What you’ll learn at this webinar
Conduct client intake conversations that set realistic expectations from day one
Identify common communication breakdowns that lead to complaints and disputes
Structure fee agreements that clearly define scope, roles, and billing practices
Improve billing habits to support timely payment and client satisfaction
Manage trust accounts and IOLTA obligations with confidence
Reduce risk tied to conflicts, difficult clients, and poor documentation
Great communication is risk management
Most professional complaints don’t start with bad lawyering. They start with missed expectations, unclear boundaries, or silence when a client needs clarity.
In this course, you’ll learn how intentional communication at intake and throughout representation reduces conflict, builds trust, and protects you when things get difficult. You’ll see why proactive updates, clear documentation, and realistic goal setting matter more than ever in a modern practice.
Ethical billing starts long before the invoice
Billing issues rarely come down to math. They come down to expectations, habits, and systems that weren’t set up right from the start.
This CLE walks through how to structure fee agreements, discuss payment plans, and maintain trust accounting practices that meet ethical standards and stand up to scrutiny. You’ll also learn how strong billing habits support healthier cash flow without compromising professionalism.
When communication and billing align, firms spend less time chasing payments and more time doing the work that matters.
Frequently asked questions
Is this CLE webinar available on demand?
Yes. This webinar is available on demand, so you can watch it at a time that works best for your schedule.
Is this program eligible for CLE credit?
Yes. This on-demand program qualifies for CLE credit. Credit eligibility and requirements may vary by jurisdiction, so be sure to review your state’s specific rules for on-demand CLEs.
Can I start and stop the webinar, or watch it in multiple sittings?
Yes. On-demand access allows you to pause, rewind, and return to the program as needed.
Who should watch this webinar?
Whether you’re refining an established practice or tightening operations as you grow, this course meets you where you are.
Do I need to complete anything to receive CLE credit?
Yes. You must watch the entire program to receive CLE credit. The webinar includes attendance prompts throughout to verify participation.
When communication is clear and billing is ethical, everything else gets easier. Clients trust you. Cash flow stabilizes. Risk drops.
This on-demand CLE helps you build habits that support better outcomes for your clients and your firm.
Presenter

Claude Ducloux