Daily Archives: May 12, 2009

Tips from the Experts… Find Ideal Clients!

I went to the Solo and Small Firm Expo last week (see my blog posted on May 10, 2009). Today I’d like to share with you some tips and tricks that I learned from two experts: Richard M. Brooks, a business lawyer from Toronto, and Sheila M. Blackford of the Oregon State Bar, Professional Liability Fund.

One thing I learned is that, before you can find ideal clients, you have to know what they look like. Although different lawyers may have different views what makes a client ideal, these experts pointed out a few common traits.

  1. Needs a lawyer like you
  2. Is able to afford your service
  3. Is willing to pay a retainer
  4. Has reasonable expectations
  5. Is ready to move forward
  6. Understands the value of services provided
  7. Has the ability to refer other ideal high caliber clients
  8. Creates goodwill for your firm

To be honest, generally I find a client ideal if he or she is able and willing to pay for my services; everything else on the list is a treat. Perhaps it’s time for me to look beyond the client’s willingness to pay.

Where do you find these ideal clients?

The experts suggested starting from existing clients.

A law firm should also periodically conduct productivity reviews and assess whether the files are moving forward. If a file is not, you should find out why and try to move ahead.

On the other hand, if a file is moving along nicely and the client exhibits traits of an ideal client, he or she might be a good lead for finding other ideal clients. Consider doing the following:

  • Ask, what else can we do for you?
  • Keep them satisfied; attend to their needs
  • Show them your appreciation – small gestures go a long way
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