A recent article in Technolawyer by Dustin Cole spoke about the importance of educating new clients on law firm customs, rates, procedures all in an effort to set appropriate and reasonable expectations for both the law firm and the client.
The well written and thought out article recommends that a law firm at the outset of a case discuss rates, introduce the team, explain how information will be distributed, review how calls will be handled, provide an overview of the case timeline and process, and many other things. It also recommends that this information, in addition to being verbally reviewed with a client, be given to them in a folder for them to refer to in the future.
This entire process also lends itself well to a client specific law firm portal. Law firms can use portals to post, on a secure internet site, all types of material of this nature for the clients use and review. This is an excellent way to continually keep all of the client's contacts (not only those who visited the law firm, assuming the materials they reviewed by may be provided to all who might need to see them) updated on the appropriate processes, timelines and procedures associated with their case(s).
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