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Client communication and calls: what is known and what is not

What disciplinary records and a calling experiment show, and why there are no figures on physical mail.

Clients reach a firm by phone, by letter and by email, and what happens next shapes how they see the firm.

This article reports what a few sources measured. It says plainly where the data is limited or missing.

What disciplinary records show about communication

The Illinois disciplinary commission publishes yearly figures on the grievances it receives. These are allegations, not proven violations, and they cover Illinois only. They should not be read as a picture of the whole country.

What was measured about calls

Clio ran a mystery-shopper experiment with the agency Lux, contacting U.S. law firms by email and by phone. It was an experiment, not a nationally representative sample.

  • Mystery-shopper experiment, not a national sample

    Clio, Highlights from the Legal Trends Report 2024, 2024 (https://www.clio.com/blog/highlights-from-2024-legal-trends-report/): 40% of the calls were answered, compared with 56% in 2019. Counting call-backs, 52% of the firms could be reached by phone, so 48% were essentially unreachable.

What these figures do not tell us

The grievance figures show what people alleged, not what happened. The call figures describe the firms contacted, in that experiment. Neither tells us what a firm would gain by changing how it communicates, and we do not claim it.

Physical mail: no primary figures

No primary figures on physical mail in law firms were found for this article, so it gives none. We do not cite vendor material on mail handling.

That does not mean mail is unimportant. It means we have nothing measured to report, and we prefer to say so.

Designing the flow without figures

A good flow does not depend on a statistic. It depends on knowing what arrives, who is responsible for it and where it is recorded.

  • List the kinds of calls and letters the firm receives
  • Decide who is responsible for each kind
  • Record every call and letter in the case record with its date and status
  • Use providers connected to the firm's systems for the physical handling
  • Review the log regularly to see what is missed

Where providers fit

Providers can answer calls and receive and scan letters. The firm decides the rules, and the work of designing, connecting and keeping the flow running is described in our article on handling mail and calls.

Sources

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