eTips - Julian Midwinter & Associates

Professional turnover

By Linda Julian

This week, we deal with the thorny problem of breaking news to clients when their lawyer/service professional is about to leave.

  • Don't let team turnover catch your client by surprise.
  • Notify the client early.
  • Tell your client about plans for transition.
  • Make sure the departing employee or his/her direct managing partner introduces the replacement.
  • Make certain that the client knows that there will be a thorough briefing and handover  -  ideally, in the presence of the client  -  and always at no charge to the client.
  • Follow up with each client to address any concerns.

If you build the link this way, what might have been disastrous may even help to strengthen relationships with clients.



 

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