Enhance Client Satisfaction and Avoid Malpractice
When it comes to client relations, everyday practice doesn't fit neatly into the bounds of the legal ethics you learned in law school. This insightful course will teach you how to answer tough, real-world questions and avoid the top client-related ethical traps that catch attorneys by surprise. Head malpractice suits off at the pass and build stronger, more productive and positive client relationships - register today!
- Avoid creating an accidental attorney-client relationship.
- Effectively identify conflicts of interest and resolve them before it's too late.
- Recognize easy-to-miss oversights in engagement agreements.
- Examine practical, ethical ways to "fire" your client.
- Find out how best to approach a client when you've made a mistake.
- Forestall allegations of client trust mismanagement.
- Unintended Attorney-Client Relationships
8:45 - 9:15, Scott J. Drexel
- What Constitutes an Attorney-Client Relationship?
- Prospective Clients - Limited Protections?
- Joint Clients
- Third-Party Payers
- Third-Party Beneficiaries
- How to Avoid Unintended Relationships
- Unclear Engagement Agreements
9:15 - 9:45, David K. Greer
- Key Elements to Include to Avoid Future Problems
- Sample Language
- Confidentiality and Privilege Mistakes
9:45 - 10:15, Joseph M. Caligiuri
- Email Communications
- Subpoenas for Client Documents
- Receiving Incriminating or Prejudicial Evidence from Client
- Disclosing Information After Client's Death
- Failure to Communicate
10:30 - 11:00, David K. Greer
- Obtaining Informed Consent
- What is "Reasonable" Communication?
- Best Practices for Communication
- Failure to Own Up to a Mistake You've MadeÂ
- Improper Treatment of Client Funds
11:00 - 11:30, Scott J. Drexel
- Bank Fees/Service Fees
- Abandoned Client Funds
- Accounting Mistakes
- Ending Attorney-Client Relationship Improperly
11:30 - 12:00, Geoffrey Stern
- Failure to Protect Confidentiality During Withdrawal
- Returning the Client File
- File Retention and Destruction
- Contingent Fee When Attorney is Fired or Withdraws
This program is designed for attorneys. Paralegals may also benefit.