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Practice Management: Getting It Right with Client Selection
Length: 60 minutes
Attorneys continue to find themselves involved with “problem clients” for any number of reasons. This program asks the question why and shares practical advice as to how an attorney can avoid such clients in the future. While this program is designed around client selection and the intake process, much of the program will focus on client management skills and client communication.
Outline of CLE Presentation:
- First Impressions Matter
- Client Screening (Ethics)
- The Conflicts Check (Ethics)
- Determining What Your Prospective Client Really Wants
- Client Management Starts at Intake (Ethics)
- Problem Clients and the Lesson They Teach (Ethics)
A Sampling of Attendee Takeaways:
- An awareness of the importance of a formal screening process.
- An understanding of the types of questions an attorney must consider prior to agreeing to take a matter on.
- Why it’s important to consider relationship issues with potential clients in addition to one’s interest in handling any given legal matter.
- How verbal and nonverbal communication can impact the attorney-client relationship.
- The importance of learning to say no.
Mark Bassingthwaighte, Esq, Risk Manager, ALPS
Since 1998, Mark Bassingthwaighte, Esq., has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with our company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented over 600 continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.
