When a settlement offer arrives, clear communication helps clients make the best decision for their situation.
Initial Notification
Let clients know promptly when an offer comes in:
"Good news - we've received a settlement offer on your case. I want to review it with you in detail. Can we schedule a call this week, or would you prefer I send a detailed breakdown via message?"
Breaking Down the Offer
Explain the numbers clearly:
- Gross settlement amount
- Medical bill deductions
- Attorney fees
- Net amount to client
Providing Your Recommendation
Be direct but let the client decide:
"Based on your injuries and the evidence we have, I believe this offer is [fair/low/reasonable]. Here's why: [specific reasons]. Ultimately, this is your decision - I'm here to advise and support whatever you choose."
Responding to Questions
Common client questions to prepare for:
- "Is this the best we can do?" - Explain negotiation potential
- "How long if we don't accept?" - Outline trial timeline
- "What would you do?" - Share professional opinion
Documenting the Decision
Whatever the client decides, confirm in writing:
"Per our conversation, you've decided to [accept/reject] the offer of $X. I'll proceed accordingly and keep you updated on next steps."