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Spotting Clients Whose Business You Should Decline

  • Training

  • 1 Hour
  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5971733
Client reach, growth, and satisfaction are foundational elements in operating a successful law practice. But practice growth is challenging and often brings on a daunting decision: Should I sign on with this client or not?

Counsel, in all fields, face unique ethical issues when evaluating a case or client for representation and strengthening this decision-making process is vital to your practice’s success. If you have trouble turning down potential clients, then this program is for you.

In this new program, we discuss how to do a thorough intake, how to evaluate if a potential client is right for you, reasons for turning down a potential client, and how to ethically turn down a potential client. This program is valuable to both new and seasoned practitioners, and employs real-world hypotheticals to illustrate how to avoid difficulties in declining business.

Course Content

12:00 - 12:05 pm - Welcome and Introduction

Paul M. Glickman, Esq.,
Glickman, LLC, Boston

Melissa A. Levine-Piro, Esq.,
Hera Law Group, Maynard

12:05 - 12:40 pm - Reasons to Decline Representation

12:40 - 12:45 pm - Ethical Considerations

12:45 - 12:50 pm - Non-Engagement and Disengagement Letters

12:50 - 1:00 pm - 'Ask the Experts' Q&A Session and Key Takeaways

Please Note
This webcast is delivered completely online, underscoring the convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Speaker(s)

Chair

elissa A. Levine-Piro, Esq.
Hera Law Group, Maynard

Faculty

Paul M. Glickman, Esq.
Glickman, LLC, Boston