Tag: mistakes

  • Writing emails to clients as a solicitor

    As a solicitor, effective communication with your clients is paramount to building trust, maintaining strong relationships, and delivering exceptional legal services. I have found that email is usually the primary means of correspondence. So, the question is what makes an email professional and makes the right impression on clients, ensuring clarity, professionalism and knowing you are coming across well to them.

    I think that the first thing is to make sure that you establish a Professional Tone. Maintaining a professional tone in emails is crucial. Always address clients respectfully, using appropriate salutations and formal language. Avoid jargon or legal terminology that clients may not understand. But, the number one rule is to be clear and simple while still maintaining the necessary level of professionalism.

    Try and see things from your client’s perspective. Try and consider your client’s level of legal knowledge and tailor your communication accordingly. Explain legal concepts and processes in a way that is easily understandable to them. Avoid overwhelming clients with excessive legal terminology or complex details.

    Think about the subject heading of your email. Craft subject lines that are concise, informative, and relevant to the content of the email. A clear subject line will help clients quickly identify the purpose and importance of your message. For example, instead of “Update,” use “Important Update Regarding Your Case: [Brief Description].”

    Structured and Organised Content.
    There is no excuse for sending sloppy email content to a client. Write in a logical and structured manner. Use paragraphs to separate different points or topics, making it easier for clients to follow along. Start with a brief introduction or summary of the purpose of your email. Present information in a sequential order. I have found that headings or bullet points for clarity work wonders with clients and will make your life easier as it will limit the back and fourth with questions and queries.

    Provide Context and Background.
    When discussing legal matters, it is essential to provide context and background information. Briefly summarise relevant events, case details, or any changes that have occurred since your last communication. This will help clients understand the context and relevance of your email, ensuring they are well-informed.

    Be Clear and Concise.
    Clients appreciate clear and concise communication. Use plain language to explain legal concepts, avoiding unnecessary jargon or complex terminology. Use short, focused sentences and avoid lengthy paragraphs to maintain readability.

    Anticipate and Address Questions.
    Consider the questions or concerns your clients may have after reading your email. Anticipate these queries and proactively address them in your message. Providing answers or suggestions in advance can save clients time and demonstrate your proactive approach to their legal matters.

    Proofread and Edit.
    This seems something that most would automatically do but I have found that in the heat of the moment and in the need to be quick and efficient this is often forgotten. Thoroughly proofread your emails before sending them. Correct any spelling or grammatical errors, and ensure your message is clear and coherent. Pay attention to formatting, such as font styles and sizes, to maintain a professional appearance. A well-edited email reflects your attention to detail and professionalism as a solicitor.

    Respect Confidentiality and Security.
    As a solicitor, it is your duty to safeguard client confidentiality and sensitive information. Ensure you are using secure email platforms and take necessary precautions to protect client data. Be cautious about sharing sensitive information in emails and consider using encrypted attachments or secure file-sharing platforms when necessary.

    Timely Follow-Up.
    This one can is the one I find a solicitor can fall down on, and I include myself. Nothing annoys a client more than having to wait days for a response. Please, save yourself unnecessary heartache and respond to client emails promptly. Clients appreciate timely updates and acknowledgment of their concerns. Even if you cannot provide a detailed response immediately, acknowledge receipt of their email and set realistic expectations for when they can expect a thorough response.

    Without a doubt, effective email communication is an essential skill for solicitors to provide exceptional legal services and maintain strong client relationships. By adopting a professional tone, providing clear and concise information, and anticipating client questions, you can enhance your email correspondence and ensure that your clients feel valued and well-informed throughout as well as save yourself from heartache and fighting “battles” that don’t need to be fought!

    I’d love to hear from you and your thoughts. Follow me on Instagram @learninglawyeruk or email me at hello@learninglawyer.co.uk

  • Working with legal secretaries – my experience.

    Without a doubt, whether you are a trainee or solicitor, whether in a big firm or small local one, you will come across Legal secretaries. They are without doubt, an essential part of any law firm. They perform a wide range of tasks, from managing calendars and scheduling appointments to drafting legal documents and preparing for court appearances. In short, they keep the law firm running smoothly and I have found, worth their weight in gold!

    Given the importance of their role, it is essential that we solicitors treat their secretaries with respect and courtesy. I have been amazed at how some, including trainees and legal executives, in the past firms I’ve worked with have treated the legal secretaries as beneath them and underestimated their abilities vastly! I have found the opposite to be true, where legal secretaries know a huge amount, and have a vast amount of experience in many areas of law. I have often relied on them for help and advice and they have often come to my aid. I think, starting as a NQ, you should keep the following in mind;

    • Be polite and professional. This may seem like a no-brainer, but it’s worth repeating. Secretaries are professionals, and they deserve to be treated as such. Always use a respectful tone of voice, and treat them as you would want to be treated.
    • Be clear and concise in your instructions. Secretaries are busy people, often doing work for two or three different solicitors, so it’s important to be clear and concise when you give them instructions. This will help to ensure that they understand what you need and that they can complete the task as quickly and efficiently as possible.
    • Be appreciative of their work. Secretaries often go above and beyond their job descriptions. Take the time to thank them for their hard work and let them know that you appreciate their contributions to the law firm. It costs nothing to do and makes them feel part of the team. If they feel you appreciate them, believe me, they will do what they can for you.
    • Be open to feedback. Secretaries are often in a position to see things that solicitors don’t. If they have a suggestion or a recommendation, be open to hearing it. They may be able to offer valuable insights that can help you to improve your work. I often would give my secretary my bill drafts to review, and other documents to clients. They have founds things I’ve missed and saved me future hassle.

    Here are some additional tips for treating your secretary in a law firm:

    • Be respectful of their time. Don’t expect them to drop everything they’re doing to answer your questions or complete your requests. If you need something urgently, let them know ahead of time.
    • Be organised. If you have a lot of tasks that need to be completed, try to organise them in a way that makes sense for your secretary. This will help them to prioritise their work and to get things done more efficiently.
    • Be flexible. Things don’t always go according to plan, so be prepared to be flexible with your secretary. If they need to adjust their schedule or take on additional work, be understanding and supportive.
    • Be communicative. If you have any questions or concerns about your secretary’s work, be sure to communicate them in a clear and respectful way. This will help to ensure that you’re both on the same page and that any problems can be resolved quickly and easily.

    Essentially, just remember that your secretary is going to be vital to you and treat them with respect and from time to time show them that you value their work and that you appreciate their contributions to the law firm. This will help to create a positive and productive work environment for everyone involved.

  • What about me?

    I suppose in my excitement to start this blog, and to get my first post up, I did not really go into much background on myself and the qualifications I have. Well I am a recently qualified solicitor (October 2022) having completed a degree in Law and Government Policy (LL.B) in 2003. After some time away from the legal world (as far as I could go), I return as a Legal Executive before being encouraged by my family and Partner in that Law firm to obtain my qualification through the LPC route, before it changed and evolved into the new SQE method. I did the LPC part time as I worked whilst simultaneously working and obtaining my two years qualifying work experience. I completed my LPC, and proceeded to do the Professional Skills Course (all through the University of Law) and finally got everything done by the end of summer 2022. It was quite a journey, with a few proverbial bumps here and there, but with the encouragement and support of my family, I got there. I still have to book into my graduation ceremony in London, but I can do that any time. It would be nice to attend and officially close that chapter of my life.

    I graduated into the Private client world, so Wills, administration of estates, Probate, Residential Conveyancing and I dabble in Civil Litigation.

    What do I want to do with this blog? I want to connect with other students who are going through this. Offer advice, support and help if needed. I want them to learn from my experiences and help them navigate the newly qualified “road.” This journey will be different for everyone, but I would love to be able to help someone avoid even one of the many mistakes I have made as I stepped into the legal world as a fully qualified solicitor.

    Connect with me on Twitter @LearningLawyer