Tips From the Pros: Screening Clients To Avoid Problems Before They DevelopTips From the Pros: Screening Clients To Avoid Problems Before They Develop

In our zeal to build a book of business, there may sometimes be a temptation, when a potential client presents at our door, reflexively to say “yes” without adequately assessing possible negative consequences. However, there are several client intake considerations that should be examined carefully before accepting a new client engagement.

Client Desirability

A given prospective client may simply be a person you’d be better off not representing. There are several indicators of possible problems, and, on reflection, you may conclude you just don’t want to deal with those problems. Are you the latest in a succession of lawyers or other professional service providers? Does the prospective client display a belligerent attitude? Is the prospect...