Client Intakes: Tips for Effective Sign-Ups

SKU: LPM5700

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About This Course

Never underestimate the power of a first impression. That’s what a client intake is! For both you and your client. It’s the initial event that sets the tone for the (often) long-term relationship you enter with that perspective client. It’s also the time for you to begin considering case strategy, deposition preparation, and potential evidence. All this assumes you even want to take on this case, which you may not. This program will explore and highlight the core aspects of a new client intake and how to get your case off to the right start – or confirm that it’s not a case for you!

Upon course completion, you will be able to:

  • Conduct an effective client intake.
  • Develop and articulate the theory of your case as early as possible.
  • Identify potential issues with your case and your client.
  • Effectively manage your client’s expectations.

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