Clients are easier to reach, and happier, when the firm contacts them the way they prefer. Counsel sets what may be sent by text or email; staff record each client's preferences.
For each client, note
- Preferred language and whether an interpreter is needed.
- Best method: call, text, email, WhatsApp.
- Best days and times.
- Whether it is OK to leave a voicemail or text, and on which number.
- A backup contact the client has approved, if any.
Respect privacy
Some clients share a phone or an email. Confirm what is safe before sending anything about the case.
Our client contact preferences list keeps it in one place.
Litigation support is performed at the direction of a licensed attorney.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
