Intake & Closing

A Solo & Small Firm Workshop

The workshop discussion will be led by the following attorneys: Lee Wachocki, Practice Management Advisor with the Professional Liability Fund; Marisa Moneyhun, probate and adult protective proceedings solo practitioner in downtown Portland practicing; and Andy Green, personal injury and criminal defense solo practitioner in downtown Portland.
Intake topics will include: 
Different approaches to the intake process,
Best practices for conflict checks, and
What to include in your retainer agreement. 
Closing topics will include: 
What to include in your closing letter
Capturing everything that belongs in the ‘client file,’ 
What to do when your client owes money, and 
Best practices for file retention and destruction.

Lunch is provided. 

The MBA will apply for one hour of CLE credit.

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Thursday, March 21, 2019

12:00pm - 1:30pm

Hotel Monaco, Alder Creek Room, 506 SW Washington St., Portland