The 5 Worst Initial Consultation Mistakes

Initial consultations are a make or break meeting. If you’re good at these meetings you’re going to grow your practice. If you struggle to sign clients up for further representation you’re going to struggle financially.

Here are the top five mistakes -

1. Not listening. Sometimes lawyers get so absorbed by making a good impression that they spend most of the meeting thinking about what they’re going to say and then saying it. They aren’t listening well and it’s apparent. The prospective client is far more interested in talking than listening. They may tell you they’re visiting with you to learn about their rights, but the fact is they’ve usually come to you to tell their story. Your mission is to hear their story and keep your mouth shut. The more you listen, the more likely you are to turn your prospect in to a client.

2. Thinking that people make decisions based on facts. They don’t. They decide based on emotions. They need to like you and trust you. Once they feel good about you they’re going to rationalize their decision to hire you with the facts. The more you explain the rational reasons for hiring you the less likely you are to get the result you seek. Do what you need to do to be liked. Let the prospect know you care, you’re interested, you’re excited about helping them. The prospective client won’t have any trouble rationalizing the decision to hire you after they make the emotional decision that you’re the right lawyer for them.

3. Acting phony. Sure, you’re a lawyer. I’m impressed with you. You’re impressed with you. But please, please, don’t act like a lawyer. Act like a person. The prospective client wants a real person that happens to have a law license. Be real, be human, that’s how you connect. Don’t be overly formal, don’t play the part of lawyer. Instead, play the part of human. Don’t be afraid to tell the client when you don’t know the answer. Let the client know something about your life especially the parts that don’t always work out the way you’d like. Smile, laugh, cry, be authentic.

4. Failing to prepare. Don’t go into an initial consultation without knowing the law related to the issues that are going to be discussed. Make sure you have a working familiarity with the process and procedures that relate to the issues the client is coming to discuss. Be certain that your call screening process alerts you to those issues. Be confident that you can discuss the issues and that you can answer most of the questions.

5. Preparing too much. Being prepared is important. It allows you to answer questions and inspire confidence. However, being well prepared leads to talking more than you should. It’s good to know the law surrounding the issues you’re discussing. It’s a mistake when you feel compelled to share all of your preparation with the client. They’ll know you know things because you’ll feel well prepared, it will come across in your demeanor. Remember, you need to let them talk while you keep your mouth shut.

These are all avoidable mistakes. Take corrective action and you’ll have more clients hiring you and your practice will continue to grow.

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Post written by Lee Rosen on January 25, 2010 in Marketing

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{ 9 comments… read them below or add one }

Margo Ahern Fox February 2, 2010 at 2:17 pm

I have been a fan of your site for several months now. I regularly share your insights with my staff and other attorneys in the area. Thank you for all your great info and the time you take to help those of us who are trying to help others :) . I particularly connect with this article as I am preparing for a final family law trial and at every trial preparation stage, I struggle to develop my story around the case. Would you mind sharing the titles/names of authors from the written material you found particularly helpful in this area? Would love to hear more and thank you again!

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Lee Rosen February 2, 2010 at 4:09 pm

Margo,

Thanks for your kind words. I’ve read a bunch of stuff, but my favorite is Doug Stevenson’s material. I’ve read the book and bought the course. He’s great and his stuff really works. I’ve considered going to one of his retreats, but haven’t done it yet.

Check out his site at Storytelling in Business (affiliate link).

His ideas are terrific and totally adaptable to our work.

Lee

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Neil Denny February 11, 2010 at 5:30 am

Hello, I love this post. I think that shutting up and listening at that first meeting is so important.

I believe my clients benefit most by me only speaking enough to encourage them to speak for themselves and to be comfortable in doing so. Then shut up, put your pen down, listen, listen and listen some more.

I then revisit and reflect back what I have heard and understood, to make sure that I understand their story from their perspective. I find it is appropriate to make agreed notes at this stage.

I’m interested in the Storytelling In Business book. I’ll check it out.

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