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Too many lawyers set no boundaries for client contact

Troubling new research gives rise to questions about the extent to which boundaries can and should be set by lawyers regarding availability for contact by clients.

user iconJerome Doraisamy 23 June 2021 Big Law
Too many lawyers set no boundaries for client contact
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Thomson Reuters has published its Stellar Performance report, exploring the importance of communication in an increasingly hybrid working environment and the ways that lawyers want to change how they work.

Almost 2,500 lawyers across 61 countries, including Australia, responded to a survey that gave rise to the report, 88 per cent of whom were partners. More than one-quarter of the respondents came from Am Law 50 firms in the US, while the remaining respondents were “spread right the way down to the smallest” of legal practices.

The survey found that one in two (49 per cent) of senior lawyers do not think that they should set any boundaries with clients when it comes to contact. Furthermore, one-quarter of partners feel that they are unable to discuss such boundaries with any of their clients.

The research offered pertinent lessons for practitioners in Australia as the market looks towards the post-pandemic new normal, in which remote and flexible working arrangements will be more prevalent and client expectations must be adjusted.

In conversation with Lawyers Weekly, Thomson Reuters research manager Lucy Leach said that there was a common theme among the lawyers surveyed: that they perceive client service excellence to include availability at any time.

Examples of responses from those surveyed, she noted, included: “Providing excellent service requires being available when the client needs you”, “I want them to call me when they need me”, and “I give my clients my cell number. They can call me anytime”.

The idea that boundaries should not be set when it comes to client contact likely has a deleterious effect on mental health, Thomson Reuters surmised, especially given that junior lawyers feel pressure to follow the example set by their more senior colleagues.

Lawyer wellbeing, Ms Leach explained, is built on three pillars: clarity on one’s role, control over one’s work, and direct support for wellness.

“Not setting boundaries for contact with clients and therefore being ‘on call’ at any hour, could impede an individual’s ability to feel in control over what they work on and when,” she submitted.

“This can be a choice for some senior lawyers, but in doing so, it may set an example for others including junior lawyers to be available and responsive at all times. This can be a hard standard for everyone to live up to and, where it is not a personal choice, such as for a junior lawyer, it could potentially negatively impact that individual’s sense of control over their work, and as a result, have a detrimental effect on their wellbeing.”

The impact of not setting healthy boundaries is “not just on the individual who makes that choice”, Ms Leach argued, “but on their wider team too”.

While the Stellar Performance report did not directly address whether or not such impacts have been exacerbated during the age of coronavirus, Ms Leach did say that Thomson Reuters has been hearing anecdotal evidence of new challenges arising from remote working, such as the inability to switch off.

“Most lawyers are looking for flexible working as things return to normal, so not a complete return to the office 9-5, five days a week, but mixing office with work from home and more flexibility in when they work,” she said.

“This means that it is important for firms to address the individual preferences of their lawyers about how, where and when they work, and designing new working practices, whether at home or office, including being intentional about creating collaborative practices, including junior lawyers as often as possible and communicating in thoughtful, purposeful ways.”

When firms get this right, Ms Leach surmised, “it can be a positive force for wellbeing overall and improve their ability to attract and retain talent”.

When asked about practical steps that senior lawyers can and should take to ensure that more stringent boundaries are in place, so that client expectations can be suitably adjusted, Ms Leach said that some suggestions could be extrapolated from the research and analysis undertaken by Thomson Reuters.

“The research emphasises working with clients to understand and adapt to their expectations. Law firm leaders may consider advocating initiatives such as the mindful business charter with their clients,” she said.

“Consider whether firms really need to provide a 24/7 service and if so, can teams work shift patterns rather than bearing the load of permanently being on call? Should clients pay extra for out of hours service?”

Ideally, Ms Leach went on, firms should set healthy boundaries into their service standards around communication and responsiveness, “so that it’s clear to clients whom they can reach out to and when, as well as making it clear to lawyers – especially juniors – what is and isn’t expected of them”.

“Obviously, clients play an incredibly important role in determining the need for contact to be addressed by any solution,” she said.

Jerome Doraisamy

Jerome Doraisamy

Jerome Doraisamy is the managing editor of Lawyers Weekly and HR Leader. He is also the author of The Wellness Doctrines book series, an admitted solicitor in New South Wales, and a board director of the Minds Count Foundation.

You can email Jerome at: jerome.doraisamy@momentummedia.com.au 

Comments (9)
  • Avatar
    I recall in the setting up a mobile law firm with my Dell computer DX 2/66 (upgraded from 4 to 8mB of RAM) , Toshiba Laptop with a 10' "active screen", a brick for a phone (and spare battery), a router the size of a small notepad and then using a thing called the internet to fax documents to other lawyers fax machines at $10 per hour (cheap as chips) and a small bubble jet printer. I thought ….this is great, clients can easily access me at all times, whether I am in my office or surfing. Initially a great thing but it takes its toll. Naturally, it was the clients that tended to want free advice that used any means to get to me about non urgent matters. Those clients are the ones who never understand legal advice and complain there are too many lawyers. Suggestion - be upfront with clients on initial engagement on means of communication. The better the client the greater the means.
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    Boundaries are so important. A copy of The Solicitors' Conduct Rules should be on every lawyer's desk and monthly meetings should be held in house to review and discuss.
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    There are too many lawyers.
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    Lawyers don't know how to set boundaries for their clients because generally, not always, they do not recognize a boundary when they see one. Most are ignored or twisted into oblivion and this is accommodated if not lauded by the very people who are meant to hold lawyers accountable. A copy of The Solicitors' Conduct Rules should be on every lawyer's desk and monthly meetings should be held in house to review and discuss.
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    More rubbish from pencil pushers who have no idea about how to service clients. People (particularly young practitioners) simply don't appreciate that we are a "service" industry. If you aren't available when the client needs you (because you are setting "boundaries"); then the client goes somewhere else. Next time you have a medical emergency, I wonder how you'd react if the doctor said "hey, why are you ringing me after hours, I want to control my workflow"..
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    • Avatar
      While I agree to an extent that lawyers are in a service industry it is because so many lawyers are willing to be extra flexible that a client expects all lawyers to be available 24/7. Most calls outside business hours are non urgent with the exception of matters such as an injunction.
      Yes it is a competitive world but lawyers ought not to be perceived as “desperate”for work it is such perception that causes clients to shop around. If a potential or existing client calls you outside of business hours and they go elsewhere because you do not answer the phone such a client is clearly not worth engaging. Time and time again I have seen complaints against lawyers made by such clients who essentially shop around on price not concerned or having any regard of the practitioner’s expertise.
      On the other hand doctors are different there are specialists to handle emergency situations. Usually a GP or specialist is not accessible 24/7.
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    Solicitors also expect barristers to be available 24/7. I’ve been contacted about a non-urgent matter on Christmas Day, and frequently receive material late Friday afternoon “ for discussion first thing Monday”.
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    I would like to share my experience of adopting a 24/7 on call attitude to my clients, as I come from a sales and marketing background prior to being admitted as a lawyer I believed being available for a client at all times was key. The end result was that this eventually seriously impacted my health, for all lawyers out there who believe they should answer the phone outside business hours I suggest they think twice as it is clearly not worth it.
    1
  • Avatar
    Remember “All work and non play….”




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