How to remain professional, stay in compliance, and prevent pitfalls when terminating a relationship with a client.
Chances are that you've experienced an attorney-client relationship that either makes you uncomfortable, makes you scream, or makes you wish you'd never taken the case. Attorneys often face situations where they need (or want) to terminate a client relationship for one reason or another. These reasons may range from conflicts of interest, unlawful behavior, inability to fulfill obligations (by either client or attorney), or fundamental disagreements. When is withdrawal from a case required? When is it optional? What ethical obligations must be considered in the termination of such a relationship? What steps can be taken to stay in compliance with ethical rules and avoid discipline or professional liability and prevent the pitfalls that may occur when firing a client? This topic will reveal guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.
Agenda
Faculty
Noel R. Bagwell, III, Esq.
Counsel & Clarity
• Operates ExecutiveLP®, a virtual law firm based in Nashville, Tennessee
• Has won numerous awards, including the Tennessee Supreme Court’s Attorney for Justice award for his pro bono work with veteran entrepreneurs, as well as the Clarksville, TN Mayor’s Certificate (2019) for his contributions to the business community in that city, which, in 2019, Money magazine named the Best Place to Live in America
• Exclusively works with business clients to transform their legal support from a cost center to a profit engine, through ExecutiveLP’s legal operations install service, Profit from Legal™, and ExecutiveLP’s Legal Lifeline and Signet™, outside general counsel services
• Author of How to Structure Your Business for Success, a book of legal guidance for startups interested in putting their new venture on a firm legal foundation; Profit from Legal, an upcoming book structuring legal operations around the use of legal key performance indicators to create the conditions necessary for legal support to generate a posi-tive ROI for businesses; and numerous print and electronic articles for the Nashville Bar Journal and various blogs
• The host of the Profit from Legal Podcast
• J.D. degree, Cumberland School of Law at Samford University; Scholar of Merit: Economic Analysis of Law; B.A. degree in Philosophy, minor in international studies, Austin Peay State University
• Can be contacted at 615-716-0606 (option 5) and [email protected], on LinkedIn: https://www.linkedin.com/company/2779139/; LinkedIn Group: https://www.linkedin.com/groups/13936380/; on Twitter: @ExecutiveLP; https://www.twitter.com/ExecutiveLP; Facebook: https://www.facebook.com/ExecutiveLP; or Fa-cebook Group: https://www.facebook.com/groups/profitfromlegal
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