Friday, December 2, 2022
12:20 PM
to
1:20 PM
About the Program
The attorney-client relationship is the bedrock of private practice, and it begins with your first introduction to a new client. Defining and setting the parameters of this relationship is therefore one of the most important (and often tricky) skills that a lawyer needs to learn. This session will provide some basic advice and practical tips about selecting clients, establishing your professional relationship with them, and ultimately having them pay you for your services.
You Will Learn
• Understand why client screening is important (and required)
• Develop criteria to differentiate “good clients” from “bad clients”
• Understand the basics of conflict checks
• Develop a process for logging client information and checking conflicts
• Understand best practices for billing and collection
• Understand the basics of drafting fee agreements
• Develop different types of fee agreements
• Segregating your funds from client funds
• Keeping accurate records of client funds in your possession
CLE Credits
CT: 1.0 CLE Credit (Ethics)
NY: 1.0 CLE Credit (Ethics)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.