Client Onboarding: An Ethical Action Plan for Attorneys

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From the first conversation to the final signature, every step of client intake can present ethical challenges. This course offers practical guidance on conflicts of interest check s, obtaining informed consent, and setting expectations and boundaries. Register today! Spot ethical red flags and decline or withdraw from representation with confidence. Establish clear expectations around communication, responsibilities, and potential outcomes. Draft stronger engagement letters with guidance on fee agreements and disclosures. Show more