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Ethical Considerations to Uphold With New Client Inquiries

Date: Thursday, April 26, 2018
Time: 1:00 - 2:30 pm EST
Length: 90 minutes

Sponsored by Lorman Education Services

Registration for Session Only: $199.00

Registration plus Session Recording and Written Materials: $268.00


Understanding how to manage conflicts of interest while maintaining an overview of the professionalism is essential in representing new clients within your legal practice.

The client intake process can be fraught with ethics issues. When a lawyer takes on a new client, or even speaks with a prospective client, conflicts can arise, the scope of the engagement may be unclear, or the client may have unrealistic expectations.

This topic will help lawyers identify the key ethics issues that can arise when a lawyer is deciding whether to take on a new client. The material will also provide some practical and helpful risk management tips for lawyers during the client intake process.

Areas Covered in the Session:

Overview of the Rules of Professional Conduct

  • Purpose of the Rules in Everyday Practice
  • What Rules Apply
  • Rules Relevant to New Client Inquiries

Conflicts of Interest: Analyzing Conflicts Before Taking on a New Client

  • Considerations When Dealing With Prospective Clients
  • Current Client Conflicts
  • Former Client Conflicts
  • How to Seek a Conflict Waiver

Defining the Representation and Effective Communication

  • Importance of Retainer Agreements and Key Provisions
  • Defining Your Fee and Managing Expectations
  • Limited Scope Representation

Credit Information (Sponsored by Lorman Education Services):

  • NALA
  • Paralegals
For Detailed Credit Information page click here

Only registered attendee will receive continuing education credit.

Instructor Profile:

Tyler Maulsby, Frankfurt Kurnit Klein & Selz PC

  • Attorney in the Legal Ethics and Professional Responsibility and the Securities Fraud and White Collar Defense practice groups at Frankfurt Kurnit Klein & Selz PC
  • In his legal ethics and professional responsibility practice, he regularly represents clients in a wide variety of matters including: legal malpractice, conflicts of interest, lateral transitions, partnership disputes, disqualification motions, and the unauthorized practice of law
  • Represents lawyers and law students in disciplinary and admissions proceedings
  • Serves as Secretary of the Committee on Professional Ethics of the New York City Bar Association
  • Regular contributor to the New York Legal Ethics Reporter
  • Can be contacted at 212-705-4839 or

(Not available outside the US)