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Practice Management: Getting It Right with Client Selection


Credit Available - See Credits tab below.

Average Rating:
   56
Categories:
Law Practice Management
Faculty:
Mark Bassingthwaighte, Esq
Duration:
60 minutes
Format:
Audio and Video
License:
Access for 3 month(s) after purchase.


Description

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.

Credits


Alaska
General Credits Ethics Credits
1 1

 


Arizona
General Credits Ethics Credits
1 1

 


Delaware
General Credits Ethics Credits
1 1

 


Florida
General Credits Ethics Credits
1 1

 


Georgia
General Credits Ethics Credits
1 1

 


Idaho
General Credits Ethics Credits
1 1

 


Indiana
General Credits Ethics Credits
1 1

 


Kansas
General Credits Ethics Credits
1 1

 


Maine
General Credits Ethics Credits
1 0

 


Michigan
General Credits Ethics Credits
1 1

 


Montana
General Credits Ethics Credits
1 1

 


Nebraska
General Credits Ethics Credits
1 1

 


Nevada
General Credits Ethics Credits
1 1

 


New Mexico
General Credits Ethics Credits
1 1

 


North Dakota
General Credits Ethics Credits
1 1

 


South Dakota
General Credits Ethics Credits
1 1

 


Texas
General Credits Ethics Credits
1 1

 


Vermont
General Credits Ethics Credits
1 1

 


Virginia
General Credits Ethics Credits Well-being Credits
1 0

 


West Virginia
General Credits Ethics Credits
1.2 1.2

 


Wyoming
General Credits Ethics Credits
1 1

 



Handouts

Faculty

Mark Bassingthwaighte, Esq's Profile

Mark Bassingthwaighte, Esq Related Seminars and Products

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.


Reviews

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Overall:      4.4

Total Reviews: 56