Program Details
2025-06-26 12:00:00
Over 1,000+ webinars
Course Overview
2025-06-26 12:00:00
2h CLE Credits
Intermediate
2
12:00 pm - 12:15 pm ESTThis session explores the fundamental ethical rules (1.2, 1.4, 1.5, and Rule 5) that govern engagement agreements and fee arrangements. Participants will learn why attorney-client contracts differ from ordinary commercial agreements due to their fiduciary nature, and how clients maintain authority over scope and payment terms.
Steven A. Tasher
Lindsay H. Tasher
Samuel L. Tasher 12:15 pm - 12:30 pm ESTThis session examines how Rule 1.5’s eight reasonableness factors apply when structuring fees, including case complexity, workload expectations, and stakes involved. Participants will also learn about contingent fee requirements, fee splitting rules, and why ambiguities in agreements are construed against the drafting attorney.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 12:30 pm - 12:45 pm ESTThis session covers the critical assessments needed before drafting an engagement agreement, including matter complexity, jurisdiction analysis, and proportionality of costs to stakes. Participants will learn how to properly identify clients, evaluate monetary and non-monetary risks, and determine appropriate staffing structures including local counsel and expert supervision.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 12:45 pm - 1:00 pm ESTThis session examines different fee arrangement types including fixed fees, hourly fees, contingent fees, and hybrid agreements. Participants will learn how early matter assessments serve as planning tools and how to create effective budgeting frameworks that remain living documents throughout the engagement.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 1:10 pm - 1:25 pm ESTThis session addresses how matters evolve and when engagement agreements require modification through riders, addendums, or entirely new agreements. Participants will learn to identify when existing counsel arrangements need adjustment and how to manage work increments across different phases of litigation or transactions.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 1:25 pm - 1:40 pm ESTThis session focuses on incorporating outside counsel billing guidelines into engagement agreements to establish clear expectations and prohibited charges. Participants will learn about common billing restrictions, document review cost management, block billing considerations, and how to address rate increases proactively.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 1:40 pm - 1:50 pm ESTThis session covers critical supplementary provisions including choice of law, dispute resolution mechanisms, staffing and rate disclosures, and insurance-related considerations. Participants will learn about audit provisions, most favored nation clauses, termination terms, and confidentiality requirements that strengthen engagement agreements.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 1:50 pm - 2:00 pm ESTThis session examines how to effectively integrate outside counsel billing guidelines into engagement agreements to create clear rules governing the attorney-client relationship. Participants will learn how to address potential conflicts between engagement terms and billing guidelines, and establish which document controls.
Steven A. TasherLindsay H. TasherSamuel L. Tasher 2:00 pm - 2:10 pm ESTThis session presents real-world case examples illustrating common pitfalls in engagement agreements, from hybrid fee valuation issues to document review planning failures. Participants will learn critical lessons about following client instructions, properly identifying clients, supervising experts, and maintaining time records regardless of fee arrangement type.
Steven A. TasherLindsay H. TasherSamuel L. TasherSteven A. Tasher is one of the nation’s leading experts on legal fee matters, serving as Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. He assesses and evaluates the reasonableness of attorney’s fees/expenses and settlements in complex litigation in federal and state courts and arbitration panels throughout the United States and around the world.
Lindsay H. Tasher is a Managing Director at Wyatt Partners, focusing on attorney fee expert witness work, advising major corporations and law firms on litigation budget programs and billing guidelines, and assessing the reasonableness of attorneys’ fees and settlements in complex litigation.
Samuel L. Tasher is Managing Director at Wyatt Partners, providing expert analysis and opinions on the reasonableness of attorneys’ fees and settlements in complex litigation and transactions around the world, and serving as an advisor to major corporations and law firms on billing guidelines and legal spend management.
Steven A. Tasher is one of the nation’s leading experts on legal fee matters, serving as Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. He assesses and evaluates the reasonableness of attorney’s fees/expenses and settlements in complex litigation in federal and state courts and arbitration panels throughout the United States and around the world.
Lindsay H. Tasher is a Managing Director at Wyatt Partners, focusing on attorney fee expert witness work, advising major corporations and law firms on litigation budget programs and billing guidelines, and assessing the reasonableness of attorneys’ fees and settlements in complex litigation.
Samuel L. Tasher is Managing Director at Wyatt Partners, providing expert analysis and opinions on the reasonableness of attorneys’ fees and settlements in complex litigation and transactions around the world, and serving as an advisor to major corporations and law firms on billing guidelines and legal spend management.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
