Drafting Client Engagement Agreements: Legal Ethics Considerations for Counsel

Leveraging the Agreement to Defend Against Disciplinary Actions and Malpractice Claims

A live 90-minute CLE webinar with interactive Q&A


Thursday, June 8, 2017 (in 13 days)
1:00pm-2:30pm EDT, 10:00am-11:30am PDT


This CLE webinar will provide attorneys with guidance on avoiding legal ethics missteps when drafting client engagement agreements and when leveraging them to defend against disciplinary actions and malpractice claims. The panel will discuss specific ethical rules governing the use of client engagement agreements.

Description

An effective tool for attorneys to reduce client complaints, grievances and malpractice claims is a well-structured client engagement agreement that is implemented within ethical rules and constraints.

In drafting such agreements, counsel must navigate a complex maze of ethical rules and opinions that govern acceptable and unacceptable provisions. In addition to complying with ethical rules, counsel must be aware of lessons from recent malpractice claims and disciplinary actions when formulating the parameters of the agreement.

Counsel must also understand the role that agreements have played in defending complaints by clients made to a state bar—and in the worst case scenario, when a malpractice lawsuit is filed.

Listen as our authoritative panel reviews, in detail, the legal and ethical constraints regarding the terms of an engagement agreement to include discussions on client identification, scope, file retention and more. Additionally, attendees will benefit from an analysis of how these agreements can be used to defend against malpractice claims and disciplinary proceedings.

Outline

  1. Important provisions
    1. Client identification
    2. Scope of engagement
    3. Terms of payment
    4. Staffing concerns
    5. Conflicts
    6. File and documentation retention
  2. Defending disciplinary proceedings
  3. Defending malpractice claims

Benefits

The panel will review these and other key issues:

  • Understanding which ethical rules apply when drafting client engagement agreements
  • Determining the types of provisions to include in engagement agreements and the impact of legal ethics rules
  • Leveraging the use of client engagement agreements to mitigate or resolve client complaints, grievances, disciplinary proceedings and malpractice claims
  • Drafting client agreements to proactively avoid client complaints and using lessons from others’ mistakes

Faculty

A. Neil Hartzell, Shareholder
LeClairRyan, Boston

Mr. Hartzell has extensive experience in a broad range of matters, representing both plaintiffs and defendants in complex civil litigation including commercial disputes, real estate, securities litigation and investigations, directors and officers, business torts, trade secrets, IP, insurance coverage, class actions, contract actions, aviation, and workplace and employment related matters.

Megan Zavieh, Atty
Zavieh Law, Alpharetta, Ga.

Ms. Zavieh focuses exclusively on attorney ethics, providing full and limited scope representation to attorneys facing State Bar disciplinary action, primarily in California. She provides guidance to practicing attorneys on questions of legal ethics, and speaking on ethics issues at conferences and events. She provides full scope representation and associated counsel assistance at various stages of the disciplinary process.  


Live Webinar

Live Webinar $197.00

Add a colleague on the same connection in the same room for only $97.00 in the shopping cart or by calling customer service.

This webinar is eligible for at least 1.5 general CLE credits.

CLE credits are not available for PR.

*In KS, OH, PA, for more than 1 attendee on the connection you must contact Strafford CLE via email or call 1-800-926-7926 ext. 35 prior to the program for special instructions.


Recordings

CLE On-Demand - Streaming Video

Includes recorded streaming video of full program plus PDF handouts.

On-demand is the only recorded format recognized for CLE credits in DE, IN, KS, LA, MS, NC, OH, OK, SC, TN, VA, WI.

AK, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN*, KS, KY, LA, ME, MN, MO, MT, NC, ND, NH**, NJ, NM, NV, NY, OH*, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

*Only available for attorneys admitted for more than two years. For OH CLE credits, only programs recorded within the current calendar year are eligible - contact the CLE department for verification.

**NH attendees must self-determine if a program is eligible for credit and self-report their attendance.

CLE On-Demand Video $197.00
Available 48 hours after the live event

How does this work?


Recorded Event

Includes full event recording plus handouts (available after live webinar).

Strafford is an approved provider and self-study CLE credit is available in most states.

AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, KY, ME, MN, MO, MT, ND, NJ, NM, NY, OR, PA, TN, TX, UT, VT, WA, WV, WY (Note: Some states restrict CLE eligibility based on the age of a program. Refer to our state CLE Map for additional information.)

Strafford will process CLE credit for one person on each recording.

Additional copies of a recording can be purchased at a discount. Please call Strafford Customer Service toll-free at 1-800-926-7926 ext 10 or email customerservice@straffordpub.com to place your order.

Recorded Webinar Download $197.00
Available 48 hours after the live event

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Recorded Audio Download (MP3) $197.00
Available 24 hours after the live event

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DVD (Slide Presentation with Audio) $197.00 plus $9.45 S&H
Available ten business days after the live event

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Registration Plus Recorded Event

Best value!

Live Webinar & Webinar Download $274.00

Recorded Webinar Download Only $77.00 with Registration/Webinar Combo

Live Webinar & Audio Download $274.00

Recorded Audio Download (MP3) Only $77.00 with Registration/MP3 Combo

Live Webinar & DVD $274.00 plus $9.45 S&H

DVD (Slide Presentation with Audio) Only $77.00 with Registration/DVD Combo


Webinar

Strafford webinars offer several options for participation: online viewing of speaker-controlled PowerPoint presentations with audio via computer speakers or via phone; or audio only via telephone (download speaker handouts prior to the program).  Please note that our webinars do not feature videos of the presenters.

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Ethics Credits

An excellent opportunity to earn ETHICS CLE credits in states where webinars are accredited.  Note: Strafford cannot guarantee that Virginia will approve ethics credits for this event.

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CLE Credits By State

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Customer Reviews

I found it interesting to hear the differences in jurisdictions' treatment of conflicts issues.

Michelle Blakemore

County of San Bernardino

Strafford's webinar offered very topical subject matter that addressed commonly faced issues.

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Gallagher & Kennedy

The speakers were good and the topic was not something covered in other seminars / webinars.

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Loeb & Loeb

The seminar was convenient and affordable.

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The speakers were very clear, engaging and thorough.

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Wilk Auslander

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Corporate Law Advisory Board

Stuart M. Altman

Director, Corporate Legal Investigations

Intel

Mark H. Hain

General Counsel

Assurance America

Michael Hermsen

Partner

Mayer Brown

Matthew A. Karlyn

Partner

Foley & Lardner

Michael J. Missal

Partner

K&L Gates

G. Thomas Stromberg

Partner

Jenner & Block

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