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Recorded Webinars
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:

Date/Time

About the Webinar

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

Presented By

Lino Marchetti
Barrister

Who Should Attend?

This webinar is suitable for family lawyers - Australia wide and it has been designed to deliver the practice management business skills compulsory subject unit for th

CPD Information

unit for the CPD year ending 31st March 2020.

Enquiries/Assistance

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email: [email protected]

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