A Solo & Small Firm Workshop: The Art of the Intake

How to Sign on Great Clients and Cases (and How to Decline the Rest)

Join the Solo and Small Firm Committee for a discussion about how a client relationship starts: with a quality intake. Dana Sullivan, Buchanan Angeli Altschul & Sullivan LLP; Peter Janci, Crew Janci LLP; and Austin Batalden, Morris Stannard & Batalden Family Law PC will share their intake tips and best practices in each of their distinct areas of practice. Learn how to identify a great case and when to say no. Stephanie Tucker MA, MBA, MAC will provide information about trauma informed interviewing to ensure that we are handling sensitive intakes with care and compassion.

The MBA will apply for 1.5 hours of CLE credit.

Date & Time
Wednesday, December 15, 2021, 12:00pm-1:30pm
Remote attendance only via Zoom
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Credit Types
General Credit

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