Weeding the Client Garden and Avoiding Unnecessary Headaches [LGE 037]
Release Date: 11/13/2018
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As 2020 comes to a close, focus on your wellness and what happens next.
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Thousands of California online bar exam takers were flagged for review, and an untold number of them have received Chapter 6 notices. A Chapter 6 notice essentially accuses the applicant of cheating on the exam. Megan has put together resources to help applicants respond.
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info_outlineFor many lawyers, making the decision to take on a new client doesn’t require much thought. After all, all paying clients are great clients, right? Not necessarily.
There are a number of reasons why you should want to be selective when weeding through leads and potential new clients. In this episode, I share stories and insight on how to spot trouble clients from a mile away and what to do to best protect yourself against possible future bar complaints.
What I Cover in This Episode:
- No client is ever worth committing an ethical violation over
- How to handle a client who refuses to follow your advice
- How to best manage client expectations in order to avoid future confusion
- If a client doesn’t return your calls or respond to your emails, that’s not a good sign
- Importance of setting your priorities and rejecting work if you’re too busy already
- Who is the best type of client to fire?
- Set your criteria as to the questions you’re going to ask to determine if a potential client is one you want to represent
- What signs should you look for when you and the client are discussing fees prior to engagement?
- How should you go about substituting yourself out of representing a client? When should you do it?
- Why you must withdraw from representation if you find your client’s case is frivolous
- If you discover your client has no cause of action(s), what should you do to ensure the statute of limitations doesn’t prohibit the client from seeking representation elsewhere?
- What should your disengagement letter include?
Thank you for listening!
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Email me at megan[at]zaviehlaw[dot]com
This podcast is for informational and educational purposes only. It is not to be construed as legal advice specific to your circumstances. If you need help with any legal matters, be sure to consult with an attorney regarding your specific needs.