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L Squared Insurance Agency Blog: attpro tip of the month

View the latest blog posts from L Squared Insurance Agency.

Attorney Protective Tip of the Month Do you have a pile of colleagues’ and clients’ business cards stacked on your desk? Since business cards are still one of the most popular means for collecting contact information, the data should be entered into your new contact folder before it is eaten by the mysterious black hole that has already captured your missing socks. READ MORE >>

A comprehensive client intake form is a great tool to ensure you make an informed decision about whether you can effectively and competently represent a potential client.  The form should be comprised of questions that elicit vital information such as the client’s expectations and motivations for seeking representation. READ MORE >>

It is easier and more cost effective to keep an existing client than it is to win a new one. Communication is a core competency on which clients can and will judge you. So, accessibility and prompt, clear communication with your current clients is essential. READ MORE >>

Know the rules regarding gifts. Generally, a lawyer may receive modest, unsolicited gifts from clients.1 However, a lawyer should not solicit substantial gifts from a client, including testamentary gifts, unless the client is a close relative.2 1 See MODEL RULES OF PROF’L CONDUCT R.1. READ MORE >>

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