Ethical Client Intake for Law Firms
GrowPath’s Eric Sanchez and Ginny Allen recently presented on “Ethical Client Intake: Procedures for Compliance” as part of the Webinars for Busy Lawyersseries hosted by the Massachusetts Law Office Management Program (LOMAP).
Topics covered included:
- A lawyer’s duty of technological competence as outlined in Rule 1.1.
- How to make checking for conflicts simple for intake staff.
- How to identify potentially high-risk clients and cases.
- Communications best practices with potential clients during the intake process.
GrowPath offers CLE programming to interested bar associations and other groups. If you are interested in a presentation on the Ethics of Client Intake or another topic, please contact us.
Share on Social
See How GrowPath Can Accelerate Your Business
Law Firm Management
At the Law Offices of James Scott Farrin (JSF), we recognize that we are only...
On my recent appearance on the Rankings.io Marketing Masterminds podcast, I had the opportunity to...