How to Conduct a Comprehensive Client Consultation & Intake for Your Family Law Client

(352 Ratings)

Produced on: March 01, 2018

Course Format On Demand Audio

Taught by


Course Description

Time 90 minutes
Difficulty Intermediate

This fun and interactive course will go through what questions to ask, what answers to give, and how to issue spot and strategize with a prospective client through a mock client consultation. A client consultation is an attorney’s chance to set him or herself apart from other attorneys to not only win the client, but also gathering the information an attorney needs to strategize and effectively represent the individual. Family Law issues are often emotionally charged and this course will address issues related to divorce, custody, child, support, spousal support, equitable distribution, as well as the practical advice and candor required when representing parties in these sensitive areas.  

This course, presented by family law practitioner Alissa Van Horn, is designed to provide you with the skills to land the client, spot the issues, formulate a strategy with the client and allay many of the client’s fears and concerns from an emotional and practical standpoint by providing you with a front row seat in a client consultation.

Learning Objectives:

  1. Discuss how to offer a complete and comprehensive consultation
  2. Discern the correct questions to ask in order to gather necessary information while simultaneously redirecting the potential client’s emotions, and still remaining sensitive to the person’s needs and fragile emotional state
  3. Gain an overview of all of the potential issues involved in these sensitive matters
  4. Develop strategies to successfully handle the emotional side of the client, while keeping him or her focused on the legal issues at hand


Alissa Van Horn

Van Horn & Friedman, P.C.

Alissa L. Van Horn, Esq. is a Founding Member and Managing Partner of Van Horn & Friedman, P.C., a boutique family law firm, exclusively dedicated to handling family and matrimonial cases in the New York Metropolitan Area.

Prior to founding Van Horn & Friedman, P.C., Alissa opened the doors to her first solo practice in 2010, the Law Office of Alissa L. Van Horn, P.C. where she exclusively concentrated on matrimonial and family law matters.   Alissa was previously an associate of Rosin Steinhagen Mendel in New York, NY, a boutique family law firm, where she primarily focused on adoption and foster care litigation for more than three years.  Alissa began her career as an attorney in 2006, as an associate of Gildin, Zelenitz & Shapiro, P.C., where she engaged in general practice with a concentration in matrimonial and family law matters.

Alissa is a member of the New York State Bar Association, Family Law Chapter, the Suffolk County Bar Association, the Nassau County Bar Association, a former member of the Queens County Women’s Bar Association and the New York City Bar Association.

Alissa is licensed to practice law in New York, Connecticut and the United States Supreme Court.  Alissa has a juris doctor from Widener University School of Law, and obtained her undergraduate degree in Public Administration from St. Joseph’s University in Philadelphia, PA.

In 2017, Alissa received Alissa received the Long Island Power Women in Business Award and the Long Island Business News Leadership in Law Award and has been selected as an honoree at the Long Island Business News 40 Under 40 Awards in 2018.  Alissa is also a 3-time recipient of the Rising Star Award and the Top Female Attorneys Award for NYC Metro by Super Lawyers Magazine. Alissa received the “10 Best” Award by the American Institute for Family Law Attorneys in 2016 and 2017, the Top 10 Under 40 Award by the National Academy of Family Law Attorneys, the Top 100 Attorneys Award and the Top 40 under 40 Award for NYC by the National Advocates in the area of Divorce and Family Law, the Outstanding Women in the Law Award for 2016 by Hofstra Law School’s Center for Children and Families, and was featured by LI Pulse Magazine as a Top Legal Eagle in March 2017.

Van Horn & Friedman, P.C. was selected as a Top 10 Law Firm in New York in the are of Family Law 2 years in a row.

Alissa began teaching CLE’s in 2015 on family and matrimonial matters for Marino CLE and LawLine.  Alissa was also a Guest Speaker at Legaltech’s LegalWeek in 2018 on the topic of starting and succeeding in a small law firm.  Additionally, Alissa has presented on topics related to divorce and Family Law by the New York State Society of CPA’s and New York Presbyterian Hospital.  Throughout the year, Alissa offers free seminars to residents of Long Island on procedural and substantive matters they face in Family and Supreme Courts.  Alissa is also a member of, networking for a cause, and supports many local charities including the American Kidney Fund, Kids Clubhouse and Big Brothers Big Sisters of Long Island, LIAFF.

Meredith Friedman

Van Horn & Friedman

Meredith Friedman, Esq., a founding partner of Van Horn & Friedman, P.C., provides dedicated legal representation to clients living in New York City, Nassau and Suffolk Counties. She focuses her practice on family law, handling cases that involve high-asset divorce, child custody, child support, and visitation.

After graduating from the University of Wisconsin-Madison with a Bachelor of Science in business consumer affairs, Meredith went on to attend Touro College Jacob D. Fuchsberg Law Center. From there she received a Juris Doctor degree.

Divorce and its related legal matters can be among the most difficult times in a family’s life. Meredith understands the unique challenges that these events can create. She also knows that a divorce may not be the end of the relationship for many families. For that reason, Meredith strives to help her clients achieve amicable solutions to their legal issues. While it is generally her goal to obtain harmonious resolutions, Meredith aggressively advocates on behalf of her clients when the other side is uncooperative. She values clear communication with her clients about their goals and how the legal process works, and helps them to address their short and long-term needs.

 Beyond her work in the courtroom, Meredith is also active in the legal community. She is a member of a number of professional organizations, including the Nassau County Bar Association and the New York State Bar Association. Meredith is admitted to practice law in the states of New York and New Jersey, as well as before the U.S. District Courts for the Eastern and Southern Districts of New York.

Meredith received the Rising Star Award from Super Lawyers Magazine in 2014, 2015, 2016 and 2017. She received the Outstanding Women in Law Award by Hofstra University in 2016, and was named in the Top 10 under 40 by the National Academy of Family Law Attorneys in 2016 and 2017, and the 10 Best Family Law Attorney Award for New York by the American Institute of Family Law Attorneys in 2016 and 2017. Meredith was also featured in Long Island Pulse Magazine in 2017 as a Top Legal Eagle, and was named to the Top Women Attorneys List by Super Lawyers Magazine for the New York Metropolitan Area in 2014, 2015, 2016 and 2017.

Van Horn & Friedman, P.C., was selected as the Top 10 Law Firm by the American Institute of Family Law Attorneys in 2016 and 2017.

Meredith volunteers her time in the community by participating in free legal seminars with other professionals to assist in educating individuals involved in family and matrimonial matters, and is a member of various online groups to further assist individuals in need

Both Alissa and Meredith are proud members of Pinktie1000, and supporters of, Networking for a Cause.


Martha L V.

I liked the CLE format of listening in on an intake meeting with a client. Very informative and loved getting sample materials. More CLEs should have sample documents! Great speakers!

Tanya C.

Really enjoyed the presentation

Jason S.


Victoria S R.

Really enjoyed the real-life format!

Malcolm D.

I REALLY liked the format. Question and answer to a potential client. Learned a lot and will definitely watch this again.

Fei-Lu Q.

Excellent mock interview.

Elizabeth S.

Very informative; great role playing presentation that switched up typical CLE formats

David R.

Mock setting was a great tool for this topic.

ken r.

refreshing format. I was concerned with the "role-play" scenario but it was well done and interesting.

Ashley Renee E.

Great course

Mattie A.


Tom D.

Very helpful and engaging!

Pauletta C.

Interesting, involving and practical presentation. Very thorough and helpful.

Vera M.

This was the best CLE yet!

Gavino M.

Very interesting format. Great concept.

Colleen C.

Very interesting presentation, in which student is a fly on the wall during a client intake.

Lisa P.

It held my attention! Really enjoyed the mock interview.

Kathleen C.

Liked the interview format

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$ 89 Family & Matrimonial Law In Stock


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