Practice Management: Getting It Right with Client Selection
Credit Available - See Credits tab below.
Total Credits: 1 Alaska, 1 Arizona, 1 Arkansas, 1 Colorado, 1 Delaware, 1 Florida, 1 Georgia, 1 Idaho, 1 Indiana, 1 Kansas, 1 Michigan, 1.2 Missouri, 1 Montana, 1 Nebraska, 1 Nevada, 1 New Mexico, 1 North Dakota, 1 South Dakota, 1 Tennessee, 1 Texas, 1 Vermont, 1 Virginia, 1 Washington, 1 West Virginia, 1 Wyoming
- Average Rating:
- 56
- Categories:
- Law Practice Management
- Faculty:
- Mark Bassingthwaighte, Esq.
- Duration:
- 60 minutes
- Format:
- Audio and Video
- License:
- Expires 3 month(s) after program date.
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:
- 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.
Credits
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1.2 | 1.2 |
| General Credits | Ethics Credits |
| 1 | 0 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 0 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits | Well-being Credits |
| 1 | 0 |
| General Credits | Ethics Credits |
| 1 | 1 |
| General Credits | Ethics Credits |
| 1 | 1.2 |
| General Credits | Ethics Credits |
| 1 | 1 |
Handouts
| Client Selection Attendee Materials (11.2 MB) | 28 Pages | Available after Purchase |
Faculty
Mark Bassingthwaighte, Esq. Related Seminars and Products
Risk Manager
ALPS
Mark Bassingthwaighte, Esq., serves as Risk Manager at ALPS, a leading provider of insurance and risk management solutions for law firms. Since joining ALPS in 1998, Mark has worked with more than 1200 law firms nationwide, helping attorneys identify vulnerabilities, strengthen firm operations, and reduce professional liability risks. He has presented over 700 continuing legal education (CLE) seminars across the United States and written extensively on the topics of risk management, legal ethics, and cyber security. A trusted voice in the legal community, Mark is a member of the State Bar of Montana and the American Bar Association and holds a J.D. from Drake University Law School. His mission is to help attorneys build safer, more resilient practices in a rapidly evolving legal environment.
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