This one-hour session covers the following topics:

• Using the concept of product-market fit to evaluate a business and the attorney-client relationship
• Addressing structural questions in the initial consult, such as entity choice, ownership, funding, retainers, and legal fees
• Avoiding red flags and common pitfalls at the beginning of the attorney-client relationship
• Spotting specific issues likely to arise in the WealthCounsel context, such as trusts, family law, engagement letters, malpractice insurance, software, privacy, and intellectual property protection
• Forms and checklists for best practices