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41 Law Prac. 47 (2015)
The Key to a Happy Client

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Setting and managing client

expectations is essential.

By Rod Boddie

In my years of working with outside counsel, I encountered lawyers who did
great work and those who failed miserably. The difference between truly great
outside counsel and the rest of the pack generally had little to do with the lawyers'
technical competence; rather, it was the manner in which the lawyers provided
legal services. Properly setting and managing the client's expectations were typi-
cally the common elements among the crop of great outside counsel.
  Nothing will affect your relationship with your clients more than how you
perform in relation to your clients' expectations. Often outside counsel will
charge into a matter with the goal of getting the right result--such as winning
the litigation, negotiating a favorable lease, etc.--without inquiring about client
expectations. Clients often will enter a matter with a general idea of what they
believe it will cost, who will work on it. the time line, their level of involvement.
and what the results will be, among others. Yet clients may not convey these
expectations unless you solicit them. If you take on a piece of litigation that you
know will cost $250,000 at a minimum, and the client believes he or she will
walk away having spent only $100,000, you will have an angry client, regardless
of the matter's outcome.
  The best recipe for a happy client is to set and manage that client's expectations
from the outset. Two important and overlapping strategies can accomplish just
that. The first is effective matter management, and the second is effective client
management.


When clients send work to outside counsel, they generally do so either because
(1) they lack the technical expertise to handle the matter internally or (2) they
lack the resources to do so. Either way, clients will have certain expectations
for outside counsel that include taking the initiative, effectively managing the
matter and keeping the client in the loop. To ensure that you are able to set,


www.lawpractice.org I January/February 2015 Law Practice 47

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