August 23: Closing the Case & the File: Ethical Steps & Best Practices for You, Your Firm, and Your Client

Closing the case ethically and following best practices involves several steps and considerations for you, your firm, and your client. This presentation will discuss key purposes and goals and their ethical considerations, including:
Settling accounts and retained funds.
Continuing duties to avoid conflicts of interest.
Protecting and returning client information.
Advising clients of consequences resulting from outcomes.
Proper storage or shredding of files and trust account records.
By following these ethical steps and best practices, you can ensure a proper and professional closure to the case while protecting your clients' interests.
Title:
Closing the Case & the File: Ethical Steps & Best Practices for You, Your Firm, and Your Client
Date+Time:
August 23, 2023

1pm PT 

2pm MT 

3pm CT 

4pm ET 

Free Continuing Legal Education Webinar - register now!

By:
LawPay
Speaker:
Claude Ducloux, LawPay's director of education, ethics and compliance, has nearly four decades of experience practicing law. Claude has earned many professional honors for his dedication to educating attorneys, including the Gene Cavin Award for Lifetime Achievement in Teaching Continuing Education.
Credit:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, , Indiana , Iowa, Kansas, , Kentuck, Louisiana, Maine, Maryland, Minnesota, Mississippi, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee. You may be able to self-apply in some other states.

More Information and Registration