Client relations

• Author: Timothy E. Zerillo
• Pages: 29-58

CLIENT RELATIONS

1-1

CHAPTER 1

CLIENT RELATIONS

I. CLIENT INTERACTIONYOU NEED TO BE A HERO (OR YOU WILL BE A GOAT)

§1:01 Defendants Talk

§1:02 Lower Client Expectations; Then Exceed them

§1:03 Building Trust

II. THE INITIAL CLIENT PHONE CALL OR EMAIL

§1:10 Responding to Email Inquiries

§1:11 FORM 1-10 Sample E-Mail Response to Web Inquiry

§1:11.1 FORM 1-11 Sample E-Mail Response after Initial Conversation with Prospective Client

§1:12 Telephone Inquiries

§1:13 New Client Questionnaires

§1:14 FORM 1-20 New Client Questionnaire

§1:15 Checking Conf‌licts

§1:16 Talking to the Potential Client Yourself

§1:17 Setting Up a Face-to-Face Meeting

§1:18 FORM 1-30 Letter Conf‌irming Initial Client Meeting

III. THE INITIAL CLIENT MEETING

§1:30 Set the Stage for Trust Building

§1:31 FORM 1-40 New Client Information Form

§1:32 Therapeutic Intervention

§1:33 Retaining Experts

§1:34 Social Media

§1:35 FORM 1-50 New Client Letter with Social Media Warning

IV. FEE AGREEMENTS

§1:40 Flat Fee Agreements

§1:41 FORM 1-60 Flat Fee Agreement

§1:41.1 FORM 1-61 Hourly Fee Agreement

§1:42 Guarantor Fee Agreements

§1:43 FORM 1-70 Guarantor Fee Agreement

§1:44 FORM 1-80 Fee Agreement Follow-Up Letter #1

§1:45 FORM 1-90 Fee Agreement Follow-Up Letter #2

V. WRAPPING UP THE CASE

§1:50 Leaving the Client Feeling Good About a Bad Situation

§1:51 FORM 1-100 Closing Letter

CLIENT RELATIONS

(Τηισ παγε ιντεντιοναλλψ λεφτ βλανκ.)