Client Screening

Lawyers who report claims often start with “I should have never agreed to represent this client because…” While it may be difficult to turn down legal work, your reputation and your bottom line will suffer more by taking on clients that you did not properly screen.

This guide provides:
Discussion of the Illinois Rules of Professional Conduct regarding client screening
Questions to ask yourself before taking on a new matter or case
Warning signs that might mean you are looking at a difficult or troublesome client
Sample non-engagement letters to use when you decline representation
Sample new client intake form

Download Client Screening Guide

Download New Client Intake Guide Only