An effective intake procedure creates the foundation for a good working relationship with your client. When there is a good working relationship and good communication between the lawyer and client the risk of an errors and omissions claim is significantly reduced.

An effective intake procedure includes:

  • a good conflicts checking system                                   
  • an in-depth interview at the intake stage
  • an effective client screening process
  • an analysis of your practice workload, your resources, and personal commitments
  • an analysis of your competencies in the practice area
  • appropriate retainer agreements, engagement letters and declination letters

Review LIANS’ Retainer Agreements and Engagement Letters and Sample Letters