June 2021 - Lockton Affinity Lawyer

4 Tips for Texting Clients for Lawyers

Texting can help facilitate scheduling, reminders and quick communications, while also giving clients a positive impression that you’re friendly, accessible, committed to providing the best legal representation.

However, text communications may pose a substantial exposure for attorneys. If you text with your clients, it is important to consider these four factors to manage your risk:

1. Immediacy

According to communication studies, 95% of texts are

June 16th, 2021|Swiss Re|

3 Client Screening Tips for Lawyers

When it’s practiced consistently, good client screening can reduce the risk of engaging in representation with an undesirable client or on a matter inconsistent with the firm’s areas of expertise. No firm wants to get bogged down chasing unpaid bills or trying to attend to the needs of a high-maintenance client.

With a well-developed initial client screening process, you can help avoid potential

June 16th, 2021|Attorney Protective, Risk management|