W2654 – Five Essential Checks for New Client Inquiries
Join us to review five essential checks for handling new client inquiries, and leave with a practical first-response checklist.
Course Category: Live Webinars
Course Level: Basic
CLE Credit: Non-substantive
Start Date and Time (CT): Monday, December 7, 2026 12:00 pm
CLE Hours: 1.0
Fees: $49 for Members and $70 for Nonmembers
Course Materials: Most live webinars include the ability to ask questions during the webinar about the topic, view slides of the presentation and have access to a recording of the webinar.
Description: Paralegals often write a firm’s first reply to a new inquiry. This session covers five checks before it goes out: (1) confirm who the person is and who they represent, (2) follow the firms’ conflict-screening procedures before responding, (3) avoid legal advice or a fee quote, (4) route urgent matters to an attorney, and (5) document the contact. Attendees will receive a one-page first-reply checklist they can adapt to their firm’s procedures.
Course Year: 2026
Instructor: Mohamed Abdi
Mohamed Abdi of Minneapolis, Minnesota, is the founder of altomic.ai, which works with estate and probate firms on how they handle new client inquiries. He focuses on the first reply, from screening and conflicts to routing and documentation.