Qualifies for .50 CPD hours.
Recorded 2023-06-02

Materials
https://www.lawsociety.sk.ca/wp-content/uploads/Power-Point-CPD-360-Client-Screening-Process-An-Example.pdf

Beau's shared video: https://files.evolvelaw.ca/s/WxjXjQ3o24m7gw9

Presenter: Beau Atkins. Evolve Law, Saskatoon.

Your first interactions with a client can set the tone for the entirety of the relationship, so it is important that they start off right. A simple and clear client screening process is a benefit to your clients, but also allows you to determine whether the client is a good fit for you and your practice. In this session, Beau Atkins and his onboarding team will demonstrate, in real-time, how potential clients are guided through Evolve Law’s client screening process.