I have a client who’s absolutely convinced they’re right about something they’re not—and they won’t take advice. At what point do you stop trying to persuade and start documenting everything to protect yourself?

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The documentation should have started right after the first conversation with the client. Every lawyer and firm policy may be different, but if you haven’t started documenting your exchanges with the client, get started immediately.

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Yeah, document everything verbal and written exchange, no matter how minor. It may seem tedious, but it will definitely help you and your career, in the end.

Great to memorialize. A nice "trick" is to follow any call (non-written discussion) with an email that says "just to memorialize our discussion..."

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And if you don’t want to email the client about it for some reason, send an email to your assistant and/or team members summarizing the call. You should be doing this anyway so if someone needed to pick up the matter for you they could do so.

helpful

So, I was once told that the best clients are ones who don’t listen, make constant mistakes, and pay their bills. They are an endless source of work. Just memorialize everything, politely and calmly answer the questions as they come, and send those invoices on time.

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After first wind that they're going to drag you down. At that point, CYA and make sure you bill for everything and the invoices get paid.

likehelpful

Immediately

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As others have said, the time to document is sooner than later. If you have a supervising partner, this may be a topic that they would handle, but they might want you to do it.
I would probably send the client an email saying something like: “as we discussed on whatever date, as well as earlier today, our advice to you has been X. We understand that you disagree and want us to do Y and Z. This is your case, and we will proceed as instructed, and do Y and Z. “.
Maybe be a little more diplomatic than that, but you get the idea. The client doesn’t have to agree with you or take your advice. I have joked in the past with clients that they are paying a lot of money to ignore my advice. But, it’s their matter and they can screw it up if they want. (this is presuming that the disagreement is not so severe or problematic that you have to withdraw.)

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