Ethics & Specialty Credits

4.57

The Ethics of Managing Clients: Fundamentals and Strategies

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama 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
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois 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
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 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
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
59 minutes
Charles Gallagher
With Charles R. Gallagher III from Gallagher & Associates Law Firm, P.A.
Recorded January 22, 2024
Product ID 97985

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Overview

Practical Tips for Client Communication, Declining Representation, and More

In this focused guide, our expert faculty discuss the dos and don'ts of effective and ethical client management. Identify essential guidelines for client intake, explore key billing procedures and tactics, and gain insights on how to handle difficult clients. Don't miss this opportunity to build your knowledge - register today!

  • Examine best practices for ensuring effective attorney-client communication.
  • Review the essentials of drafting engagement letters.
  • Uncover practical guidance for terminating representation.

Abbreviated Agenda

  1. Ethical Client Communication: Legal Best Practices
  2. Client Intake and Duties to Prospective Clients: What You Need to Know
  3. Engagement Letter Drafting Essentials
  4. Retainers, Fees, and Billing Procedures
  5. Dealing With Difficult Clients: Dos and Don'ts (With Examples)
  6. Best Practices for Declining or Terminating Representation

Related Topics

Product ID 97985

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama 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
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois 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
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 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
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Ethics of Managing Clients: Fundamentals and Strategies

    1. Ethical Client Communication: Legal Best Practices
    2. Client Intake and Duties to Prospective Clients: What You Need to Know
    3. Engagement Letter Drafting Essentials
    4. Retainers, Fees, and Billing Procedures
    5. Dealing With Difficult Clients: Dos and Don'ts (With Examples)
    6. Best Practices for Declining or Terminating Representation

Who Should Attend

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

Speakers

Charles R Gallagher III
Charles R.
Gallagher, III
Gallagher & Associates Law Firm, P.A.
Speaker bio
Charles R Gallagher III

Charles R. Gallagher, III

Gallagher & Associates Law Firm, P.A.
Charles Gallagher

is a managing partner with Gallagher & Associates Law Firm, P.A., where his current practice focuses on insurance litigation, foreclosure defense, real estate litigation, and consumer law. Mr. Gallagher is a member of The Florida Bar, St. Petersburg Bar Association and American Bar Association. He is currently the vice-chair of the Programs Board of the American Bar Association's Solo, Small Firm and General Practice Division. Mr. Gallagher is currently admitted to practice before all courts in Florida; as well as the U.S. Court of Appeals, Eleventh Circuit; U.S. Supreme Court; U.S. District Court, Middle and Northern districts of Florida; and U.S. Tax Court. He graduated from Rollins College in Winter Park, Florida with a degree in politics and earned his J.D. degree from Stetson University College of Law.

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