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Posted in Client Relations, Collections, Confidentiality, Conflicts, Court Procedure, Credit Cards, E-Court, E-Mail, eBooks, Ethics, Fees, Financial Management, Fraud Prevention, IOLTA, Malpractice Avoidance, Marketing, Office Systems, Resources, Social Media, Solo Practice, Staff, Technology |
Tagged abandoned funds, Apps, Automation, Beverly Michaelis, Billing, CLE, Client Intake, Client Relations, client screening, cloud computing, Collections, confidentiality, conflicts, conflicts of interest, Credit Cards, Deadlines, disengagement, Docketing, ecourt, efiling, email, eservice, ethical, Ethics, fee agreement, fee agreements, Fees, file retention, Finances, Financial Management, fraud, IOLTA, law, Law Practice Management, lawyer trust account, legal, Malpractice, Marketing, Metadata, Office Systems, Oregon, Oregon law practice management, Oregon Rules of Professional Conduct, organization, paperless, privacy, productivity, security, Social Media, social networking, Solo Practice, Staff, Technology, theft, time management, trust accounting, unclaimed funds, UTCR, withdrawal, workflow |
Join me for a CLE on Wednesday, October 2, 2019 and learn how to implement best practices for getting paid. Topics include:
Communicating with clients about fees
Maintaining client relationships to avoid disputes
Modernizing billing and payment practices
Creating fee agreements to meet the needs of today’s clients
Collecting accounts – practical and ethical considerations
Wednesday, October 2, 2019 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar.
Who Should Attend?
Lawyers, office administrators, and staff – anyone interested in exploring how to improve billing and collections.
How to Register
Registration will open soon. Watch this blog for the announcement. Cost: $25. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.
All Rights Reserved  Beverly Michaelis
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Posted in Conflicts, Ethics, Fees, Malpractice Avoidance, Office Systems |
Tagged accounts receivable, best practices, Beverly Michaelis, CLE, Client Relations, collection, disengagement, engagement, ethical, Ethics, fee agreements, Fees, Office Systems, Oregon law practice management, unbundling |
The Fifth Edition of the
OSB publication, Fee Agreement Compendium, is now available on BarBooks.
Ethics Issues Arising in Fee Agreements
Truth in Lending Act and Attorney Fee Agreements
OSB Fee Dispute Resolution Program
Drafting Tips for Fee Agreements
Retained or Not Retained–You May Need to Prove It
IOLTA in Relation to Fee Agreements
And 14 sample forms, including 9 addressing specific practice areas
Get answers to your frequently asked questions
Credit cards and installment payments
Does the Truth-in-Lending-Act prohibit me from passing on credit card surcharges to clients? §3.9
What are the implications of taking installment payments from clients? §3.4
Should I “bundle” or “unbundle” client costs? §2.3
What are the tax consequences of advancing costs for a client? §2.5-2
Am I personally liable for costs if the client doesn’t pay? §2.7
What are the 10 best tips for drafting fee agreements? §5.2
What are the perils of an ambiguous fee agreement? §5.1-3
Should I, or shouldn’t I, use OSB Fee Dispute Resolution? §4.1-1 through 4.1-3.
Referral fees, splitting fees, and limited scope representation
What are the rules on referral fees? Splitting Fees? §1.1-7, §12.1 through 12.2-4.
How should I craft a limited scope representation agreement? §10.1 through 10.2.
(See the cited sections for answers.)
Fee Agreement Compendium has always been a treasure trove of resources and tips. Download the PDF from BarBooks today.
All Rights Reserved – 2018 – Beverly Michaelis
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Posted in Ethics, Fees, Financial Management, Resources |
Tagged BarBooks, Beverly Michaelis, Ethics, Fee Agreement Compendium, fee agreements, Oregon law practice management, Oregon State Bar, OSB, OSB BarBooks |