The following is an excerpt from a recent informal assessment that I did for a client.
It’s a bit of a different take on the same questions I’ve had a few times on my own work.
If you’re not familiar with informal assessments, they’re an excellent way to learn more about the different kinds of assessments you can do with your client.
The client asked me to provide a formal assessment of their experience with a new client.
I told her that the client was looking for a new attorney and that I would do an informal evaluation.
As I described the process, the client said something along the lines of, “So you don’t have to do an assessment at all.”
This is one of the common misconceptions about informal assessments.
You should never assume that a client is asking you for an assessment.
You have to be able to understand the client’s request and the purpose of the assessment.
A formal assessment should be a non-invasive way to ask questions and answer questions.
When you ask a client for a formal evaluation, you’re essentially telling them what you’re going to do with their case and you’re also giving them a heads-up about what you expect to learn.
That means that the assessment will be non-judgmental, and it should be brief and focused on the client and the case at hand.
The assessment should include a brief summary of the client, the information they’re looking for, and what they’re prepared to pay.
If the client has specific questions, they should be specific to the information that they want to hear and provide that.
In this case, the question I asked was, “Is there anything you’re asking me that’s going to hurt the client if they pay for it?”
The client responded that they wanted to pay a fee, which was understandable since they didn’t know what a fee was.
But I asked if they would have any other problems with the attorney if they didn “pay” the fee.
The answer they gave me was, No, there was no other problem.
I asked again if they wanted me to assess them on whether they understood the information provided in the initial request.
This was an important question because they were still unsure what they were asking for.
This is a crucial step because the client is now asking for a fee and they are asking for an informal appraisal.
They don’t know that the formal assessment will cost them money, and they don’t understand what a formal appraisal will cost.
The informal assessment will provide you with the best information you can gather about the client in the short time you have to gather it.
The reason for this is that the informal assessment provides a window into the client for you to see what they are thinking, what they need, and how they are dealing with the information you have gathered.
The important thing to remember about an informal inquiry is that it should never be a decision made on the basis of personal animosity or bitterness.
It should be done with the client as the primary focus and the client will be the ultimate judge of whether it is fair.
A typical informal assessment asks you a series of questions, including, “What is the client asking you to do?”
“What information do you need from the client?” and “What do you expect the client to do about this?”
In addition to these questions, the assessment asks about: What was the client doing in the last few weeks?
What are their past experiences with you?
Are there any past disputes with you?
“How are they dealing with this information?
What would you expect them to do if you asked for a refund?
What information are they using to interpret what you’ve given them?
When you get to the end of the document, you have a choice to either accept the document or to refuse.
If your answer is “No” to either of those questions, you should proceed with the assessment because it doesn’t give you the final word on the matter.
The key here is to understand what the client wants and what you are going to provide.
You’re also going to want to provide the client with information they want so they can understand how they can best deal with it.
If they say, “No, I don’t want to pay the fee,” you don.
You need to understand their motivations for the fee and what their needs are.
The next step is to explain what the information is and what it is about.
What are the questions you’re trying to answer?
Why should I do it?
What kind of information do I want from the case?
What’s the purpose?
The next question is the most important, because it is often the most difficult to answer.
What do you want to do?
How will you get it?
Is it going to benefit you?
What is the outcome of the decision you’ve made?
What if it doesn?
The answers to these are very important because they provide you information that is going to help you understand how to proceed in the case.
You want to understand why you