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 is the Director of Risk Control for CNA’s Lawyers Insurance Program where she leads and manages a team of attorneys and risk control specialists in the design and development of content and distribution of risk control/risk management initiatives relevant to the practice of law. She collaborates with executive leadership from CNA’s underwriting and claims teams to develop and execute strategies for profitable growth of the lawyers professional liability program and also authors articles and creates and presents proactive training sessions on best practices, internal law firm risk assessment, policies and procedures to reduce occurrence and impact of potential malpractice and disciplinary actions for insureds.
Tracy L. Kepler is the Director of Risk Control for CNA’s Lawyers Insurance Program where she leads and manages a team of attorneys and risk control specialists in the design and development of content and distribution of risk control/risk management initiatives relevant to the practice of law. She collaborates with executive leadership from CNA’s underwriting and claims teams to develop and execute strategies for profitable growth of the lawyers professional liability program and also authors articles and creates and presents proactive training sessions on best practices, internal law firm risk assessment, policies and procedures to reduce occurrence and impact of potential malpractice and disciplinary actions for insureds.
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
