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1.2 New Business Intake Form

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

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


     If a potential client has passed the New Business Screening and preliminary Conflicts Search, use the New Business Intake Form during the client interview to record details of the potential representation.

Course Covers:

  • New Business Intake Interview
  • Attorney's Intake File
  • Conducting the Intake Interview
  • New Business Acceptance Authorization
  • Special Tips
  • Guide to Completing the Intake Form
  • Lawyer's Risks and Benefits Analysis

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