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Run Your Practice: Engagement Ethics: Duties and Responsibilities for All Attorneys When Contracting with Clients

Description

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

Course Level
TBD
Professional Area of Focus
General Practice
Law Office Management
Ethics
CLE Field of Study
Regulatory Ethics
1
Event Information
When
Available 24/7
Location
Online
Total CLE Credits
1
Format
On-Demand

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$59.00
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Run Your Practice: Engagement Ethics: Duties and Responsibilities for All Attorneys When Contracting with Clients