Client Retention Strategies

After reviewing a wide range of articles on client retention, it’s clear that lawyers are often advised to focus on these 10 areas:

1. Use technology
2. Understand client needs
3. Deliver a targeted legal message
4. Make your services convenient
5. Personalize your services
6. Try out experimental services
7. Use customer relationship management (CRM) tools
8. Maintain strong communication with clients
9. Offer flexible billing options
10. Build trust with your clients

These strategies have come from observing and learning from mistakes lawyers have made in the past, and many continue to follow them to avoid losing clients.

However, one piece of advice we found at Simplelaw.com stands out as especially valuable:

“Offer Complementary Services. In addition to providing exceptional legal services, law firms can offer complementary services to their clients. These services can include connecting clients with resources and service providers that address their specific needs. By partnering with other professionals, law firms can offer a more comprehensive approach to client care, ensuring that all aspects of their clients’ needs are met. For example, an estate planning firm can connect their clients with a tax specialist. For family law, having a relationship with child therapists or other support systems is helpful.”

At Goldberg & Associates, through our website www.familylawresources.com, we provide exactly what Simplelaw.com recommends for law firms: a partner offering valuable, no-cost services that support both the law firm and its clients. Goldberg & Associates has built the largest independent network of top-tier professionals in the divorce industry, specializing in high-conflict cases. By partnering with us, family law lawyers can get the help they need to refer their clients to highly trained experts, meeting critical needs without the time-consuming process of searching, vetting, and obtaining their necessary documents.

Lawyers often lack the expertise required to fully vet the various professionals needed in these complex cases. Proper vetting goes beyond confirming credentials—it requires evaluating each professional’s specific continuing education, reviewing their CV in detail, and even analyzing deeper aspects of their work and competencies. For instance, all mental health professionals are ethically obligated to practice only within the boundaries of their core competencies, yet this doesn’t always prevent them from seeking cases outside their expertise. When improper vetting occurs, an underqualified professional could significantly undermine a client’s case before it even begins. At Family Law Resources, we eliminate this risk by thoroughly vetting every professional in our network to ensure they are qualified, capable, and prepared for their roles. We maintain updated CVs, verify competencies, and supply all necessary documents, so lawyers can confidently rely on the experts we provide—saving time, reducing costs, and ensuring clients receive the highest level of support.

Offering this level of complimentary service is not only the best way to implement a smart client retention strategy—it also makes sense to the client. Goldberg & Associates holds all its network providers to rigorous ethical and competency standards, meaning that each professional—whether an anger management specialist, psychotherapist, parenting coach, family mediator, hypnotherapist, and as it applies to each and every other network provider in their various other fields—is highly qualified in their area and required to complete ongoing education specific to high-conflict custody cases. This includes a deep understanding of dissociative disorders and their link to child abuse, which is critical for interpreting the complex behaviors of both children and parents in these disputes. Without this expertise, even well-intentioned professionals might overlook crucial factors impacting co-parenting and the overall family dynamic.

By saving the lawyer valuable time in searching for and vetting these specialized professionals, our service ensures that clients receive the highest level of support for their cases. This streamlined process not only brings the best professionals to the table but also significantly reduces the client’s legal costs, potentially saving them thousands of dollars. And that’s a benefit worth celebrating.