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Effective Client Relationships

3 hours Blended
What you are going to learn

About this course:

Objective:
To review key aspects of CRM, identify and appreciate the specific needs of each client and develop more practical and empathetic CRM skills to meet those needs  

Intended audience:
Associates

Duration:
3 hours 
Topics covered:
  • Why CRM is important to the firm’s business model, risk management and profitability
  • What do clients value from their legal advisers?
  • The regulatory requirements
  • Understanding and responding to each client’s specific needs and preferences
  • The firm’s delivery response – the 4 pillars of effective CRM
  • Making an effective contribution to client reviews
  • Strengthening your client relationships – key steps

Outcomes:
The success measures of this course are:
  • Having an increased awareness of the importance of CRM to the firm’s business model;
  • Understanding and being able to put the 4 pillars into practice when managing our client relationships; and
  • Becoming more effective and confident in developing and strengthening client relationships.

Contact us to find out more

Please complete the form.   We will contact you within 5 working days to discuss course dates and availability.
Thank you!