Law Practice Series: Client Intake Procedures — 1 Pennsylvania General Credit

Client intake procedures are extremely important to every law firm. They can financially make or break your practice. This June 15, 2018, 1.25-hour course is by Neil Pedersen, Esquire, who has practiced for almost thirty years. In it, he discusses client intake process options and considerations including many useful tips and warnings. The content is useful for all lawyers, even those who already have client intake procedures.

Mr. Pedersen, is the Principal of Pedersen Law, APLC, a law firm in Irvine, California. He is also an adjunct law professor on several topics of law practice management.

Major topics include:
Client Intake Purposes and Assessments
Intake Process and Important Considerations
- pitfalls
- different ways of conducting the client intake: pros and cons
- always keep track of each client's intake
- more
Assessing Clients and Cases
- important factors to consider when deciding whether to take a case on contingency
- types of clients to avoid
- more

FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com. (Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $33.50

Pennsylvania Lawyer ID: (required)

Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AK — 1.25 General Credits
AZ — 1.25 General Credits
CA — 1.25 General Credits
CO — 2 General Credits, Course ID #794010, Expires 2022-12-31
CT — 1.2 General Credits
DE — 1.2 General Credits, Expires 2020-06-14
FL — 1.5 General Credits, Course #2105950N, Expires 2023-03-31
GA — 1 General Credit, Expires 2024-12-31
IN — 1.3 General Credits, Expires 2025-07-31
KY — 1.25 General Credits, Expires 2025-06-30
LA — 1.25 General Credits, Expires 2019-07-15
ME — 1.25 General Credits, Expires 2020-06-14
MO — 1.5 General Credits
MT — 1.25 General Credits
NV — 1 Ethics Credit, Course #37806, Expires 2021-12-31
NJ — 1.5 General Credits
NM — 1.25 EP Credits, Recorded 6/15/18
NY — 1.5 Law Practice Management Credits (attorneys seeking NY credit must ALWAYS place their orders from the New York page)
NC — 1.25 General Credits, Expires 2025-02-28
OH — 1.25 General Credits, Expires 2024-12-31
OR — 1.25 Practical Skills Credits
PA — 1 General Credit
TN — 1.25 General Credits, Expires 2021-07-15
TX — 1.25 General Credits, Expires 2019-06-30
UT — 1 General Credit, Expires 2021-12-31
VA — 1.5 General Credits, Expires 2018-10-31
VT — 1.25 General Credits, Expires 2020-06-14
WA — 1.25 Other Credits — Activity ID #1074026
WV — 1.5 LOM Credits

Law Practice Series: Client Intake Procedures — 1 Pennsylvania General Credit

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