3 Tips for Presenting Findings and Recommendations to Clients
Effective project management can make or break a client relationship. This article delves into expert-backed strategies for presenting findings and recommendations to clients with clarity and impact. From innovative deadline tracking to streamlined workflows, these insights will help professionals elevate their client presentations and drive successful outcomes.
- Implement Multilayered Deadline Tracking System
- Utilize Color-Coded Task Management Integration
- Standardize Workflows with Project Templates
Implement Multilayered Deadline Tracking System
Having over 500 client files open at a time, it's crucial to have not only deadlines well maintained in a calendar but also a tickler system that provides you with a 10-day notice, a 7-day notice, and then a 3-day notice. All this is done by using our case management software that works by tabbing the deadlines backwards and creating tasks and reminders. As an attorney juggling multiple high-stakes projects, I've learned that organization always comes before strategy. Every client file is mapped out in phases with deadlines, so I always know exactly what needs my attention today and what's coming up next.
Utilize Color-Coded Task Management Integration
Strategy:
One effective strategy I use to stay organized and manage multiple client projects is a color-coded task management system integrated with calendaring, primarily using Notion and Google Calendar. Each client is assigned a dedicated workspace or tag, with tasks categorized by urgency and legal area (e.g., regulatory compliance, litigation support, contracts).
Benefit:
This system helps me visualize deadlines, allocate time blocks efficiently, and maintain clear boundaries between clients' matters. It also enables quick prioritization, ensuring no task falls through the cracks—especially when juggling urgent filings, meetings, and follow-ups across jurisdictions.
Standardize Workflows with Project Templates
I've worked with legal experts to set up their systems in ClickUp, and the biggest game-changer is using standardized project templates. Instead of reinventing the wheel for every client, they can duplicate a workflow that already includes the right steps, documents, and deadlines. This gives them one central hub to track everything, so nothing slips through the cracks. The result: less mental load, more consistency, and the ability to focus on the actual work instead of chasing details!
