It happens.
There has been a disagreement in the area of consumer bankruptcy for a good number of years concerning whether law firms should employ non-lawyers to perform the initial interview or consult. Initial interviews can tie up most of the attorney's time, most such consults are free, and half of those interviewed do not retain. Therefore, it is argued that the initial interview is not the best use of the lawyer's time. Personally, I do not believe that analyzing debt and finances is necessarily legal advice, and I can assure you law schools do not teach it. It might result in the need for legal advice, but not at this level. The lawyer can come into the picture when the client elects to retain the law firm.
On the other hand, there are any number of consumer bankruptcy lawyers that like to lead off their marketing with the fact that consumers will always meet with a lawyer. I say big deal. Lawyers assume that meeting with them is a priority for consumers. The priority is figuring out the possibilities to solve a financial situation. I also doubt that in reality that the initial interview is a priority for the attorney, and it often shows in the lawyer's close rate.
Besides, unlike most regular people that make up those financial analyst trained to handle bankruptcy consults, most lawyers are inherently bad at closing the deal or sale after determining that bankruptcy is a reasonable option. It is true in consumer bankruptcy, and it is true in most or many other areas of law.
Here is why lawyers tend to have so much trouble closing a sale:
Arrogance. Let us face facts. There is a degree of separation that occurs from regular folk in the process of attorneys obtaining law degrees and passing bar exams. Also, because attorneys feels the direct pressure to put new cases on the board, they tend to be pushy. They use hard sales language and grim realities, and most potential clients see right through hard sales tactics. Most are not natural, they are rehearsed, and their presentations come across like dire, buy now infomercials.
Rambling. Lawyers, God help us, just cannot make a definitive statement without a mile of disclaimers. They will not cut to the chase and the message gets lost. The answers to questions need to be succinct and quick least most people take away that lawyers do not know of what they speak. Potential clients have to feel comfortable with their decision, and rambling does not make them comfortable.
Boring. This happens when you act passive, use legalese, and are overly technical.
Not Believable. In this day and age, potential clients know when a lawyer is making pie-in-the-sky claims, and they are turned off by them. Sometimes lawyers have trouble coming across as transparent, open and honest because they are always hedging their bets or attempting to blunt the bad news. A lawyer promising the moon in marketing and then disclaiming it in the consult stage leads most to think of the old Joe Isuzu ads. (Oh, that reference probably dates me).
Putting the cart before the horse. This is simply trying to sell legal services before the lawyer has spent the time with the potential client to fully understand not only the problem but the perceptions of the client. It could also be called a failure to listen. The problem occurs because time is an issue, and the tendency is to map out the course of action, get through the disclaimers and take control of the interview. Hence, nobody actually listens or attempts to discern what the potential client actually saying or asking.
Not making sense. Lawyers have to remove from their conversation the legal jargon and the buzzwords that the potential client will not likely understand. Lawyers forget what they come to sound like when they speak. It does not translate well.
Remember, when you interview a prospective client the lawyer is in essence interviewing for a high paying job. The question is whether the attorney leave the client feeling comfortable in making that decision to retain that lawyer.
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