Course Description
Many lawyers may not fully understand the Bar rules and ethical considerations regarding client representation and make ethical mistakes regarding whether to take on a client representation, during the representation and terminating the representation (and everything in between). This course will address some very important ethical considerations to help lawyers avoid making mistakes with clients.
Syllabus
- Client Intake
- Conflicts of Interest
- Client Confidentiality
- Ethics and Social Media
- Supervising Non-Lawyers and Ethics Rules
- Managing Client Files/Matters
- Records Management and File Closing
- Withdrawal/Termination of Representation
- Nonengagement/Disengagement Letters
- Fees and Fee Agreements
- Trust Accounting