Growing your business is not an easy task. This program provides insight into developing sound procedures for screening prospective clients, formulating the goals you should have in mind during your initial conversation, considering alternative approaches to the formal consultation, handling confidential information, and taking the steps necessary to sign a client. Also receive insights on whether or not you should offer a free consultation, and how to determine if there could be a conflict of interest. These are just a few of the important decisions to make when building your client base. Watch this program for more.
As a result of this program, you will understand:
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How to develop a screening process for prospective clients
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The goals of the initial conversation
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Alternative approaches to the formal consultation
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How to handle confidential information and potential conflicts
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The steps to sign up the client
Program materials include:
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Example: Client Intake Form
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Example: Phone Call form
This program is included in the following series:
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.