Mock Client Intake: Would You Take This Case?
Presented by Cari Sheehan
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Course Description
Length: 59min Published: 8/20/2025 
Conducting an effective client intake process isn’t just good practice—it’s an ethical obligation. Attorneys must navigate early conversations with care to avoid inadvertently creating an attorney-client relationship, breaching confidentiality, or missing conflicts of interest. The intake process is your first opportunity to screen for red flags, set clear expectations, and comply with key legal ethics rules. Failing to do so can lead to disciplinary action, malpractice claims, or both.
Learning Objectives
* Discuss Rules of Prof. Conduct 1.1 (competence), 1.6 (confidentiality), 17 (conflicts of interest), and 3.1 (meritorious claims)
* Go through client intake scenarios to discuss if a good client
* Review what is needed in an engagement letter
* Review when you need a declination of services letter
* Discuss pitfalls of bad clients and how to maximize the intake process for great clients
Speaker Q&A
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Presented By:
Cari Sheehan
Indianapolis, IN
(812) 239-4187
csheehan@taftlaw.com
