Community Table: Client Relations From First Call to Alternative Fee and Payment Methods

In this episode’s discussions around the Community Table, recorded in person at the October 2025 ClioCon legal tech conference:

• After a new client comes on board, within a week, your team needs to check back in. This is your chance to delight. If there’s an issue, a misunderstanding, or a question, this is an opportunity fix it. Delighting a client is always better than simply satisfying a client.
  
• The right team answering incoming calls is vital. But how do you outsource that? How do you pay someone and where do you find them? And when is it time to hire your own, in-house, full-time employees to convert those calls to clients?
• Modern times lead to modern solutions. Today’s buy now, pay later tools can help your firm retain clients by helping them manage payments. Alternative fee arrangements work, and innovative payment methods can remove barriers to attorney/client relationships.

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Special thanks to our sponsor CallRail.

Mentioned in This Episode