The workshop discussion will be led by the following attorneys: Lee Wachocki, Practice Management Advisor with the Professional Liability Fund; Marisa Moneyhun, probate and adult protective proceedings solo practitioner in downtown Portland practicing; and Andy Green, personal injury and criminal defense solo practitioner in downtown Portland.
 

Intake topics will include: 

• Different approaches to the intake process,

• Best practices for conflict checks, and

• What to include in your retainer agreement. 
 

Closing topics will include: 

• What to include in your closing letter

• Capturing everything that belongs in the ‘client file,’ 

• What to do when your client owes money, and 

• Best practices for file retention and destruction.

Lunch is provided. 

The MBA will apply for one hour of CLE credit.

Register below or use this flyer.