EMAIL DIRECT: Email Delivery (next business day) with Files Attached: Audio Course File (.mp3) and Course Book File (.pdf)
Client intake procedures are extremely important to every law firm. They can financially make or break your practice. This June 15, 2018, 1.25-hour course is by Neil Pedersen, Esquire, who has practiced for almost thirty years. In it, he discusses client intake process options and considerations including many useful tips and warnings. The content is useful for all lawyers, even those who already have client intake procedures. Mr. Pedersen, is the Principal of Pedersen Law, APLC, a law firm in Irvine, California. He is also an adjunct law professor on several topics of law practice management.
Major topics include: Client Intake Purposes and Assessments Intake Process and Important Considerations - pitfalls - different ways of conducting the client intake: pros and cons - always keep track of each client's intake - more Assessing Clients and Cases - important factors to consider when deciding whether to take a case on contingency - types of clients to avoid - more FORMS FOR LAWYERS: For fully-editable immediately downloadable forms in many practice areas, please go to www.NLFforms.com.