Saying No to a Potential Client: How to Ethically Turn Away Business [LGE 104]

Mar 17, 2020 | Podcast

Clients and lawyers should work well together. It makes for a smoother relationship, better work product, and better outcomes. It also reduces the risk of ethics violations and Bar complaints. As a lawyer, you must get comfortable with the idea that you will turn some clients away, and you must have systems in place to make sure you do so properly.

In this episode Megan discusses the reasons for turning clients away, how to do it (sometimes without even knowing you are), and what documentation to retain to protect yourself if a non-client later makes a complaint against you.

Resources Mentioned:

Book Megan mentioned – Radical Candor

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