Not every case is worth taking. Poor-fit clients can cost you time, money, and peace of mind. Screening well at intake is a powerful filter.

1. Unrealistic Expectations

If a potential client expects an overnight win or a guaranteed result, it’s a red flag. Legal outcomes are never 100% predictable. Set clear boundaries upfront.

2. Shopping Around Aggressively

Clients who’ve “spoken to 12 lawyers” may be seeking a magical solution. Be cautious of those trying to pit firms against one another.

3. Disrespectful Behavior

Rude or entitled behavior during intake usually gets worse later. Respect should be mutual. Observe how they treat staff.

4. Vague or Shifting Stories

If details change significantly from one call to the next, you may be dealing with someone who’s hiding facts or lying. Document everything.

5. Hesitation Around Fees

It’s okay to ask about pricing — but evasiveness or extreme pushback may signal payment issues. Consider requiring a retainer or milestone billing.

6. Over-Involvement

Clients who want to micromanage the process may undermine your strategy. While communication is vital, constant second-guessing can slow you down.

Final Word

You don’t have to say yes to every client. Screening protects your time, energy, and ethical standing.