Some of the biggest business risks arise at the beginning of the client relationship; but they are often overlooked or not detected at all until a crisis strikes.
Walker Clark LLC has developed a quick checklist to evaluate the completeness of your firm's management of risk through your client intake policies and practices. Each one of these functions could produce a significant risk of loss for your firm. The weak ones are potential quicksand for your firm's profitability.
Customize it for your firm, practice group, or individual practice. Although your firm should have documented policies for all of the items on the form, it will also help you identify the weaknesses that you need to fix now.
Click here to download the form.