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.
Web Event Information
July 18, 2019 1:00 PM Eastern
12:00 PM Central, 11:00 AM Mountain, 10:00 AM Pacific
Cookies are small pieces of information that are stored by your browser on your computer’s hard drive.
You can delete or block cookies within your browser settings.
Should you opt to do this, some parts of our site may not work.
For more information, including instructions on how to remove the cookies that have been placed,