Client Screening, Engagement, Disengagement & Non-Engagement Webinar
Chicago, IL | October 22, 2024 | Zoom Webinar
Client Screening, Engagement, Disengagement & Non-Engagement Event Details
Date and Time: October 22, 2024, from 12:00 PM to 1:00 PM
Location: Zoom Webinar
ISBA Mutual Insurance Company is hosting a crucial webinar on October 22, 2024, from 12:00 p.m. to 1:00 p.m. via Zoom, focused on the critical aspects of client management that can prevent malpractice claims. The session will delve into effective strategies for client screening, engagement, disengagement, and non-engagement, providing lawyers with the tools they need to protect themselves and their firms.
Malpractice claims often stem from cases where lawyers realize, too late, that they should have never agreed to represent a particular client. This webinar will teach you how to avoid these pitfalls through better client screening and management practices.
You’ll learn how to identify the types of clients you want to serve, assess potential clients during intake, and use engagement or non-engagement letters to document your decisions. Additionally, the importance of issuing proper disengagement letters will be discussed to ensure that all matters are thoroughly concluded, preventing future legal issues.
Download Our Presentation & Guides
During October’s webinar, attendees will have access to two valuable resources: the Client Screening Practice Guide, which provides essential strategies for evaluating potential clients and minimizing malpractice risks, and the Documenting Engagement & Non-Engagement Practice Guide, offering practical steps and sample forms to properly document client relationships. Both guides are designed to help lawyers safeguard their practice and ensure ethical compliance.
Webinar Highlights
During this webinar, attendees will learn about:
Understanding the Importance of Client Screening: Learn how to identify and assess potential clients to avoid unnecessary risks.
Defining Your Ideal Client: Tips on selecting clients that align with your firm's goals and expertise.
Utilizing Engagement and Non-Engagement Letters: Protect yourself from malpractice claims by properly documenting client relationships or decisions not to represent.
Executing Proper Disengagement: Learn the best practices for issuing disengagement letters to ensure a clean break and avoid future complications.
Sample Documents: Review of sample engagement, non-engagement, and disengagement letters to use in your practice.
Featured Speaker
Garrett Kern
Chief Claims & Risk Management Officer at ISBA Mutual Insurance Company
Garrett Kern is the Chief Claims and Risk Management Officer at ISBA Mutual Insurance Company, where he leads initiatives in professional liability and risk management for legal professionals. With over two decades of experience in the insurance industry, Garrett has held senior roles at Skyward Specialty Insurance, RLI Insurance Company, and Argo Group, specializing in claims management and risk mitigation.
He began his career as a partner at Foran Glennon Palandech Ponzi & Rudloff, focusing on construction litigation, product liability, and commercial property coverage. Garrett holds a JD from Loyola University Chicago School of Law and a BA in Government from the University of Notre Dame.
Register for Client Screening, Engagement, Disengagement & Non-Engagement
This webinar is a must-attend for lawyers looking to refine their client management processes and minimize the risk of malpractice claims. Don’t miss this opportunity to enhance your practice’s efficiency and legal protection.
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