Course #414- General Law Office and Client Management - CD

Speaker: Allan Frumkin Course 414 1 hour MCLE Credit This course is an overview of how to create and maintain professional and rewarding relationships with your clients.  Key Points: 1. The initial call - how long and what to cover 2. The initial interview - who is present, how long, what is covered, the essay 3. Elements of the client contract 4. Follow up with client - end of client interview - what's next? 5. Thank you for referral Objectives: Identify and analyze all the elements of the client contract: The retainer, billing, malpractice insurance, etc. Understand and examine the case Lockton v. O'Rourke Formulate new strategies you can use when dealing with your own clients Allan Frumkin is an attorney in Loomis, California.