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CHAPTER 18CULTIVATING LAWYER WELLBEING AND ASKING FOR HELP Shari R. Pearlman (Gregory), LCSW, JD Oregon Attorney Assistance Program Assistant Director/Attorney Counselor Douglas S. Querin, JD, LPC,
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A cultivating lawyer is a legal professional who focuses on nurturing and managing client relationships, often through proactive communication and regular check-ins, to ensure that clients' legal needs are met effectively.
Typically, law firms or individual lawyers who are managing client relations may be required to document or report on their client interactions as part of compliance or quality assurance measures.
Filling out a cultivating lawyer involves documenting client interactions, noting key details such as the date of communication, topics discussed, follow-up actions, and any client feedback received.
The purpose of cultivating lawyer is to enhance client satisfaction, build trust, and foster long-term relationships, ultimately leading to better client retention and potential referrals.
The information that must be reported on a cultivating lawyer includes client contact information, communication dates, discussion topics, outcomes of meetings, and any action items or follow-ups agreed upon.
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