Client Screening Learning Module

Introduction and Objectives

The objectives of the Client Screening module are to:
  • appreciate that client screening is a process that can help ensure you are not taking on the wrong clients for your practice, and that clients are not taking on the wrong lawyer for their cause;
  • develop a checklist of things to consider when screening clients; and
  • ensure that you have complied with the Law Society's Rules on Client Identification.

Navigating this Module

This module features these components:
Written Material: While it may be difficult to turn away business, it is worth getting into the practice of screening potential clients to make sure the relationship will be a good fit. This module discusses the client screening process and some of the factors to consider when screening clients and cases.
Test: The test for this module features a fact pattern followed by a question. Test questions are drawn from the written material only.
Although we aim to present a comprehensive module, this module is not exhaustive. This module is not a substitute for exercising professional judgment and does not constitute legal advice.
This module was updated in April 2017.  As you read through this module, if you find any information that is unclear, inaccurate or outdated, please advise law society staff.


The information contained in these modules, including references to websites, appendices or links, has been prepared to assist readers as they develop or refresh their skills in the various areas of law covered by the modules. Given the changing nature of the law, readers should exercise their own skill and professional judgment when using the content. Always refer to the most current statutes, regulations, and practice directions, as well as the most recent case law and any other appropriate sources. These materials do not provide legal advice and should not be relied on in any way.
  1. The Client Screening Process

  2. Reasons for Screening and Things to Look For In Screening Clients and Cases

  3. End of Lesson