When to Engage, When to Dis-Engage: Best Practices When Engaging and Terminating Representation of Clients

When to Engage, When to Dis-Engage: Best Practices When Enga

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One of the pitfalls of legal practice is the inability to establish healthy attorney-client relationships. The best time to start developing a solid attorney-client relationship is before the relationship begins. Thus, attorneys must devise a strategy to select clients that are a good fit for their practice. Having a process that helps the attorney discern and avoid problematic relationships will prevent stress and hardship later. This presentation will outline factors that lawyers should consider when deciding to take on a client. Such factors include the responsiveness of a client, financial dependability of the client, the expectations of the client, and the client’s ability to respect boundaries. In terms of terminating a relationship with a client, lawyers need a strategy to end representation in a way that does not prejudice the client and does not create problems for the lawyer either. Some of the strategies that will be discussed in terms of ending representation will include problem solving to salvage a relationship with a difficult client, identifying co-counsel to assist on a case, use of limited scope retainers, transferring cases to other attorneys, and proper methods to withdraw from a case in litigation.

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