Collect Detailed Contact Information
The push for ensuring a client doesn’t ghost you starts at the very beginning. At intake, get good contact information for your potential clients. Double-check phone numbers, addresses, and emails with them, if being collected by phone. If they are entering their own information on an online or written form, confirm the information in the first meeting as well.
In the consultation, discuss communication norms for the firm and expectations of availability and response time both for the client and lawyer. When you lay out the lawyer’s side of the relationship, the conversation may go something like, “I am regularly available weekdays from 10:00 am to 4:00 pm and on off-hours for emergencies. I generally answer emails fastest, and I try my best to return all non-emergent calls within 48 hours unless I’m on vacation or ill. I have an answering service for off hours, but I’m a solo practitioner who guards her time with family and friends religiously. No one else will do it if I don’t. Do you think you can respect that boundary if we work together?” This means a concerted effort to determine and develop those communications norms is important. It also helps you weed out clients who don’t match your expectations.
For the client’s side, you may start with, “What is your preferred method of communication with me: phone, videoconference, or texting? When do you work? Is it convenient for us to speak during business hours?”
Emergencies and Disasters
Consider asking the potential client for an emergency contact here or when the engagement/fee agreement is signed, as well as a work phone number and a second email address. Some clients are not email users and live on their smartphones. For clients like this, a client portal that is a phone application will eliminate the need for an email barrier and will increase the likelihood your messages to them (sent through the phone application client portal) will not be missed. Request that they download the application and turn on notifications. (Then, only send them things they need to know.)
Ensure you get permission in the engagement agreement to speak to an emergency contact. You can put this in a section that discusses their right to confidentiality and ask them to waive other key confidences so that they understand the purpose behind that waiver. For example, you could have the agreement say, “When we are unable to reach you, we will reach out to your emergency contact. You waive confidentiality as it pertains to speaking to your emergency contact, but only in emergencies and only to the extent we need to get in touch with you through them. You have the right to change your emergency contact, revoke, or limit this permission in writing.”
Disasters are a common time when you can lose track of a client. Just as a law firm needs a disaster plan, so do families and individuals. So, ask them where they would go in an emergency. Have this in their file—this becomes more relevant as natural disasters from floods, fires, tornadoes, hurricanes, and pandemics happen at an increasing rate.
Managing the Client Relationship Proactively and Professionally
To have the best chance of tracking down your clients, keep all this information about them in an electronic client file. The goal is for whoever picks up the phone or reaches out to the client to have the best information available to them at any given time.
Another obligation of the client to enumerate in the fee agreement is to notify the law firm of any address changes. Your policy could be “notify us within a week,” or you could tie it to the deadline they have to inform the relevant government or court entities you are representing them before.
Staying Connected Is Essential
Stay in touch with your clients regularly, even when nothing has been happening on their case for years. A monthly or bimonthly call from your administrative assistant or paralegal just to say, “We are doing our regular check-in. The status of your case is still pending. We are seeing processing times of two years right now,” seems like wasted time to some. But it’s a prime time to also ask, “Have you had any major life changes, such as losing a job or moving?” Or “How are you faring during this tough time?” Or even, “Do you have any questions we haven’t addressed?” If the lawyer makes this call, it can take a long time. Clients always have questions. But if an assistant does it, the assistant can schedule a time for the client to meet with the lawyer.
Keep in mind that what clients want from us is more than just properly filed and argued briefs and motions. What they want is a guide through an arduous process. Part of the reason clients ghost lawyers is because they have complicated lives, or they run out of money and run from their inability to pay and the heaviness of the legal situation they are in. But the other reason is that we let them drift away. We tell them that nothing will happen for a long time, and then we leave them with their complicated emotions and confusion, and they seek solace elsewhere. Lawyers need to be there when the legal issues get more complicated, so don’t let them just drift away.