Attracting Clients as a New Lawyer: A Quick-Start Guide

R. Lee Robertson, Jr.
R. Lee Robertson, Jr. | Robertson & Associates

Mr. Robertson primarily represents contractors, subcontractors, and owners in construction disputes over workmanship and payment. Mr. Robertson also represents and defends hundreds of businesses and nonprofit organizations in all manner of transactions and disputes related to formation and governance, employment, policy development, contracts, and real estate, as well as licensed professionals, including real estate agents, plumbers, electricians, physicians, attorneys, and other licensed professionals before their respective licensing boards.

On-Demand: January 24, 2025

2 hour CLE

Tuition: $195.00
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Program Summary

A lawyer’s ability to identify, attract, and retain clients is more important than any other skill. Whether you’re a solo practitioner, or a partner in a multinational firm, being a rainmaker is the key to your long- and short-term success as a lawyer. The legal profession is always based on relationships, and knowing how to build them is vital.

Central to this concept is the idea that the legal profession is fundamentally relationship driven. Lawyers must cultivate and nurture meaningful connections to establish trust, build credibility, and ensure ongoing client loyalty.

The webinar highlights strategies for fostering these relationships, underscoring the significance of networking, effective communication, and maintaining a client-centered approach. Mastering these skills not only secures professional advancement but also sets the foundation for a thriving legal practice in any setting.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Define your Ideal Client and Understand Why it’s Critical to your Success
  • Master the Lead Generation Process to Consistently Attract New Opportunities
  • Elevate your Practice with Proven Marketing Techniques and Personal Branding Strategies
  • Build and Sustain a Strong Referral Network with Practical, Step-By Step Guidance
  • Leverage Technology and Social Media to Supercharge your Client Acquisition
  • Keep Clients Coming Back with Expert Tips for Retention and Satisfaction

Closed-captioning available

Speakers

R. Lee Robertson_FedBarR. Lee Robertson, Jr. | Robertson & Associates

R. Lee Robertson Jr. is the managing partner of Robertson & Associates, a boutique commercial, construction, and real estate litigation law firm located in Charlotte, North Carolina. Mr. Robertson manages the firm’s robust litigation practice, successfully and aggressively representing businesses and individuals throughout the Charlotte-metropolitan area and across North Carolina. Mr. Robertson has tried numerous jury and bench trials to verdict, and since 2012, has recovered more than $75,000,000 for his clients

Mr. Robertson primarily represents contractors, subcontractors, and owners in construction disputes over workmanship and payment. Mr. Robertson also represents and defends hundreds of businesses and nonprofit organizations in all manner of transactions and disputes related to formation and governance, employment, policy development, contracts, and real estate, as well as licensed professionals, including real estate agents, plumbers, electricians, physicians, attorneys, and other licensed professionals before their respective licensing boards. Mr. Robertson’s firm handles a variety of non-litigation matters for its clients, including commercial real estate transactions, entity formation, estate planning, and estate administration.

Mr. Robertson is regarded as an expert in North Carolina lien law and, and regularly provides continuing education seminars and training to other lawyers about the application of North Carolina’s technical lien statutes. Mr. Robertson completed his B.A. at North Carolina State University and earned his J.D. at the Charlotte School of Law. Mr. Robertson was admitted to the North Carolina State Bar in 2012 and is licensed to practice before all North Carolina courts and the United States District Courts for the Western, Middle, and Eastern Districts of North Carolina, as well as the United States Fourth Circuit Court of Appeals.

Professionally, Mr. Robertson is very engaged with the Mecklenburg County Bar, the Mecklenburg Bar Foundation, and the North Carolina Bar Association. Mr. Robertson is also highly involved in his community and serves as a member of the Boards of Directors of numerous local nonprofit organizations. Mr. Robertson has chaired several committees for both the Mecklenburg County Bar and the North Carolina Bar Association. Currently, Mr. Robertson chairs the North Carolina Bar Association’s Communications Committee and sits on the Mecklenburg County Bar’s Grievance Committee and Mecklenburg Bar Foundations’ Board of Directors.

Previously, Mr. Robertson chaired the Mecklenburg County Bar’s Leadership Institute, which provides intensive leadership training and development to emerging lawyers, chaired the Mecklenburg County Bar’s Social & Networking Committee, and served as a member of the Mecklenburg County Bar’s Board of Directors. Mr. Robertson has served as a member of the Keith Family YMCA Board of Managers for ten years and chaired the Board of Directors of RAIN for the past two years, is the Vice Chair of Board of Advisors for.

The Plus Collective, a Director for Charlotte Pride and the Farewell to Summer Foundation, and serves on numerous other community boards and committees.

Mr. Robertson has been named a Business North Carolina Magazine’s “Legal Elite” and a “SuperLawyer” for multiple years. In 2022, Mr. Robertson was recognized as the Mecklenburg County Bar’s Outstanding Pro Bono Attorney. Mr. Robertson was named “2021 Person of the Year” by QNotes Magazine.

Agenda

I. Define your Ideal Client and Understand Why it’s Critical to your Success | 1:00pm – 1:20pm

II. Master the Lead Generation Process to Consistently Attract New Opportunities | 1:20pm – 1:40pm

III. Elevate your Practice with Proven Marketing Techniques and Personal Branding Strategies | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. Build and Sustain a Strong Referral Network with Practical, Step-By-Step Guidance | 2:10pm – 2:30pm

V. Leverage Technology and Social Media to Supercharge your Client Acquisition | 2:30pm – 2:50pm

VI. Keep Clients Coming Back with Expert Tips for Retention and Satisfaction | 2:50pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 Ethics / Professionalism

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved via Attorney Submission
2.5 General

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 NLS Credit

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 Law Office Management

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 Ethics / Professionalism Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 Law Practice Programming

Washington

Approved via Attorney Submission
2 Other (Office Management)

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Pending CLE Approval
2.4 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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