Practice Management: Getting It Right with Client Selection

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:

1. First Impressions Matter
2. Client Screening (Ethics)
3. The Conflicts Check (Ethics)
4. Determining What Your Prospective Client Really Wants
5. Client Management Starts at Intake (Ethics)
6. 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.