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 Saskatchewan1
Law Society of Manitoba1
Law Society of Alberta1
New York State CLE Board1

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

Register

Purchase

Member Price

Register

On Demand $85.00 + tax Sign In
Proceed to Checkout

Non-Member Price

Register

On Demand $155.00 + tax
Proceed to Checkout