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Mindful Client Selection: Balancing Service with Boundaries [Webinar]

This article and any resources contained therein are for informational purposes only. They are not intended to be used in place of legal or professional advice, treatment, or care in any way. Lawyers, law students, judges, and other legal professionals in Massachusetts can find more on scheduling a Free & Confidential appointment with a licensed clinician or a law practice management advisor here.

Watch now to find out how to improve your client selection practices from Luz Carrion, Esq. with this installment of Webinars for Busy Lawyers.

In this installment of Webinars for Busy Lawyers, we explore challenging clients—complex individuals balancing financial stress, crisis‑driven urgency, and emotional intensity—and introduce a traffic‑light system focusing on yellow and red signals.

You’ll gain practical tips for:

  • Managing your instinct to overhelp,
  • Setting clear professional boundaries, and
  • Delivering respectful and ethical declines when a matter isn’t the right fit

— All while preserving your well‑being and professional integrity.

Q&A from the live program is included in the recording.

CLICK HERE TO DOWNLOAD PRESENTATION SLIDES.

 

 

ABOUT THE EXPERT

Luz Carrion, Esq., Senior Law Practice Advisor, LCL MALuz Carrion, Esq. joined LCL in May 2023 as a Senior Law Practice Advisor, a role that requires her to meet regularly with clients, develop programs, write articles, make presentations to the legal community, as well as act as a mentor.

Before joining LCL, Luz served as an Investigator and Assistant Bar Counsel at the Office of Bar Counsel (OBC) of the Massachusetts Board of Bar Overseers (BBO). In the latter role, she screened and resolved complaints that came to the OBC’s Attorney and Consumer Assistance Program (ACAP) alleging attorney misconduct. Luz also previously served as Complaint Counsel at the Massachusetts Board of Registration in Medicine, where she investigated and litigated complaints involving physicians and acupuncturists. In these roles, she developed expertise and insight into ethical, regulatory, and practice issues affecting these professionals. She also recognized the impact of mental health or behavioral issues on their practices.

Luz’s government and administrative law experience also includes serving as a Hearings Officer at the Massachusetts Registry of Motor Vehicles. In that role, she held administrative hearings involving primarily drivers’ license suspensions. As with prior roles, Luz had to consider and address mental health or behavioral concerns that were relevant to drivers’ license suspensions.

Luz clerked for the Massachusetts Juvenile Court after earning her Juris Doctor from New England Law Boston in 2004.

Luz loves spending time with her family in Massachusetts and in her homeland—Puerto Rico.

 

   Free & Confidential Consultations:

Lawyers, law students, and judges in Massachusetts can discuss concerns with a licensed therapist, law practice advisor, or both. Find more on scheduling here.

 

CATEGORIES: Ethics | Law Office Management & Operations | Webinars for Busy Lawyers
TAGS: boundaries | client selection & intake

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