Throughout my career, I’ve witnessed business development professionals looking to make a sale by presenting their company’s capabilities or demoing a product. Their approach relied solely on the ...

Each incoming call can be a potential case. That means, first impressions are essential for a law firm’s reputation and growth. Multiple law firms still struggle with missed calls, delayed responses, ...

Customer versus Client—What’s the Difference? I’m currently listening to E-Myth Mastery by Michael Gerber while driving to and from work. Michael shares the differences between a customer and a client ...

The client intake process for law firms is one of the most important systems in any legal practice. It determines how ...

Creating a base of loyal clients and customers who come back to purchase goods and services after an initial purchase is essential for small businesses to be successful. Remembering who clients are ...

What’s a client care program? It’s a value added, after care program in a service-based business. These programs often include access to future services at a flat rate price for a set period of time.

Strictly defined, a customer is someone who buys goods or services from a store or business. The word "client" can also mean "customer," according to most dictionaries, but it has a separate ...

When leaders think of how to improve their customer's experience, they often associate this practice with retail or technology services that are digital-first, transactional businesses. While the need ...

When it comes to client relationships, a one-size-fits-all approach falls short. In my experience, treating all clients uniformly is an ineffective practice that can hamper resource allocation and ...

Considering the fact that more and more employees are bringing mobile devices into the workplace for business use, firms are pursuing to manage contents that are accessible on those devices to make ...

The attorney-client privilege may protect a communication from disclosure if five fundamental elements exist: (1) an attorney; (2) a client; (3) a communication; (4) a confidentiality that was ...

Traditionally, client accounting services meant that you, the accountant, do most (if not all) of the accounting work for your clients. That means you perform: After-the-fact financial statement ...