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2019 Webinar Series forLegalProfessionals

A Risk Management Resource for LegalProfessionals

The Importance of Client Selection and the Client Intake Process

April 17, 2019, 1–2pm Eastern

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Moderator: James Jack, Professional Liability Product Lead, Travelers

Speakers: William T. McCaffery, Esq., L’Abbate, Balkan, Colavita & Contini, LLP | Gwen Rogers, Claims Counsel, Travelers

Poor client selection is a recurring source of legal malpractice claims – and one you can control. Among the most important risk variables within an attorney’s control is the decision to accept or decline the representation of a new client. A crucial component in managing this risk is a well-thought-out and a well-executed client intake process that can help identify potential problematic clients, but also is a valuable record of what professional services are being requested. Done right, a client selection and intake process can be a sound risk management approach that is good for the firm’s bottom‑line.

Questions? Email James Jack at

Travelers provides webinars that are open to all insureds and brokers. These webinars utilize defense attorneys and industry leaders to discuss a wide range of topics, including those that are historical sources of professional liability risk, as well as emerging trends and issues.

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