Client Intakes: Tips for Effective Sign-Ups

Accreditation Wreath Icon AL
SKU: LPM5700
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Client intake is an essential part of the representation process and sets the terms of your relationship.

This CLE course will explain how to conduct an effective client intake and how to use it to determine if and how you want to represent the client. Identifying case strategy, potential issues and managing expectations during the initial intake will be presented and discussed.

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