Ritman Insurance Insights
Posted
Feb 9 2014

1. Missing deadlines
Utilize dual calendars
Proper date calculations
Cross-check
2. Conflicts of interest and matter
Representation of both parties
Personal involvement with a client's business
Proper ID at engagement
3. Poor client relations
Have clear and timely communication
Clear engagement/declination letters
Clear expectations up-front
4. Ineffective client screening
Thorough intake process
Conflict check with other firm mem...