On April 17, 2019, L’Abbate Balkan partner, William T. McCaffery, will speak at the Travelers Insurance Company webinar, “The Importance of Client Selection and the Client Intake Process.”
Poor client selection is a recurring source of legal malpractice claims – and one you can control. Among the most important risk variables within an attorney’s control is the decision to accept or decline the representation of a new client. A crucial component in managing this risk is a well-thought-out and a well-executed client intake process that can help identify potential problematic clients, but also is a valuable record of what professional services are being requested. Done right, a client selection and intake process can be a sound risk management approach that is good for the firm’s bottom‑line.
For more information and to register for this webinar, please click here.