# General Archives - Page 2 of 24 - CasePulse ## Category: General October 29, 2026 [General](https://casepulse.com/category/general/) ## [10 Client Engagement Best Practices for Law Firms](https://casepulse.com/client-engagement-best-practices/) Staff are answering the same status calls several times a day, chasing missing medical forms, and searching through email threads to find the latest client message. Meanwhile, clients are waiting for a clear answer about what happens next. That pattern isn’t usually caused by a lack of effort. It comes from a communication workflow spread \[…\] October 28, 2026 [General](https://casepulse.com/category/general/) ## [Client Portal Template Examples for Law Firms in 2026](https://casepulse.com/client-portal-template/) At 9 p.m. on a Tuesday, a paralegal is still chasing a client for an intake form and an updated policy limit. The request is buried in an email thread, the attachment is sitting in a downloads folder, and nobody is certain whether the latest version made it into the matter record. A well-built client \[…\] October 27, 2026 [General](https://casepulse.com/category/general/) ## [Secure Messaging Portal Guide for Law Firms](https://casepulse.com/secure-messaging-portal/) A client calls for a routine update. A paralegal searches three inboxes, checks a text thread, asks a case manager for the latest file, and then discovers that the document was sent from a personal address several days earlier. The client calls again because nobody can tell whether the message was received or opened. That \[…\] October 26, 2026 [General](https://casepulse.com/category/general/) ## [How to Communicate a Settlement Offer to a Client](https://casepulse.com/communicate-settlement-offer-to-client/) It’s 4:45 on a Friday and the adjuster calls your case manager with a number. The attorney on the file is in a deposition. The client has been waiting months to hear anything. What happens next decides whether the firm has met its ethics duties and whether the client feels heard. Here is the short \[…\] October 23, 2026 [General](https://casepulse.com/category/general/) ## [How to Handle Conflict Checks During Client Intake](https://casepulse.com/conflict-checks-during-client-intake/) A new caller wants help after a car crash. Before anyone runs a single name, the intake specialist has heard everything. The caller has described the injuries, the medical bills, an offer from the insurer, and what they said at the scene. Then the conflict check comes back with a hit. The person the caller \[…\] October 22, 2026 [General](https://casepulse.com/category/general/) ## [Disengagement Letter: How to Close Out a Client Matter in Writing](https://casepulse.com/law-firm-disengagement-letter/) Most firms open a matter with an engagement letter. Plenty of matters end with no letter at all. The case settles, the last check clears, and the file goes quiet. Nothing in writing tells the client the representation is over. That silence leaves real questions open. Is the firm still watching the client’s matter? What \[…\] October 21, 2026 [General](https://casepulse.com/category/general/) ## [Notice of Change of Handling Attorney: How to File It and Tell the Client](https://casepulse.com/change-of-handling-attorney/) When a case moves to a different attorney inside your firm, two audiences need to know. The court and the other parties need a notice of change of handling attorney, so filings and service reach the right person. Your client needs to hear about the change from you, in plain words, before they find out \[…\] October 20, 2026 [General](https://casepulse.com/category/general/) ## [How to Write a Law Firm Client Communication Policy That Meets Rule 1.4](https://casepulse.com/law-firm-client-communication-policy/) A law firm client communication policy sets one standard for how your whole firm answers clients. Without one, each attorney and case manager works on their own clock. One returns calls the same day. Another lets voicemails sit for a week. Clients notice the gap, and so does your bar if a complaint ever lands. \[…\] October 19, 2026 [General](https://casepulse.com/category/general/) ## [How to Build a Law Firm Case Results Page That Follows the Advertising Rules](https://casepulse.com/law-firm-case-results-page/) A law firm case results page is often the most persuasive page on your website. A prospective client sees a list of verdicts and settlements and reads it as proof that your firm delivers. That is also why it is the page most likely to cause trouble under attorney advertising rules. The risk isn’t only \[…\] ![Vector illustration of a calendar with a green highlighted "1" on a light background.](https://casepulse.com/wp-content/uploads/2026/10/First-Seven-Days-Blog-Image-1-400x218-jpeg.avif) October 16, 2026 [Client Onboarding](https://casepulse.com/category/client-onboarding/) [General](https://casepulse.com/category/general/) ## [The First Seven Days: How Onboarding Friction Secretly Kills Client Trust](https://casepulse.com/client-onboarding-friction/) The first week after a client hires a personal injury firm is rarely calm. The client may be in pain, missing work, arranging transportation, speaking with medical providers, and worrying about bills. Then the firm sends a dense packet and asks the client to print it, fill it out, scan it, and email it back. \[…\] October 16, 2026 [General](https://casepulse.com/category/general/) ## [How to Respond to a Negative Review as a Lawyer Without Breaching Confidentiality](https://casepulse.com/respond-to-negative-review-lawyer/) A one-star review lands on your firm’s Google profile. It’s unfair, or at least incomplete, and the first instinct is to set the record straight. When you respond to a negative review as a lawyer, you can post a reply. What you can’t do is use anything from the client’s matter to make your case, \[…\] October 15, 2026 [General](https://casepulse.com/category/general/) ## [Client Testimonials for Law Firms: How to Collect and Use Them Within the Rules](https://casepulse.com/law-firm-client-testimonials/) A former client writes, “They returned every call and explained every step.” That line does more for your firm than most ad copy. Client testimonials for law firms work because prospective clients tend to trust another client’s words more than anything a firm says about itself. Testimonials also come with limits that generic marketing advice \[…\] ## Posts navigation [Older posts](https://casepulse.com/category/general/page/3/) [Newer posts](https://casepulse.com/category/general/)