Explore the guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.
Chances are that you've experienced a relationship with a client that either makes you uncomfortable, makes you scream, or makes you wish you'd never taken them on. Businesses often face situations where they need (or want) to terminate a client relationship for one reason or another. These reasons may range from conflicts of interest, unlawful behavior, inability to fulfill obligations, by either client or the business, or fundamental disagreements. When is the optimal time to end such a relationship? What ethical obligations should be considered in the termination of such a relationship? What steps can be taken to stay in compliance with industry best practices, and prevent pitfalls that may occur when firing a client?
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Why Lorman?
Over 33 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
Guidelines for Deciding Whether to Fire a Client
- Repair or Replace?
- When You Should Terminate
- Violation of Law or Ethics Rules
- Impairment
- ClientInitiated Termination
- Optimal Conditions for Firing a Client
- Client Consent to Termination
- No Adverse Affect
- You'Ve Been Used
- Fundamental Disagreements
- Unfulfilled Obligations
- Unreasonable Burden
- Other Contractual Outs
Guidelines for Deciding Which Clients to Fire
- The Pareto Principal
- Opportunity Costs and Cost Benefit Analysis
- Lead, Follow, or Get out of the Way
- Communication and Expectations
Procedural Guidelines for Firing a Client
- Begin With Possible Endings in Mind
- Plan Ahead, Making It a Process
- Protect the Client's Interests
- Remain Professional
- Consider a Referral
- Review Your Contract!
- End It Quickly
- Accommodating Unstable Clients
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Why Lorman?
Over 33 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 Course
This course was last revised on May 10, 2019.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.5
- Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.7
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 hours credit.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
- HI CLE 1.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
- IL CLE 1.5
- This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
- ME CLE 1.5
- This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
- MT CLE 1.75
- This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.75 CLE credits.
- ND CLE 1.75
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.75 hours of CLE credit.
- NH MCLE 1.7
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 100 Minutes.
- NV CLE 1.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
- PA CLE 1.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
- RI CLE 2.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.75
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of A/V credit under the Law & Legal Procedure category.
- WV MCLE 2.0
- This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 33 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
Noel R. Bagwell, III, Esq.
Executive Legal Professionals, PLLC
- President and chief legal counsel at Executive Legal Professionals, PLLC (ExecutiveLP®)
- Practice emphasizes all aspects of preventive law for start-ups and entrepreneurs, especially in connection with business formation, outside general counsel, franchising, and small business mergers and acquisitions
- Conducts regular seminars and workshops on numerous preventive law, start-up law, small business law, small business mergers and acquisitions, contracts, franchising, and other small business legal services
- Written several publications related to the areas of preventive law for start-ups and small businesses
- Member of the Nashville Bar Association and Tennessee Bar Association
- J.D. degree, Cumberland School of Law at Samford University, Birmingham, AL; B.A. degree in philosophy, Austin Peay State University, Clarksville, TN
- Can be contacted at 615-716-0606, [email protected] or on Twitter® @ExecutiveLP
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Why Lorman?
Over 33 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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