Ethics 101: Maintaining an Ethical Law Practice

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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.

 

To register for the upcoming live webinar, please Click Here