Navigating Client Communications
"Do you have time for a quick question?" might be the most loaded phrase in professional services. In this episode, Sarah Prevost and Steve Libhart dig into client communication and boundaries from both sides: how attorneys manage their own clients, and how accountants and bookkeepers manage their attorney clients.
They talk through why attorneys are trained to question everything (and why that isn't personal), a better alternative to the "quick question," and how unexpected requests like class accounting can become a scope creep conversation and a new revenue opportunity. Steve shares how…
The skinny
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