Client Intake: The Importance Of Careful Vetting — 1 New York Law Practice Management Credit

It is important to identify warning signs during the client intake process and to carefully weigh the benefits and potential pitfalls before engaging with a client. In this January 2, 2023 one-hour program, Neil Pedersen, Esquire shares practical strategies when interviewing and assessing potential new clients. He uses seven scenarios from his over thirty years of intake experience to illustrate potential client issues, including identifying and then dealing with the issue during the client interview.

Mr. Pedersen, Principal of Pedersen Law, APLC, in Irvine, California, has practiced employment law for over thirty years. He has spoken and written widely on many employment/labor law topics, including those covered in this useful program.

Major topics include:
Client Selection: Importance Of Selecting Good Clients
Seven Illustrative Client Intake Scenarios
- Problem Pay Client
- Unreasonable Expectations And Client Whisperers
- The Quasi-Lawyer
- The Angry Client
- Client Has Engaged And Fired Multiple Attorneys On The Same Matter
- Client Wants Your Loyalty To A Fault
- Energy Vacuum Client

FORMS: 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.)