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Live Webinar

90-minute live streaming program
  • March 22
  • 1:00 - 2:30 pm EST

Client Intake and Interview

March 22

Gain an understanding of the proper protocol when client intake and interviews occur.

Many lawyers underestimate the importance of the client intake and interview process. To often too little time is spent meeting and talking with the potential client in order to properly assess whether taking on the new matter is advisable. In many instances, a lawyer is well into a case before he or she realizes there is a significant problem with the case or the client, placing the attorney in an awkward and uncomfortable position of trying to withdraw from the case. A proper and thorough intake, interview and assessment process greatly minimizes this risk, while at the same time providing guidance to the client before it may be too late.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

The Initial Call
  • What to Ask and Listen for
  • Red Flags and Areas of Concern
  • Conflict Analysis
Post Call/Pre-Consultation
  • Due Diligence
  • Gathering Information
  • Intake Forms
Deciding to Take the Case
  • Ethical Considerations
  • Legal Considerations
  • Other Considerations
Rejecting the Case
Accepting the Case
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • NALA 1.5
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for (s) hours.
     
  • NFPA 1.5
     
  • This program has been approved by the National Federation of Paralegal Associations for 1.5 hours of NFPA continuing education credit.
     
  • IN Paralegals
     
  • This course may qualify for continuing legal education through the Indiana State Bar Association for paralegals.
     
  • NC Paralegals 1.5
     
  • This seminar has been approved by the North Carolina State Bar Board of Paralegal Certification for 1.5 hours of CPE credit.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Who should attend?

This live webinar is designed for Paralegals, legal staff and attorneys.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Marlo Orlin Leach

Marlo Orlin Leach

Leach & Lowe LLC

  • Managing member of Leach & Lowe LLC
  • Focuses legal practice on tort, commercial, and environmental litigation
  • Defends premises and product liability actions involving property damage and personal injury; including claims based on toxic torts, indoor air quality, and the manufacture and use of tools, machinery and chemicals
  • Has spoken at national seminars on terms and conditions in purchase agreements and on warranties under Article 2 of the UCC
  • Experienced in a variety of complex cases including business disputes, real estate and partnership disputes, RICO and fraud claims, breach of fiduciary duty claims, breach of warranty claims and complex contract matters
  • Member of numerous professional and civic organizations
  • J.D. degree, magna cum laude, Georgia State University College of Law; B.A. degree, Emory University
  • Can be contacted at [email protected]
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 405015
Published 2019
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