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

Agenda & Materials

• When, Why & How of Client Engagement & Conclusion of Representation Letters
• 12:00pm - 12:05pm

  Welcome and Introduction

  David Burgess, Esq., Wilchins Cosentino & Novins LLP , Wellesley Hills
  
• 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
  
• 12:10pm - 12:15pm

  When a Written Fee Agreement is Required

  Panel
  
• 12:15pm - 12:25pm

  Types of Fee Agreements

  Panel
  
• 12:25pm - 12:35pm

  Mechanics of Drafting Fee Agreements

  Panel
  
• 12:35pm - 12:45pm

  Sample Clauses

  Panel
  
• 12:45pm - 12:55pm

  How Client Engagement Fits into Intake

  Panel
  
• 12:55pm - 1:00pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  
• Managing Client Expectations to Create Raving Fans
• 1:00pm - 1:10pm

  Welcome and Introduction

  Bill Farias, Esq., Farias Family Law, PC , Fall River
  
• 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
  
• 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
  
• 1:30pm - 1:40pm

  What Are the Limitations to Setting Client Expectations

  Bill Farias, Esq., Farias Family Law, PC , Fall River
  
• 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
  
• 1:50pm - 2:00pm

  "Ask the Experts" Q&A Session and Key Takeaways
• Parsing Out the Line Between Counseling Your Client & Being a Co-Conspirator
• 2:00pm - 2:05pm

  Welcome and Introduction

  Marcia M. Boumil, Esq., Tufts University School of Medicine , Boston
  
• 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
  
• 2:25pm - 2:35pm

  Examination of How These Responsibilities and Prohibitions Interplay and Play Out in "Ripped from the Headlines" Cases

  Panel
  
• 2:35pm - 2:50pm

  Practical Tips for Ensuring Lawyers Provide Zealous, Client-Directed Guidance within the Scope of Representation While Avoiding Ethical Pitfalls

  Panel
  
• 2:50pm - 3:00pm

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  
• Best Practices & Pitfalls in Attorney Fee Structures
• 3:00pm - 3:10pm

  Welcome and Introduction

  Gabriel Cheong, Esq., Infinity Law Group LLC , Quincy
  Melissa A. Levine-Piro, Esq., Hera Law Group , Maynard
  
• 3:10pm - 3:20pm

  Types of Fee Structures

  Panel
  
• 3:20pm - 3:30pm

  Pros and Cons of Each Type of Fee Structure

  Panel
  
• 3:30pm - 3:45pm

  Best Practices and Ethical Considerations

  Panel
  
• 3;45pm - 3:55pm

  Pitfalls and Mistakes to Avoid

  Panel
  
• 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.

Faculty