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Best Practices for Ethically Managing Legal Spend: Before, During, and After Litigation (Update)

(1k+ reviews)

Produced on March 05, 2019

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Course Information

Time 1h 1m
Difficulty Intermediate
Topics covered in this course: Ethics

Course Description

One of the biggest challenges facing today’s corporations and law firms is engaging high quality legal representation in litigation while, at the same time, ensuring that the work is carried out by the most cost-effective and reasonable measures in accordance with the Rules of Professional Conduct governing attorney ethics. This course, presented by Wyatt Partners (a corporation that focuses exclusively on the subject of legal fees), addresses today’s hot topics in legal spend management – both from an in-house and outside counsel perspective throughout the entire litigation process.

From Engagement Agreements, Budgets, and Outside Counsel Billing Guidelines, our speakers will highlight certain best practices for both counsel and client before the litigation process even begins. The program will then focus on communication and case management issues that occur during the litigation, amidst e-discovery, motion practice, expert disclosures, trial, and appeal. Finally, our speakers will explore the benefits of the self-evaluation process (between client and counsel) after the litigation is over.

The program will specifically focus on applicable Rules of Professional Conduct and case law, as well as the wide foray of experience our speakers have gained serving as fee experts across the United States and Europe as well as advisors to corporations and law firms with respect to managing legal spend.  Both law firms and corporations will benefit greatly from such insights on a timely and evolving topic that affects everyone in today’s legal and business market.

Learning Objectives:

  1. Identify best practices for ethical pre-litigation legal spend management, including the selection of outside counsel, engagement agreements, budgets, outside counsel billing guidelines, preparing for e-discovery costs, and the roles of the client (and possibly third-party payors)
  2. Acquire strategies for ethical legal spend management during the actual litigation, including the case management of the required workload (motion practice, discovery, trial, etc.), and miscellaneous lessons learned by both counsel and client
  3. Develop best practices for ethical legal spend management after litigation is over, including assessing Outside Counsel Billing Guidelines, conducting a cost-benefit analysis, and communications between counsel and client in preparation for future litigation
  4. Identifying, evaluating, and managing other variables that affect litigation fees/expenses

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Lindsay H. Tasher

Wyatt Partners

Lindsay H. Tasher is Managing Director at Wyatt Partners, where she focuses her time on attorney fee expert witness work, advising major corporations and law firms on the development of litigation budget programs and billing guidelines, and assessing and evaluating the reasonableness of attorney’s fees in complex litigation in federal and state court throughout the United States. Prior to her work with Wyatt, Lindsay was in private practice in two law firms – one in New York and one in New Jersey. She handled all types of civil litigation, with an emphasis on aviation mass-tort law and wrongful death/personal injury claims against airlines and their insurers. She also gained experience in product liability and asbestos defense litigation, as well as various commercial claims under both New York and Jersey state and federal law, including claims for breach of contract, fraud, negligence, and breach of fiduciary duty.

Lindsay received her undergraduate degree in English from Princeton University in 2000 and her law degree from The George Washington University Law School in 2005. She currently serves on the board of Cancer Hope Network as co-chair of the Marketing Committee and Golf Committees (and, for several years, served as General Counsel), a not-for-profit organization that provides free and one-on-one support to cancer patients and their families.

Lindsay also served several terms on the George Washington University Law School Alumni Association Executive Board of Directors, and currently serves as Chair of the Barrister’s Society.

Samuel L. Tasher

Wyatt Partners

Samuel L. Tasher is Managing Director at Wyatt Partners. In this capacity, Samuel provides expert analysis and opinions on the reasonableness of attorneys’ fees in complex litigation around the world, and serves as an advisor to major corporations and law firms on the development and implementation of billing guidelines and other tools to manage their legal spend. Samuel also serves as the General Counsel of Cloud X Partners, LLC (a cloud technology company), for which he manages its legal matters and supervises its outside counsel for litigation and corporate governance. Samuel is also a frequent lecturer on legal ethics and attorneys’ fees around the country. Samuel received his A.B. (cum laude), J.D., and LL.M. from Duke University.

While at Duke, Samuel spent several years working for Duke University’s Athletics Department in various capacities, including the Compliance Office and Legal Department. Samuel spent a summer in the legal department of the New York Yankees. Samuel is licensed to practice law in New York, New Jersey, and the District of Columbia.


kathleen s.


Robert H.

good job

Sherri M.

Very well done.

nancy d.


Jay G.

Not familiar with the term 'spend" in this usage, but this an excellent ethics presentation - the speakers were very knowledgeable and prepared, and conducted the presentation in a professional manner, as opposed to the '"let's talk about ethics and our experiences" approach of some other presentations.

Jack L.

Great !

Judith P.

Thanks again. Keep moving forward!

Maxwell Z.

Very practical guide to keeping clients happy or keeping CEOs happy.

David G.

great class!

Tamra K.

Very good presenters.

Howard B.

I run a form of legal network since 1986 as a managing partner. I know how important billing is from all perspectives including its use as a status report. Not all of our work deals solely with litigation.It is transnational and a lot of compliance .. Fee statements should be like status reports when the clients are involved at each step.. Good job guys, it could be a three part program , 1 hr each..

Renee L.

This was very thorough and the presenters seemed very knowledgeable and genuine in speaking about practices and experience.

Lori F.


Mary Esther E.

Very articulate and easy to understand

James H S.

Very helpful for both in-house and outside counsel.

Jodie S.

Good presentation.

Lynne T.


Owolabi A.


Christopher C.

Overall, very interesting in presenting issues for in-house and outside counsel to address in litigation and similar engagements. Some of the points made were repetitive, but it is hard to avoid that in presentations when the speaker are really into the topic

Ross V.


Judith H.

Good program.

Kathryn R.

Great section on OC billing guidelines

Shira C.

As GC, I am actually recommending our outside counsel take a look at this as it covered at least 70% of the things that annoy me when reviewing the bills.

Nichole G.

I really enjoyed this CLE. This was one of the most informative videos that I have watched. The speakers did a great job.

Scott N.

Highly recommend

Constance H F.

Very interesting and thorough presentation.

Mark P.

best ethics course i took. lots of client concern perspectives too

Francine K.

Speakers were engaging

Sue e.

Not my area but still engaging and there were several takeaways for transactional practice. Also liked that one of the lawyers is also GC for a couple of tech companies so he had some helpful pointers for those of us in house practitioners.

Gregory K.

This team did a very nice job. Excellent CLE presentation.

Corneliu M.

Very good presentation on all fronts. Clear and straightforward.

Kevin M.

Really appreciated the in-house perspective, as in-house counsel most of the CLE I receive is slanted to my outside counsel's perspective

John A.

Excellent perspectives, smart suggested remedies to infrequent though common problems

Catherine M.

Excellent program

Alicia R.

Very informative.

Stephen E.

Great, great practical advice.

Stephanie H.

Great presentation

Shawn O.

One of the best I have taken on Lawline. Very well done.

Andrew W.

The instructors knew their material well. Great presentation.

Angelica F.

One of the best CLEs I've listened to. Especially helpful for IHC.

Andrew M.

I work in house and this course was great!

Henry J.

I loved the perspective from the GC's position on these issues. It was very informative.

Laura C.

Good to know for new in house counsel

David D.

Very informative

Holly R.

Excellent and thorough presentation. Presenters were very good.

Melissa H.

Very informative.

Sean F.

This is how you do an online CLE.

Vincent M.

Perfect for in-house counsel confronting substantial litigation expense

John M.


Robert D.

Terrific presentation!

Joel H.

Great speakers. Gained some Great info from the speakers.

Benjamin G.

I thought this was a fantastic course. Really relevant to what I do and thought they both were very smart and presented in an interesting manner. Thanks!

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