Optimizing Client Intake and the Initial Client Relationship

Optimizing Client Intake and the Initial Client Relationship: 
Critical Early Small Law Firm Management Issues
Monday, November 19, 2018 | 6:00 p.m. - 8:00 p.m.
Prefer to view the live webcast? Please CLICK HERE.

Program Fee:

Live Program: $99 for Members | $199 for Nonmembers
Small Law Firm: $59 for Members
Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

CLE Credit:
NY: 2.0 Law Practice Management
NJ: 2.2 General
CA: 2.0 General
PA: 1.5 General

This program provides transitional/non-transitional credit to all attorneys

The goal of this program is to assist practitioners in managing and improving client intake. Seasoned lawyers will discuss best practices for initial client consultation; conflict check; case assessment; client fit screening, including client ability to pay fees; the engagement letter and retainer; and building the client relationship from the outset. The program will serve as a key primer for lawyers in firms of all sizes, but will be geared primarily for solo and small law firm practitioners.

Click Here to View Program Agenda & Faculty

Program Chair:
Kerry A. Brennan, Brennan Law Firm PLLC

Sponsoring Association Committee:
Small Law Firm Committee, Gary M. Kaufman, Chair

New York City Bar 42 West 44th St New York, NY 10036

Please Sign In to Register

Monday, 19 November 2018

Thank you for registering. A link to download the course book will be emailed to you at 3:00 pm prior to the program starting time. Registrants are advised to bring either a portable electronic device or a print out of the download to the program. WI FI access will be available. You will NOT receive a printed copy of the course book at the program.
6:00 PM - 8:00 PM
11/19/2018 6:00 PM