We will focus on the value of having a Welcome Package. We will explain how a Welcome Package can walk clients through the onboarding process. We will share a template to demonstrate what can be included (and for participants to use and modify as they see fit). We will discuss how having a Welcome Package can save time and help them set up clients more efficiently.

We will explain how the Welcome Package relates to the following aspects of professional development:

Marketing legal services in accordance with professional obligations;
Using conflicts checking systems;
Understanding the business of law, including financial considerations, client development and strategic planning; and
Technology in a law or legal services practice, including considerations related to security of information, productivity and efficiency.

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