Attorney Communications

Clients Expect More With Today’s Technology

Your job as a lawyer is to communicate. You instill confidence in clients by calmly and rationally speaking to them about their matter and how applicable laws can be used to their advantage. You craft engaging, well thought-out arguments to sway jurors – and even judges – over to your side. You use words carefully to encourage witnesses to tell their story while avoiding hurting your argument. You wade through dense legal documents – and draft many of your own – with ease.


It stands to reason, then, that all lawyers should be excellent communicators and have no problems in this area. But if that were true, then why are 40% of all legal malpractice claims due to client relations issues and errors made on the administrative side of things? Forty percent! These issues are directly related to your ability to communicate and convey information to the people who are paying you.

For many practicing attorneys, it isn’t a verbal communication problem so much as it is a digital one. We live in a time where professionals are expected to reply instantaneously to voicemails, emails, and even social media messages. Clients want access to everything as soon as possible, but often this is difficult for lawyers to provide. They don’t have the time to set up individual meetings with every client to go over everything, and simply making the information available for clients to access on their own can pose serious security risks. What’s the solution?

Listen in on what Joshua Lenon of Clio thinks

Interview Highlights:

  • 3 reasons why good client communications are crucial.
  • What clients are expecting today.
  • Communication horror stories.
  • Where digital communication is headed.

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Clio Connect – Example of what a portal for your clients would look like

Streamline Communication Roadblocks by Leveraging Technology

If you really want to impress clients – while streamlining your own internal processes – you owe it to yourself to take advantage of recent technological advances. With the right program, your firm can get ahead of communication problems, avoid complaints, and possibly even destructive malpractice claims.  Here are a few ways that technology solutions, such as Clio, can help you communicate better with your clients and fulfill their expectations.

Everything in one central place that can be securely accessed from anywhere.

Unless you can clone yourself or freeze time, there just aren’t enough hours in the day to meet with every client to update them about every piece of information on their matter. Unfortunately, this is what many people want nowadays. A solution like Clio offers features that allow you to share a wide range of information pertaining to individual matters – calendar entries, tasks, documents, bills, secure messages. You can even send matters directly (and solely) to your co-counsel. This ability means that you can keep everyone on the same page about what’s going on and ensure they’re aware of important dates and locations as soon as you learn about them.

Efficient off-site interaction.

These kinds of programs provide not just a way to view information, but also to contribute to it. Co-counsel and staff are able to contribute to relevant matter developments on their own time, allowing them to respond faster. You can even work together on a task from completely different locations.

Allows you to do what you do best, be an attorney.

Because you can add everything into one central database, you and your staff streamline the communication process and free yourself up to focus on what really matters – the client.

Maintain clear records and avoid miscommunications.

Clients become angry with their representatives because something gets missed or temporarily misplaced. But if you’re putting all case documents in a central portal, you’ll have clear, easily accessible, and thorough records on every matter. This protects both you and your clients.

Secure and accountable communications.

All of the above sounds great, but it’s completely useless if it isn’t secure. You don’t want just anyone getting their hands (or eyes) on sensitive case material. With the Clio Connect feature, you can always rest easy knowing that the portal is guarded and encrypted by the most stringent security features designed to restrict access only to those people who should have it.

[icon icon=”213|fontawesome” size=”ex-large” align=”” style=”style1″ color=”#C6AB5B” color_hover=”” bg_color=”” bg_opacity=”1″ bg_opacity_hover=”1″ bg_color_hover=”” border_color=”” border_opacity=”1″ enable_crease=”no”]At Wingman Legal Tech, we highly recommend utilizing Clio to help you complete administrative tasks faster and more efficiently. But what’s perhaps even more important, it will make you look like a communication maestro to your clients by keeping you (and them) constantly updated and ahead of the game.  Its a game changer.