Client Relationship Management: Briefings Bundle
4 webcast programs = core fluency
- Product Number: 2240206RB2
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CLE Credits, earn up to:
4 substantive credits, 1.5 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Do you have questions about managing your client relationships? This curated bundle of 4 hours of content-rich webcast programming gives you a solid foundation in dealing with the issues that can arise. Set your own schedule, expand your skill set, and advance your practice with confidence.
Webcast Briefings
• When, Why & How of Client Engagement & Conclusion of Representation Letters: Purposes of engagement agreement and disengagement and nonengagement letters; When a written fee agreement is required; Types of fee agreements; Mechanics of drafting fee agreements; Sample clauses; How client engagement fits into intake
• Managing Client Expectations to Create Raving Fans: Why is managing client expectations important and what type of impact will it make on your firm; What makes doing this consistently difficult and how can you avoid that; What specific topics and areas can you focus on to ensure you keep clients happy; What are the limitations to setting client expectations; What tools can you use to consistently and systematically keep client expectations in check so you can have happier clients and generate more business
• Parsing Out the Line Between Counseling Your Client & Being a Co-Conspirator: Review of the responsibilities and prohibitions on lawyers in Massachusetts; Examination of how these responsibilities and prohibitions interplay and play out in “ripped from the headlines” cases; Practical tips for ensuring lawyers provide zealous, client-directed guidance within the scope of representation while avoiding ethical pitfalls
• Best Practices & Pitfalls in Attorney Fee Structures: Types of fee structures; Pros and cons of each type of fee structure; Best practices and ethical considerations; Pitfalls and mistakes to avoid Unparalleled Expertise—Speakers
• Top-notch Guidance—from the Best in the Practice
• Practical Insight You Can Trust
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Agenda
Agenda & Materials
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When, Why & How of Client Engagement & Conclusion of Representation Letters
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12:00pm - 12:05pm
Welcome and Introduction
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12:05pm - 12:10pm
Purpose of Engagement Agreement and Disenagement and Nonengagement Letters
David Burgess, Esq., Wilchins Cosentino & Novins LLP , Wellesley Hills
Laura Keeler, Lawyers Concerned for Lawyers (LCL | MassLOMAP). , Boston
Jane M. Lavoie, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
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12:10pm - 12:15pm
When a Written Fee Agreement is Required
Panel
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12:15pm - 12:25pm
Types of Fee Agreements
Panel
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12:25pm - 12:35pm
Mechanics of Drafting Fee Agreements
Panel
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12:35pm - 12:45pm
Sample Clauses
Panel
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12:45pm - 12:55pm
How Client Engagement Fits into Intake
Panel
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12:55pm - 1:00pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
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Managing Client Expectations to Create Raving Fans
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1:00pm - 1:10pm
Welcome and Introduction
Bill Farias, Esq., Farias Family Law, PC , Fall River
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1:10pm - 1:20pm
What Makes Doing This Consistently Difficult and How Can You Avoid That
Bill Farias, Esq., Farias Family Law, PC , Fall River
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1:20pm - 1:30pm
What Specific Topics and Areas Can You Focus on to Ensure You Keep Clients Happy
Bill Farias, Esq., Farias Family Law, PC , Fall River
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1:30pm - 1:40pm
What Are the Limitations to Setting Client Expectations
Bill Farias, Esq., Farias Family Law, PC , Fall River
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1:40pm - 1:50pm
What Tools You Can Use to Consistently and Systematically Keep Client Expectations in Check So You Can Have Happier Clients and Generate More Business
Bill Farias, Esq., Farias Family Law, PC , Fall River
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1:50pm - 2:00pm
"Ask the Experts" Q&A Session and Key Takeaways
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Parsing Out the Line Between Counseling Your Client & Being a Co-Conspirator
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2:00pm - 2:05pm
Welcome and Introduction
Marcia M. Boumil, Esq., Tufts University School of Medicine , Boston
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2:05pm - 2:25pm
Review of the Responsibilities and Prohibitions on Lawyers in Massachusetts
Marcia M. Boumil, Esq., Tufts University School of Medicine , Boston
Cristina F. Freitas, Esq., Freitas & Freitas LLP , Lowell
Debbie F. Freitas, Esq., Freitas & Freitas LLP , Lowell
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2:25pm - 2:35pm
Examination of How These Responsibilities and Prohibitions Interplay and Play Out in "Ripped from the Headlines" Cases
Panel
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2:35pm - 2:50pm
Practical Tips for Ensuring Lawyers Provide Zealous, Client-Directed Guidance within the Scope of Representation While Avoiding Ethical Pitfalls
Panel
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2:50pm - 3:00pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
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Best Practices & Pitfalls in Attorney Fee Structures
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3:00pm - 3:10pm
Welcome and Introduction
Gabriel Cheong, Esq., Infinity Law Group LLC , Quincy
Melissa A. Levine-Piro, Esq., Hera Law Group , Maynard
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3:10pm - 3:20pm
Types of Fee Structures
Panel
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3:20pm - 3:30pm
Pros and Cons of Each Type of Fee Structure
Panel
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3:30pm - 3:45pm
Best Practices and Ethical Considerations
Panel
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3;45pm - 3:55pm
Pitfalls and Mistakes to Avoid
Panel
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3:55pm - 4:00pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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- Faculty
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Pricing
Fees
- $130.50 - MCLE Sponsor Member
- $72.50 - New Lawyer
- $72.50 - Pending Admittee
- $72.50 - Law Student
- $72.50 - Paralegal
- $145.00 - All Others
Available FREE with an MCLE OnlinePass® subscription.