Client Relationship Management for Solo Attorneys
Building Strong Client Relationships
Communication
Clear, consistent, and proactive client communication
Trust
Reliability, competence, and ethical conduct
Value
Exceptional service that exceeds expectations
Growth
Continuous improvement in client service
CRM Implementation Action Plan
Immediate Actions (Week 1-2)
- □ Audit current client management processes
- □ Identify communication and service gaps
- □ Create client persona profiles
- □ Establish response time standards
- □ Design client onboarding checklist
- □ Research CRM software options
- □ Survey current clients for feedback
- □ Document best practices and procedures
Building Systems (Month 1-3)
- □ Implement CRM software solution
- □ Create client communication templates
- □ Establish regular check-in schedules
- □ Set up client portal and training
- □ Develop client satisfaction surveys
- □ Create complaint resolution procedures
- □ Train staff on new processes
- □ Monitor and measure initial results