CNA – Conducting due diligence on clients and the duty to inquire
09/28/2023
The client intake process provides the first opportunity to decide if you want to take on that client and to eliminate and examine potential red flags. The newly amended Rule 1.16(a) of the American Bar Association’s (ABA) Model Rules of Professional Conduct and its Comments provide guidance on conducting due diligence on a client. This article outlines what this guidance means for you and how to better identify and respond to any “red flags.”
Posted at 01:42 PM | Permalink | Comments (0)
Tags: CNA, Law Firm Risk Prevention, Lawyers Malpractice Insurance, Lawyers Professional Liability, Risk Management, Risk Mitigation, USI Affinity