General Practice, Solo & Small Firm
DivisionMagazine
VOLUME 19, NUMBER 2 MARCH 2002
PRACTICE MANAGEMENT
Make it Rain: Client Development
By Merrilyn Astin Tarlton
In today's law practice, it's not enough to merely add new
marketing tasks to the traditional list of practice management
activities. That's a little like trying to press your Lincoln
Navigator past the speed limit with a buggy whip. It won't work.
Instead, you must integrate client development into all aspects
of your practice. Think holistically. Take a hard look at the
fundamentals of your practice management style. If you focus, you
will see ways to integrate client development into the sum of
your firm-you will transform your practice.
The questions in the following sections are a good place to
start.
Compensate to motivate rainmaking. To determine who takes home
how much money, many firms use a formula based on various aspects
of partner contribution to the firm. If client development is
important to your practice's future, consider ways in which your
compensation system does-or does not -motivate marketing
activities.
o Are lawyers rewarded for bringing in new business?
o Are lawyers rewarded for keeping business?
o Do associates or other non-partner counsel reap any monetary
benefits for bringing in business?
o Does your staff evaluation and compensation program recognize
individual efforts to support client development and firm
marketing goals?
o Does your partner compensation system set up a competitive
internal environment, or does it encourage collaborative business
development? The former is toxic, regardless of short-term
profits. The latter is gold.
Hire people with people skills. The hard marketing jobs get
easier if the lawyers in your firm are engaging and people
oriented. A heap of missteps will be forgiven by a client who is
handled with grace and respect. The firm has a good face when its
frontline staff is helpful and courteous. Keep these and the
following factors in mind when you're in hiring mode.
o Does the prospective associate or lateral hire exhibit people
skills and poise in group settings?
o Has the prospective associate, while mindful of the need to
learn broadly in the first years of practice, honed in on a
desired practice focus that will bring in clients?
o Is the receptionist candidate gracious, intelligent, and
understanding of the need to court and please all visitors to the
firm?
o Do secretarial candidates understand that they are a lawyer's
most important link to the client? Does the candidate seem able
to build working relationships with client representatives?
Train toward the market. Good lawyers delegate to save money for
their clients, focus their personal time effectively, and help
younger lawyers build experience. Business development provides
an additional reason to delegate: so individual lawyers can
develop focused expertise. In addition to this kind of on-the-job
training, consider formal programs to help your lawyers
understand how client development works.
o Do you assign specialized tasks to younger lawyers with the
goal of creating an in-house expert over time?
o When you make assignments to lawyers who don't have the
necessary experience, do you provide them with supervision and
guidance throughout the process?
o Does the firm support and encourage CLE to build new practice
capabilities in response to the market? Is CLE adequately funded
in the annual budget?
o Does your HR management strategy include training on business
development and client service?
o Does the firm's marketing plan address the training necessary
to create the client services you wish to provide? Does the
budget cover business development expenses-client and prospect
lunches and community activities-for each rainmaker?
Use technology to keep clients close. Technology can push clients
away or draw them closer, depending on how you approach and use
the tools. Examine your technical systems on the basis of their
client-friendliness. Your goal is to keep lawyers readily
available to their clients and information on the firm easily
accessible to prospects.
o Can clients dial your office directly, or must they run a
gauntlet of secretaries when they need to speak with you? Do you
provide the option of leaving a lengthy message or of speaking to
your assistant when you're unavailable?
o Do you listen to your own messages to receive the full power of
the caller's language, tone, and inflections? Or does your
secretary short-circuit the process by typing an abbreviated
version for you?
o Can clients reliably contact you by e-mail? Is it easy to send
documents and attachments back and forth for reviews and
edits?
o Does the firm have a website? Can prospects quickly find
information about the firm, its lawyers, and their specialties?
Can people send e-mail messages to individual lawyers and/or the
firm directly from the site?
o Can prospects find your website through online legal
directories and by typing the firm's name into search
engines?
Bill with a client focus. Many clients find lawyers' bills both
frightening and unintelligible. Look at ways to make your bills
and fees more client focused. Explore innovative ways to set your
fees and discuss alternative methods with each client.
o Are you still billing for your services on the basis of how
much time it took to do the work? Do you think in terms of value
rather than what the market can bear?
o Are your bills easy to read? Have you asked if the billing
format meets client accounting needs?
o Are you available to-and interested in-discussing any and all
bills and statements with your clients?
o Do you know whether your clients would prefer to receive their
bills at a specific time of the month, for example, on the 1st or
15th?
o Do you take advantage of the bill's mailing by enclosing
additional firm information for your clients-such as news about
added services, new associates or partners, and the like?
A more profitable perspective. Once you answer these questions,
you will inevitably find yourself confronted with additional ones
about the nature, quality, timing, and pricing of your services.
Tackle them. Take the opportunity to transform your practice by
approaching client development holistically. It's not a new
thing. It's the whole thing when it comes to staying profitably
and happily in practice.
Merrilyn Astin Tarlton is principal of Astin Tarlton, www.astintarlton.com.
This article is an abridged and edited version of one that
originally appeared on page 48 of Law Practice Management,
July/August 2001 (27:5).



