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Handling Difficult Client Conversations

Jan 26, 2026Case Management
Law FirmsPortal TutorialClient CommunicationBest Practices

Navigate challenging communications like bad news, unrealistic expectations, and client frustration.

Not every conversation is easy. Here's how to handle the tough ones professionally and effectively.

Delivering Bad News

Messages list in Quilia Portal
The Messages page showing your sent, scheduled, and draft messages

Structure

  1. Prepare them: "I have some difficult news to share"
  2. Deliver clearly: State the facts simply
  3. Explain impact: What this means for their case
  4. Provide path forward: Next steps and options
I need to share some disappointing news. The insurance company has denied liability, claiming [reason]. This doesn't end your case - it means we'll need to [next steps]. I know this is frustrating, but we have options.

Managing Unrealistic Expectations

I understand you're hoping for $[amount], and I wish I could promise that. Based on similar cases, a realistic range is $[X-Y]. I'll fight for every dollar, but I want to be honest about what's achievable.

When Clients Are Frustrated

Acknowledge, don't defend:

Client details page
View detailed client information and case activity
I hear your frustration, and it's completely valid. This process takes longer than anyone wants. Let me explain where we are and what I'm doing to move things forward: [specific actions].

Settlement Pressure

I understand the bills are piling up and you need resolution. My job is to get you the best outcome, not the fastest. Settling now for $[low offer] could cost you $[difference] in the long run. Let's discuss your options.

When You Made a Mistake

Own it immediately:

I need to apologize - I missed [specific issue]. I've already [corrective action]. This won't affect your case outcome because [reason]. I take full responsibility.

Key Principles

  • Always be honest, even when it's hard
  • Acknowledge emotions before explaining logic
  • Focus on what you CAN do, not limitations
  • Follow difficult conversations with a summary message

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