The person selling the client should say exactly who will be doing the work, his or her qualifications, and the extent of each person’s involvement. If an individual who will be working on the matter has little or no experience with the client’s issue, then the oversight procedure needs to be articulated to the client along with an explanation of how the client benefits from this procedure. If there is any question about somebody not having the ability to do the required work, you are risking malpractice by not disclosing this.
If you expand your practice into an area in which you have minimal experience, you should disclose this to the client. Additionally, you may want to offset your lack of experience with an offer that benefits the client, such as a discounted rate. If the client is price-sensitive, he or she may choose to go forward.
For more tips, check out our article on “The Top Five Reasons Why Clients Leave and How to Prevent It.”