First steps to take if a client threatens to sue you
With Jack
Don't reassure threatening clients that you have insurance. They might end up making a bigger claim if they know there’s a substantial pot of cash to back that up
Send a holding email. This gives you time to take a step back and gather all of the information you need, instead of replying in an emotional and possibly defensive state
Gather documents like contracts, client communication and project scopes that give the client's claim context (bonus points if you have information that disputes their claim or helps to strengthen your defence)
Provide all of that information to your insurer along with an overview of the situation. If covered under your policy, they will appoint legal experts to help you
First steps to take if a client threatens to sue you
With Jack
Don't reassure threatening clients that you have insurance. They might end up making a bigger claim if they know there’s a substantial pot of cash to back that up
Send a holding email. This gives you time to take a step back and gather all of the information you need, instead of replying in an emotional and possibly defensive state
Gather documents like contracts, client communication and project scopes that give the client's claim context (bonus points if you have information that disputes their claim or helps to strengthen your defence)
Provide all of that information to your insurer along with an overview of the situation. If covered under your policy, they will appoint legal experts to help you