Does the idea of sitting before a state bar grievance panel sound like a fun time? About as much fun as a root canal or an IRS audit, right? But what can we do to help avoid grievances altogether, even from those high-maintenance clients?
Lisa Gonzalez is a defense attorney and Associate Judge who served as a member of the State Bar of Texas Grievance Panels.
We'll spend a few minutes going through the grievance process in Texas. Now, you may not practice in Texas like me, but these lessons - and these pitfalls - are universal. Our focus here is on how to keep attorneys out of these problems, and we do that by documenting your work and operationalizing systems, allowing you to consistently deliver for your clients.
And if you haven't listened to episode 6 with Meghan Zavieh, this is a good companion--we're going through the ethics process from the Bar's perspective this time.
Elevating your level of service and communication to your clients will very often be your biggest source of protection against grievances.
Find Lisa at https://www.legallylisa.com/lisa-gonzalez
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Spring Break! Plus, a Practical Guide to Come in Season 3...
S2 E13. Answering Our Show's Big Question
S2 E12. Recovering From Service Mistakes
S2 E11. Making Service Improvements
S2 E10. Maintaining Your Service Consistency
S2 E9. Setting Your Delivery Standards
S2 E8. Your People: Hiring, Training, and Managing
Service Delivery in the New Experience Economy w/ Joe Pine
S2 E7. Defining the Five Star Experience
S2 E6. Avoiding Red Herrings
S2 E5. Managing the Forest
Creating Frictionless Payment Experiences w/ Ben Brideaux - Live From Clio Cloud Con
S2 E4. What's Your Needle?
The Top 6 Factors Clients Use When Hiring a Firm w/ Nika Kabiri - Live From Clio Cloud Con
S2 E3: Your Firm's MISSION
Parsing Client Service vs. Experience w/ Jack Newton - Live From Clio Cloud Con
Live From Clio Cloud Con: 2022 Legal Trends Report w/ Joshua Lenon
S2 E2: Your Firm's VALUES
S2 E1: Your Firm's VISION
S2 E0: Five Star Bootcamp - The Five Star Method and What Service ISN'T
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