Engagement Agreements: Best Practices for Ethical and Effective Representation
WHY ATTEND
The attorney-client relationship formally begins with the engagement letter, a crucial document that puts into writing the expectations and obligations of both lawyer and client, including who the firm is representing and the scope of that representation. A well-drafted engagement agreement not only aids in future conflict analyses but also minimizes the risk of misunderstandings and disputes. While not an insurance policy, it serves as a valuable safeguard when the attorney’s decisions are questioned and the stakes are high.
In this one-hour webcast, two professional responsibility lawyers will discuss the importance of engagement letters and the essential elements needed to protect both the attorney’s and client’s interests.
WHAT YOU WILL LEARN
Topics to be explored include:
Tailored engagement agreements: Why each client should have a customized engagement letter.
Key components for every agreement: Client identity, scope of representation, financial terms, conflict of interest waivers, withdrawal procedures, and file closings.
Additional clauses: Addressing client-specific requests, disclaiming guarantees, dispute resolution/arbitration; and choice of law provisions.
Effective communication: How a well-crafted letter can enhance client communication.
Drafting tips: How clear, comprehensive agreements can also minimize risk.
State-specific requirements: Sample “local” rules and other special considerations across different jurisdictions.
Invest just one hour and learn how to make your engagement letters more effective, reducing potential conflicts and ensuring clarity from the start!
Register here: https://www.ali-cle.org/course/VCGJ0116