4 Types of Clients All Lawyers Should Learn To Identify

Although no clients will neatly fit into each of the four categories outlined below, it helps to recognize patterns in behavior and motivation.

4 Types of Clients All Lawyers Should Learn To Identify

Versatility is an important skill for lawyers to learn. When it comes to client management, it can take years to hone your skill set, so knowing the basics behind typical clientele can be helpful. Although no clients will neatly fit into each of the four categories outlined below, it helps to recognize patterns in behavior and motivation.

1. The “Green” Client

This client is inexperienced with lawyers or perhaps is new to the area of law they find themselves needing. It’s important to understand their experiences; everything is new and that can be frightening. This can be overwhelming and exhausting, even if their situation is enjoyable. The best way to help this client is to explain everything in great detail. You’ll get the chance to walk them through each step with patience, and they’ll have the opportunity to raise questions that will inevitably bring you more information for your case.

2. The Habitual Client

This client has seen their fair share of legal situations. They are the total opposite of The “Green” Client in that they have worked with several attorneys before. They know the ins and outs of their case and perhaps they even know legal terminology and process outside of public knowledge. This might make them feel the need to tell you what to do. In order to manage them effectively, you must establish your position early and consistently. You are their lawyer, not them. They may know some of their situation, but you are responsible for the outcome and they will need to know how best to trust your legal expertise.

3. Know-It-All Client

The Know-It-All client goes hand-in-hand with The Habitual Client. They may question your every decision in their case and try to “take over” your legal process at the first sign of perceived fumbling. Again, it’s important to assert your legal knowledge and course of action is executed with their best interests, effectively letting them know who needs to be in charge. It’s important to note: people deal with stressful situations differently. The Know-It-All client might be expressing extreme fear or lack of control in needing to depend on an attorney at all. This could be the source of their desire to tell you how their case should be handled.

4. The “Best Deal” Client

The “Best Deal” Client is never concerned with ethics or due process. This client is focused on finding an attorney who will help them carry out immoral and sometimes illegal goals. These clients may be hard to find, as there are no clear-cut signs to point to. However, having an efficient client intake process will help to ensure you never retain this type. If you need additional help with this type of client, you might try consulting a mentor or a lawyer ethics hotline (typically found within state bar associations) for aid.

Customer Stories

See how leading enterprise in-house teams have scaled smarter with Legal.io's high-caliber flex talent.

More from Legal.io


Community Discussions: How do you advance the role of legal operations within the legal department and within your organization?
Oct 10, 2023
Read More
June 23, 2023 Edition #164
June 23, 2023 Edition #164

Published weekly on Friday, the Legal.io Newsletter covers the latest in legal, talent & tech

Jun 23, 2023
Read More
Immigration
Immigration

The LawGives Immigration Guide provides information on immigrant visas and non-immigrant visas. Each visa description details: who can apply for the visa, work authorization status, and the length of stay.

May 26, 2015
Read More
Colorado Leads With Privacy Law on Neural Data
Colorado Leads With Privacy Law on Neural Data

Colorado has classified consumer brain waves as "sensitive data" under the Colorado Privacy Act, setting a precedent for data privacy in neurotechnology.

May 07, 2024
Read More
Class Of 2023: Top 10 Law Schools for BigLaw Employment
Class Of 2023: Top 10 Law Schools for BigLaw Employment

Columbia Law School led the top law schools in placing its Class of 2023 graduates into Big Law firms, with 75.88% of its students securing positions within 10 months of graduation.

May 02, 2024
Read More
Ready to hire?

Schedule a free consultation to discuss your hiring needs.

Free 15-min consultation
Legal.io Platform
5 star reviews
Hiring made smarter

Easy-to-use platform for hiring legal talent, managing spend, and optimizing your panel — plus an average savings of 50%.

Need Immediate Help?

Submit a hiring request and let our experts handle the entire process for you.