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Tag Archives: fee agreement modification

Fee Agreements: Last call!

Posted on 01/11/2017 by beverlym
Reply

Looking for tips on how to improve your fee agreements, need an ethics refresher, or want to incorporate terms that help avoid client misunderstandings?

fee-agreements

Fee Agreements: Ethical Dos and Don’ts is a live, in-depth Webinar designed to help you craft better client fee agreements. Topics include:

Laying the Ethical Foundation
Scope of engagement, timing of services, fees, and billing.

Pragmatic Content
Using client cooperation clauses; addressing file ownership, retention, and disposal; charging clients for copies of files; instructing clients about privileged email communication; collecting your fee; and special considerations for solos.

Ethical Limitations
Division of fees, charging interest, attorney fee awards, fixed fees and refundability, contingent fees, nontraditional fees, hybrid fee agreements, advance approval of fees, third party payment and crowdfunding, structured settlements, passing on credit card transaction fees, modification of fee agreements, contractual right to increase fees, resolution of vague terms, withdrawal for nonpayment.

Who Should Attend
Lawyers, staff, bookkeepers, administrators, office managers – anyone interested in improving law firm fee agreements.

Date and Time
Wednesday, January 18, 2017 from 10:00 a.m. to 11:00 a.m. Pacific Time.

Location
This program is a live, online Webinar.  View the webcast on any mobile device or desktop. Listen to audio via computer/device speakers or by telephone.  Ask questions and participate in anonymous online polls addressing common issues that arise in creating fee agreements.

Registration Fee
$20.00 – Visit the CLE Events page to register or click here.  [Secure payment processing powered by Eventbrite.  Visa, MasterCard, Discover, and American Express accepted.]  Program materials included in the registration price.

MCLE Credits
Approved for 1.0 MCLE Ethics Credits in Oregon.  OSB MCLE Program Number 6724*4.

Eventbrite - Fee Agreements - Ethical Dos and Don'ts

Can’t Attend?
Video and audio recordings of Fee Agreements: Ethical Dos and Don’ts will be available to download along with the program materials following the January 18 CLE.  Price: $20.00.  Contact me for more information.

All Rights Reserved Beverly Michaelis 2017

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Posted in Ethics, Fees, Financial Management, IOLTA | Tagged administrator, AFA, Alternative Fee Agreement, attorney, attorney fee award, Beverly Michaelis, bookkeeper, CLE, contingent fee agreement, contingent fees, Continuing Legal Education, credit card surcharges, Credit Cards, dividing fees, ethical, ethical due diigence, Ethical Oregon Lawyer, Ethics, fee agreement modification, fee agreements, fire client, Hybrid Fee Agreement, interest charges, IOLTA, late fees, law, lawyer, lawyer trust account, lawyer trust accounting, legal, legal assistant, Legal Secretary, merchant fees, modifying fee agreement, office manager, Oregon law practice management, Oregon RPCs, Oregon Rules of Professional Conduct, referral fees, splitting fees, structured settlement, termination of representation, transaction fees, vague fee agreement terms, Webinar, withdrawal | Leave a reply

Fee Agreements: Do It Right

Posted on 12/07/2016 by beverlym
Reply

fee-agreementsWondering if your fee agreements are all they could be?  Clear, easily understood, ethical, and most importantly – designed to meet your needs and those of
your clients?

Fee Agreements: Ethical Dos and Don’ts is a live, in-depth Webinar designed to help you craft better client fee agreements. Topics include:

Laying the Ethical Foundation

Scope of engagement, timing of services, fees, and billing.

Pragmatic Content

Using client cooperation clauses; addressing file ownership, retention, and disposal; charging clients for copies of files; instructing clients about privileged email communication; collecting your fee; and special considerations for solos.

Ethical Limitations

  • Division of fees
  • Charging interest or late fees
  • Attorney fee awards
  • Fixed fees and refundability
  • Contingent fees
  • Nontraditional fees
  • Hybrid fee agreements
  • Advance approval of fees
  • Third party payment and crowdfunding
  • Structured settlements
  • Passing on credit card transaction fees
  • Modification of fee agreements
  • Contractual right to increase fees
  • Vague terms
  • Withdrawal for nonpayment

Who Should Attend
Lawyers, staff, bookkeepers, administrators, office managers – anyone interested in improving law firm fee agreements.

Date and Time
Wednesday, January 18, 2017 from 10:00 a.m. to 11:00 a.m. Pacific Time.

Location
This program is a live, online Webinar.  View the webcast on any mobile device or desktop. Listen to audio via computer/device speakers or by telephone.  Ask questions and participate in anonymous online polls addressing common issues that arise in creating fee agreements.

Registration Fee
$20.00 – Visit the CLE Events page to register or click here.  [Secure payment processing powered by Eventbrite.  Visa, MasterCard, Discover, and American Express accepted.]  Program materials included in the registration price.

MCLE Credits
Approved for 1.0 MCLE Ethics Credits in Oregon.  OSB MCLE Program Number 6724*4.

If you’re looking for tips on how to improve your fee agreements, need an ethics refresher, or want to incorporate terms that help avoid client misunderstandings, attend this CLE.

Eventbrite - Fee Agreements - Ethical Dos and Don'ts

Can’t Attend?
Video and audio recordings of Fee Agreements: Ethical Dos and Don’ts will be available to download along with the program materials following the January 18 CLE.  Price: $20.00.  Contact me for more information.

All Rights Reserved [2016] Beverly Michaelis

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  • Click to share on WhatsApp (Opens in new window)
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  • Click to share on Pocket (Opens in new window)
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  • Click to print (Opens in new window)

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Posted in Ethics, Fees, Financial Management, IOLTA | Tagged administrator, AFA, Alternative Fee Agreement, attorney, attorney fee award, Beverly Michaelis, bookkeeper, CLE, contingent fee agreement, contingent fees, Continuing Legal Education, credit card surcharges, Credit Cards, dividing fees, ethical, ethical due diigence, Ethical Oregon Lawyer, Ethics, fee agreement modification, fee agreements, fire client, Hybrid Fee Agreement, interest charges, IOLTA, late fees, law, lawyer, lawyer trust account, lawyer trust accounting, legal, legal assistant, Legal Secretary, merchant fees, modifying fee agreement, office manager, Oregon law practice management, Oregon RPCs, Oregon Rules of Professional Conduct, referral fees, splitting fees, structured settlement, termination of representation, transaction fees, vague fee agreement terms, Webinar, withdrawal | Leave a reply

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