Category Archives: Communicating with clients
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Printing form letters to contacts
Use RB8’s extensive variety of form letters to streamline your correspondence to contacts. …
Send clients their job calendars
Send clients their job calendars by email with virtually no effort on your part. …
Send text messages from RB8
Use RB8’s Short Message Service (SMS) text messaging to send a short message to someone’s cell phone. It’s easier than texting from a cell phone and faster than calling. …
Passive Marketing
RB8’s calendar includes several automated email procedures for informing clients about the status of their requests and jobs unobtrusively. These emails also work as a way of passively marketing your business by keeping your company, not just an individual reporter, in your clients’ minds. …
Who to send confirmation emails to
How to make confirmation emails go to the secretary or paralegal, not the attorney. …
Who’s afraid of lawyers?
Become their partner in cost containment & technology solutions. …
