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When to say “No” to a Client?

03 Jun 2020 5:25 PM | Cordina Charvis (Administrator)

When you’re just starting out, getting any work feels like a good thing. And for the most part, it is. Many people think the best way to keep a client is never to say ‘No’ to him or her. The rule of thumb for turning away clients is based on these three rules; you need to have a credible reason, be sympathetic, and not leave any room for negotiations.

Below are credible reasons why you should say “No” to your client.

  • You should always say no to a client when you are not qualified to do the assignment.  Let the client know that you are not experienced in that area and is not comfortable that you will deliver a satisfactory outcome.
  • Refer the client to another virtual paralegal who is familiar with the type of work or refer the client to a resource such as the Virtual Paralegal Training Center™ where the client can find someone who is qualified to do the work.
  • You should say no to a client if the client offers you a project you would not enjoy working on.
  • You are not going to like working on all your projects but if you are offered a project that you know will be hard for you to give your best, you should turn it down.
  • If you are not available to meet the client’s deadline you should reject the project.
  • If you do not feel that you will be comfortable working with a client you should not accept their project, instead respectfully decline.
  • Try to avoid clients with unrealistic expectations or demands.

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