Virtual Event
Five Essential Checks for New Client Inquiries
December 7 @ 12:00 pm - 1:00 pm CST
Virtual Event
$49
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