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Thursday, July 18, 2019, 1:00-2:00pm

Getting a client relationship right from the outset – defining scope, setting reasonable expectations – greatly helps set up the relationship for success and helps avoid disputes with clients.

There are issues of identifying and clearing conflicts of interest, or getting them waived in writing. There are issues of explaining billing policies to clients, ensuring they understand, and putting it in writing. There are issues of communication – explaining how and when you will communicate with them about their case, and about decision-making.

Incorporating these and many other aspects of the relationship into an engagement letter are essential to a solid and successful attorney-client relationship.

This program provides a practical guide to drafting engagement letters and best practices in new client intake.

  • Engagement letters – best practices in setting scope and expectations
  • Explaining bill rates and practices – tips on avoiding disputes
  • Conflict of interest clearance – current clients, past clients
  • Drafting and obtaining conflict of interest waivers
  • Attorney-client privilege considerations

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
July 18, 2019 1:00 PM Eastern
1 hour
Registration Fee:
Ethics and New Clients: Inadvertent Clients, Intake and More | Phone/Audio Streaming

All Attendees: $80

Early discount and CLE Premier Pass rates are not available for this program. 


Coming soon.

Speaker Information
Matthew Corbin   [ view bio ]
Mark A Webster   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Ethics/Professional Responsibility: 1.00
Book Sale