The Law Firm Client Service Interview Playbook
Clasificación: | Libro Electrónico |
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Autor principal: | |
Otros Autores: | |
Formato: | Electrónico eBook |
Idioma: | Inglés |
Publicado: |
La Vergne :
American Bar Association,
2022.
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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