Spotting Clients Whose Business You Should Decline
Key approaches and techniques for empowering counsel to decline potential clients when it may be necessary to do so
- Product Number: 2240207P01
-
CLE Credits, earn up to:
1 substantive credits, 0.5 ethics credits CLE Credit Note - Print Brochure
-
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
Client reach, growth, and satisfaction are foundational elements in operating a successful law practice. But practice growth is challenging and often brings on a daunting decision: Should I sign on with this client or not?
Counsel, in all fields, face unique ethical issues when evaluating a case or client for representation and strengthening this decision-making process is vital to your practice’s success. If you have trouble turning down potential clients, then this program is for you.
In this new program, we discuss how to do a thorough intake, how to evaluate if a potential client is right for you, reasons for turning down a potential client, and how to ethically turn down a potential client. This program is valuable to both new and seasoned practitioners, and employs real-world hypotheticals to illustrate how to avoid difficulties in declining business.
-
Agenda
Agenda & Materials
-
12:00 - 12:05 pm
Welcome and Introduction
Paul M. Glickman, Esq., Glickman, LLC , Boston
Melissa A. Levine-Piro, Esq., Hera Law Group , Maynard
-
12:05 - 12:40 pm
Reasons to Decline Representation
Panel
-
12:40 - 12:45 pm
Ethical Considerations
Panel
-
12:45 - 12:50 pm
Non-Engagement and Disengagement Letters
Panel
-
12:50 - 1:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
-
- Faculty