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Client Intake for the Small Business Practitioner

1h

Created on November 15, 2016

Intermediate

Overview

This course helps lawyers understand how to work with start-up companies. Though it will review and answer the legal questions entrepreneurs typically ask, and identify the services they need at the inception of a business, the course will not focus on black-letter law. Instead, it will deal primarily with how counsel can empower entrepreneurs, add value to these ventures, and consequently develop long-term, mutually beneficial attorney-client relationships.

Learning Objectives:

  1. Differentiate between the entrepreneurial client’s wants and needs, and learn how to satisfy the latter by focusing on the former
  2. Understand the importance of adding value such that legal services are not an externality but an investment in profitability
  3. Build a trusting attorney-client relationship by thinking like an advisor and team member as opposed to a vendor

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