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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.

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