CLIA Loss Prevention Repository: Client Management

Breakdowns in the lawyer/client relationship is one of the most frequent cause of claims. Many of these issues are avoidable by adopting good processes and honing your client management skills. To help, CLIA has compiled numerous resources on Client Management in our newly relaunched Loss Prevention Repository.

CLIA acts as a central hub for our subscribers by offering one-stop-shopping for those who need a quick source of loss prevention resources. Our revamped Repository houses a collection of links to numerous checklists, tips, articles, videos and guides created by our subscribers and partners.   The Repository is now organized by topic and numerous subtopics to better guide you to the resources you need, including an extensive selection of Client Management resources. Topics and an example of each include:

• General

  • Managing the Lawyer/Client Relationship

• Client Screening

  • Client Selection

• Conflict of Interest

  • Managing Conflict of Interest Situations

• Equity and Diversity

  • Manage Malpractice Risk by Recognizing Cultural Diversity

• Fees/Billing

  • Fee Agreement Checklist

• Independent Legal Advice

  • Giving Independent Legal Advice? Stop/ Read This First

• Withdrawal/File Closing/Transfer

  • Hidden Risks in File Transfer