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

SKU: FAM5200
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This fun interactive 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 CLE 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:

  • Learn how to offer a PAID complete comprehensive consultation.
  • 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.
  • Receive an overview of all of the issues involved in these sensitive matters.
  • Develop skills on handling the emotional side of the client, while keeping him or her focused on the legal issues at hand.
  • Learn how to turn that consult into a client.

Lecturer Bios

Alissa L. Van Horn Esq.

Alissa L. Van Horn, Esq., serves as the managing partner of Van Horn & Friedman, P.C., a full-service family and matrimonial law firm, with its primary office located in Westbury, New York, with a concentration within the New York City Metropolitan Area, including Nassau and Suffolk Counties of Long Island.

Alissa has extensive experience with cases involving divorce, adoption, custody, child support, orders of protection, foster care litigation, name changes, prenuptial, postnuptial, and separation agreements. Alissa began her career at a small general practice law firm in Queens. Thereafter, she joined a boutique Manhattan family law firm. In 2010, Alissa started the Law Office of Alissa L. Van Horn, P.C., and ultimately, in 2015, she and Meredith Friedman opened Van Horn & Friedman, P.C.

Alissa is licensed to practice law in New York, Connecticut, and the United States Supreme Court. Alissa has been recognized by Long Island Business News when she received the Top 40 Under 40, Leadership in Law and the Top 50 Most Influential Women in Business Award. She has also been recognized by Long Island Press when she received the Power Women In Business Award and the Outstanding Women in Law Award from Hofstra University. Additionally, Alissa has been named a Rising Star by Super Lawyers magazine as a Rising Star for the past 6 years, and has received various other local and national recognitions.

Alissa is actively involved in the legal community, presenting Continuing Legal Education (CLE) seminars to various CLE companies for the past 4 years, as well as other professional education panels, wherein she educates other attorneys and professionals on family, matrimonial, and law practice management matters.

Alissa volunteers her time in the community by coordinating free legal seminars with other professionals to assist in educating individuals involved in family and matrimonial matters, and is a member of various online groups to further assist individuals in need.

Alissa earned her Juris Doctor from Widener University School of Law her Bachelor's Degree from Saint Joseph's University in Philadelphia, PA.

Meredith Friedman, Esq.

Meredith Friedman, Esq., a managing partner of Van Horn & Friedman, PC, provides dedicated legal representation to clients living in Queens, New York, and throughout Suffolk and Nassau counties. She focuses her practice on family law, generally handling cases that involve high-asset divorce, child custody, child support and visitation.

After graduating from the University of Wisconsin-Madison with a Bachelor of Science in business consumer affairs, Ms. Friedman went on to attend the Touro College Jacob D. Fuchsberg Law Center. From there, she received a Juris Doctor in 2006.

Divorce and its related legal matters can be among the most difficult times in a family’s life. Ms. Friedman understands the unique challenges that these events can create. She also knows that a divorce may not be the end of the relationship for many families. For that reason, Ms. Friedman strives to help her clients achieve amicable solutions to their legal issues.

While it is generally her goal to obtain harmonious resolutions, Ms. Friedman aggressively advocates on behalf of her clients when the other side is uncooperative. She values clear communication with her clients about their goals and how the legal process works, and helps them to address their short- and long-term needs. Beyond her work in the courtroom, Ms. Friedman is active in the legal community. She is a member of a number of professional organizations, including the Nassau County Bar Association and the New York State Bar Association. Ms. Friedman is admitted to practice law in the states of New York and New Jersey, as well as before the U.S. District Courts for the Eastern and Southern Districts of New York.

Ms. Friedman is a four-time recipient of the Rising Star Award from Super Lawyers Magazine. In 2018, she was named 40 under 40 by Long Island Business News, as well as being recognized as 40 Stars by Schneps Communication. She received Outstanding Women in the Law Award by Hofstra University in 2016. She was named Top 10 under 40 by the National Academy of Family Law Attorneys, as well as named the 10 Best Family Law Attorney Award for New York by the American Institute of Family Law Attorneys. Ms. Friedman was also named a Distinguished Lawyer by the Expert Network, a Top Lawyer by the American Law Society, and recognized by Long Island Business News for Leadership in Law in 2017.

All courses offered by the National Academy of Continuing Legal Education have been directly approved by the Nevada Board of CLE. To view our full accreditation details, please click here.

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