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The MSBA's Practice Management & Marketing Section Presents


"Client Intake: How to Streamline Your Processes and Procedures"

This program will look at client intake, the first step in business development, a crucial yet often-overlooked one. We will examine some of the issues that law firms and attorneys face in client intake, such as:

• Check-list for initial intake
• Red flags with potentials
• Retainer policies
• Declining representation
• Opening the file


William Casey, William Casey Law Offices, LLC

Karen A. Lundquist, Attenza Law, LLC

1 hour of Standard CLE credit applied for
Event Code: 160138



Date:   Wednesday, October 26, 2011
Time:    8:00 a.m. to 9:30 a.m.
Location:   Hamline University Minneapolis Campus
1600 Utica Avenue
St. Louis Park, MN 

Please join us at 8:00 a.m. for breakfast and registration, followed by the seminar from 8:30 - 9:30 a.m. If you cannot attend in person, teleconferencing is available. Please see more information below.


Section Members:  $10.00
Join the Section and attend for FREE:  $31.00
MSBA Members (But Not PM&M Section Members):  $20.00
Non-MSBA Members:  $35.00
Law Students:  $10.00

Teleconferencing is available. Request instructions when registering or contact Elyse Farnsworth prior to October 24. Instructions will be sent via email on or before October 25.

Cancellation Policy:

Refunds will be processed for cancellation requests received in writing on or before noon on the registration deadline. Requests should be directed to the event contact person listed at the bottom of this notice. Cancellation requests received after this time are not eligible for refunds. You may send a colleague in your place if you are unable to join us and the registration deadline has passed.

Requests for an exception to this policy should be directed to Elyse Farnsworth, Section Services Director, by e-mail or at (612) 278-6336