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Sneaky Lawyer Intake Tricks and How to Sniff Them Out
During our last roundtable on successful new business intake, the topic of general matters and how law firm’s balance the legitimate need for general billing repositories against the occasional use of those repositories as ways to circumvent the firm’s intake policies and process.

In our next roundtable, we’ll have some fun sharing examples of the lengths lawyers sometimes go to avoid the system but we will also have some very serious discussion about why that happens, what the day-to-day work of a lawyer at a law firm is like, and ways conflicts and new business intake folks can come up with solutions that satisfy both firm risk management and practical lawyer interests.

We’re looking forward to it!

This session will be moderated by:
• Max Welsh - Senior Risk Management Consultant
• Rabiya Hirji – Senior Risk Management consultant
• Eric Mosca - Director of Operations

• The session will be audio-only, but feel free to join the Zoom from your computers to use computer audio and/or the chat function.
• Participants must register using their professional email address.
• We ask that you remain on mute unless speaking actively.
• The participants will be visible to other attendees. You are in control of how your name displays to other participants.
• The session will NOT be recorded, and there is an expectation of privacy. Please share freely but respect firm and client confidence, of course.

May 27, 2021 01:00 PM in Eastern Time (US and Canada)

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