A well-written engagement letter can mean the difference between the dismissal of a grievance complaint by a former client, or a finding of probable cause on the ethics complaint. Join us for a back-to-basics discussion on contracting with clients and the proper steps for documenting your legal engagement – from legal engagement agreements to file closing letters, and every step along the way. Whether you are new to the practice of law or are a seasoned attorney looking to improve your risk management systems, this  program is for all lawyers who represent private clients in legal matters. The panel will address:

• Proper client engagement that will protect both the lawyer and the client.
• Working with multiple clients and addressing potential adversity between jointly represented clients.
• Documenting fee arrangements and written fee requirements.
• Scope of engagement, scope creep, additional parties and new matters and other important details.
• New issues: digital file storage and memorializing the client’s understanding.
• Sample forms from basic client engagement to non-engagement and file closing letters.

Speakers:

Todd C. Scott, VP Risk Management
Kiernan Waters, Esq., MPA