ABSTRACT
The Client take-on process is one of the earliest opportunities to demonstrate Client care and show how the firm treats its Clients at the initial stage of the relationship. It is best practice to appoint an independent manager to oversee the relationship development and this person should be introduced to the Client at the earliest possible time. By involving someone in this role who is not directly involved with the work in hand, the firm can introduce another practice contact for the Client. It is also important for the firm to seek feedback from new Clients at the early stages to see how both sides are faring as the work proceeds. Some firms have created their own Client Care Policy that explains exactly what the firm's stance must be with all Clients. Care has explained the power and benefits of having clearly stated guidelines regarding the way that a professional services firm treats its Clients.
