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LIVE WEB - Move Your Clients Up or Out

ISBA’s Practice Toolbox Series
Presented by the Illinois State Bar Association

Live Webcast
Tuesday, November 14, 2023
12:00 - 1:00 p.m.



1.0 hour MCLE credit, including 1.0 hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, or Legal Ethics credit


The traditional maxim in a military career was “up or out.” Either you progressed up the chain of command or you were urged to find your career calling elsewhere. Similarly, we all have clients we like to work with and those at whom we roll our eyes when they call or email. The best clients are those who are easy to work for, pay promptly, and refer you new business. This seminar walks you through the process of grading your clients on a variety of criteria. We then teach you the steps and techniques to move your clients up the scale. Turn your “C clients” into Bs and your “B clients” into As. Learn how to deliver great service to clients who are a joy to work for.


Program Speaker:
Jeff Schoenberger, Affinity Consulting Group

About the Speaker: Jeff’s unique role at Affinity involves managing our Practice Management Advisory program. Prior to joining the Affinity family, Jeff practiced law with Legal Aid in Cincinnati, Ohio. He learned about Affinity and consulting as a career path through some of partners Paul Unger’s and Barron Henley’s CLE courses. Jeff’s describes his superpower as his ability to “get the podcast done.” His favorite part of his job is discovering new tech and techniques to help attorneys.