Ethics & Specialty Credits

4.38

Ethical Communications: An Attorney's Guide

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
OnDemand
3 hours 6 minutes
James Weston
Arie Spitz
Irwin Kramer
With James K. Weston II from Phelan Tucker Law, LLP + 2 others
Recorded June 19, 2024
Product ID 98710

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$299

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Overview

Legal Essentials of Communicating With Prospective Clients, Online Marketing, and More

Drafting vague engagement agreements, failing to update clients on case progress, using ineffective web disclaimers, and so on - are you guilty of occasionally dropping the ball on client communications? This insightful course offers an exploration of the dos and don'ts of attorney communication. Hone your knowledge - register today!

  • Get a refresher on the key rules of professional conduct governing attorney communications.
  • Uncover real-world tips and tricks for communicating with prospective clients.
  • Demonstrate best practices in active attorney-client communications.
  • Come away with essential guidelines for online marketing.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Steven Sorenson.

Abbreviated Agenda

  1. Primer on Attorney Communications
  2. Communicating With Prospective Clients: Intake, Automated Communications, and More
  3. Overcoming Issues in Active Client Communications
  4. Best Practices for Online Marketing and Practicing in the Remote Law Firm

Related Topics

Product ID 98710

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Primer on Attorney Communications

  2. Communicating With Prospective Clients: Intake, Automated Communications, and More

    1. Primer on Confidentiality and Competence
    2. Top 5 Tips for Client Intake and Management
    3. Best Practices for Drafting Engagement Agreements
    4. Automating Communications and Documents: Essential Guidelines
    5. Practical Guidance for Setting and Managing Client Expectations
    6. Training Staff on Communications With Prospective Clients: Why It Matters

  3. Overcoming Issues in Active Client Communications

    1. Unpacking Rule 1.4 - "Reasonably" Informing and Consulting
    2. How Much Communication Is Enough? Every Phone Call?
    3. When a Client Lies to You: What You Need to Know
    4. Social Media and Electronic Communications With Clients: Legal Essentials
    5. Best Practices for Drafting Termination Agreements
    6. Top 5 Communication Mistakes to Avoid

  4. Best Practices for Online Marketing and Practicing in the Remote Law Firm

    1. Advertising Rules Overview
    2. How to Avoid Misleading Statements and Misrepresentations
    3. Web Disclaimers - Are They Worth It? If So, What Are Their Limits?
    4. Walking the Line Between Advertising and Solicitation
    5. UPL and Multi-Jurisdictional Practice Issues in the Virtual Law Firm
    6. Interoffice Communication: Challenges Stemming From the Expansion of Remote Work and Solo Specialty Practices

Who Should Attend

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

Speakers

James K Weston II
James K.
Weston, II
Phelan Tucker Law, LLP
Arie M Spitz
Arie M.
Spitz
Dinsmore & Shohl LLP
Irwin R Kramer
Irwin R.
Kramer
Kramer & Connolly
Speaker bio
James K Weston II

James K. Weston, II

Phelan Tucker Law, LLP
James Weston

is a board-certified civil trial lawyer at Tom Riley Law Firm PLC, where he has practiced since graduating from law school in 1996. He 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, Mr. Weston regularly speaks to lawyers' groups on litigation and trial issues, insurance law and other subjects. He earned his B.A. degree from the University of Iowa and his J.D. degree from Drake University School of Law.

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Speaker bio
Arie M Spitz

Arie M. Spitz

Dinsmore & Shohl LLP
Arie Spitz

is a member of the litigation department of Dinsmore & Shohl LLP. He has successfully tried cases on behalf of both defendants and plaintiffs on claims including breach of contract, negligence, products liability, and medical malpractice. Mr. Spitz has successfully represented employers in a wide variety of matters, including claims of deliberate intent, sexual harassment, ERISA benefits coverage, and retaliation claims under the West Virginia Patient Safety Act. His diverse experience, both in terms of the types of cases he handles as well as the clients that he assists, gives him unique insight when it comes to litigating and trying cases. Mr. Spitz has practiced before West Virginia's federal and state trial courts, as well as the West Virginia Supreme Court of Appeals. He earned his B.A. degree from the University of Illinois and his J.D. degree, cum laude, from Penn State.

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Speaker bio
Irwin R Kramer

Irwin R. Kramer

Kramer & Connolly
Irwin Kramer

is managing partner of Kramer & Connolly, litigating throughout Maryland and the District of Columbia. A former law professor who continues to publish and to lecture nationally on legal ethics, trial advocacy and evidence, Mr. Kramer specializes in the defense of his fellow attorneys in disciplinary and professional malpractice cases. Combined with significant trial and appellate work in state and federal courts, his law firm management experience lends an appreciation for the pressures of law practice and for the ethical issues confronting attorneys on a daily basis. Appointed by his state’s highest court to serve on its rules committee, Mr. Kramer serves with a select group of judges, legislators and attorneys in revising court rules, including those governing the practice of law. A member of the Maryland State Bar and District of Columbia Bar Association. He earned his B.A. degree, summa cum laude, from Towson University; his J.D. degree, with high honors, from the University of Maryland; and his LL.M. degree from Columbia University.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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