April 22, 2020

CSG Law Alert: Client Intake Best Practices in COVID-19 Environment

These days, more than ever, there is a yin and yang between bringing in as much revenue as possible at the risk of bringing in an unworthy client. How do we know when to say no?

Obviously, there is no one answer and it is dependent on both the needs of the lawyer and who the client is. But some tips include making sure you have the skill and knowledge to assist the client and not stray out of your skill set just because you need the money; asking for retainers and holding it until the end of the case; and considering the potential fee for the case as compared to the risks involved in taking on a new client.

Sometimes saying no may still protect you in the long run.