Legal Marketing Blog

What particularly caught my eye was one of the sections on Soloformania called “ClientKeeper Software,” which really is a number of practice aids developed by The Missouri Bar in cooperation with The Bar Plan Mutual Insurance Company. As the Bar site states, “They (the aids) are designed to assist attorneys in improving client relations and minimizing (the) likelihood of claims for legal malpractice.” 

Avoiding malpractice is a good thing. Also, any lawyer's practice can benefit as a result of improved client relations, which is what successful, long-term business development is all about.

Note: The practice aids can be downloaded in either MS Word or WordPerfect format, and results in 27 files (can’t explain why they just didn’t combine them into one file, since some consist of only one page). Suggest you first look at the “a-cont” file which is the table of contents to see which files you might be interested in.

I practice law in the area of securities broker-dealer regulation and litigation. At my blog (http://www.bdlawblog.com), I have begun a series on avoiding compliance issues for my stockbroker and investment adviser clients. What applies to them applies to us lawyer folks too. Oftentimes, a broker will avoid a client, not return calls, etc., and make the problem "go away" by not dealing with it. Of course, the problem doesn't go away, but typically results in a customer complaint (a big issue in that industry), and perhaps a regulatory investigation and litigation.

Seems that some lawyers deal with folks his way too, and are overall not very responsive to clients. Being responsive will help improve client satisfaction and retention, and lead to more referrals.