Best Practices on Retainers and Collections with Clients and Ethics Rules

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LIVE WEBINAR
September 29
Monday, September 29, 2025
6:00PM - 7:30PM Eastern Time (EDT)

About This Course

Billing, retainers, and collections are central to law practice management but can also be a source of conflict and ethical risk. This CLE program will provide attorneys with practical guidance on drafting engagement agreements, setting billing practices, and handling late payments while maintaining strong client relationships. Presenters will also address strategies to improve collections, avoid fee disputes, and enhance communication with clients.

The program further explores professional responsibility concerns, including safeguarding client information, and IOLA escrow account compliance. Key Rules of Professional Conduct on competence, communication, confidentiality, and fees will be reviewed, with faculty offering insights from practice and case examples.

By the end of the session, participants will have both practical tools and an ethical framework for managing billing and collections effectively.

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