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End of matter meetings are similar to client interviews (check out our client interview blog series). However, the approach and goals are entirely different. An end of matter meeting allows you to wrap up loose ends with your client, evaluate the process, and determine your next steps. It also provides you with prime one-on-one time during which your client can be candid about the process. What lingering questions does your client have? With what were they pleased or frustrated? What can you as the lawyer do better the next time around?
This conversation also gives you an opportunity to learn the client’s projected course for the next month, six months, year, etc. Where do you fit in to their future? Now that this matter has come to a close, learn their most pressing needs.
Your clients will be impressed that you took the time to meet and talk with them on your own time. This step is crucial in the long journey to build a trusting relationship, and will be well worth every minute.