Ethics of Client Billing and Fee Collection: Balancing Financial Interests and Fiduciary Obligations

Recording of a 90-minute CLE video webinar with Q&A


Conducted on Thursday, February 4, 2021

Recorded event now available

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Program Materials

This CLE webinar will discuss what the ethical rules of professional responsibility permit, require, and prohibit attorneys from doing when pricing their services, documenting fee arrangements, billing clients, and collecting delinquent balances. The panel will outline practical approaches for avoiding ethical violations, legal liability, and financial loss.

Description

Billing and fee collection has always been a complicated area for the legal profession. When billing disputes arise, practitioners must balance their financial interest in collecting fees against their duty of loyalty to clients. For this reason, billing disputes are subject to scrutiny.

To minimize client disputes over billing and fee collection and avoid ethical missteps, attorneys must immediately review and reconsider their policies and practices surrounding fee agreements, time tracking, and billing and collections.

Listen as our authoritative panel examines the ethical dilemmas inherent in law firm billing and collection practices and offers practical steps firms can take to avoid ethical violations and legal liability.

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Outline

  1. Areas ripe for ethical missteps
    1. Fee agreements
    2. Timekeeping and charging expenses
    3. Billing forms
  2. Common ethical challenges and best practices for law firms
    1. Resolving billing disputes
    2. Charging interest on overdue bills
    3. Withdrawing from a representation due to unpaid bills
    4. Using a collection agency
    5. Filing a lawsuit against a non-paying client

Benefits

The panel will review these and other key issues:

  • What ethics rules govern the billing and fee collection processes?
  • What are some best practices counsel can use to collect past due fees while complying with ethics requirements?
  • What options do practitioners have for resolving billing disputes with clients?

Faculty

Buckner, Carole
Carole J. Buckner

Partner and General Counsel
Procopio Cory Hargreaves & Savitch

Ms. Buckner's practice focuses on legal ethics, professional responsibility and the law of lawyering, including...  |  Read More

Jacobowitz, Jan
Jan L. Jacobowitz, J.D.

Founder and Owner
Legal Ethics Advisor

Ms. Jacobowitz is a legal ethics,...  |  Read More

Minkoff, Ronald
Ronald C. Minkoff

Partner
Frankfurt Kurnit Klein & Selz

Mr. Minkoff is a partner in the Litigation Group and Chair of the Professional Responsibility Group. He is also one of...  |  Read More

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. All formats include program handouts.

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