PRA2606. Breaking Up with Bad Clients: How to Let Go and Level Up

If certain clients create too much risk for your firm or drain your time, energy, or profits, then it may be time for them to go. Learn how to evaluate problematic clients and put them on the path to rehabilitation or termination to help reduce risk and make space for those clients that are a better fit for your firm.

Learning Objectives:

• Identify situations where client termination should be considered.
• Recognize practices to terminate clients professionally and in a manner that helps lessen the risk of a retaliatory malpractice claim.
• Select new client opportunities that fit the firm’s risk profile.