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Legal Ethics: Avoid Complaints with Better Communication

presented by NBI, Inc.
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Legal Ethics: Avoid Complaints with Better Communication

Workshop Description/Agenda

Mitigate Risks in Online Marketing, Intake and Active Client Communications

From the wild west of online marketing to high maintenance clients, there's no shortage of ethical pitfalls for today's attorney. Explore key client and potential client touch points and review 21st century hypotheticals. Learn what you can and can't say regarding: testimonials, reviews, rankings and "misleading" statements. Delve into ethical risks at intake and during active client management. Learn best practices for increasing client satisfaction and dodging poor reviews, or worse, a bar complaint - register today!

  • Overcome ethical risks in cyberspace: legal websites, marketing statements, and review and accolade usage.
  • Get guidance for avoiding ethical risks in intake and potential client management.
  • Learn best practices for mitigating ethical risks and improving satisfaction during active client management.


11:00 am to 2:15 pm Eastern Standard Time
Presenter: Todd M. Galante

  1. Online Marketing, Websites and Outreach
    1. Advertising Rules Overview: 7.1 and 7.2
    2. Accolades, Reviews and Rankings, Oh My! Hypos and Guidance
      1. Can I Advertise "Super Lawyer", "Rising Star" and Other Attorney Badges?
      2. Displaying or "Claiming" Online Reviews
      3. My Client Slammed Me on Google - What Can I Say?
    3. Understanding "Misleading" Statements - Hypos and Guidance
    4. Using Specialty or Expert Language - What's Okay? What Isn't?
    5. Effective Web Disclaimers and Their Limits
    6. Best Practices for Avoiding Ethical Issues in Your Marketing
  2. Making Contact with Potential Clients: Intake, Social Media and More
    1. Overview: Confidentiality, Competence, UPL and Solicitation
    2. Intake and a Word on Live Chat - Hypos and Guidance
    3. Best Practices for Training Staff
    4. Top Attorney Social Media Blunders - Hypos and Guidance
  3. Overcoming Issues in Active Client Communications
    1. A Common Complaint with Serious Implications
    2. Unpacking Rule 1.4 - "Reasonably" Informing and Consulting
    3. How Much Communication is Enough? Every Phone Call?
    4. Top Communication Breakdowns - Hypos and Guidance
    5. How to Keep Clients Happy
      1. Outlining Case Steps and Time Frames
      2. Outlining Attorney and Client Expectations
    6. Best Practices for Retainer Agreements
    7. Best Practices for Fee Arrangements and Billing

Who Should Attend

This legal ethics course is designed for attorneys. Paralegals may also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Ethics

Training Course Summary: Legal Ethics: Avoid Complaints with Better Communication