The National Business Institute will present a live video webinar on “Client Onboarding: An Ethical Action Plan for Attorneys” Tuesday, December 30, from 2 to 3 p.m.
From the first conversation to the final signature, every step of client intake can present ethical challenges. This course offers practical guidance on conflicts of interest checks, obtaining informed consent, and setting expectations and boundaries.
Topics to be covered include:
• When Does the Attorney-Client Relationship Begin?
• Conducting Comprehensive Conflict Checks
• Scope of Representation and Informed Consent
• Setting Clear Expectations: Communications, Timelines, and Outcomes
• Engagement Letters and Fee Agreements: Ethical Dos and Don’ts
• When and How to Decline or Terminate Representation
Cost for the webinar, which includes course book download, is $199. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
From the first conversation to the final signature, every step of client intake can present ethical challenges. This course offers practical guidance on conflicts of interest checks, obtaining informed consent, and setting expectations and boundaries.
Topics to be covered include:
• When Does the Attorney-Client Relationship Begin?
• Conducting Comprehensive Conflict Checks
• Scope of Representation and Informed Consent
• Setting Clear Expectations: Communications, Timelines, and Outcomes
• Engagement Letters and Fee Agreements: Ethical Dos and Don’ts
• When and How to Decline or Terminate Representation
Cost for the webinar, which includes course book download, is $199. To register, call 1-800-930-6182 or visit www.nbi-sems.com.
