Ethics & Specialty Credits

Client Intake and Screening: Strategies for Avoiding and Addressing Conflicts

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
59 minutes
Mary Ewing
With Mary Ewing from Mary Ewing Law Office PC
Recorded April 14, 2026.
Product ID 101783

Buy This Course

Course Includes
$199

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Identify and Resolve Conflicts With Indispensable Client Intake Tips

Imagine walking into your next client meeting fully confident that you've screened for every possible conflict and established trust before any signatures are signed. In this rapid-fire course, our veteran faculty provides you with the knowledge you need to do just that! Review essential guidelines for conducting client intake, identify key terms to include in engagement letters, and uncover practical guidance for evaluating client matters. Safeguard your practice - register today!

  • Examine best practices for crafting engagement letters.
  • Find out how and when to conduct conflict checks.
  • Determine how to address conflicts of interest and draft waivers.

Abbreviated Agenda

  1. Effective Client Intake: Best Practices and Malpractice Traps
  2. Identifying Conflicts: When to Conduct Checks, Info to Collect, etc.
  3. Assessing Clients and Matters: Key Steps to Mitigate Risks
  4. Engagement Letters: Key Terms and Tips for Managing Expectations
  5. Addressing Conflicts (Including Conflict Waiver Best Practices)

Related Topics

Product ID 101783

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Client Intake and Screening: Strategies for Avoiding and Addressing Conflicts

    1. Effective Client Intake: Best Practices and Malpractice Traps
    2. Identifying Conflicts: When to Conduct Checks, Info to Collect, etc.
    3. Assessing Clients and Matters: Key Steps to Mitigate Risks
    4. Engagement Letters: Key Terms and Tips for Managing Expectations
    5. Addressing Conflicts (Including Conflict Waiver Best Practices)

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Mary Ewing
Mary
Ewing
Mary Ewing Law Office PC
Speaker bio
Mary Ewing

Mary Ewing

Mary Ewing Law Office PC
Mary Ewing

is a founding member of Mary Ewing Law Office PC. Having previously practiced for 20 years with Ewing & Ewing PC, she is a tireless advocate in her representation of those who have been injured as a result of an automobile collision, dangerous condition, defective product, or professional negligence. Ms. Ewing also represents those involved in divorce litigation, workers' compensation claims, Social Security claims, and employment matters. She has been a frequent presenter at numerous continuing legal education seminars, held a board position with the Colorado Trial Lawyers Association for 30 years, and was certified as a civil trial advocate by the National Board of Trial Advocacy. Ms. Ewing served as an adjunct professor of law at the University of Denver College of Law for many years, as well as on the teaching faculty for the National Institute for Trial Advocacy. She earned her B.A. degree from the University of Colorado and her J.D. degree from the University of Denver.

View full profile
Loading recommendations...

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us