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Ethical Considerations to Uphold With New Client Inquiries

Understanding how to manage conflicts of interest while maintaining an overview of the professionalism is essential in representing new clients within your legal practice.

The client intake process can be fraught with ethics issues. When a lawyer takes on a new client, or even speaks with a prospective client, conflicts can arise, the scope of the engagement may be unclear, or the client may have unrealistic expectations. This topic will help lawyers identify the key ethics issues that can arise when a lawyer is deciding whether to take on a new client. The material will also provide some practical and helpful risk management tips for lawyers during the client intake process.

Runtime: 90 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of the Rules of Professional Conduct

  • Purpose of the Rules in Everyday Practice
  • What Rules Apply
  • Rules Relevant to New Client Inquiries

Conflicts of Interest: Analyzing Conflicts Before Taking on a New Client

  • Considerations When Dealing With Prospective Clients
  • Current Client Conflicts
  • Former Client Conflicts
  • How to Seek a Conflict Waiver

Defining the Representation and Effective Communication

  • Importance of Retainer Agreements and Key Provisions
  • Defining Your Fee and Managing Expectations
  • Limited Scope Representation
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on April 26, 2018.

Call 1-866-352-9540 for further credit information.

  • NALA 1.5 including Ethics 1.5
     
  • This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, for continuing legal assistant education credit required to maintain the CP (Certified Paralegal) credential for 1.5 hours, including 1.50 hours of ethics credit.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Tyler Maulsby

Tyler Maulsby

Frankfurt Kurnit Klein & Selz PC

  • Attorney in the Legal Ethics and Professional Responsibility and the Securities Fraud and White Collar Defense practice groups at Frankfurt Kurnit Klein & Selz PC
  • In his legal ethics and professional responsibility practice, he regularly represents clients in a wide variety of matters including: legal malpractice, conflicts of interest, lateral transitions, partnership disputes, disqualification motions, and the unauthorized practice of law
  • Represents lawyers and law students in disciplinary and admissions proceedings
  • Serves as Secretary of the Committee on Professional Ethics of the New York City Bar Association
  • Regular contributor to the New York Legal Ethics Reporter
  • Can be contacted at 212-705-4839 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399939
Published 2018
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