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Ethics and New Clients: Inadvertent Clients, Intake and more

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Description

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 clients about their case, and about decision-making.

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

Contributors

  • Matthew Corbin

    Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services in Kansis City, where he consults with the company's law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit. Mr. Corbin earned his B.A. from the University of Kansas and his J.D. from the University of Kansas School of Law.

    Click here for more information about Matt.

  • Mark A. Webster

    Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services. He consults with the company's law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.

    Mark received his B.A. from the University of Kansas and his J.D. from Vanderbilt University Lawv School.

    Click here for more information about Mark.

July 20, 2023
Thu 1:00 PM EDT

Duration 1H 0M

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