Ethics & Specialty Credits

4.57

Perfecting Engagement Letters

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
OnDemand
56 minutes
Cari Sheehan
With Cari L. Sheehan from Taft Stettinius & Hollister, LLP
Recorded August 29, 2025
Product ID 100715

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Overview

Are Your Engagement Letters Foolproof, or Are They Exposing You to Liability?

A solid engagement letter is key to an ethical attorney-client relationship. How do your drafting skills stack up? In this fast-paced course, our seasoned faculty dole out tips and tricks for crafting well-grounded engagement letters. Review main ethics rules regarding engagement letters, explore the role of the engagement letter in the attorney-client relationship, and much more. Register today!

  • Identify key components of a legally sound engagement letter.
  • Adopt top-notch drafting tips and best practices for minimizing risk.
  • Discover the dos and don'ts of withdrawing from an engagement.

Abbreviated Agenda

  1. Key Ethical Rules Concerning Engagement Letters
  2. The Role of the Engagement Letter in the Attorney-Client Relationship
  3. Core Components That Should Be Included
  4. Drafting Engagement Letters: Tried-and-True Tips and Best Practices for Minimizing Risk
  5. Addressing Current Clients' Requests Outside the Scope of Representation
  6. Withdrawing From an Engagement: When, How, and Why

Related Topics

Product ID 100715

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Mississippi CLE Approved 1 Total
Montana CLE Approved 1 Total
North Carolina CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Perfecting Engagement Letters

    1. Key Ethical Rules Concerning Engagement Letters
    2. The Role of the Engagement Letter in the Attorney-Client Relationship
    3. Core Components That Should Be Included
    4. Drafting Engagement Letters: Tried-and-True Tips and Best Practices for Minimizing Risk
    5. Addressing Current Clients' Requests Outside the Scope of Representation
    6. Withdrawing From an Engagement: When, How, and Why

Who Should Attend

This program is designed for attorneys. Paralegals may also benefit.

Speakers

Cari L Sheehan
Cari L.
Sheehan
Taft Stettinius & Hollister, LLP
Speaker bio
Cari L Sheehan

Cari L. Sheehan

Taft Stettinius & Hollister, LLP
Cari Sheehan

is an assistant general counsel with Taft Stettinius & Hollister, LLP with over 15 years of legal experience in civil litigation, conflicts of interest, and professional responsibility. In this role, she advises firm attorneys with respect to ethics compliance, risk prevention, and conflicts of interest. In addition, Ms. Sheehan assists in the review and negotiation of outside counsel guidelines, conflict waivers and engagement letters, and other items with ethical implications. She assists in providing ethical training and education within the firm to its attorneys and staff. Ms. Sheehan is an adjunct professor at the IU Robert H. McKinney School where she teaches professional responsibility. She is also a former assistant clinical professor of business law and ethics at the Kelley School of Business. Ms. Sheehan is passionate about promoting ethical awareness, integrity, and professionalism in the legal and business fields, and contributing to the advancement of knowledge and practice in these domains. She is a frequent presenter and author on ethics and professionalism in the legal industry. Ms. Sheehan is a recurring author with the Res Gestae, the Indiana State Bar Association's Member Journal, regarding the ethics curbstone; and has been quoted in publications for her knowledge on ethical topics. She is also an avid speaker, having given over 200 seminars on ethics and professionalism for various local and national platforms. Ms. Sheehan's primary area of research is regarding the ethics of AI and how it affects the legal and business community.

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