It is important for all law firms to be
aware of the impact of a client’s first impression of the firm as it is
much easier to establish and maintain an effective trusting client
relationship when a first impression is a positive one. It is
difficult, however, to determine what a client’s first impression is
because this information is rarely asked for or voluntarily shared. If
the information is shared, it is usually shared long after the
attorney/client relationship has been established. Therefore, there is
value in being proactive your efforts to have new and prospective
clients develop a positive first impression.
First
impressions are made as soon as a new or prospective client has walked
through the front door, even before meeting with an attorney. The
office decor, the absence or presence of a personal greeting, and the
degree of professionalism demonstrated by the staff may significantly
affect a client’s first impression. The following ideas will help in
your efforts in this regard.
• Train staff to greet
individuals as soon as possible, certainly within a minute of their
entering the office. If staff are occupied, a simple statement of
“Hello, I will be with you in a moment” will acknowledge the
individual’s presence. Even a sales representative who is turned away
today may be a prospective client tomorrow.
• Do not allow
confidential or personal conversations to be overheard by someone in
the reception area. Soundproofing may be a good investment for the
office. If the sound is coming from an employee break area, kitchen
area or conference room, consider moving that facility away from the
reception area. Periodically remind staff and attorneys that
confidential or personal matters should not be discussed within earshot
of visitors. Give staff permission to briefly interrupt a client
meeting if voices can be overheard.
• Do not allow
visitors to view computer screens. The receptionist’s computer screen
will often have confidential information on it and thus should not be
visible to anyone coming in the office. If the computer screen can be
seen by others, consider the use of a screen filter that will prevent
anyone not directly in front of the monitor from seeing the screen.
•
Occasionally check the waiting area during the day. This is an
especially good client service technique. If clients seem bored or
frustrated and they have been in the reception area less than ten
minutes, look around at what is there for them. Do the magazines fit
the clientele? Scientific American is probably a great choice for an
intellectual property practice, but won’t win any points from clients
in a family law practice. If you have families in the waiting area,
make sure there are materials suitable for children. For a more
positive impression, have current readable magazines rather than
outdated ones with a home address label. In addition, keep the
reception area clean and orderly. An unkempt reception area is too
easily seen as a reflection of the quality of service offered by the
firm.
• Client documents and information must be kept
confidential. If client material needs to be in the reception area
because the receptionist is working on it, make sure that only what is
necessary is there and that the remainder is kept in a more secure part
of the office. Be sure that no information stays there overnight and
that a cover is placed on material there during business hours. Do not
leave client file material, mail or anything else that might identify a
client on the counter or privacy wall around the reception desk.
•
Do not allow clients to wait longer than ten minutes. In general,
clients are willing to be reasonable and wait a short time for the
right lawyer. Do not expect them, however, to wait as long for their
lawyer as they would for their doctor. While medical emergencies do
arise, lawyers can rarely claim a legal emergency. If clients and
prospective clients are waiting too long, consider altering your
scheduling procedures. If a delay is unavoidable, have staff inform the
client of the delay and discuss options. Some will wait and others may
need to reschedule.
• Be mindful of the difficulties the
receptionist faces if he or she is also assigned phone answering
duties. Confidentiality can easily be breached in a law office when
someone in the reception area overhears a phone conversation or a
client name. The receptionist should have a way of notifying attorneys
that someone has arrived or that a client is on the phone without being
forced to breach client confidentiality. Statements like “You’re two
o’clock appointment is here” as opposed to “Mr. Smith is here” should
be acceptable. Viable alternatives might include the use of privacy
glass, email notifications of a waiting call, or the moving of phone
answering responsibilities away from the reception area.
•
It is preferable to have visitor areas and work areas separated by a
wall or partition. One never knows what impression visitors or clients
may have when they observe people working. Some prospective clients may
see energetic and busy staff members as a positive sign of a good firm,
while others may see them as overworked and conclude the opposite.
Isn’t a wall with a tasteful picture or two worth the investment?
The Risk Management Report
is not legal advice. It does not, and is not intended to, respond to
any individual situation or concern. The reader must conduct
independent research and analysis to determine the constraints and best
way to act for each matter in each jurisdiction.