be realistic about your
abilities and the results you expect from your efforts. Don’t tackle work you’re
not able to perform. And even if you’re absolutely sure about potential
results, be conservative and choose your words wisely. Be sincere and honest and
build a record of exceeding your clients’ expectations.
3. Use plain English—not legalese. Whether you’re speaking or
writing, keep it simple. Be obsessive about it. Taking the time to translate
legal jargon and technical terms into clear, succinct guidance is the essence of
what you do as an attorney. Do this well and you will leave your competition
behind.
4. Be real. Not as easy as it sounds for attorneys. The veneer of
confidence and professionalism that we’re programmed to present can come
across as arrogance and rudeness in the context of client relationships. Learn
to change hats when you finish the brief or leave the courtroom. Don’t be
afraid to let your guard down and be yourself when you’re with your clients.
5. Spend half your time in your clients’ shoes. Spend the other half
making their experience with you and your services even better. The way you speak, the way
your write, your attention to detail, the way you respond to client calls and
requests—all make an impact on how your clients perceive you. Maintain your
sensitivity to these issues by thinking about them on a daily basis. Then, put
yourself in your clients’ shoes for at least one day each month. See what it’s
like. Keep finding ways to improve the client experience.
6. Debrief after every engagement. At the conclusion of every engagement
or matter, meet with your clients off the clock to have a post-engagement
debriefing and performance assessment. If there’s a problem with your
performance, you’ll nip it in the bud. If there’s an opportunity for more
business you’ll pursue it while it’s ripe.
7. Say thank you. Find ways to regularly thank your clients for their
business. Send them handwritten cards. Take them to lunch or an entertaining
event. Offer to conduct educational seminars for their organizations. Let them
know you value their business.
8. Stay humble. You're only as good as your next success. The pace of change in today’s marketplace gives
you no time to rest on your laurels.
9. Stay in touch. Don’t let your relationships go stale after the
engagement ends. Take your clients to lunch. Keep a service file and forward
important articles with your comments on a regular basis. Send an e-mail
newsletter to your best clients on a regular basis. Invite them to important
industry functions. Make these marketing and service activities part of your
weekly schedule. The little things add up and get you "top of mind"
status.
10. Know more about your client than you do about yourself. Learn
everything you can about your clients’ business objectives and stay on top of
the legal and business issues that directly impact them, their company and their
industry. Read trade magazines, annual reports, articles, brochures, product
documents and financial publications. Attend your clients’ industry
conferences. Make yourself a trusted resource for the latest research and key
information. Forward articles on regulatory developments that might be of
interest to your clients. Practice preventative law.
11. Engage in mutual mentoring.On a fateful day in 1999, General
Electric’s former chairman and CEO, Jack Welch, realized e-business was here
to stay. Soon thereafter, he asked his top leaders to find Internet mentors
inside the company, preferably under the age of 30, and spend three to four
hours a week with them.
In his best selling autobiography Jack: Straight from
the Gut, Welch said this was a terrific way to turn the organization
"upside down" and do much more than just teach his leaders about
technology. According to Welch, "…during these Internet learning
sessions, managers were also discovering new talent and gaining a better
understanding of what was really going on in the company."
Take this page from Jack Welch’s playbook. Younger attorneys eager to learn
the legal landscape often bring to the table an innovative spirit and a
technological sophistication that many senior attorneys lack. If you’re a
senior attorney, seek out your younger colleagues who can help you as much with
the digital age as you can help them benefit from your years of experience-won
legal knowledge. You’ll empower yourself and a new generation of attorneys.
The ultimate benefactors of this information exchange: your clients—many of
whom make technology usage an important factor in grading the performance of
outside counsel. Try it. You’ll see the difference.
12. Treat everyone with respect. In today’s rapidly changing
marketplace, you never know what role the people you meet today will play
tomorrow. Today they might be competitors, suppliers, partners, employees or
employers. Tomorrow they might be your clients. Ignore status and respect
everyone. And never forget—even the little people get lucky.
13. Focus on key clients first. Despite knowing that key clients are the
best and largest source of new business (20 percent produce about 80 percent of
firm revenue), many lawyers spend a disproportionate amount of their practice
development time attempting to win business from new clients. Unfortunately,
acquiring new clients is often more costly and less profitable than acquiring
new business from clients you know well.
More importantly, lawyers caught in the
thrill of the chase tend to neglect one of their most important jobs: servicing
key clients beyond their expectations. This can lead to a cumulative string of
small gaffes that result in crippling revenue losses and client defections. If
it hasn’t done so already, your firm may want to consider creating
relationship teams and service plans for each key client. Meanwhile, you can
start thinking about key clients every day and make a habit of discovering new
ways to serve them better.
14. Turn competition into your own PR machine. If your competitors say
you’re good they must really mean it. So how do you turn your competition into
your best marketers and win an unmatched level of credibility? Follow the
"be nice" rules.
- First, talk nice about the competition. For example, if you’re part of
an RFP competition and the prospective client tells you the names of the
other firms bidding, don’t badmouth them. Instead, you might say
"They’re all excellent firms. Clearly you’ve done your homework. Of
course, I think we’re the best. Here’s why…"
- Second, treat clients as well when they leave you as you do when they
arrive. You never know how things will turn out. Perhaps the decision to
select your competitor over you was not unanimous and was made by a ranking
partner who later leaves the firm. Perhaps those who wanted to select you
will leave the firm and bring you a new opportunity with a new client.
Perhaps the client will grow unhappy with your competitor’s performance or
attentiveness. Hold your head high in defeat and your clients and
competitors will remember it.
- Third, be kind and show respect to departing colleagues and employees—especially
those who leave on good terms. You never know where they'll land.
Stay in touch through your firm’s alumni network, if you have one, or by
simply reaching out on a regular basis.
- Finally, be a class act when you work with the competition. With the
increased focus on partnering relationships, firms that compete are often
asked to work together for the common good of the client. Be accommodating.
Do it the way your client wants you to do it. Share the recognition.
15. Survey your clients. In last month’s Sugarcrest Poll, we asked
about the methods your firms use to obtain client feedback. More the half of you
said your firms don't conduct formal client interviews/surveys. Not knowing how
well your clients think you and your firm are doing is extremely dangerous.
That’s why at least once each year, you should take the time to find out. This is different than debriefing your client after one engagement, which is also important. Instead, you'll be
grading the overall performance of every person in every engagement or matter. By doing it in a formal, consistent and organized way, you'll be able to track your progress and make improvements year-after-year. If that’s not reason
enough, an overwhelming majority of corporate counsel think client surveys are
important and many see the surveys as an opportunity to discuss future needs.
Conclusion
Today, more than ever, success in the legal profession and good client
service go hand-in-hand. When in doubt, never underestimate the power of nice.
David Goehl, a former practicing attorney, is president of Sugarcrest Development Group, Inc. and creator of the RAINMAKER REALITY CHECK™, a popular online tool designed to help lawyers assess their rainmaking skills. He can be reached at 202.462.3188 or dgoehl@sugarcrest.com.