Effective Client Meetings

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Effective Client Meetings

Course Description

Legal professionals need to draw out facts and information from their clients – often in the context of meetings or telephone conferences. An outstanding legal professional will be extremely effective at identifying the goals and issues presented in their interactions with their clients.

Our workshop on Effective Client Meetings will focus and develop the skills required to get the most out of interactions with clients.

Course Categories

Collaboration
Communication

Industries

Legal Services

Course Length Options

Effective Client Meetings workshops can be presented as a series of two or three modules over time, or presented in full in a half-day workshop. We will happily provide you with greater depth on how we might best implement this material in your context, but as with most of our courses, you can make the assumption that the course length options provide increasing depth and skill development. For instance, an initial 90 minute Effective Client Meetings workshop will be more focused on framing the issue than on skill development to navigate the issues presented. We always seek to provide actionable take-aways in our workshops, but will not be able to build competencies in this area at the same depth as a half or full day workshop will allow.

Another way to view our course length options is to view them on a continuum. Most of our courses are designed to move from Awareness to Competency to Mastery. The hour to 2-hour workshops will provide increasing depth of Competency with the half day workshop designed to provide very strong skills (Mastery) in the subject matter. That said, with respect to Effective Client Meetings, there may be advantages to re-enforcing the skills learned with follow up experiences or related workshops.

90 Minutes

  • Exercises
  • Debrief
  • Next Steps

2 Hours

  • Exercises
  • Debrief
  • Next Steps
  • Localize Issues

3 Hours

  • Exercises
  • Debrief
  • Next Steps
  • Localize Issues
  • Action Items

Half Day

  • Exercises
  • Debrief
  • Next Steps
  • Localize Issues
  • Action Items
  • Small Group Exercises
  • Accountability Plan

Group Size Options

Small Group

5 - 20 Participants

Small Group

Effective Client Meetings workshops can work quite well in a small group setting, and can also be tailored for company leadership before fuller rollout.

Mid-Size Group

Groups of 25 - 100

Mid-Size Groups

Groups of 25 – 100 can work well for introductory aspects of Effective Client Meetings courses. Groups larger than 30 or so may not be as effective in the experiential aspects of the higher level aspects of the subject.

Large Groups

Groups of 100 - 250

Large Groups

Large groups can also work well for introduction of concepts and the issues associated with Effective Client Meetings workshops. In general, however, large group workshops would be followed up with smaller group sessions of attendees.

Conferences

Groups of 250 +

Conferences

For conferences, we would recommend an hour to 90-minute breakout session to highlight the introductory aspects of Effective Client Meetings. This will also provide some skills and concepts that attendees can develop post-conference.

By |2018-07-28T16:19:31+00:00July 28th, 2018|Communication, Legal Services|0 Comments

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