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1.1 New Business Screening Form

.50 Hours of Credit TX , 1.0 Hour Credit in CA and OR
States: TX, CA, OR
Credit Hours:
.50 in TX, 1.0 in CA and OR
Cost: 19.95 TX, 39.95 in CA and OR
Credit Categories by State:

Legal Ethics, Law Office Management, Participatory Credit, Professional Responsibility Legal Ethics, Participatory Credit General/ Practical Skills


     Not all potential clients are keepers. Use the New Business Screening Form to improve the quality of clients you select, gather preliminary conflicts data and track the results of your marketing efforts (before you hear any confidential information which could create a conflict with an existing client.)

Course Covers:

  • New Business Selection
  • New Business Screening
  • Five-Step Business Selection Process
  • New Business Screening Script
  • Special Tips
  • Guide to Completing the Screening Form
  • Lawyer's Risks and Benefits Analysis
  • Profile of a Dangerous Potential Client

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