Tips for Working Effectively with Clients While Remote

Since the start of the COVID-19 pandemic, the option for lawyers to work remotely outside of the office has become a common theme. Even so, it has become easier for lawyers to meet with their clients virtually with just one click of a button when a face-to-face meeting may not be available. Communication platforms such as Zoom, Microsoft Teams, and Google Meet have become reliable sources that make virtual meetings with clients sufficient. With this notion, there are a few tips that may assist lawyers with having effective virtual meetings with their clients.

• In the practice of law, communication from lawyers to their clients is one of the most significant factors. To be effective in client meetings, it is important for lawyers to set clear expectations with their clients and have an agenda of what they plan to discuss so that their time is used appropriately with their client. It is also helpful for lawyers to schedule a day and time for virtual meetings in advance with their clients to avoid potential conflicts and to be respectful of their client's time.
• As mentioned, communication platforms are readily available online to assist lawyers with meeting virtually with their clients. It is important for lawyers and clients to be somewhat knowledgeable of the platforms they choose so that the meetings are efficient. Additionally, it will be beneficial for the lawyer to download the platform prior to their virtual meeting with their client, and that they are aware of the intricacies of the platform. Also, the lawyer should be sure to test their camera and audio on their devices prior to the virtual meeting to avoid any complications and instruct their client to do the same.
• A lawyer's duty of confidentiality is in effect at all times with their client. It is important for lawyers who conduct a virtual meeting with their client to be in a secure location to avoid any violations of confidentiality. Also, lawyers should use a headset or headphones during the virtual meeting and have a screen protector on their phone or computer screen to ensure that the client's information is protected.

Moreover, using digital technology when meeting with clients can be effective outside of in-person interactions. Even though technology tends to have its complications, virtual communication platforms are valuable in the legal profession. The tips mentioned above can make a lawyer's virtual meeting with their client convenient and successful.