Best Practices in Client Intake Process & Conflict Checks
Thursday, Aug 24th at 12:30 ET
Presented by:
Connie Englind, Director of Operations
Doug Miller, Director, Managed Legal Operations
In this webinar you will learn:
The Client Intake Process: Analysis of Risk/Reward
Explore the process, mechanics, and insight behind assessing clients’ risk to the firm. This approach includes strategies to analyze and minimize financial uncertainty.
Conflict Checks: An Essential Step in the Intake Process
Here we will introduce fundamental elements of a Conflicts program critical to law firms.
