Checkmate: How to Stay on Top of Client-Facing Requests
Nothing bottlenecks law firm case process (and progress) as much as waiting for your clients to do things . Law firms can largely control internal policies & tasks; and, courts utilize definable deadlines . But, when law firms request that clients do things . . . good luck ! They’ll straight up ignore you . They’ll obfuscate . They’ll waste your time, by getting back to you another issue, entirely . In sum, they mostly won’t give you w hat you want, unless you stay on them. The question then becomes: How do you do that? The answer is consistent follow - ups . Now, lots of law firms employ workflows; but, not a lot of law firms follow - up on client requests , in an aggressive fashion . The good news is, that this has become easier than ever before, with software automation . If you need a document . . . or an esignature . . . or a meeting to get calendared . . . You can simply add a set of follow - ups to that request, via a variety of mechanism
