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Insurance Glossary
Choose Wisely

The Importance of Client Selection 

November 18, 2026 | 1:30 - 2:30 Eastern

$70 | Free for Policyholders

PURCHASE LIVE CLE WEBCAST
ALPS2026CLEClientSelection

Course Description:

Attorneys continue to encounter “problem clients” for various reasons. This program asks why and offers practical advice on how an attorney can avoid such clients in the future. While this program is designed around client selection and the intake process, it will also focus on client management and communication skills.

Outline of CLE Presentation: 

  1. First Impressions Matter

  2. Client Screening (Ethics)

  3. The Conflicts Check (Ethics)

  4. Determining What Your Prospective Client Really Wants

  5. Client Management Starts at Intake (Ethics)

  6. Problem Clients and the Lesson They Teach (Ethics)

A Sampling of Attendee Takeaways:

  • An awareness of the importance of a formal screening process.

  • An understanding of the types of questions an attorney must consider before agreeing to take a matter on.

  • Why it’s vital to consider relationship issues with potential clients in addition to one’s interest in handling any given legal matter.

  • How verbal and nonverbal communication can impact the attorney-client relationship.

  • The importance of learning to say no. 

 

Course Details

 

Register for the live webinar.

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