GrowPath’s Eric Sanchez and Ginny Allen recently presented on “Ethical Client Intake: Procedures for Compliance” as part of the Webinars for Busy Lawyers 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 a presentation on the Ethics of Client Intake, or another topic, please contact us

Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!