Creating a Successful and Satisfying Settlement Practice

We can’t be everything to everyone. Successful professionals know their strengths, what makes them unique and their ideal client. This awareness will also provide insights on how to work with clients and team members who have different strengths and approaches from yours - and why you need to!

What is your Brand- your philosophy, values and approach? Why should a client hire you? Rethink your website, socials, virtual and physical office, intake, scheduling, intake and billing processes from the perspective of creating a consistent client experience.

Explore how to cultivate and manage referral sources and how to structure the first client call. Create a 15 minute pitch that meets each client where they are, tailors the process to their needs and explains your value add.

This is about getting retained and setting the groundwork for a successful negotiation. Using discussion, demonstrations and role-plays, we will explore the critical first client meeting, including how to build rapport and trust, explain process choices without overwhelming, understand goals and advocacy needs and design the right process for each client.

How do you advocate for a client and achieve settlement that works for everyone? We’ll explore how to: customize advocacy to the client and the case, provide strong advocacy when it’s needed and stay settlement focused, maintain the trust of the team and the other spouse while advancing our client’s interests and navigate impasse in our tough cases.