Law Firm Marketing – Becoming Client Centric

The Client Experience

Receiving exceptional service is always a memorable experience. It can make a person feel valued. And news of exceptional service spreads fast. It’s talked about to friends and family and even eulogized to strangers. It can transcend the ordinary and take on an almost mythical form. This is especially true when ordinary things are done in extraordinary ways.

Years ago, I had to fly to Bangkok on a business trip. After a long, trying taxi ride in rush-hour traffic, I finally checked into my hotel, tired and hungry. I dropped my luggage in the room and went down-stairs to get some dinner. An hour later, when I returned, I found my luggage neatly unpacked–shirts folded, pants hung up, ties carefully dispersed along the racks. Almost immediately, I began to relax. I involuntarily breathed a sigh of relief.

Then I looked into the bathroom and saw something I’ll never forget. The items from my overnight kit had been neatly arranged by the sink,?and someone had actually cleaned my hairbrush. All of the hair strands had been removed and the bristles were glistening. But the coup de grace was this: Resting in the center of the bristles was a beautiful white petal.
After more than ten years, I can still see this image. This one experience–this unexpected gesture that went beyond exceptional service–left me with a whole new understanding of what it means to put a client first.

When I returned home and people asked about Thailand, I invariably told them about that small white petal on my hairbrush. Today, when I think of great hotels, I think of the Hotel Oriental. It is the standard by which I judge all other hotels.

In the universe of companies, only a few consistently reach extraordinary levels of service. Studies have shown that companies that do reach such levels share certain fundamental values and organizational traits.

Marketing a Service

There is a fundamental distinction between marketing a product and marketing a service. Products are tangible. They either work as represented or they don’t. Products can be returned or exchanged. We can touch and feel a product before we decide to buy it; rarely is this the case with a service.

Services are meant to be experienced, not ordered from catalogs. Serv-ices are profoundly personal in nature and our response to them is often emotionally driven. A service relation-ship, especially a professional service relationship, challenges the provider to be an expert in serving people.

Think about the ways buyers perceive “value” generally. When we buy products, we rely mostly on objective criteria. For products like shampoo and stereos, determining objective value is fairly simple. A large bottle of shampoo delivers more product than a small one, so we are justified in paying more for the large one. A stereo system that has more features is said to contain more value than one that has fewer features. Product features, quality and quantity are all critical factors in the determination of value. Service, however, is far more nebulous–and is therefore much more challenging to define and measure.

Service Is a Process, Not an End

One reason service is so difficult to measure is because it’s so subjective. It is experiential–we can feel it and see it, but defining it is another matter. Perhaps it’s a little like what the Supreme Court wrote about pornography: It may be hard to define, but we know it when we see it.

Truly great firms–those with legendary status–are always striving to reach greater levels of service for their clients. Fundamental to such firms is the understanding that service is a never-ending process driven by a specific mind-set. These firms know that while they must always try to reach higher levels of service, they can never assume they have achieved the highest level. There is always a higher level to strive for, and standing still squelches the pursuit of excellence. Either a firm continues to reach for higher service levels or it has abandoned the pursuit. There is no middle ground.

Most firms revolve around the desires and needs of their partners. For service-driven firms, just the opposite is true–not because these firms have partners who enjoy a higher sense of purpose, but because they have a higher sense of business smarts. For them, everything revolves around the client. And as you might expect, the benefits have a way of coming back to the partners. Consistently delivering increasingly higher levels of service to clients builds the types of returns that keep a firm thriving.

There is no quick and easy recipe for becoming a service-driven firm. There is no secret formula for meeting–and exceeding–your clients’ needs. But one of the best ways to find out how your firm can provide exceptional service for your clients is, strangely enough, one of the most frequently ignored: listening to what your clients need–being client-centric instead of firm-centric.

You may be convinced that your best clients have been attracted by the stature of your firm–by its size or its range of specialties. But the truth is that it’s not what you think you’re offering that counts, but rather what the clients are experiencing that matters most.

The Emotional Side

Providing a renowned level of service to clients requires paying attention and being sensitive to the emotional side of legal trouble.

Lawyers who pay attention to clients’ subjective experiences are able to expand the scope of legal and practical options available to their clients, which can result in the lawyers becoming better problem solvers.
Old marketing models were based on a number of false assumptions about what influences people’s decisions. Now that we know more about how the mind works, we have a unique opportunity to apply this knowledge to the goal of meeting our clients’ real needs as opposed to the needs we merely assume they have.
In our legal training, we are taught the paramount importance of words and logic. Even in the emotional setting of trial, most skilled attorneys–while highly attuned to the emotional reactions of juries–ultimately almost always rely on the persuasive power of logic, words and reason to win their cases.

Today, neuroscience is providing important insights into the ways people interpret information and the degree to which “thinking” is used to influence our decisions. Lawyers’ emphasis on words is based largely on the false assumption that most of our thinking takes place in our conscious minds. In fact, recent brain science research reveals that just the opposite is true: As much as 95 percent of our thinking actually takes place at the subconscious level.

Our memories, associations and emotions occur just below the surface of our awareness. In response to stimuli, our minds go busily to work at a staggering speed, networking, sharing, distributing, connecting, shuffling and reshuffling memories, images and thoughts before the first words of reaction ever leave our lips. Ironically, the words we speak are literally an afterthought.

How can this knowledge be applied to the way we communicate and deal with our clients? We would like to assume that clients, for the most part, make decisions deliberately and rationally. That is, that they consciously contemplate the relative merits of a choice, assign a value to each criterion and then convert this information into what we call a judgment. We’d certainly like to assume that’s how we make decisions ourselves! But the fact is, most decisions are made at the intuitive, emotional level.

Whether responding to an argument in the courtroom or to a firm’s marketing campaign, even the most intelligent people process their decisions below the surface of their conscious mind. In reality, words and logic have more to do with justifying a decision than forming the basis of one.

Consider how clients choose law firms. They may think they were led by logic–going with “a big firm” or choosing on the basis of a lawyer’s “professional demeanor,” but they are actually using their intuition to make a highly subjective -decision.

When attorneys learn to think emotionally, they will find new ways to communicate with their clients at the decision-making level. Therefore, providing a renowned level of service to clients means expanding the quality of personal attention given to the emotional side of problem solving. Lawyers who pay attention to clients’ subjective experiences are able to offer a wide scope of practical and legal options for their clients to consider.

“We see the same problems over and over again,” a partner in a small Cleveland practice explained. “When we know our clients are going through a painful time in their life, our job is often to help them connect the dots at a personal level. This requires us to think emotionally–to become more empathetic–so that we can get inside the minds of our clients. But the truth is, even in the context of law, a client’s decision process is driven more strongly by emotion than by any other single factor.”
Emotion is a stronger influence on the decision-making process, but words are not even a close second, although it’s a common assumption that we think in words.

While words play a central role in communicating thoughts, we rarely use them to think. Using words is just too slow, and language does not contain enough bandwidth to accommodate the complexity of our think-ing processes. Feelings can be both instantaneous and complex in ways that words cannot be.

The law firm that recognizes the important role emotions play in its clients’ decision-making process and adjusts its service accordingly will find new opportunities to provide clients with increasingly higher levels of service.

Knowledge Sharing

Professional service marketing is both knowledge intensive and relation-ship intensive. For law firms in particular, knowledge-sharing and relationship-building are two essential elements of providing quality legal counsel, and they need to work together. Developing client relationships comes from sharing knowledge in ways that build confidence and trust.
Unfortunately, many lawyers are reluctant to share their knowledge with clients. Some would rather create a shroud of mystery around their work, forcing clients to view them as indispensable–an especially effective technique for a lawyer who has already been successful in solving a prior legal problem for a client. However, this approach almost always results in clients feeling insecure and vulnerable, and it does not lead to the type of trust or loyalty that, in the long run, makes clients return.

Marketing is an empathetic process. It requires that lawyers step back and become observers in the lawyer-client relationship. In doing so, we must detach ourselves from our own views and old ways of thinking. For most of us, this requires a shift in perspective.

Neuroscientists tell us that our minds thrive on exploring new ways of thinking–seeing relationships between things we previously thought were unrelated and finding commonality between different disciplines such as language and the arts or science and philosophy.

The same can be said of the kind of shift in thinking required to connect emotions with marketing and marketing with identity. These new combinations are powerful and effective, but part of the challenge in us-ing them is to first get our minds around them.
The entire range of our thinking, the depth of our very perception, is said to shift when we challenge ourselves to understand the totality of something rather than just our narrow part of it.

Thinking is our forte as lawyers. But true mental strength depends on our willingness to understand different types of thinking on being able to shift and widen our perspectives and consider new approaches to problem solving.
Challenging our minds means breaking through the linear and narrow confines of our own categorical logic. We need to look beyond the world of opposites–things that are either true or false but never both. In short, we need to stop and take a fresh look at what we do and why we do it. If we hope to provide the kind of high-level service that will set us apart from our competition and create a new magnitude of client satisfaction, we need to see clients’ needs in ways we haven’t seen before.

This, of course, requires that we develop new ways of thinking. It means leaving our mental comfort zone–not a pleasant proposition for lawyers who have spent years learning how to think in that zone. Yet leaving it is essential if we are committed to the full range of the market-ing process.

Service Based on Character

Action that comes from one’s character is perceived as authentic and therefore predictable. Ideally, clients will come to know their lawyers as people who can be counted on under almost any circumstances. Lawyers who can be counted on to be responsible, attentive, caring, sensible, hon-est, hardworking and trustworthy will attract new clients and keep existing ones.
Developing a law firm based on these types of inspired values is what drives firm growth and fosters prosperity. However, character cannot be imposed from the outside. It must originate from the core of the firm’s leadership and grow outward. That’s why relationship building is so important to our work.

Many law firms balk at investing in education and personal development. Mentoring is too often limited to developing technical skills such as research and drafting. Developing lawyers’ communication and character-building skills has been devalued, and this reflects the degree of resignation and cynicism existing in our profession today. Ironically, the same firms that don’t value personal development wonder why they’re experiencing a staggering drop in client satisfaction.

The Trust Factor

Do clients see you as someone they trust? As someone who is honest with them and acts with integrity? Are you seen as someone who truly cares about their welfare?

What we do for our clients reveals not only our immediate intentions, but also our character.
Clients measure our service first and foremost–but not completely–by our actions. If our actions are perceived to arise naturally from our character, then we are perceived as sincere and trustworthy. If not, which all too often is the case, we can appear calculating and manipulative.

Clients trust their lawyers if they believe in the truth of the lawyers’ character. For lawyers to learn to serve from their character takes time, effort and a commitment to individual development. Despite popular opinion, character can be developed and learned, especially if it is en-forced by the firm’s culture and leadership. Thus, the term character building.
For most firms, however, developing communication skills in their lawyers is simply not a priority. In fact, some firms believe that it’s not necessary if they simply hire quality people.

“When we recruit, we look for young people who have a strong sense of purpose,” said a partner at an East Coast firm. “To our firm, this means maturity, manners and common sense. Sure, we want the brightest minds, but we refuse to compromise on character. We won’t give an of-fer unless we believe in our gut that person can truly grow into being a partner.”

Lawyers who are truly valued by their clients develop client relation-ships that grow into alliances. At the other end of the spectrum are lawyers who view their job as opening and closing files. They exist in a virtual dead zone–a place where the personal side of the client’s experience is not relevant, the client having been reduced to just another “fact” in a set of issues belonging to a file making up a unit of revenue.

Somewhere along the line, these lawyers have come to believe that as long as there is sufficient revenue flow, fixing and changing the exterior problems (applying the hammer) will be sufficient to keep declining service in check. In the meantime, the partners keep partnering and hope that no one notices that they don’t have a clue about where the firm is going or how it will end up.

Without a moral center, there can be no group intention or direction. Instead, there is just the “organization” operating on cruise control, applying superficial fixes to problematic contact points where service and performance have fallen to unacceptable levels.

Accountability

Consider what it means to be accountable to your clients. When clients put their trust in you, what does that mean specifically–to you and to your firm?

Accountability can be viewed as the process by which a firm either succeeds or fails to make and keep its promises. What types of promises? The types that come from the firm’s inspired values–those that originate from the moral center of the firm–the “V” spot.

One partner had a very clear sense of what his firm promises: “Our clients count on us to be dependable, honest and totally committed to their interests all the time, every time.”

Take the time to identify just three character traits that clients can count on your firm to deliver. As an experiment, list these traits on paper and ask a few other people at your firm to come up with their own list. You’ll be surprised at how the responses will vary from person to person.
Consider this: If a firm can’t agree on what its clients should expect, chances are, neither can its clients. This is exactly why a firm must define for itself what it means to be in the service of its clients. Only with a clear understanding of its inspired values can a firm hope to provide clients with a consistent experience of exceptional service that they will long remember.

Law Firm Marketing – How To Radiate Value – Professional Service Marketing

Any time you have a chance to determine what your clients need and want from you, consider it a priceless opportunity to learn. Their needs and wants–and their experience with your firm–are the key to identifying the focus of your marketing efforts. Finding and delivering what your clients need and want will not only result in satisfied clients but, if you apply this knowledge to your practice, their experience of your firm can also become your branding.

At a corporate law firm in Century City a few years ago, a senior partner shook hands with one of his clients after completing the company’s first public offering. The two men reminisced about their long relation-ship. “We’ve been through a lot together–both good and bad–from climbing out of our financial mess, to the opening of our first four stores, to building out nearly four hundred of them, to finally going public,” the president of the company said, smiling. “It wasn’t an easy journey, but I’m sure glad in the end that it was you who was with us. No matter where we were, you were always there too.”

When a client speaks to you from the heart, the insight you receive will be priceless. The marketing materials for that Century City law firm had previously emphasized their track record, their versatility and their willingness to be tough. Had they failed to incorporate this client’s insight, they would have missed a precious marketing opportunity. Luck-ily, the senior partner was a savvy marketer. He immediately knew the value of a long-term client’s praise. It became an important part of the firm’s identity and, after a while, made its way into the firm’s branding and marketing material: “Wherever you go, that’s where we’ll be…”

Beyond the decent service, the sound legal advice and the expectation of professionalism, what mattered to that client on an emotional level was that this firm had been by his company’s side through the good times and the bad.
Not all of your clients will hand you a resonant marketing phrase. But an experienced marketing professional with the proper skills can make you more aware of them when this does happen, and more impor-tantly, can help you use them to shape the way your firm brands its services. But the key in this example is not the catchy phrase or even the kind expression of gratitude. What makes the Century City firm’s marketing insight so important is the fact that it represents a fundamental truth about the firm: It does stick by its clients even when times get rough. That’s how the firm does business.

In the late 1990s, one of the largest law firms in the nation decided it wanted to tap into the technology boom. The marketing team advised the firm to target small start-up companies and offer them a reduced hourly rate for general business matters in the hope that, if the business succeeded, the firm would be handed all their legal work, including taking them public. The marketers believed that doing this would demonstrate the firm’s commitment and loyalty to their smaller, more vulnerable clients. One such client had this unfortunate experience dealing with the firm:

“In the beginning, the firm really seemed interested in what we were trying to create. They spent time getting to know us and expressed a real desire in seeing us suc-ceed. I really believed them. I was invited to firm-sponsored seminars and even got invited to the firm’s sky booth for the big game. Everything was going well until the technology bubble burst–and with it, our close relationship with the firm. No more friendly partner calls to see how we were doing. After a while, I was lucky to get my calls returned. They knew we were strapped for cash and, when we were unable to pay their bills, they sued us. They didn’t just sue the corporation (the one they helped us set up), they sued me personally, since I was the president of the company. It was a disas-ter. When the chips were down, this firm came at us with knives. I will never forget this experience–nor will my associates and friends.”

It doesn’t take a marketing genius to know that it’s bad business to sue your clients, but the contrast between the Century City firm and this one is worth noting. One firm made a loyal friend out of a client while the other made an enemy. The point is that how a firm does business, whether it’s how they manage their receivables or which new practice group they decide to open, says something important about the firm in relationship to its clients.

In most cases, firms consider internal business decisions to be entirely internal–separate and distinct from the external side that the public sees. Firms fail to recognize that what a firm is can often be measured by the decisions it makes, and they often make decisions without regard to the effect they might have on clients, even in indirect ways. Firms must con-sider the ways in which their decisions may change the nature of the con-tact between them and their clients.
Law firms make important business decisions every day, and rarely do they consider the impact on those who do business with the firm. When problems do surface, they are often handed over to the public relations department to clean up.

The Zone of Contact

Consider that almost everything a firm does or communicates impacts the clients’ experience of the firm. The parts of a firm that clients deal with directly are part of the firm’s zone of contact.

Everything a firm does is, in some way, an expression of the firm’s values or lack of values. Every act or omission reveals the level of the firm’s commitment or lack of commitment.

Everything–from the paper stock the firm uses to its policy of return-ing phone calls to how lawyers and staff greet new clients and say good-bye to departing ones–can impact clients. Even small things–like the quality of coffee, the effort put forth to make a client feel welcomed, the demeanor of a law clerk and the pictures on the wall can make a differ-ence.
Sophisticated marketing experts take great effort and time in examin-ing a firm’s major points of contact. The quality of the client’s satisfaction relative to a particular point of contact is an indicator of the general health of the firm. Much of marketing consists of translating these ordi-nary points of contact and shaping them into positive client experiences.
Altering the point of contact to be more in line with the client’s satis-faction will certainly improve the quality of the service your firm pro-vides, but it will not, by itself, bring about a fundamental change in the firm’s quality of service. For this, the firm must examine its innermost core–the primary leadership and the inspired principles these leaders rely on when building the firm’s character.

Only by reaching this level of depth can you transform your firm from ordinary to extraordinary.

Contact points are only as good as the quality of service that speaks through them. Service must be a direct expression of the firm’s values, made real through the language and actions of the entire firm. When a firm’s actions are an expression of its inspired values, every point of con-tact becomes an expression of its unique brand of service. But the concept of service must originate from the center of the inspired values formulated by the firm’s top leadership. I call these central values the firm’s “V” spot. When a firm has a solid set of inspired values, every point of contact will resonate with the firm’s vision.

Without the formulation of inspired values and the clarity of purpose these values create, the firm will be unable to build the language, the structure and the systems necessary to ensure that all of its actions and communications are commensurate with these values.

Every action a firm takes must reflect its true identity and its in-spired values; otherwise, it risks seriously damaging its reputation and its credibility. What the firm does, what it stands for, and the promises it makes and keeps must be seen and experienced by everyone–not just clients–as an authentic expression of the firm’s true identity. Only then can the in-spired values become a central part of the firm’s branding–the firm’s persona–an undeniable statement of what the firm stands for and what people can expect of the firm, whether they’re a client or a foe.

Identifying every point of contact with a client or a prospective client must become the focus of the firm’s marketing efforts. Each point within the zone of contact must reflect, and be consistent with, the firm’s char-acter. A client’s contact with the firm should be viewed as an opportunity to convey what it means to do business with the firm.

Assuming that the firm has taken the time to do the planning and hard work necessary to identify their inspired values, the next challenge is to ensure that everything the firm does is an accurate and sincere expression of these values–that these values are conveyed to clients and others who interact with the firm through the zone of contact.

The zone of contact is where the firm interfaces with its clients, either directly or indirectly. Since every contact the firm has with others con-veys information about the firm, every contact becomes an important representation of the firm’s values. The zone of contact includes every-thing–including the firm’s business cards, the lobby decor, the recep-tionist, and meetings with staff, associates, lawyers and partners.

In order to maintain quality control over client satisfaction levels, many marketing professionals focus on reactions of clients to various parts of the zone of contact to make sure that what people experience in their contact with the firm is an accurate and positive expression of the firm’s character.

This examination of quality focuses not on what the firm intends to convey as much as on the client’s actual experience within the zone of contact. To perform such an examination, the firm must assess its major points of contact with clients, and once these contact points are identified it must determine which of the contact points elicit positive service expe-riences from the client.

Ideally, the specific action and communication responsible for a positive service experience can be traced to one of the firm’s fundamental values. If the client is having an experience–even a positive one–that is not in keeping with the firm’s values, the firm may wish to consider whether the value being conveyed is at odds with the firm’s values. If it is, the firm’s actions should be changed to reflect its values more accurately. If the experience is not at odds with the firm’s values, the firm’s action may simply reflect an unidentified value.

When a point of contact is in keeping with the firm’s fundamental values but elicits a negative service experience, the challenge is to quickly determine what has gone wrong. Has an action or communica-tion been missed? Can the firm remove a barrier between its fundamental service values and the client’s experience to make the experience a more positive one? Often, what is missing is a value that is either hidden from view or unable to be expressed.
As you’re no doubt beginning to see, the zone of contact is not separate from the firm–it is the firm.

The firm constantly radiates its values to clients, prospective clients, the legal community, and vendors and the business community. When you can achieve an alignment among the inspired values of your firm, the language of your firm and the actions of your firm, marketing becomes an expression of your firm’s unique identity. It becomes proprietary and is evidenced in every point of contact you have with your clients, whether the contact occurs through the legal services you provide or the way your receptionist greets the firm’s visitors.

Some contact points exist quite naturally within a firm. Clients’ initial calls, their first meeting, the letters and messages they receive during the course of the relationship–all of these are points of contact, and all of them ultimately become expressions of your firm’s unique brand of service.

But there is no reason to leave it at that. Considering the importance of heightening the value of these contact points with clients, the firm that is determined to provide great service will create new points of contact. These moments allow you to meaningfully shape client interaction, mak-ing special efforts to convey the inspired values of your firm while learn-ing more about how you can improve the quality of your service.

Instituting a completion ritual with your clients is one example of this approach. In most law firms, when a case is concluded, the client’s next point of contact with the firm is the bill. For the client it’s anticlimactic, to say the least. And, socially, it’s counterintuitive. If you have a friend over to dinner, you shake hands at the end of the evening and say, “It’s been great having you here.” This is a social nicety that provides a tiny ritual of completion. Clients, in contrast, are typically left dangling.

Imagine how much your clients’ experience of the firm would im-prove if you were to conclude each case with a completion meeting. Not a quick, patronizing handshake with a junior associate, but a qual-ity meeting with a senior partner of the firm who says, “We are committed to your satisfaction.”

Better yet, show your clients what they mean to you by making a symbolic gesture. For example, during a golf game, a Texas lawyer in-troduced a client to a large real estate developer. The two men ended up doing business when the client was later contracted to build a huge shop-ping center. When the deal closed and the papers were signed, the lawyer took his client aside and presented him with a golf ball imprinted with both the client’s and the developer’s names, courtesy of the law firm. Corny, you might say. Perhaps, but ten years later, the client still has that golf ball sitting on his desk and the lawyer still gets all of his business.

A true symbolic gesture is more than a clever expression. It demon-strates that you took the time to think about the relationship with your client and made it both significant and interesting. Compare this gesture with the all-too-ordinary imprinted pen or calendar sent out to clients once a year.

Effective marketing creates a quality point of contact that demon-strates your commitment to your client. It elicits respect and trust. It ac-knowledges the importance of the client relationship. And, if done suc-cessfully, it will create a lasting and invaluable bond with your firm.

This approach is magnitudes more powerful than coming up with the catchiest jingle or the most sophisticated ad campaign.

A client who is emotionally touched by a relationship will tell every-one about your firm. In terms of generating more business, this kind of marketing is worth ten times the value of a great TV commercial. In terms of personal satisfaction and quality of life–for your clients, your firm and yourself–it’s priceless.

Positive Service Experiences

Understanding “value” requires understanding different types of emo-tional responses resulting from experiencing different levels of service. The list below describes some of the major emotions psychologists asso-ciate with positive service experiences.

For every point of contact, it is important to identify the specific emotion elicited from the interaction that made it a positive experience.

Positive service experiences can elicit these positive emotions:

important
valued
inspired
appreciated
listened to
understood
pampered
relaxed
satisfied
pleased
comforted
protected
secure
confident
independent
strong
calm
trusted
informed
cared about
accepted
respected
recognized
admired

Although these qualities are subjective in nature and cannot be evoked in every client every time, there are some tangible ways to consistently produce positive experiences for your client. The key is to recognize how important it is to generate these types of feelings–then it’s astonishing how many opportunities will arise.

One way of making clients feel more secure and confident about their legal predicament is to become a resource of important information—especially if what you offer goes beyond legal considerations and is both practical and immediately useful to your client.

Willy Little, a partner in a small Los Angeles firm, described his spe-cial brand of value-based service like this:
If we have a client in the midst of a divorce, they often need to find alternative living quarters. They need leases to be reviewed and names of reputable services that can help them with the mundane, but often exhausting, task of relocation.
We’re a family law firm. But we are committed to providing our clients with the best service possible. So we do our best to become a resource for our clients–not just in our legal capacity, but in a much broader sense, assisting clients in dealing with the many aspects of di-vorce. We become a client information hub–an information resource. Clients really appreciate this and, when they need legal help again, they know where to turn.

Sometimes providing superior value to clients means expanding the focus of the legal services a firm offers. Cecilia Smithers, a partner in a midsize litigation firm, remembers the rationale behind a change at her own firm that expanded the firm’s zone of contact:

“While our firm was litigation-intensive, we felt there were many times it served our clients’ interests to con-sider alternative dispute resolution. To do this effectively, we needed to focus on counseling our clients, which meant making the effort to get to know them and, with some work, earn their trust. We worked with clients to consider alternative points of view whenever possible, which often led to helping them clarify their objectives and think about their situations in new ways.”

There can be little doubt that the clients of these firms experienced the service being provided to them in emotionally reassuring ways. Research shows that experiential marketing –marketing that addresses a client’s needs–is far more effective than the coercion, persuasion and propaganda on which many marketing campaigns are founded.

Consider today millions of clients are turning to cyberspace for their legal solutions. One web portal that is near and dear to this writers heart is: http://www.GotTrouble.com – a legal help portal that expresses it’s own set of core service values and weaves them into the user experience.

Medical Records Retrieval for Law Firms

• MODERN MEDICAL RECORDS RETRIEVAL SERVICE – AUTOMATION, COMPLIANCE, SAVINGS

The modern Medical Records Retrieval (MRR) service is a combination of modern web-based technology and a rules-compliant outsource solution. Historically lawyers and their staff would have to set aside a portion of their time, often a lot of time, to capture necessary information for cases that involved medical records. It’s not that the process is complex. Quite the contrary, every attorney, paralegal, and litigation-support person knows exactly what needs to be done.

It may appear simple, but it is a very manually intensive process. Someone at the firm must acknowledge the need for the records. Necessary forms must be completed to ensure compliance with a myriad of laws (including HIPAA), which the firm and often the patient (who may or may not be the firm’s client) would need to initiate a request. Then, the firm must track the progress of the request, and eventually receive, review, and organize the results, or note that there were no medical records available related to the matter.

To support the business of running a law practice, sophisticated and affordable software tools include new client/business intake, workflow automation, and conflicts management. Vendors who provide early case assessment tools and e-discovery-based technology-assisted review have begun to offer solutions for small firm and solo practitioners. In this article, we will show you how you can improve productivity, lower costs, and better manage billing for MRR expenses.

How Medical Records Retrieval Services Work

Here’s how a typical MRR service works for a small firm/solo practice. One of the firm’s employees logs into a secure, encrypted website. He or she then submits an order outlining the patient’s information, the records being requested, and any other data necessary to complete the request. What happens next is truly a game-changing activity. Instead of the firm’s billable resources chasing record requests from hospitals, doctors, and other healthcare providers, they go back to doing other, productive work, while the MRR process self-executes, and eventually provides you with the requested information and documents or informs you that there were no responsive documents.

Questions Regarding MRR Services

The availability of MRR services presents all attorneys, but especially solo and small firms, with the following important questions:

• How do you start with an MRR service?

• How are the record requests processed?

• Is this process HIPAA-compliant?

• When and how am I alerted to the status of my requests?

• How do I distribute the costs/fees associated with outsourcing medical records retrieval?

Choosing Your MRR Provider

To reduce the risk of choosing the wrong MRR service, consider the following best practices:

1) Ensure that the MRR service can prove secure access to its website (and your records) via a login and password.

2) Understand the MRR service’s processes to ensure protection of privacy.

3) Understand its service level agreements, which explain their process and anticipated turnaround time.

4) Verify that the MRR service has experience with expediting record requests by requesting a list of reference clients.

5) Review the process by which you and/or your staff are notified of updates, including record availability or notice of “no record found.”

6) Ask for the MRR service’s price schedule, preferably in a format that will permit you to do an apples-to-apples comparison of the fees of other MRR services.

When possible, a dedicated MRR service is a better choice than a firm that offers a multitude of legal practice services of which records retrieval is only a small subset of their overall business.

Getting Started with the MRR Provider

Upon choosing your MRR provider, the steps to starting to work with the provider are straightforward and similar to those when signing up with any on-line type of service:

• The firm identifies the approved personnel who are authorized to access the secure system.

• A unique user ID is created for the firm at this time, with a strong password required for all future access.

• Often, this is also the time that billing information is provided, and thus a financial account with the firm and MRR is created for future invoicing.

• Each authorized person completes a new user profile and sign-on request. The user must provide email and phone contact information.

• It is the responsibility of the law firm to notify the MRR as soon as possible in the event that an existing authorized user should be removed from the access control. The MRR should remedy and respond as soon as the user access has been removed.

• While the use of the MRR site should be quite easy for most users with minimal training, additional site support generally is available from the MRR’s services personnel via phone or email request.

Safeguarding Privacy

No matter how beneficial the technology, the firm must ensure compliance of federal and state HIPAA guidelines and any ethical rules about maintaining client confidences. Therefore, they must ensure that the MRR service collects, hosts, and provides access to client(s) records while maintaining compliance with privacy guidelines. Note: This should be part of your due diligence when selecting a provider.

The MRR Service should comply with Federal and state privacy laws. MRR services should keep up to date with changing rules of privacy such as the HITECH Act.

MRR agreements should expressly state that no personally identifiable health information (PHI) can ever be used for non-business related activities such as marketing and/or sales lead generation.

Record Processing

Once you have chosen an MRR service and set up your account, obtaining medical records is relatively straight-forward:

• After you enter a request into the system, the MRR service creates an MRR record request connected to the unique ID of the requester (the specific user at your firm), and confirms receipt of the request via an email.

• A reviewer is assigned to assess the necessary actions to fulfill the request, and will notify the user of any questions regarding the record request. In some states, including California, an electronic request can be executed from the MRR service to the healthcare provider, eliminating the need for paper-based transaction.

• The provider then tracks the request, and conducts any follow-up communication by any means available, including email, telephone or in-person visits if necessary, to acquire clear copies of records requested.

• If the record is available and legible, it is scanned into the secure web-based system for access by the user. Otherwise, a “no record found” is annotated to the request, and communicated back to the user.

Communication Is Key

Nothing can be more frustrating to case management than waiting for needed information from a third party. The MRR service must not only forward the record request to the healthcare provider, but also must provide the firm an ongoing and timely response regarding status. Each record must be tracked in real-time with detailed notes from the MRR agents. The MRR service should send alerts if additional information is required, provide replies via email, and deliver the link to download and/or view completed requests as soon as the records become available. Again, during the selection process, you should ascertain the provider’s practices regarding communications, and include them in the contract.

Speed Is Critical Too

Obtaining the medical records timely is critical, whether to respond to discovery, to make or oppose a motion for summary judgment, to get an expert up to speed, or to settle a case. A reliable MRR service will offer a quick turnaround. They have the experience working with medical locations to obtain records faster than a law firm’s in-house staff. After all, a law firm staff member may encounter (or, in truth, may feel like they have gotten stuck with) the occasional medical record search, but the MRR service is a specialist in the process of collecting information, including “no records found.” So, the MRR service’s very job is obtaining medical records, and therefore will have the process down to a set of specific steps, and can support their clients via a web interface.

Relationships With Healthcare Providers

Sometimes hospitals, physicians’ offices, and other healthcare providers may treat the occasional request by an attorney for medical records as an inconvenience, not respond as quickly or perhaps as completely as the attorney or client would like. A smart MRR service will develop long-term relationships with healthcare providers and their staff to get the data needed promptly and efficiently. This will improve the quality of the document production, reduce its cost, and speed the process up.

Database Strength

Medical records often can be in a different location or city than the healthcare provider. For example, billing records for hospitals are usually in an offsite facility, sometimes in another state. With the advent of electronic records, more healthcare providers are centralizing their records offsite with the umbrella company of their medical group/hospital. Without the information on how and where to request records, in-house staff can waste valuable time sending requests to the wrong locations or having to spend the time to find out where to send the requests. A strong database on where and how to request records from healthcare providers therefore is key to save time, ensure complete result, and save money. MRR services have the incentive and the resources to develop such a database. Law firms, especially solos and small firms, do not.

In addition the importance on the database in requesting medical records, it is equally important on the production side. Virtually all medical records are produced in digital format. Records are typically available in PDF or TIFF file format, making them searchable by many document management systems – including on premise, cloud-based, web-based or hybrid systems. They are usually made available for download and/or viewing from virtually anywhere on any device that supports a secure micro-browser. The MRR service maintains the medical records for ongoing access by the user and any authorized personnel.

MRR Costs and other Considerations

The MRR service will charge you for their services. However, because the firm’s resources are freed up to work on activities that generate revenue for the firm, the costs of using an MRR service will be offset at least in part, and perhaps in full. In addition, depending on your fee arrangement with your client, the invoices from the MRR service may be directly billable back to the client or at least accounted for as a recoverable cost. (Many MRR services charge no monthly fees for having an account, and thus the firm only incur fees on a usage basis, which can then be charged to the cases for which they are required.)

Summary

While many firms may continue the “do-it-yourself” approach, solos and small firms should consider using an MRR service. In addition to the higher costs of installing and maintaining one’s own record management system, the soft costs and resource consumption make this a less favorable alternative. A qualified, experienced MRR service offers a cost effective, robust platform for processing, monitoring, and tracking medical records requests. Record management and processing is HIPAA-compliant, always available, and secure-which in-house processes may not be, with the attendant risks. Use of an MRR service does not require capital expense to leverage digitally filed and maintained medical records. Firm resources can be repurposed from tracking record requests to meaningful and fee-generating activities. Client satisfaction may improve as matters are able to be processed more efficiently, and firm business may increase. The results of using an MRR service are measureable and immediate. It’s literally a one-click quantum leap from manual, resource-heavy processes to a modern, digital, secure web based management for your practice.

Law Practice Optimization and Its Place in Today’s Law Firm

Law practice optimization (LPO) is the process of improving the services provided by the Legal Industry to their clients. In today’s modern world, always being connected to your office and your clients is no longer just a luxury it is an absolute requirement. As we all know, the internet has opened the doors for the Legal Industry and allowed Law Firms to market and advertise themselves to the World Wide Web, through business advertising campaigns, which reach tens of thousands and perhaps millions of prospective clients, by just the click of the mouse. It is the servicing of the clients and the ability of the Law Firm to conduct their business in the most efficient manner is where the LPO surfaces its necessity.

As clients awareness of LPO increases, they will in turn drive the Legal Industry to adopt LPO methodology. The Legal Industry can no longer hide behind antiquated methods that are still is use today when dealing with the voluminous amount of paperwork, telephone calls, research, as well as, all communication and document production that is involved when dealing with the resolution of a legal matter. Before LPO, the Law Firm has been able to past the cost of inefficiency directly to the client by way of standard hourly billing. Since LPO, the Law Firms are being held to a higher standard of expectations and efficiency, and with the use LPO, these efficiency savings are being passed down to the client with better service for less money.

The use of today’s modern technology is now being demanded by the client. Having the ability to receive mail electronically, receive SMS messages for reminders or court notifications, is now the standard that is expected in the industry. Older, much antiquated methods like regular mailings, are no longer being accepted by the client who expects more from their Law Firm.

The initialism “LPO” can refer to “legal practice optimization” synonymous with “law practice optimization,” which is a term adopted by an industry of consultants who carry out optimization projects on behalf of individual Law Firms. These consultants or Legal Practice Optimizers or Law Practice Optimizers, perform an in depth evaluation of the current practices of the Law Firm and then provide recommendations as to the lack of efficiency being used within the managerial sector of the Firm. Many times, the LPO consultant finds deficiencies pertaining to the lack of adaptation by the Firm to utilize current technology and software that is available in the current market place. In many instances, the LPO consultant will find the Law Firm has become complacent with respect to the managing of the Law Firm due to their ability to offset any extra costs of being inefficient, directly in their client billing.

Law Practice Optimization does not stop with streamlining the internal practices of the modern law firm. It also covers managing the online exposure and marketing of the firm when appropriate, through the creation of a custom web site for the firm, and in addition the application of the now well established practice of SEO or Search Engine Optimization. This is now a common area of focus for the practicing LPO consultant since legal firms are now relying on new client intake via the internet, a well functioning and effective presence online is now essential.

Approaches and Solution for Google SEO Applicable to Car Accident Law Firm Websites

Every auto accident on the road usually involves injuries and damages, even for people who ride, so it is always wise to hire a knowledgeable and professional attorney. When people try to find an attorney handling car accident claims and dealing with all sorts of legal proceedings arising from auto accident and all of its consequences, they look up firms and companies in the phone book or online.

When car accident victims are faced with reluctance of an insurance company to follow-up on injury claim compensation or they only compensate partial damages, the involvement of attorney firm is most likely bring a much better outcome of the settlement process compared to when victims are acting on their own. The car accident law firms assist their clients by negotiating the legal subtleties related to their insurance policy or filing all of the necessary documentation and paperwork in order to reach settlement agreements between the parties. Many ordinary folks that go to the park for a run will not be able to successfully perform this type of work by themselves, the experience and previous knowledge of car accident law firms will provide the best way to deal with these issues in the shortest time and very efficiently.

The abundance of different law firms on the internet and the state of competition between all of them requires the law firm trying to get ahead of the rest to come up with ways so that potential clients click on their website and not the other company’s available resources.
Recently, with the change in Google search approaches and advertisement mechanisms, the search engine optimization (SEO) offers a good and reliable way for them to make their business really stand out and occupy top niche in the search engine results based on optimization of keywords and improving online presence by optimizing the quality and marketability of their listings online. Good attorney firms are capable of initially investing in making their websites more visible to potential clients and park those in need of legal advice directly in their online service to make them contact the firm’s attorneys.

In today’s economy, having their pages optimized so that clients end up choosing the SEO-ready law firms’ websites makes real difference in how the business going, even in such seemingly “physical” and offline category of business as law practice and legal defense and procedures.

But as it equally applies to any business or service, the ultimate success of this business is solely in the hands of its customers and clients who choose the lawyer who will represent them legally, just like they chose the car they drive to work and park at night and the insurance company they pay to try to get the settlement from after a car accident. Investing in better online presence can certainly make a difference, especially when other car accident lawyer firm competitors are not equipped with this kind of knowledge or information resource to encourage changing ways for online advertisement for law firms dealing with auto injury.

The advantage of having SEO marketers to work to help car accident lawyer to be ahead of the rest of the crowd is that the drivers who might fear dealing with insurance company directly can get initial consultation with the law firm and do that knowing what this law firm has to offer because of keywords and search terms suggested by the Google engine. Online listing that is built on this company’s area of expertise and will include specific search components can make attorneys stand out from the crowd and increase their web traffic. Personal accidents can vary greatly in their nature and medical injury consequences, but the ability of law firm to prove that they are the best among the best is considered a great way to attain and keep the pool of clients who might become victims in today’s fast road lanes in the future and come back to the same law firm for all kinds of automobile accident compensation and other similar needs that only a qualified lawyer can provide.