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.
Book Megan mentioned – Radical Candor
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This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.