Earn client trust and information through an expertly guided initial interview. This CLE course starts with the importance of small talk and of defining legal terms to clients. Then, this course hones in on making sure attorneys memorialize their client’s goals (and manage expectations for those goals).

Next, some candid conversation about how attorneys bill for their time. After the introduction and explanation of the forms highlighted in this course, the discussion moves to the importance of engaging in more small talk with the client and going through the game plan with the client.

Finally, the course ends with talking about the value of letting your client know how to start their lawsuit (signing and paying!) and giving them homework to stay engaged.