How to Get Clients Involved in Discovery

lawyer making hand gesture inviting client's participation in discovery decisionsBefore you start discovery, you need to have a plan. Your client should be an integral part of that plan. Here are four ways to get your client involved in discovery decisions. Continue reading

5 Things to Include in Your Email Policy

sending protected email between attorney and clientOne of the first communications you should send to a new client is your email policy.  Explain the dangers involved in emailing privileged information and tell them what precautions to take. Continue reading

Clients Get No Guaranties

It’s natural that clients want their attorneys to give them at least some idea of the likely outcome of their cases. Certainly it’s part of the attorney’s job to give the client a sense of whether the matter is likely to be resolved successfully or it lacks merit. But attorneys should never give a guaranty. Continue reading

You Should Have a Client File Retention Policy: Here’s a Sample

Attorneys maintain files on their clients’ cases with documents (and sometimes other property) that clients have provided in connection with those cases. These files have to be returned to the client, at a client’s request, when the attorney’s “employment has terminated,” subject to “any protective order or nondisclosure agreement.” Cal Rules of Prof Cond 3–700(D)(1). Given this rule, it’s imperative that attorneys establish an office policy on the retention and disposition (including destruction) of client files, and notify clients of this policy. Continue reading

Have You Looked at Your Email Disclaimer Lately?

It has become routine for attorneys to include a disclaimer in their emails. But like anything else that becomes routine, some attorneys have lost track of the purpose of the disclaimer and could benefit from a little thought on improving its language and placement. If that’s you, take a look at your disclaimer and compare it to our sample. Continue reading

Protect Clients from Themselves

social_138282233A legal matter may be the most important thing happening in your client’s life, but you have to warn your client to avoid conversations about it on social media. Whatever they say online—no matter how innocently intended—can be found and used to undermine their position. Here are three things to tell clients about online communications. Continue reading

Litigators: Send These 5 Letters to Your Clients

92419672It’s crucial that attorneys maintain regular and open communication with their clients.  When it comes to litigation, communications often come in the form of status report letters. Here are 5 letters that litigators send to their clients and what to include in them. Continue reading

What to Tell Your Client When Litigation Is Over

ThinkstockPhotos-474217181When litigation is over and you’ve completed the representation, here’s what you need to tell your client. Continue reading

What to Tell Your Client When the Court Date’s Set

ThinkstockPhotos-488246600When a date is set for trial or a hearing at which your client needs to appear, don’t just pick up the phone—write your client a letter. This letter has two purposes: it informs your client of the date and it requests that he or she set up an appointment with you to prepare for giving testimony. Here are some suggestions for what to say in your letter. Continue reading

What to Say When a Client Lets You Go

break(great for any design)A client may discharge you at any time and for any reason. When it happens to you, be ready to write a letter to the client confirming that the client wants no further services from you and you won’t be providing them. Actually, you may want to say a bit more than that. Continue reading