Register: https://ipe-sems.com/products/99992

Overview

Ensure Clients Are Properly Assessed and Informed at the Outset

As a paralegal, you play a crucial role in the screening process - serving as the first line of assessment and interaction with potential clients. Do you have the confidence and finesse to interact with third parties? Can you spot red flags before the firm invests in the client and case? Join our experienced faculty for tips and tricks on evaluating potential clients, managing information, and forging strong relationships from the outset. Enhance your value - register today!

• Flush out all the information you need with effective questioning strategies.
• Discover what to do if you catch a prospective client in a lie.
• Trust but verify: secure and comb through documents and client background information.
• Learn how to bring up sensitive issues without alienating clients or causing defensiveness.
• Let AI and other tech tools do some of the screening and document review work for you.

Abbreviated Agenda

1. Questioning Techniques and Rapport Building: The Art of Effective Client Interviews
2. Communication Compass: What You Should and Should Not Say to Clients
3. Strategic Screening: Spotting Red Flags Before Your Attorney Does
4. Precise and Protected: Documenting and Managing Intake Information
5. Navigating Sensitive Territory: Tactful Probing and Managing Difficult Conversations
6. Deception Detective: Identifying and Responding to Misleading or False Information
7. Digging Deeper: Collecting Documents and Conducting Background Checks
8. Tech-Savvy Screening: Leveraging AI and Other Tools in Screening and Document Review