What is one reason to screen a client before taking on a case?

Screening a client before taking on a case is crucial for various reasons, and ensuring payment for your services is one of the primary concerns. By assessing the client's financial situation or payment method in advance, you can gauge whether they have the means to pay for your legal services. This step helps lawyers avoid situations where they invest significant time and resources in a case only to find out later that the client cannot afford to pay, which could lead to financial losses and operational difficulties for the practice.

Evaluating a client's ability to pay is particularly important in the legal profession, where substantial resources may be expended on research, paperwork, and court appearances. Additionally, it allows lawyers to set clear expectations around fees and payment arrangements before commencing work, fostering a transparent relationship with the client and reducing potential conflicts later on.

While other factors, such as determining valid insurance, verifying identity, or assessing social status, also hold importance for various aspects of legal practice, the primary focus on payment security directly influences the sustainability and profitability of a legal practice.