There is a big difference between Client Confidentiality and Attorney-Client Privilege. It is not only important to understand what makes a client a client and what protections your client has, but also to communicate that with your client. The reason for this is that it is essential that you receive something of value before a consultation to provide “legal advice”. More importantly, to create the attorney-client relationship. Just because you meet with a client or talk with one on the phone in a free consultation, you have not necessarily created an attorney-client relationship. In this session, we will discuss:
Key topics to be discussed:
What protections exist before a prospect becomes a client
How to build a process to protect your clients and your firm
Why privilege matters in your practice
Date: May 31, 2023
Josh Andrews | Gatehouse Law
Josh Andrews is the managing partner of Gatehouse Law where he focuses his practice on the legal needs of entrepreneurs, business law, and complex transactions, such as business formations; business transactions; raising capital for businesses; complex business negotiations; national and international intellectual property management, property disputes and expansion of business; mergers and acquisitions; and preventative law business consulting.
Mr. Andrews is admitted to practice in Alabama and Georgia. He is a member of the Alabama State Bar and the State Bar of Georgia. Mr. Andrews earned his B.A. degree from Birmingham-Southern College and his J.D. degree from Cumberland School of Law.
I. What protections exist before a prospect becomes a client | 2:00pm – 2:30pm
II. How to build a process to protect your clients and your firm | 2:30pm – 3:00pm
Break | 3:00pm – 3:10pm
III. Why privilege matters in your practice | 3:10pm – 3:40pm