Ethics 101: Maintaining an Ethical Law Practice
Active
Program Number
3304
Program Date
2023-02-01
CLE Credits
1
This webinar will cover:
- Screening for conflicts of interest
- Creating a file organization system and checklists for managing case deadlines; pleadings index; communication records/logs; time entries/billing logs; discovery; research; misc.
- Copying client with all relevant documents related to representation and provide periodic updates.
- Conduct periodic file reviews to maintain progression of the files.
- Avoiding Conflicts of Interest; Simultaneous representation in same matter, representing multiple clients, and conflicts of interest in business transactions and relationships with clients (including loans) or acquiring an interest adverse to the client.
- Preserving confidentiality: Absent an exception, confidential information must always be preserved even after the client dies. Beware of confidential information in e- filing. Closing Files and Records Management.
- Withdrawal/termination of representation and protection of client's interest.
- Drafting Fee agreements and charging fees.
- Proper IOTA Trust Accounting.
Available in States
- California
- Colorado
- Florida
- Georgia
- New Jersey
- New York
- Texas Self Study
Program Categories
- Administrative Law & Regulations
- Ethics & Professionalism
- Federal Courts
- Florida Eligible
- Law Practice Management
- Legal Management
PROGRAM CREDITS
- Legal Ethics : 1 Credit
