How to Conduct a Comprehensive Client Consultation and Intake for your Matrimonial or Family Law Client

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About This Course

This CLE course will go through what questions to ask, what answers to give and how to issue spot and strategize with a prospective client through a mock client consultation. A client consultation is an attorney’s chance to set him or herself apart from other attorneys to not only win the client, but also gathering the information an attorney needs to strategize and effectively represent the individual. Family Law issues are often emotionally charged and this course will address issues related to divorce, custody, child, support, spousal support, equitable distribution, as well as the practical advice and candor required when representing parties in these sensitive areas.

This course is designed to provide you with the skills to land the client, spot the issues, formulate a strategy with the client and allay many of the client’s fears and concerns from an emotional and practical standpoint by providing you with a front row seat in a client consultation.

Learning Objectives:

1. Learn how to offer a PAID complete comprehensive consultation.
2. Learn the correct questions to ask to gather the information necessary while redirecting the emotions, yet remaining sensitive to the client’s needs and fragile emotional state.
3. Receive an overview of all of the issues involved in these sensitive matters.
4. Develop skills on handling the emotional side of the client, while keeping him or her focused on the legal issues at hand.
5. Learn how to turn that consult into a client.

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