Client Retention & Management – The Do’s and Don’ts
Thursday, June 15, 2023, 1 pm - 2 pm ET
Held on Thursday, June 15, 2023, 1 pm - 2 pm ET
This webinar will assist professionals in identifying and developing key client retention and management strategies to ensure strategic client engagement and a successful practice. Our experienced panel of speakers will offer practical advice and examples on the following topics:
- Red flags on client intake
- How to protect your practice and tailor your retainers to suit the mandate
- Who is your client – Inventor? Company? Both?
- Best strategies for handling difficult clients and conversations
- Outreach strategies: Sending legal updates, hosting CPD training, etc.
- Rules of Professional Conduct – Key Rules you should know to tackle issues such as getting off the record
Continuing Professional Development
This program contains up to 1 hour Professionalism or Ethics where applicable.
| Hours | |
Law Society of Ontario | 1 |
| Barreau du Québec | 1 |
| Law Society of British Columbia | 1 |
| Law Society of Saskatchewan | 1 |
| Law Society of Manitoba | 1 |
| Law Society of Alberta | 1 |
| New York State CLE Board | 1 |
** An application for accreditation of the session will be submitted upon request by a participant
This organization has been approved as an Accredited Provider of Professionalism Content
by the Law Society of Ontario.
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Member Price
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| On Demand | $85.00 + tax | |
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Non-Member Price
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| On Demand | $155.00 + tax | |
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