Law Practice Tip: Add “What to Bring” List to Emails

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Want to make you clients happy? How about just a bit happier. Here is an easy way to make your client’s experience with your office just a bit easier and less stressful.

Add a “What to Bring” section to your appointment confirmations

You already know that you have to remind you clients of their appointments. Otherwise the chance of a no-show jumps sky-high. I have been transitioning to email reminders over the last 18 months. It has made my life so much easier. I use a pre-generated email template in Daylite which plugs in the next event. I simply review it, and hit send.

One thing I have recently added is section that says:

At the appointment, we will be checking for the following. Please do your best to have these available:

And I include a list of what I will be looking for at the next appointment.

It’s easy. It avoids the whole, “Oh yeah! We did talk about that last time.” Of course, it does not prevent forgetting on the day of the appointment. It does reduce it substantially, though.