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Essentials and Plus
Attorney Retainer Agreements & Ethics: Risk Management Meets Best Practice
What You'll Learn AI-Generated
- 1 Draft a bespoke retainer for each matter that identifies the client and tailors terms
- 2 Limit and define the scope of services to accept only the risks you are being paid for
- 3 Build a disclosure and notification protocol into retainers and consult insurers before admitting errors
- 4 Establish a firm-wide retainer plan with periodic audits to catch scope creep and unsigned agreements
"Practical, risk-focused strategies for drafting and updating engagement and retainer agreements to reduce malpractice exposure."
Based on transcript analysis and 59 reviews
Overview
Beginner
This course includes:
- 1 hour on-demand video
- Certificate of completion
- CLE credits and reporting (if applicable)
- Closed captions
- Desktop & mobile access
CLE Credits
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