Screening New Clients, Billing, and Fee Agreements (EPC211210-2A)

Friday, December 10, 2021

3:20 PM to 4:20 PM (Eastern Standard Time)

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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
  • Understand the basics of drafting fee agreements 
  • Develop different types of fee agreements

CLE Credit: 1.0 CT (Ethics); 1.0 NY (Ethics)

Speakers

David_Friedman David P. Friedman
Murtha Cullina LLP, Stamford

Chris Nelson Chris R. Nelson
Nelson | Votto, New Haven