Engagement Agreements: A Primer (On-Demand)

$169.00

Engagement agreements are often required when representing a client.  They also provide clarity, shape the attorney-client relationship, provide a contractual foundation, reduce confusion, and help lawyers collect what is owed.  A creative, proactive, and precise engagement agreement will not only further the attorney-client relationship, but will also prevent future ethical headaches. So what else is there to know about engagement agreements?  From General Data Protection Regulations to the management of client files, there are many essential provisions to incorporate in your engagement letters to be ethically compliant. This program will cover what to put in your engagement agreements, when to employ them, and how to implement the agreement. 

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Event Details

Course Type

Course Instructor

Deepika H. Ravi, Esq., Lauren E. Snyder, Esq.

Original Date Of Course

General Credits

2

Course Description

Engagement agreements are often required when representing a client.  They also provide clarity, shape the attorney-client relationship, provide a contractual foundation, reduce confusion, and help lawyers collect what is owed.  A creative, proactive, and precise engagement agreement will not only further the attorney-client relationship, but will also prevent future ethical headaches. So what else is there to know about engagement agreements?  From General Data Protection Regulations to the management of client files, there are many essential provisions to incorporate in your engagement letters to be ethically compliant. This program will cover what to put in your engagement agreements, when to employ them, and how to implement the agreement. 

Principles

  • When to use engagement agreements, and why
  • Terminology: be precise
  • What an engagement agreement should address

Syllabus

  1. When to Create an Engagement Agreement
  2. Engagement or Retention Agreement?
  3. What Should an Engagement Agreement Address?
  4. Fees
  5. Expenses, Costs, and Invoicing
  6. Client Files and Right of Publicity
  7. Data Protection and Disputes

Instructors

Deepika H. Ravi, Esq.

Lauren E. Snyder, Esq.

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