Client Intake and Screening: Strategies for Avoiding and Addressing Conflicts

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Imagine walking into your next client meeting fully confident that you've screened for every possible conflict and established trust before any signatures are signed. In this rapid -fire course, our veteran faculty provides you with the knowledge you need to do just that! Review essential guidelines for conducting client intake, identify key terms to include in engagement letters, and uncover practical guidance for evaluating client matters. Safeguard your practice - register today! Examine best practices for crafting engagement letters. Find out how and when to conduct conflict checks. Determine how to address conflicts of interest and draft waivers. Show more