This is the last call for Best Practices for Client Intake, Engagement, and Workflow scheduled for March 28, 2018 from 10:00 a.m. to 11:00 a.m., PDT. This live, online webinar is the first of a two-part series on effective and ethical office systems.
Topics include:

Intake

• Recognizing objectives and ethical traps
• Implementing the 7 key elements of effective intake forms
• Building in accountability to prevent mistakes
• Automating intake with ease

Engagement

• Documenting representation: why bother?
• Appreciating the ethical implications of engagement vs. nonengagement
• Finding alternatives when a nonengagement letter can’t be sent
• Modernizing the engagement process using forms, brochures, automation, and eSignatures

workflow

• Identifying barriers to improving productivity: what’s stopping us?
• Exploring the connection between bar complaints and poor workflow management
• Setting objectives using automation, integration, and delegation
• Using technology and staffing to improve workflow

Your office systems are the backbone of everything you do. Don’t miss out!

Register Now
$25 – Visit the Upcoming CLE page or choose the registration link below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

REGISTER NOW
Best Practices for Client Intake, Engagement, and Workflow

In this second part of our two-part series, we will cover:

Docketing

• Learning the attributes of effective docketing systems
• Appreciating the duty of due diligence
• Docketing tips for eCourt practitioners: knowing where to go, forwarding notices, calculating deadlines, understanding the Register of Actions, enlisting proper email management

Conflicts

• Recognizing ethical traps
• Establishing system objectives: who to screen and when to screen
• Comparing software applications
• Streamlining conflict checking using forms, checklists, procedures, and letters
• Recording conflict results

Disengagement and file retention

• Meeting your ethical obligations under Oregon RPC 1.16
• Simplifying disengagement with forms
• Protecting clients and limiting liability exposure
• Creating policies, procedures, and checklists
• Accessing resources

This program is scheduled for Wednesday, April 11 from 10:00 a.m. to 11:00 a.m., PDT.

Register Now
$25 – Visit the Upcoming CLE page or choose the registration link below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.