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, of all fields, face unique ethical issues when evaluating a case or client for representation and strengthening this decision-making process is vital to the success of your practice. 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 brings together practitioners - new and seasoned - using real-world hypotheticals to illustrate how to avoid such difficulties.
Counsel, of all fields, face unique ethical issues when evaluating a case or client for representation and strengthening this decision-making process is vital to the success of your practice. 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 brings together practitioners - new and seasoned - using real-world hypotheticals to illustrate how to avoid such difficulties.
Course Content
12:00pm - 12:05pm - Welcome and IntroductionPaul M. Glickman, Esq.,
Glickman, LLC, Boston
Melissa A. Levine-Piro, Esq.,
Hera Law Group, Maynard
12:05pm - 12:40pm - Ethical Reasons to Decline Representation
Panel
12:40pm - 12:45pm - Ethical Considerations
Panel
12:45pm - 12:50pm - Non-Engagement and Disengagement Letters
Panel
12:50pm - 1:00pm - 'Ask the Experts' Q&A Session and Key Takeaways
Panel
Speaker(s)
FacultyPaul M. Glickman, Esq.,
Glickman, LLC, Boston
Melissa A. Levine-Piro, Esq.,
Hera Law Group, Maynard
