The Ethics of Dealing with Clients: Confidentiality, Fee Agreements, Getting Paid, and Ending the Relationship

This course provides a practical and in-depth examination of the ethical responsibilities attorneys face in their relationships with clients, from initial engagement to the conclusion of representation. Through analysis of key rules of professional conduct, including Rules 1.4, 1.5, 1.6, 1.15, and 1.16, participants will gain the tools to navigate the most critical aspects of client interaction ethically and effectively.

Topics include protecting client confidentiality in all communications and case materials under Rule 1.6; drafting and managing fee agreements in compliance with Rules 1.4 and 1.5; handling client funds and ensuring proper billing and payment practices under Rule 1.15; and ethically terminating representation, including returning client files and unearned fees, under Rule 1.16(d).

Attorneys will leave this course with a stronger understanding of how to build and maintain ethical client relationships while protecting themselves and their practice.

Learning Objectives: 

1.  Understand Rule 1.6 to protect client confidentiality across all communications and case materials.
2.  Learn how to structure a fee agreement under Rules 1.4 and 1.5 to ensure clear expectations and ethical billing practices.
3. Understand your ethical obligations under Rules 1.15 and 1.16 when holding client funds, getting paid, and returning the client file.
4. Explore the ethics of termination of your representation in compliance with Rule 1.16(d).