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Live Webinar

65-minute live streaming program
  • June 30
  • 1:00 - 2:05 pm EST

Ethical Duties When Representing Clients and Working on Client Files

June 30

Identify and minimize the ethical risk while representing clients.

Lawyers and legal staff have important ethical duties and responsibilities when representing clients and working on client files, including competence, communication, client intake, identifying conflicts of interest, managing client files, and closing the client file. This topic will assist lawyers and legal staff in identifying and avoiding, or minimizing, the ethical risks while properly representing clients and it will also provide guidance and best practices.

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Why Lorman?

Over 34 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

How to Properly Communicate With Clients
  • Keep the Client Properly Informed and Advised During the Representation
  • Document the File, Copy the Client With All Relevant Documents Related to Representation, and Provide Periodic Updates
  • Timely Respond to Client Communications
  • Be Careful What You Say in Emails and Other Communications - Do Not Assume That It Will Remain Confidential
  • Do Not Include Confidential Information in Response to Online Reviews/Complaints
How to Act Competently
How to Handle Client Intake
  • Use a Client Intake Form
  • Conducting Initial Client Interview
  • Screen Potential Clients for Potential Conflict of Interest at the Beginning of the Representation
How to Avoid Conflicts of Interest
How to Preserve Client Confidentiality
How to Manage Client Matters and Files
  • Create a File Organization System
  • Maintain Your Calendar
  • Communicate With Client
  • Be Careful What You Say in Emails
  • Copy Client With All Relevant Documents
  • Conduct Periodic File Reviews to Maintain Progression of the Files
How to Handle File Closing and Records Management/Retention
  • Create a Procedure for File Retention
  • Withdrawal and Non-Engagement/Disengagement Letters
  • Withdrawal/Termination of Representation
Non-Lawyers and Ethics Rules
Ethical Fees and Fee Agreements
  • Have Written Fee Agreement or Engagement Letter
  • Identify the Client(s)
  • Provide Clients With a Bill With Detailed Time Entries on Monthly Basis
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Why Lorman?

Over 34 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

Live Webinar Registration

  • AK CLE 1.0 including Ethics 1
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education, including 1.00 hour of ethics credit 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 1.1 including Ethics 1.1
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours' credit, including 1.1 hours of ethics credit.
     
  • AR CLE 1.0 including Ethics 1
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board, including 1.00 hour of ethics credit.
     
  • Arizona CLE 1.0 including Ethics 1
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.00 hour of professional responsibility.
     
  • CA MCLE 1.0 including Ethics 1
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 1.00 hour of ethics credit.
     
  • CO CLE 1.0 including Ethics 1
     
  • Lorman Education Services is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program is approved for 1.0 credit hour(s) including 1.0 ethics credit(s).
     
  • CT CLE 1.0 including Ethics 1
     
  • 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: 1.0 CLE credit(s) including 1.00 hour(s) of ethics credit.
     
  • FL CLE 1.5 including Ethics 1.5
     
  • This course has been approved by The Florida Bar for 1.5 hour(s) of CLE credit, including 1.50 hour(s) of ethics credit. Course classification: Intermediate level.
     
  • GA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours, including 1.0 ethics hour.
     
  • HI CLE 1.0 including Ethics 1
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours including 1.00 ethics hour.
     
  • IA CLE 1.0 including Ethics 1
     
  • Ethical Duties When Representing Clients and Working on Client Files is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.0 hours of credit, including 1.00 hour of ethics credit toward the mandatory continuing legal education requirements under the Iowa rule.
     
  • IL CLE 1.0 including Legal Ethics 1
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board. The Illinois Commission on Professionalism has also approved this course for the following credit: Legal Ethics for 1.00 hour.
     
  • IN CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education CLE credit which includes 1.1 hour(s) of ethics.
     
  • KS CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved by the Kansas Continuing Legal Education Commission for a maximum of 1.0 CLE credit hours, including 1.0 hours of ethics and professionalism credit.
     
  • KY CLE 1.0 including Ethics 1
     
  • This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 1.0 credits, including 1.00 ethics credit.
     
  • ME CLE 1.0 including Ethics 1
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 1.00 ethics hour under M. Bar R. 5.
     
  • MN CLE 1.0 including Ethics 1
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • MO CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Missouri Bar for 1.1 hours of CLE, including 1.1 hours of ethics credit.
     
  • MS CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.1 credit hours, including 1.1 hours of ethics credit.
     
  • NC CLE 1.0 including Ethics 1
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
     
  • ND CLE 1.0 including Ethics 1
     
  • This program has been reviewed by the North Dakota Commission for Continuing Legal Education and approved for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • NH MCLE 1.0 including Ethics 1
     
  • 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). This Program contains 60 minutes of legal ethics credit.
     
  • NJ CLE 1.3 including Ethics 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit. Of these, 1.3 qualify as hours of credit for ethics/professional responsibility.
     
  • NM CLE 1.0 including Ethics 1
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 1.0 hour of ethics credit.
     
  • NV CLE 1.0 including Ethics 1
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 1.00 hour of ethics credit.
     
  • NY CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OH CLE 1.0 including Professional Conduct 1
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours, including Professional Conduct for 1.00 hour. Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study. No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2.
     
  • OR CLE 1.0 including Ethics 1
     
  • Approved for 1.0 CLE credits in Oregon, including 1.00 hours of ethics credit.
     
  • PA CLE 1.0 including Ethics 1
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour including 1.00 hour of ethics, professionalism or substance abuse CLE credit.
     
  • RI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • TN CLE 1.0 including Dual 1
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of credit, including 1.00 hour of dual credit.
     
  • TX MCLE 1.0 including Ethics 1
     
  • This program has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 1.00 hour will apply to legal ethics/professional responsibility. Lorman Education Services is an accredited sponsor approved by the State Bar of Texas, Committee on MCLE. This program has been approved by the Texas State Bar College for 1.0 hours of CLE credit, of which 1.00 hour will apply to legal ethics/professional responsibility.
     
  • UT CLE 1.0 including Ethics 11
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hours, including 11.00 hour of ethics credit.
     
  • VA CLE 1.0 (Pending)
     
  • This program has been submitted to the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours.
     
  • VT CLE 1.0 including Ethics 1
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • WA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • WI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Board of Bar Examiners for 1.0 hours for use toward the Wisconsin Mandatory CLE requirement, including 1.00 hours of ethics credit.
     
  • WV MCLE 1.3 including Ethics 1.3
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 1.3 hour of ethics credit.
     
  • NALA 1.0 including Ethics 1
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.0 hour(s) including 1.00 hour(s) of ethics credit.
     

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

Who should attend?

This live webinar is primarily designed for attorneys. Other legal professionals may also benefit from attending.

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More Program Information

Why Lorman?

Over 34 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

Joseph A. Corsmeier, Esq.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

  • Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
  • Practices primarily in the areas of: attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida
  • Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
  • Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
  • Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
  • Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
  • Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association 2004-2009 and president 2009-2010
  • Adjunct professor of paralegal ethics at St. Petersburg College
  • J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
  • Can be contacted at 727-799-1688 or [email protected]
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Why Lorman?

Over 34 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: 405813
Published 2021
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