Ethics & Specialty Credits

4.27

Legal Ethics: The Fundamentals of Client Management

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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 Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 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 Upon Request 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
59 minutes
James Weston
With James K. Weston II from Phelan Tucker Law, LLP
Recorded November 04, 2025
Product ID 101227

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Overview

Unlock the Secrets to Building Client Trust and Strengthening Relations

You might be able to recite the Rules of Professional Conduct, but can you manage expectations and navigate client interactions without inviting a malpractice suit? In this practical briefing, our dynamic faculty covers the basics of ethical client representation and management. Gain attorney-client communication strategies grounded in legal ethics, examine best practices for drafting fee agreements, and explore tips for managing difficult clients. Register today!

  • Analyze best practices for upgrading your client intake procedures.
  • Develop strategies for managing client expectations.
  • Overcome obstacles in declining or terminating representation.

Abbreviated Agenda

  1. Duties of Diligence, Competence, Confidentiality, and Communication
  2. Start Smart: Tips for Fine-Tuning Your Client Intake Procedures
  3. Managing Client Expectations: A Tool Kit for Attorneys
  4. Setting Fair Fees and Drafting Ethical Fee Agreements
  5. Ethics in the Hot Seat: How to Manage Difficult Clients
  6. Navigating Challenges in Declining or Terminating Representation

Related Topics

Product ID 101227

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 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 Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Approved 1 Total
Kentucky CLE Approved 1 Total
Louisiana CLE Approved 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 Upon Request 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
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Legal Ethics: The Fundamentals of Client Management

    1. Duties of Diligence, Competence, Confidentiality, and Communication
    2. Start Smart: Tips for Fine-Tuning Your Client Intake Procedures
    3. Managing Client Expectations: A Tool Kit for Attorneys
    4. Setting Fair Fees and Drafting Ethical Fee Agreements
    5. Ethics in the Hot Seat: How to Manage Difficult Clients
    6. Navigating Challenges in Declining or Terminating Representation

Who Should Attend

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

Speakers

James K Weston II
James K.
Weston, II
Phelan Tucker Law, LLP
Speaker bio
James K Weston II

James K. Weston, II

Phelan Tucker Law, LLP
James Weston

is a board-certified civil trial lawyer at Phelan Tucker Law, LLP, in Iowa City, Iowa. He has been a practicing trial lawyer since graduating from law school in 1996. Mr. Weston practices in the areas of personal injury and wrongful death, professional negligence/malpractice, commercial litigation and general civil litigation. In addition to his trial practice, he regularly speaks to lawyers' groups on litigation and trial issues, insurance law, and other subjects. Mr. Weston earned his B.A. degree from the University of Iowa and his J.D. degree from Drake University School of Law. He is a fellow of the Iowa Academy of Trial Lawyers.

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