CPD 360.2 - Client Screening Processes: An Example
Legal Technology
•
17m
Qualifies for .50 CPD hours.
Recorded 2023-06-02
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.
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