Best Practices for Client Intake, Engagement, and Workflow

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SKU: OLPM20180328

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Live Program Date March 28, 2018
Accredited through March 27, 2021
MCLE Credits: 1.0 Practical Skills/General
OSB Program No.: 6724*9

Includes program and supplemental materials, live polling questions, MCLE Form 6 for self-reporting of MCLE credits, and audio/video files of the CLE.

Client Intake

  • Recognizing objectives and ethical traps
  • Implementing the 7 key elements of intake forms
  • Building in accountability to prevent mistakes
  • Automating intake with ease


  • Documenting representation: why bother?
  • Appreciating the ethical implications of engagement versus nonengagement
  • Finding alternatives when a nonengagement letter can't be sent
  • Modernizing the engagement process using forms, brochures, automation, and eSignatures


  • Identifying barriers to improving productivity: what's stopping us?
  • Exploring the connection between bar complaints and poor workflow management
  • Using technology and staffing to improve workflow