Unbundling Workshop: Part 2
Intake and Initial Consultation
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| Air Date: |
This is Part 2 of the archived version of a live seminar presented on January 31, 2018. |
| Speakers: |
Forrest (Woody) Mosten
Laurel Dietz |
| Format: |
Webinar Recording |
| CPD Hours: |
0.5 Hours of Approved Continuing Professional Development in BC
Viewing of this recording will provide you with 0.5 hours of the ethics, professional responsibility and practice management component for your Law Society of BC reporting.
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SYNOPSIS
A well-designed intake and initial consultation/assessment process is critical for a successful unbundling practice. In this session, Kari Boyle (Susan) and Laurel Dietz roleplay a simulation of an initial client consultation. The roleplay pauses at key points to allow questions and participant feedback and suggestions and is followed by an interactive discussion.
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