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.