Client Retention & Management – The Do’s and Don’ts

Held on Thursday, June 15, 2023, 1 pm - 2 pm ET

This webinar will assist professionals in identifying and developing key client retention and management strategies to ensure strategic client engagement and a successful practice. Our experienced panel of speakers will offer practical advice and examples on the following topics:   

  • Red flags on client intake
  • How to protect your practice and tailor your retainers to suit the mandate
  • Who is your client – Inventor? Company? Both?
  • Best strategies for handling difficult clients and conversations
  • Outreach strategies: Sending legal updates, hosting CPD training, etc.
  • Rules of Professional Conduct – Key Rules you should know to tackle issues such as getting off the record

Continuing Professional Development

This program contains up to 1 hour Professionalism or Ethics where applicable.

  Hours
Law Society of Ontario
1
Barreau du Québec1
Law Society of British Columbia1
Law Society of Saskatchewan**
Law Society of Manitoba1
Law Society of Alberta1
New York State CLE Board1

** An application for accreditation of the session will be submitted upon request by a participant

LSO This organization has been approved as an Accredited Provider of Professionalism Content
by the Law Society of Ontario.

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On Demand $85.00 + tax Sign In
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Non-Member Price

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On Demand $155.00 + tax
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