Not all of us truly enjoy change, technological or other. Weary members of the will writing community and private client legal world who have been around for a while might say that having adjusted to the fax machine, e mail, the Blackberry and more recently the smartphone they now deserve a break. But full scale […]
Let’s start with a question. How many clients come to your firm for a will, and once completed, they disappear forever. Taking all their potential future value with them. We’re guessing it’s a lot. Our research indicates that near 70% clients never return to their solicitor for further services after an initial engagement. This presents […]
First impressions The flow of info between private client solicitor and client contains some of the most sensitive client data imaginable – detail on the client’s financial position , assets and liabilities. The means by which that sort of data is collected by the solicitor varies: anecdotally, from our own discussions in the sector, the […]
In an era where the ‘old man in a suit’ epitomises the pinnacle of trust and expertise for many, a seismic shift is underway, challenging the very foundations of traditional private client practices. Ben Stanway, co-founder of the widely utilised savings and investing app Moneybox, captures this zeitgeist: “One way to give confidence is via […]
Whilst much of the legal sector has innovated, private client services have continued to be… old fashioned. And much of that old-fashioned nature is what makes those services so special – the human element. But personalised, relationship-centric private client services and technology are not mutually exclusive. Technology, harnessed right way, enhances that human element – […]