The legal profession has its own terminology – legalese – which might be confusing to the regular person. For example, what is a trust balance or retainer payment? Here are tips on how to discuss these legal terms with a client.
Attorneys are usually involved in many different activities. Court cases can take years to complete and it can take a lot of work to gather evidence. Here are just a few of the many functions, which lawyers perform:
- Court Defense
Lawyers need to balance their schedules and prioritize all of these activities for the best effect.
Long Court Case
When an attorney takes on a client, he will estimate how long the relationship might last. Of course, if there is a court case, he really cannot adequately calculate how long the case might last. There might be extensions, special hearings or the court calendar might simply be filled up. The successful lawyer will try to assess the time frame, but it is only an estimate.
Once you start working on a case, you can enter the bill into your database. Thankfully, you don’t really need to try to calculate all that clients owe, by hand anymore. When you purchase the right LAW FIRM BILLING SOFTWARE, it does it for you. This LEGAL BILLING SOFTWARE frees up time, so you can spend more time growing your law firm.
Automate Bill Reminders
Of course, your clients lead busy lives. They might forget a payment. Be pro-active and use LAW FIRM BILLING SOFTWARE to send out reminders. The dentist sends out helpful reminders for teeth cleaning, doesn’t he? The best LEGAL BILLING SOFTWARE can improve your customer service, business reputation and financial bottom line.
Attorneys as Trustees
Attorneys are regularly identified as trustees due to their understanding of the law. They can also usually identify solid legal tax shelters and other types of legal structures that can be useful for accomplishing different purposes. They can also draw up the required documents easily enough to establish this new legal trust arrangement.
Trust Balance Payment
When an attorney performs any functions on behalf of his client, he can simply charge the trust with the bill. Then, he could use his LAW FIRM BILLING SOFTWARE to send his client a friendly reminder. This can ensure that there won’t be any late payment penalties. The attorney gets paid and the client gets legal services – every one wins.
Categorize Court Cases
When you have many different legal tasks on your docket, it can be difficult to keep track of everything. That is when a Differentiated Case Tracking Program can be quite useful. Set up its calendar to remind you of important due dates. You can use it to record all of the notes for each case. Then, simply search by the case number and you are good to go.
Legal Services Down Payment
You need reservations for a 5-star Michelin restaurant, right? You need to place a security deposit with your apartment complex, right? Therefore, your clients should not be so surprised to pay an upfront retainer payment as down payment for your legal representation.
Nothing is Free
The beauty of the retainer payment is that it can satisfy so many needs. It ensures that the client is serious about his case. It gives the attorney some money in his pocket to pay for investigations. In some ways, it is like paying a house contractor to buy the fixtures you want in your new home.
The retainer payment can go towards any legal billable hours. The best LAW FIRM BILLING SOFTWARE can be used to track payments, such as these. This allows you to concentrate on customer service. With Harvard Law School Case Management, you can enjoy management of your contacts, clients, cases, projects, docketing, calendaring, scheduling, documents and billing.
Free Legal Advice
For those who might need some free legal advice, The Legal Information Institute (LII) is available. This non-profit, run by the Cornell Law School provides no-cost access to legal services. Once you explain the legalese to your clients, they will understand the reasons for these billable hours. Trust balance or retainer payments are part of the legal process and can be best tracked using LAW FIRM BILLING SOFTWARE.