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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 jjack@travelers.com.

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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