Recorded Webinar: Taking Instructions from a New Client in Family Law Matters- Cost Agreements, Conflict-Checking and Cementing New Relationships (Practice Mgmt & Business Skills)

Taking instructions from a new client sounds like a simple thing but far too often legal practitioners miss getting the crucial information. This session gives you an insight into best practice in conducting client interviews and covers:

• Conflict checking

• Recognising problematic areas:

  • instructions for wills

  • instructions from parents for financial agreements involving their children

• Cost disclosure – when is it necessary? Can you charge for the initial meeting without disclosing costs?

• Identifying imminent deadlines

• Client questionnaires – are they a good idea?

• Verifying the client’s identity

• Confirming confidentiality and your file retention policy

• What are the next steps? Clear communication!

• Client instruction checklist

• Getting new clients to “stick” – how to ensure new clients stay