Ethics & Specialty Credits

4.6

Legal Ethics: Managing Client Expectations in Litigation

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama 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
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 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 Carolina 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
Ohio CLE Approved 3 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
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 54 minutes
Charles Gallagher
Cindy Cole Ettingoff
With Charles R. Gallagher III from Gallagher & Associates Law Firm, P.A. + 1 other
Recorded June 03, 2024
Product ID 98725

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$299

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Overview

Keep Expectations in Check From Start to Finish

Poor communication and unrealistic or misaligned expectations are quick ways to generate client dissatisfaction, complaints, or even malpractice lawsuits. This program will show you how to get clients on the same page with you from the start until the end of litigation. Fulfill your ethical responsibilities, avoid misunderstandings, and build trust with your clients - register today!

  • Get practical tips for identifying unrealistic expectations at an early stage.
  • Learn to craft clear engagement letters that set the stage for the attorney-client relationship.
  • Educate clients in order to manage their expectations and help them make informed decisions.
  • Hear when and how to keep clients informed as the case progresses.
  • Receive real-world guidance for delivering bad news and handling difficult conversations with clients.

Abbreviated Agenda

  1. Your Ethical Responsibilities in Managing Client Expectations
  2. Engagement Letter and Early Communication Best Practices
  3. Managing Expectations Throughout Litigation
  4. Ethical Approaches to Difficult Conversations, Delivering Unwelcome News, and Addressing Client Complaints

Related Topics

Product ID 98725

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama 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
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Louisiana CLE Upon Request 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 Carolina 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
Ohio CLE Approved 3 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
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Your Ethical Responsibilities in Managing Client Expectations

    1. Duty of Competence and Communication
    2. Ethical Boundaries in Communicating Realistic Expectations
    3. Professionalism and Maintaining Trust
    4. Balancing Zealous Advocacy With Realistic Case Assessment

  2. Engagement Letter and Early Communication Best Practices

    1. Identifying Your Clients' Expectations
    2. How to Recognize and Address Unreasonable or Vague Expectations at the Outset
    3. Creating a Clear Engagement Letter
    4. Setting Realistic Goals and Timelines
    5. Documenting Communications
    6. Establishing Open Communication Channels and Using Technology Effectively
    7. Educating Clients on the Legal Process and Empowering Them to Make Informed Decisions

  3. Managing Expectations Throughout Litigation

    1. Providing Regular Updates and Case Progress Reports
    2. Managing Client Communications During Critical Stages of Litigation
    3. Managing Scope Creep and Change Requests
    4. Curbing Unreasonable Demands
    5. Seeking Feedback and Evaluating Performance

  4. Ethical Approaches to Difficult Conversations, Delivering Unwelcome News, and Addressing Client Complaints

    1. Tactful Guidance for Handling Tough Discussions
    2. Providing Clarity and Offering Solutions Without Raising False Hopes
    3. Managing Client Emotions and Reactions
    4. Addressing Client Dissatisfaction and Complaints

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.
Cindy G Cole Ettingoff
Cindy G.
Cole Ettingoff
Ettingoff Law and Mediation
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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Speaker bio
Cindy G Cole Ettingoff

Cindy G. Cole Ettingoff

Ettingoff Law and Mediation
Cindy Cole Ettingoff

is an attorney with Ettingoff Law and Mediation. She is engaged in virtually every aspect of labor and employment law practice and has represented employers, employees, and unions in litigation, contract negotiations, arbitrations, and mediations. Ms. Ettingoff is a Rule 31 general civil mediator, family mediator, and mediator trainer; CPR mediator; FINRA mediator; and is listed on the U.S. District Court for the Western District of Tennessee Mediator/Dispute Resolution Panel. She is a past chair of the Tennessee Bar Association ADR Section, immediate past president of the Tennessee Association of Professional Mediators, and member of the Mid-South Community and Justice Center Board. Ms. Ettingoff is a member of the American Bar Association (ADR, Labor and Employment Law, and Civil Rights and Social Justice sections), and served as a case reviewer for the FLSA, FLMA, or workers' compensation subsections' 2018/2019, 2019/2020, 2021/2022 midwinter publications. Ms. Ettingoff earned her J.D. degree from the University of Memphis, Cecil C. Humphreys School of Law.

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