Billing Best Practices: How to Ethically Meet Clients’ Expectations

03 Nov , 2021

To register for the upcoming live webinar, please Click Here

This webinar focuses on ways to capture more revenue by eliminating clients’ excuses for non-payment, late payment, reduced payment, or complaints about fees. Clients expect invoices to arrive in a timely manner and to contain sufficient information to describe the services provided, written in a way they can understand. When written from the client’s point of view, invoices can show progress vis-a-vis the expectations set in the engagement letter. We will discuss the ethics related to setting and collecting fees, referencing both the ABA and New York State Rules of Professional Responsibility as well as relevant ethics opinions and articles. 

You will learn: 

How to meet the pricing and billing expectations of 21st century clients 

How to discuss billing and pricing with clients 

Procedures you should have in place to set and meet client expectations 

Adding payment plans and other options to meet clients halfway when they are struggling financially 

Modern payment alternatives 

ABA Model Rules of Professional Responsibility, New York Rules of Professional Conduct, and ethics opinions governing billing and payments, including: 

Communication with clients about billing 

Reasonableness of fees and scope of work 

Changing fees during representation 

Retainer fees 

Acceptability of alternative payment methods 

Trust accounts and fiduciary duties 

Engagement agreements

 

To register for the upcoming live webinar, please Click Here

More Webcasts

Sexual Orientation A...

This program focuses on asylum claims based on sexual orientation, addressing the unique clinical, c...

AI Agents in Your Fi...

AI agents and generative AI tools are rapidly entering law firm workflows, including legal research,...

Aligning Your Legal ...

Aligning Your Legal Career with Your Values, explores the profound impact of values alignment on ind...

Social Media Complia...

Social media has become a critical marketing and customer engagement channel for legal firms, banks,...

Ethical Obligations ...

Disasters, whether natural or manmade, happen. Disasters can impact the practice of law and, among o...

2026 Consumer Protec...

State attorneys general continue to play a central and increasingly aggressive role in consumer prot...

Competency in Immigr...

This program provides immigration attorneys with an in-depth understanding of competency issues in r...

Beyond the Prompt: H...

ChatGPT is rapidly entering law firm workflows, including drafting, summarizing, brainstorming, lega...

The Bulk Sensitive D...

The “Preventing Access to U.S. Sensitive Personal Data and Government-Related Data by Countrie...

Real Lessons for Law...

This program, conducted by a seasoned litigation and trial lawyer, will emphasize what litigators ca...