Ethics 101: Maintaining an Ethical Law Practice

01 Feb , 2023

To register for the upcoming live webinar, please Click Here

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

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