On Demand

How to Conduct Remote Bankruptcy Client Intakes & Consultations

1h 5m

Created on June 22, 2020




This program, taught by Bankruptcy attorney Scott Goldstein, will cover intake and initial consultations for bankruptcy clients in a no-contact world. The course will review initial screening processes, what to cover in an initial consultation, and how to do it all without having the client set foot in your office. Viewers will learn the most important information to get during an initial screening, determining the chapter for filing, determining assets, and compliance with Bankruptcy Abuse Prevention And Consumer Protection Act (BAPCPA) requirements when you cannot simply hand over a packet of material to the potential client. 

The course is appropriate for experienced bankruptcy attorneys who are converting to a remote practice, as well as new bankruptcy practitioners. 

Learning Objectives:

  1. Conduct an initial screening 
  2. Determine the best type of bankruptcy proceeding for the client
  3. Stay compliant with BAPCPA requirements in a remote setting 

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