Do You Know Who Your Client Is? Here’s a Strange (But Common) Situation.

From time to time I get involved in conversations with lawyers who have called in with a question or concern and as we talk through the situation it becomes clear that part of the problem is the lawyer doesn’t know who his client is. These are the times I find myself asking “How in the world does this happen?” It happens more often than you think!

Steps for Following Up on a Virtual Introduction

Thoughtful colleagues, friends and clients sometimes make introductions by email or social media to people they think it would be helpful for you to know. Hopefully the new contact will become a client or a referral source one day, but often they haven’t actually requested this introduction. How should you follow up? Here are a few thoughts on the subject.