Question Everything: Building Interview and Drafting Guides Out of Stock

 

MGMT HQ Web Series: Tools for Tech and Time Management

 

If you’ve practiced for years, you likely have  a mental checklist of questions to ask a new client who walks through the door. With some matters, you can probably get the complete outline of a case with three or four focused questions. With other matters, like estate planning for a married couple, there could be dozens of lines of inquiry. This seminar will help you create a document interview guide that will capture the information you need, using tools built into Microsoft Word and your PDF software. Never forget a question again or confidently hand off document creation to new staffers.
 
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the MGMT HQ resources, access past webinars, and sign up for upcoming webinars.
 
Upcoming webinars:
- July 13, 2022: Practical Password Programs and Principles
- July 27, 2022: The Eyes (and Ears) Have It: Privatize Your Peeping Tech
 
Home studies will be available approximately 2-3 weeks following the live program.
 
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
 
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
Question Everything: Building Interview and Drafting Guides
Presented by Jeff Schoenberger, Esq., Affinity Consulting
 
  •   Standard Price
    $69.00 USD
  •   Member Price
    $0.00 USD
  •   General Credits
    1.00
  •   Ethics Credits
12:00 – 1:00 pm
Question Everything: Building Interview and Drafting Guides
Presented by Jeff Schoenberger, Esq., Affinity Consulting
 
Click to Add to Cart or Visit Fastcase

To access the PDF:

1. Log in to the CLE Dashboard.

2. Scroll down until you see DASHBOARD-AT-A-GLANCE.

3. Click on the BOOKS tab and find the title.

4. Click on the book icon labeled Download. The product will download as a zip file.

How to open the Zip file:

1. Save the downloaded .zip file to your hard drive

2. Right click on the file and select Extract All – this will open an extraction wizard.

3. Click Next and then select the location to extract the files to on your computer.

4. Click OK.

5. Click Next to begin the extraction process.

6. Click Finish when complete.

7. You will now have a folder on your hard drive containing a PDF version of your book and, if applicable, a folder with Word and PDF versions of the accompanying forms