Last week we received an inquiry from a CPAGold™ member firm regarding text messaging with clients.
After discussions with Ralph Picardi the risk consultant for the CPAGold™ program and outside counsel, the consensus was use of texts to communicate with clients is not effective risk management practice.
The problem is that such communications are often temporary and require further action to memorialize the text for the file, much like telephone conversations are recorded in a log or other summary of a conversation.
While the fast speed of business and instant response is common-place, when it comes to professional advice to a client, slow down. This would apply to other forms of immediate communication like Facebook messenger, LinkedIn, Microsoft messenger, Snap Chat or Instagram. These should be limited exclusively to the marketing or promotion of your practice.
In fact, a recent posting by our friends at the law firm of Goldberg Segalla LLP (go here) discusses the pitfalls of Facebook friendships for lawyers (and, by inference, any other independent professionals).
Like any form of fast communication, the possibility of errors or misinterpretation is vastly increased.
Our unequivocal advice is to avoid these forms of communication.
Jorgensen & Company are not attorneys and do not offer any form of legal advice. Consult with appropriately qualified local counsel for more assistance. Rickard Jorgensen is President and Chief Underwriting Officer for the CPAGold™ program and may be contacted at (201) 345 2440 or firstname.lastname@example.org