When using a client intake form make sure you know who all the parties are.
There are a couple of early steps to take when preparing for a client intake. Take the time to run a conflicts check prior to the potential client’s appointment or before you begin your consultation; and if you charge a consultation fee, make sure the client is aware of it before the consultation begins. While non-lawyer employees are permitted to conduct initial client interviews, the practice is discouraged and limited to gathering factual information. This video reviews how to screen potential clients, including screening for potential conflict of interest.
Agenda
Faculty
Joseph A. Corsmeier, Esq.
The Law Office of Joseph A. Corsmeier, P.A.
- Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
- Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida
- Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
- Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
- Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
- Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
- Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010
- Adjunct professor of paralegal ethics at St. Petersburg College
- J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
- Can be contacted at [email protected] or 727-799-1688
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