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Effective Engagement Letters and Other Simple Risk-Management Tools

Contains material from Aug 2017

Effective Engagement Letters and Other Simple Risk-Management Tools
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the guy from KY was better than the Texan

Very useful course. Would be helpful if a few samples of engagement letters were provided.

It was a useful discussion, especially regarding multi-party representations. The topic probably merits more time.

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Keeping the client reasonably informed is required under the Texas disciplinary rules of professional conduct, and doing so is good risk management. Examine how effective engagement letters, disengagement letters, and other communications keep the client reasonably informed and engaged, while helping to control the client’s expectations, promoting effective risk management, and reducing the likelihood of legal malpractice claims.

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1. Effective Engagement Letters and Other Simple Risk-Management Tools (Aug 2017)

George W. Coleman, A.J. Singleton

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(mp4)
61 mins
(mp3)
60 mins
(pdf)
28 pgs
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(pdf)
6 pgs
Session 1 —61 mins
Effective Engagement Letters and Other Simple Risk-Management Tools (Aug 2017)

Keeping the client reasonably informed is required under the Texas disciplinary rules of professional conduct, and doing so is good risk management. Examine how effective engagement letters, disengagement letters, and other communications keep the client reasonably informed and engaged, while helping to control the client’s expectations, promoting effective risk management, and reducing the likelihood of legal malpractice claims. 

Originally presented: Jul 2017 LLCs, LPs and Partnerships

George W. Coleman, Bell Nunnally & Martin LLP - Dallas, TX
A.J. Singleton, Stoll Keenon Ogden PLLC - Lexington, KY