Program Details
2025-10-27 13:00:00
Over 1,000+ webinars
Course Overview
2025-10-27 13:00:00
1h CLE Credits
Intermediate
1
1:00 pm - 1:15 pm ESTThis session explores the legal and ethical foundations for defining the attorney-client relationship under Model Rules 1.2(a), 1.4, 1.5, 1.7, and 1.9. Participants will learn why engagement letters are critical for avoiding confusion, clarifying roles, and complying with professional conduct obligations.
Tracy L. Kepler 1:15 pm - 1:30 pm ESTAttorneys will learn to draft comprehensive engagement letters that clearly identify the client, define scope limitations, and address fees, termination, and file retention. This session covers essential provisions, special circumstances requiring additional terms, and language pitfalls to avoid.
Tracy L. Kepler 1:30 pm - 1:45 pm ESTThis session examines how to establish robust conflict-checking systems that operate continuously throughout representation. Participants will learn best practices for standardization, documentation, and managing lateral hire risks to prevent disqualification and disciplinary action.
Tracy L. Kepler 1:45 pm - 2:00 pm ESTAttorneys will discover strategies for setting fee expectations early, utilizing technology for billing efficiency, and maintaining professional billing etiquette. The session also addresses handling non-payment situations and weighing the risks of collection actions against alternatives.
Tracy L. KeplerTracy L. Kepler has spent more than two decades in attorney regulation, discipline, and client protection. From 2000 to 2014, she served as Senior Litigation Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC), where she investigated and prosecuted cases of attorney misconduct. She later directed the American Bar Association’s Center for Professional Responsibility, providing national leadership in legal and judicial ethics, professional regulation, professionalism, client protection, professional liability, and attorney well-being. She is now a Risk Control Director for CNA’s Lawyers Insurance Program, where she designs and develops risk control initiatives relevant to the practice of law.
Tracy L. Kepler has spent more than two decades in attorney regulation, discipline, and client protection. From 2000 to 2014, she served as Senior Litigation Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC), where she investigated and prosecuted cases of attorney misconduct. She later directed the American Bar Association’s Center for Professional Responsibility, providing national leadership in legal and judicial ethics, professional regulation, professionalism, client protection, professional liability, and attorney well-being. She is now a Risk Control Director for CNA’s Lawyers Insurance Program, where she designs and develops risk control initiatives relevant to the practice of law.
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
