Total Credits: 1 including 1 Ethics
Getting a client relationship right from the outset – defining scope, setting reasonable expectations – greatly helps set up the relationship for success and helps avoid disputes with clients. There are issues of identifying and clearing conflicts of interest, or getting them waived in writing. There are issues of explaining billing policies to clients, ensuring they understand, and putting it in writing. There are issues of communication – explaining how and when you will communicate with clients about their case, and about decision-making. This program will provide you a practical guide to drafting engagement letters and best practices in new client intake.
Schedule:
| Handout 1 (146.3 KB) | 11 Pages | Available after Purchase |
| Handout 2 (116.9 KB) | 25 Pages | Available after Purchase |
Matthew Corbin is Senior Vice President and Executive Director in the Professional Services Group of AON Risk Services, where he consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he was a trial and appellate lawyer handling professional liability, commercial, business tort, employment, construction, insurance, and regulatory matters. Before entering private practice, he served as a judicial clerk to Judge Mary Briscoe of the U.S. Court of Appeals for the Tenth Circuit.
Mark A. Webster is Vice President and Director in the Professional Services Group of AON Risk Services. He consults with the company’s law firm clients on professional responsibility and liability issues. Before joining AON, he was a partner with Lathrop & Gage, LLP, where he had an extensive real estate transactions practice.
