Optimizing Client Intake and the Initial Client Relationship:
Critical Early Small Law Firm Management Issues

Originally held on Monday, November 19, 2018 | 6:00 p.m. – 8:00 p.m.

Purchase OnDemand
Print Registration Form

 

 

Program Chair:

Kerry A. Brennan

Kerry A. Brennan
Brennan Law Firm PLLC

  • The goal of this program is to assist practitioners in managing and improving client intake. Seasoned lawyers will discuss best practices for initial client consultation; conflict check; case assessment; client fit screening, including client ability to pay fees; the engagement letter and retainer; and building the client relationship from the outset. The program will serve as a key primer for lawyers in firms of all sizes, but will be geared primarily for solo and small law firm practitioners.

    OnDemand: $69 for Members | $169 for Nonmembers
    Members who are Recent Law Graduates, Newly Admitted Lawyers (earliest admission 2016-2018 in any state or country), In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

    Purchase OnDemand
    Print Registration Form

  • Sandra Cohen
    Cohen & Buckmann PC

    Fran Obeid
    MFO Law, P.C.

    David Slarskey
    Slarskey LLC

    Ted Trief
    Trief & Olk

    Purchase OnDemand
    Print Registration Form

  • 6:00 pm – 6:05 pm Introduction & Program Overview
    6:05 pm – 6:30 pm Initial Client Consultation
    Fran Obeid

    • Conflict Check
    • Client Fit
    • Client Ability to Pay/Retainer
    • Matter Assessment
    6:30 pm – 6:55 pm Referral Fees and Small Law Firm Alliances
    Ted Trief
    6:55 pm – 7:05 pm Break
    7:05 pm – 7:30 pm Engagement Letter and Retainer
    David Slarskey

    • Hourly
    • Flat
    • Contingency
    • Hybrid
    7:30 pm – 7:55 pm Building Client Relationship from Outset
    Sandra Cohen
    7:55 pm – 8:00 pm Q & A

    Purchase OnDemand
    Print Registration Form

  • CLE Credit
    NY:     2.0 Law Practice Management
    NJ:     2.2 general 
    CA:     1.5 general
    PA:     1.5 general

    Purchase OnDemand
    Print Registration Form

  • Sponsoring Association Committee: Small Law Firm Committee | Gary M. Kaufman, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Membership Outreach and Sponsorships Manager | (212) 382-6608 | aavila@nycbar.org

    ______________________________________________________________