Gain an understanding of the proper protocol when client intake and interviews occur.
Many lawyers underestimate the importance of the client intake and interview process. To often too little time is spent meeting and talking with the potential client in order to properly assess whether taking on the new matter is advisable. In many instances, a lawyer is well into a case before he or she realizes there is a significant problem with the case or the client, placing the attorney in an awkward and uncomfortable position of trying to withdraw from the case. A proper and thorough intake, interview and assessment process greatly minimizes this risk, while at the same time providing guidance to the client before it may be too late.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
The Initial Call
- What to Ask and Listen for
- Red Flags and Areas of Concern
- Conflict Analysis
Post Call/Pre-Consultation
- Due Diligence
- Gathering Information
- Intake Forms
Deciding to Take the Case
- Ethical Considerations
- Legal Considerations
- Other Considerations
Rejecting the Case
Accepting the Case
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on March 22, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Marlo Orlin Leach
Leach & Lowe LLC
- Managing member of Leach & Lowe LLC
- Focuses legal practice on tort, commercial, and environmental litigation
- Defends premises and product liability actions involving property damage and personal injury; including claims based on toxic torts, indoor air quality, and the manufacture and use of tools, machinery and chemicals
- Has spoken at national seminars on terms and conditions in purchase agreements and on warranties under Article 2 of the UCC
- Experienced in a variety of complex cases including business disputes, real estate and partnership disputes, RICO and fraud claims, breach of fiduciary duty claims, breach of warranty claims and complex contract matters
- Member of numerous professional and civic organizations
- J.D. degree, magna cum laude, Georgia State University College of Law; B.A. degree, Emory University
- Can be contacted at [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
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- White Papers and Articles
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- State Specific Credit Tracker
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