Lawyer Ethics and Client Development -Audio Webcast
January 2018
Lawyer Ethics and Client Development
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Program Description:
Law is a profession but it’s also a practical business. Whether you’re practicing in a larger firm or a small firm, one essential element of the business of law is client development. Some of that comes naturally through referrals from previous clients, but a lot of it involves active outreach to potential clients or referral sources. These outreach or client development activities are closely governed by ethics rules. These rules limit what an attorney can do, how they can do it, and when. All client development activity comes with potential ethical pitfalls, even the most commonplace activities like posting lawyer biographies on law firm web sites. This program will review a cover of client development activities, identify the ethical issues of each, discuss areas of ethical risk and best practices for avoiding liability.
- Ethics issues in descriptions of areas of practice and claims of expertise
- Traps of lawyer biographies on law firm web sites
- Use of law firm newsletters, blogs, and social media
- Permissible uses of past successes, honorary titles, depictions, and claims of quality of legal service
- Risks of associating with other law firms and referral relationships
- Solicitation of clients through phone calls, direct mail, or email
- Law firm name issues, including use of names of departed or deceased partners
Faculty:
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee. He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.
AUDIO WEBCAST INFORMATION:
Course materials are provided in PDF format to all audio webcast participants.
AUDIO-ONLY WEBCASTING IS EASY!
THE MINIMUM SYSTEM REQUIREMENTS:
- Your computer should have a 500 MHz or higher processor and at least 128 mb of RAM
- A connection to the Internet of at least 700 kbps is highly recommended, and most people now have connections at that speed or faster. Check your speed now (or go to http://www.speedtest.net/)
- Course materials are delivered in PDF format. You will need a recent version of Adobe Reader. Free download here: http://get.adobe.com/reader/
- Adobe Flash Player v. 11.X or higher (Free download here: http://get.adobe.com/flashplayer/)
- Tablets and iOS devices will need a web browser and a high speed wi-fi connection.
- You will also need a sound card and speakers, and a current web browser
TIPS FOR A BETTER AUDIO-WEBCAST EXPERIENCE:
http://cle.cobar.org/About/FAQs/TechnicalFAQs.aspx#webcastvod
You will receive a confirmation and instructions to listen to the audio-webcast via email upon registration.
ACCREDITATION INFORMATION:
Each Audio Webcast has been submitted for 1 (or 2) General CLE Credit(s). Courses with an Ethics Component have been submitted for Ethics Credits accordingly.
How to Register:
There are 2 easy ways to register:
1. CALL us! (303) 860-0608, or toll free (888) 860-2531
2. Or REGISTER ONLINE NOW by using the corresponding course links above.
Each program will run from 11:00 a.m. to 12:00 p.m. M.T. (60 minutes each).
Registration Fees
| Non Member | $89.00 |
| CBA Member | $59.00 |
| CBA Real Estate Section Member | $49.00 |
| CLE ELITE Pass Holders | $0.00 |
- General Credits: 1.00
- Ethics Credits: 1.00
- EDI Credits:
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Access Timely Topics and National Experts with CBA-CLE 1-Hour Audio Webcasts