Ethics & Specialty Credits

4.36

Building a Client-Focused Practice: A Legal Ethics Guide

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Approved 1 Total
Washington CLE Approved 1 Total
Wyoming CLE Upon Request 1 Total
OnDemand
1 hours 1 minute
Gerald Connor
With Gerald A. Connor from Margolis Edelstein
Recorded September 25, 2024.
Product ID 99041

Buy This Course

Course Includes
$199

OnDemand Video

Course Book Download

Overview

Develop Ethical Strategies for Enhancing Client Satisfaction

Providing client-focused attorney services is imperative to staying competitive and honoring your ethical obligations to your clients. Join our seasoned attorney faculty for insights into the client journey, ethical tips for creating a client-centered law firm, and best practices for seeking feedback from clients. Sharpen your ethical expertise - register today!

  • Examine best practices for improving client communication in law practice.
  • Find out how to develop ethical, client-focused billing practices.
  • Unearth ethical guidelines for using technology to enhance your legal services.

Abbreviated Agenda

  1. Rules of Professional Conduct
  2. Understanding the Client Journey (From Intake to Project Completion)
  3. Setting Expectations and Communicating Strategically: Ethical Dos and Don'ts
  4. Attorney-Client Privilege and Confidentiality: What You Need to Know
  5. Guidelines for Creating Ethical Fee Agreements and Billing Practices
  6. Ethical Tips and Tricks for Designing a Client-Centered Firm
  7. Ramping Up Your Client Services: Essential Strategies and Tech Tools
  8. Tips for Seeking Client Feedback - and Adapting Your Services and Practices Accordingly

Related Topics

Product ID 99041

Credit Details

Credits Available
Credit Status Total
Colorado CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Approved 1 Total
Louisiana CLE Upon Request 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
New Hampshire CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oregon CLE Approved 1 Total
Washington CLE Approved 1 Total
Wyoming CLE Upon Request 1 Total

Credit Details by Jurisdiction

CLE Credits
Colorado CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Iowa CLE Upon Request · 1 Total Credits
  • 1 Legal Ethics

OnDemand - Iowa CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Idaho CLE Approved · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 1: Approved for 1.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 1.0 self-study legal ethics or professional responsibility credit.

Louisiana CLE Upon Request · 1 Total Credits
  • 1 Ethics

OnDemand - Louisiana CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Louisiana CLE.

Montana CLE Upon Request · 1 Total Credits
  • 1 Professional Fitness and Integrity

OnDemand - Montana CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

Video Download - Montana CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

North Dakota CLE Upon Request · 1 Total Credits
  • 1 Ethics

OnDemand - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

New Hampshire CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 1: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Nevada CLE Approved · 1 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Video Download - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.

Oregon CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 1: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 0.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Video Download - Oregon CLE - 1: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 0.0 hours of general continuing legal education credit and 1.0 hour of ethics credit.

Washington CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 1: This program may qualify for up to 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1: This program may qualify for up to 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Wyoming CLE Upon Request · 1 Total Credits
  • 1 Ethics

OnDemand - Wyoming CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - Wyoming CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Building a Client-Focused Practice: A Legal Ethics Guide

    1. Rules of Professional Conduct
    2. Understanding the Client Journey (From Intake to Project Completion)
    3. Setting Expectations and Communicating Strategically: Ethical Dos and Don'ts
    4. Attorney-Client Privilege and Confidentiality: What You Need to Know
    5. Guidelines for Creating Ethical Fee Agreements and Billing Practices
    6. Ethical Tips and Tricks for Designing a Client-Centered Firm
    7. Ramping Up Your Client Services: Essential Strategies and Tech Tools
    8. Tips for Seeking Client Feedback - and Adapting Your Services and Practices Accordingly

Who Should Attend

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

Speakers

Gerald A Connor
Gerald A.
Connor
Margolis Edelstein
Speaker bio
Gerald A Connor

Gerald A. Connor

Margolis Edelstein
Gerald Connor

is a partner and trial attorney in the Scranton, Pennsylvania office of Margolis Edelstein, a full service multi-state litigation provider to the insurance industry, major corporations and governmental entities. He focuses his practice on casualty litigation, ranging from automobile and general liability claims to products liability, construction litigation and workers' compensation claims. Mr. Connor also has extensive experience in commercial litigation, intellectual property issues, municipal claims, and employment law. He has handled dozens of trials, administrative hearings and arbitrations to verdict, and is active at the appellate level in both state and federal court. Mr. Connor is a member of the Lackawanna County and Pennsylvania bar associations. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Widener University School of Law.

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