Law Firm Leadership: Give Thanks to Clients While Creating Your Unique Distinction

by JD Supra Perspectives

Thanksgiving starts the beginning of the holiday season. It’s a time for us to reflect on how our year turned out. Many undertake a review that includes family, friends, personal relationships and goals as we head into 2018.

...think about what you can do to thank clients in a value-added and meaningful way

This time of the year provides a great opportunity to reach out to your clients and contacts to thank them for working with you and for being a part of their organization. Why not reflect on this aspect of the business relationship and think about what you can do to thank clients in a value-added and meaningful way? Every client will probably value something a little differently.

Let’s explore how we might give thanks and provide value to our clients, referral sources, and colleagues. In addition to the typical holiday gift baskets and bottles of wine, here are a few ideas to get you started on that focus on individual clients' needs and preferences. 

  • Conduct some research on the client, getting up to speed on what is happening and changing at their company. Reach out and offer to meet with them, at no charge, to help start planning to meet their business needs for 2018.
  • Identify an organization that the company or your primary contact supports and make a donation to this charitable entity.
  • If, during the course of the year, you have had conversations with clients that revolve around their children or family and you found out something specific, such as a favorite book or type of book that their daughter enjoys, send a copy of a book by this author or about this topic to your contact.
  • Take a proactive stance and offer to come to their offices to discuss their preferences in the delivery of services such as a conversation about legal operations, or something less formal that involves improving the efficiencies of the legal work you are delivering to them.
  • If you know about a specific conference or area of interest for a client, consider offering to register them for a conference or event that might help enlighten or educate them.
  • Offer to create a custom seminar or webinar at their offices in an area that they, and/or their staff, have a need to learn more about.
  • If you are aware of any pain points the client is experiencing consider putting together some thoughts on ways they might ameliorate this pain.
  • Offer to come in and have a frank conversation about the technologies they are using when interfacing with their outside law firms and internally within the legal department. Be prepared to talk about the technologies your firm is currently using such as e-billing or e-discovery software.
  • Consider meeting with your three most important clients by the end of Q1 to ascertain how they perceive the delivery of your legal services. Strive to uncover “moments of truth” you were previously unaware of and follow up implementing what needs to be done to rectify the situation. (These meetings are like mini client feedback interviews.)

This type of value-added service is the stuff of trusted advisors; it’s a great time of the year to reflect and give thanks. 


[Merry Neitlich is managing partner of EM Consultants located in Irvine, CA. She can be reached at or 949-260- 0936.]


Written by:

JD Supra Perspectives

JD Supra Perspectives on:

Readers' Choice 2017
Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:
Sign up using*

Already signed up? Log in here

*By using the service, you signify your acceptance of JD Supra's Privacy Policy.
Custom Email Digest
Privacy Policy (Updated: October 8, 2015):

JD Supra provides users with access to its legal industry publishing services (the "Service") through its website (the "Website") as well as through other sources. Our policies with regard to data collection and use of personal information of users of the Service, regardless of the manner in which users access the Service, and visitors to the Website are set forth in this statement ("Policy"). By using the Service, you signify your acceptance of this Policy.

Information Collection and Use by JD Supra

JD Supra collects users' names, companies, titles, e-mail address and industry. JD Supra also tracks the pages that users visit, logs IP addresses and aggregates non-personally identifiable user data and browser type. This data is gathered using cookies and other technologies.

The information and data collected is used to authenticate users and to send notifications relating to the Service, including email alerts to which users have subscribed; to manage the Service and Website, to improve the Service and to customize the user's experience. This information is also provided to the authors of the content to give them insight into their readership and help them to improve their content, so that it is most useful for our users.

JD Supra does not sell, rent or otherwise provide your details to third parties, other than to the authors of the content on JD Supra.

If you prefer not to enable cookies, you may change your browser settings to disable cookies; however, please note that rejecting cookies while visiting the Website may result in certain parts of the Website not operating correctly or as efficiently as if cookies were allowed.

Email Choice/Opt-out

Users who opt in to receive emails may choose to no longer receive e-mail updates and newsletters by selecting the "opt-out of future email" option in the email they receive from JD Supra or in their JD Supra account management screen.


JD Supra takes reasonable precautions to insure that user information is kept private. We restrict access to user information to those individuals who reasonably need access to perform their job functions, such as our third party email service, customer service personnel and technical staff. However, please note that no method of transmitting or storing data is completely secure and we cannot guarantee the security of user information. Unauthorized entry or use, hardware or software failure, and other factors may compromise the security of user information at any time.

If you have reason to believe that your interaction with us is no longer secure, you must immediately notify us of the problem by contacting us at In the unlikely event that we believe that the security of your user information in our possession or control may have been compromised, we may seek to notify you of that development and, if so, will endeavor to do so as promptly as practicable under the circumstances.

Sharing and Disclosure of Information JD Supra Collects

Except as otherwise described in this privacy statement, JD Supra will not disclose personal information to any third party unless we believe that disclosure is necessary to: (1) comply with applicable laws; (2) respond to governmental inquiries or requests; (3) comply with valid legal process; (4) protect the rights, privacy, safety or property of JD Supra, users of the Service, Website visitors or the public; (5) permit us to pursue available remedies or limit the damages that we may sustain; and (6) enforce our Terms & Conditions of Use.

In the event there is a change in the corporate structure of JD Supra such as, but not limited to, merger, consolidation, sale, liquidation or transfer of substantial assets, JD Supra may, in its sole discretion, transfer, sell or assign information collected on and through the Service to one or more affiliated or unaffiliated third parties.

Links to Other Websites

This Website and the Service may contain links to other websites. The operator of such other websites may collect information about you, including through cookies or other technologies. If you are using the Service through the Website and link to another site, you will leave the Website and this Policy will not apply to your use of and activity on those other sites. We encourage you to read the legal notices posted on those sites, including their privacy policies. We shall have no responsibility or liability for your visitation to, and the data collection and use practices of, such other sites. This Policy applies solely to the information collected in connection with your use of this Website and does not apply to any practices conducted offline or in connection with any other websites.

Changes in Our Privacy Policy

We reserve the right to change this Policy at any time. Please refer to the date at the top of this page to determine when this Policy was last revised. Any changes to our privacy policy will become effective upon posting of the revised policy on the Website. By continuing to use the Service or Website following such changes, you will be deemed to have agreed to such changes. If you do not agree with the terms of this Policy, as it may be amended from time to time, in whole or part, please do not continue using the Service or the Website.

Contacting JD Supra

If you have any questions about this privacy statement, the practices of this site, your dealings with this Web site, or if you would like to change any of the information you have provided to us, please contact us at:

- hide
*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.