Tag Archives: client service

Wrapping it Up: Making Your Client Reports Better

Every present received is “better” when it is nicely wrapped, and the same goes for reporting packages to clients, particularly in commercial transactions. Here are some tips you might wish to consider for presenting your reporting packages/closing books to your clients: 1. Create a Report Index Make a list of all the documents that were created or utilized in the ...

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The Case for an Empty Inbox

Excerpted and adapted from The Lawyer’s Guide to Microsoft Outlook 2010 by Ben M. Schorr, now available from LPM Publishing. The book is also available as an e-book for Apple devices on the iBookstore. Outlook, for most people, is all about e-mail, so I thought it best that we start our explorations right there. The chances are excellent that you receive a considerable volume ...

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