Email can be a huge time-suck, especially when communicating with a client. It seems like every time you send a message, you get one back – and then it starts the back and forth all over again. In this article, we will discuss six ways lawyers can cut down on email with their clients and save both of them some valuable time.
1. Establish clear expectations at the beginning of the relationship
When working with a client, it’s essential to set clear expectations. This will help to avoid any misunderstandings or confusion down the road. Some things you may want to clarify include turnaround times, communication methods, and what is and isn’t included in the project. By taking the time to establish these ground rules, you’ll be able to avoid any unnecessary back and forth later on.
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2. Use a project management tool to keep track of tasks and deadlines
If you’re struggling to keep track of all the back and forth emailing with your client, consider using a project management tool to help you out. Several different tools can help you stay organized and on track, so find one that works best for you and your team. That way, you can minimize the amount of emailing back and forth and keep everyone on the same page.
3. Set up automatic notifications for email or chat clients
If you’re dealing with a client constantly bombarding you with questions, one way to cut down on the amount of back and forth email is to set up automatic notifications for your email or chat client. This way, you’ll be notified as soon as they send you a message, and you can reply immediately. Not only will this save you time, but it will also help keep the communication lines open and prevent misunderstandings.
If you’re unsure how to set up automatic notifications, consult your email or chat client’s documentation or contact their customer support team. They should be able to walk you through the process.
4. Use templates for common emails
If you often find yourself sending the same email to a client, consider creating a template for it. This will not only save you time but also help to ensure that your messages are formatted consistently. You can create a template in your email client or use an online service like Boomerang or Yesware.
5. Create a shared document where both parties can add comments and updates
When you’re working with a client, there will inevitably be a lot of back and forth emailing. To avoid this, try creating a shared document where both parties can add comments and updates. This will allow you to track the project more efficiently and avoid confusion.
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6. Schedule regular check-ins via phone or video call
If you find yourself constantly back and forth with a client via email, scheduling regular check-ins via phone or video call might be helpful. This will help keep everyone on track and ensure no critical details are missed. If possible, schedule these check-ins at the beginning of the project so that everyone is on the same page from the start. These check-ins can be weekly, biweekly, or monthly, depending on the project’s needs.