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OnDemand Course

What You Need to Know When "Firing" a Client

How to remain professional, stay in compliance, and prevent pitfalls when terminating a relationship with a client.

Chances are that you've experienced an attorney-client relationship that either makes you uncomfortable, makes you scream, or makes you wish you'd never taken the case. Attorneys 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 attorney), or fundamental disagreements. When is withdrawal from a case required? When is it optional? What ethical obligations must be considered in the termination of such a relationship? What steps can be taken to stay in compliance with ethical rules and avoid discipline or professional liability and prevent the pitfalls that may occur when firing a client? This topic will reveal guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.

91 minutes
Certificate of Completion
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Why Lorman?

Over 35 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 IF or WHEN to Fire a Client

  • Rules of Professional Conduct
  • When You Must Withdraw
    • Violation of Law or Ethics Rules
    • Impairment
    • Discharged
  • When You Can Withdraw
    • Client Consent
    • No Adverse Affect
    • You've Been Used
    • Fundamental Disagreements
    • Unfulfilled Obligations
    • Unreasonable Burden

Guidelines for Deciding WHO to Fire

  • The Pareto Principal
  • Opportunity Costs and Cost Benefit Analysis
  • Lead, Follow, or Get out of the Way
  • Communication and Expectations
  • Resolution With Updates to Written Contracts

Guidelines for HOW to Fire a Client

  • When to Get Court Approval
  • Protect the Client's Interests
  • Remain Professional
  • Consider a Referral
  • Review Your Contract!
  • End It Quickly
  • Accommodate Unstable Clients
  • Plan Ahead, Make It a Process
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Why Lorman?

Over 35 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

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on October 21, 2019.

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

  • AK CLE 1.5 including Ethics 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education, including 1.50 hours 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.
     
  • CA MCLE 1.5 including Ethics 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, of which includes 1.50 hours of ethics credit.
     
  • NM CLE 1.5 including Ethics 1.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit, including 1.5 hours of ethics credit.
     
  • NY CLE 1.5 including Ethics and Professionalism 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Ethics and Professionalism for 1.50 hours. 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 credit for established attorneys only. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • WA CLE 1.5 including Ethics 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit, including 1.50 hours of ethics credit.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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 35 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.

Noel R. Bagwell, III, Esq.

ExecutiveLP®

  • Founder of Lead Again™, a leadership consultancy helping leaders reclaim calm from crisis by developing competence, confidence, and trust (https://www.noelbagwell.com/)
  • Operates ExecutiveLP®, a virtual law firm based in Nashville, Tennessee
  • Has won numerous awards, including the Tennessee Supreme Court’s Attorney for Justice award for his pro bono work with veteran entrepreneurs, as well as the Clarksville, TN Mayor’s Certificate (2019) for his contributions to the business community in that city, which, in 2019, Money magazine named the Best Place to Live in America.
  • Exclusively works with business clients to transform their legal support from a cost center to a profit engine through ExecutiveLP’s legal operations install service, Profit from Legal™, and ExecutiveLP’s Legal Lifeline and Signet™, outside general counsel services
  • Author of How to Structure Your Business for Success, a book of legal guidance for startups interested in putting their new venture on a firm legal foundation; Profit from Legal, an upcoming book structuring legal operations around the use of legal key performance indicators to create the conditions necessary for legal support to generate positive ROI for businesses; and numerous print and electronic articles for the Nashville Bar Journal and various blogs
  • J.D. degree, Cumberland School of Law at Samford University; Scholar of Merit: Economic Analysis of Law; B.A. degree in Philosophy, minor in international studies, Austin Peay State University
  • Can be contacted at 615-716-0606 (option 5), [email protected], LinkedIn® https://www.linkedin.com/company/2779139/; LinkedIn Group https://www.linkedin.com/groups/13936380/; Twitter @ExecutiveLP; https://www.twitter.com/ExecutiveLP; Facebook https://www.facebook.com/ExecutiveLP; or Facebook Group https://www.facebook.com/groups/profitfromlegal
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Why Lorman?

Over 35 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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Pay once and get a full year of unlimited training in any format, any time!

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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 406663
Published 2019
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