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Client Intake and Interview

Date: Friday, March 22, 2019
Time: 1:00 - 2:30 pm EST
Length: 90 minutes

Sponsored by Lorman Education Service

Registration for Session Only: $199.00

Registration plus Session Recording and Written Materials: $268.00


Gain an understanding of the proper protocol when client intake and interviews occur.

Many lawyers underestimate the importance of the client intake and interview process. To often too little time is spent meeting and talking with the potential client in order to properly assess whether taking on the new matter is advisable.

In many instances, a lawyer is well into a case before he or she realizes there is a significant problem with the case or the client, placing the attorney in an awkward and uncomfortable position of trying to withdraw from the case. A proper and thorough intake, interview and assessment process greatly minimizes this risk, while at the same time providing guidance to the client before it may be too late.

Areas Covered in the Session:

The Initial Call

• What to Ask and Listen for
• Red Flags and Areas of Concern
• Conflict Analysis

Post Call/Pre-Consultation

• Due Diligence
• Gathering Information
• Intake Forms

Deciding to Take the Case

• Ethical Considerations
• Legal Considerations
• Other Considerations

Rejecting the Case

Accepting the Case

Credit Information (Sponsored by Lorman Education Services):

  • NALA
  • NFPA
  • Paralegals
For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Marlo Orlin Leach, Leach & Lowe LLC

  • Managing member of Leach & Lowe LLC
  • Focuses legal practice on tort, commercial, and environmental litigation
  • Defends premises and product liability actions involving property damage and personal injury; including claims based on toxic torts, indoor air quality, and the manufacture and use of tools, machinery and chemicals
  • Has spoken at national seminars on terms and conditions in purchase agreements and on warranties under Article 2 of the UCC
  • Experienced in a variety of complex cases including business disputes, real estate and partnership disputes, RICO and fraud claims, breach of fiduciary duty claims, breach of warranty claims and complex contract matters
  • Member of numerous professional and civic organizations
  • J.D. degree, magna cum laude, Georgia State University College of Law; B.A. degree, Emory University
  • Can be contacted at

(Not available outside the US)