Recorded Webinar: Taking Instructions from a New Client in Family Law Matters- Cost Agreements, Conflict-Checking and Cementing New Relationships (Practice Mgmt & Business Skills)


25th February 2020
Duration:  1 hour


Taking instructions from a new client sounds like a simple thing but far too often legal practitioners miss getting the crucial information.  This session gives you an insight into best practice in conducting client interviews and covers:

  • Conflict checking

  • Recognising problematic areas:

    • instructions for wills

    • instructions from parents for financial agreements involving their children

  • Cost disclosure – when is it necessary? Can you charge for the initial meeting without disclosing costs?

  • Identifying imminent deadlines

  • Client questionnaires – are they a good idea?

  • Verifying the client’s identity

  • Confirming confidentiality and your file retention policy

  • What are the next steps? Clear communication!

  • Client instruction checklist

  • Getting new clients to “stick” – how to ensure new clients stay


Lino Marchetti, Barrister & Mediator, Victorian Bar, Melbourne

  • Signed the Bar Roll in 2003

  • Previously between 2000 and 2003 lived in London

  • Employed as Senior Lawyer at the Official Solicitor’s Office

  • Responsible for Family Law and Human Rights litigation including

    • Medical procedures

    • Hague Convention Cases (on behalf of the state Central Authority)

    • Reciprocal Country Child Support enforcement

  • Previously employed as Family Law Duty Lawyer at Victoria Legal Aid


This webinar is suitable for family lawyers - Australia wide and it has been designed to deliver the practice management & business skills compulsory subject CPD unit for the CPD year ending 31st March 2020.

If you need assistance or have an enquiry, please do not hesitate to contact our Webinar Coordinator, Lisa Tran on (03) 8601 7709 or email:

© Television Education Network Pty Ltd 2020

Product Code: WB12FEB20
 Price:  $198.00 (Inclusive of GST)
© 2020 Television Education Network Pty Ltd. All rights reserved. The program for this webinar is copyright and may not be reproduced in any form without the prior written consent of the copyright owner.