Washington State Paralegal Association

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  • The Paralegals' Guide to Client Intake and Evaluation

The Paralegals' Guide to Client Intake and Evaluation

  • 02/05/2019
  • 10:00 AM - 11:00 AM
  • Audio Webinar

REGISTER: https://ipe.nbi-sems.com/ProductDetails/The-Paralegal-s-Guide-to-Client-Intake-and-Evaluation/Audio-Webinar/81721ER_TXTXPARFAM408400000?pt=1

Program Description

Conduct In-Depth Interviews and Assessments

The first steps of any case set the tone for the entire case. The initial client intake and evaluation is your chance to bring more value to the firm to pull essential details from the client. This insightful course will guide you through the steps in really getting to know the client to develop thorough intake forms, investigations and conflict checks. Don’t miss this chance to enhance your client screening skills - register today!

  • Take a closer look at different approaches for getting to know prospective, new, continuing or former clients during intake.
  • Learn key elements for putting together powerful intake forms that get you the information you need.
  • Examine ways to efficiently investigate clients and perform comprehensive conflict checks.
  • Develop a complete checklist to ensure you are gathering all of relevant information during the interview.

Who Should Attend

This intermediate level course is designed to give attendees the skills and tools they need to effectively navigate through client intake and evaluation. Those who should attend include:

  • Paralegals
  • Legal Technicians
  • Legal Assistants
  • Legal Support Staff

Course Content

  • Understanding Substantive Law Relative to the Case
  • Know the Client - Prospective, New, Continuing or Former
  • Developing and Maintaining Strong Intake Forms
  • Investigating Clients and Performing Effective Conflict Checks
  • Assembling a Comprehensive Engagement/Non-Engagement Letter
  • Checklist of Pertinent Information to Collect During the Interview
  • Ensuring the Client is Informed of the Paralegal's Role

Washington State Paralegal Association
1402 Lake Tapps Parkway SE
Ste. F104/PMB133
Auburn, WA. 98092



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