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The Law Firm Client Service Interview Playbook

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Cuzzone, Beth Marie
Otros Autores: Zwetchkenbaum, Jill
Formato: Electrónico eBook
Idioma:Inglés
Publicado: La Vergne : American Bar Association, 2022.
Temas:
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Intro
  • Title Page
  • Copyright Page
  • DEDICATION
  • Contents
  • Acknowledgments
  • Introduction
  • For Solo and Smaller Firms
  • Chapter 1 The Business Case for the Client Service Interview
  • Why the Voice of the Client Is Critical
  • Methods for Client Feedback
  • Motives and Strategic Objectives for Client Service Interviews
  • Considerations before You Begin
  • Chapter 2 Phase One: Before the Client Service Interview
  • Phase One, Step 1: Select Committee or Task Force
  • Phase One, Step 2: Choose Client Interview Candidates Based on Rank and Fees
  • Phase One, Step 3: Gain Buy-In from Relationship Attorney
  • Phase One, Step 4: Relationship Attorney Contacts Client about Interview
  • Phase One, Step 5: Schedule Interview Appointment with Client
  • Phase One, Step 6: Send Interview Confirmation
  • Phase One, Step 7: Notify the Attorney Team That Services the Client
  • Phase One, Step 8: Meet with Relationship Attorney(s) for Prep Session
  • Phase One, Step 9: Finalize Briefing Book
  • Chapter 3 Phase Two: Conducting the Client Service Interview
  • Introduction
  • Phase Two, Step 10: Update Briefing Book Day-Of with Any Recent Client News
  • Phase Two, Step 11: Conduct Interview
  • Phase Two, Step 12: Create Preliminary Interview Report
  • Outreach to Relationship Attorney
  • Phase Two, Step 13: Send Day-Of Thank You Note
  • Chapter 4 Phase Three: After the Client Service Interview
  • Phase Three, Step 14: Prepare Summary Report with Action Items
  • Phase Three, Step 15: Relationship Attorney Reviews Report
  • Phase Three, Step 16: Meet with Client Service Team to Review Report
  • Develop Action Plan
  • Phase Three, Step 17: Client Service Team Implements Action Plan
  • Phase Three, Step 18: Meet with Client Service Team to Evaluate Results of Action Plan
  • Phase Three, Step 19: Implement Firm-Wide Service/Operational Improvements, as Needed
  • Phase Three, Step 20: Arrange Three- to Six-Month Check-Ins
  • Chapter 5 Conclusion and Resources
  • Additional Resources We Recommend (in Alphabetical Order)
  • Index
  • About the Authors