General, Solo, Small Firms, Ethics, Law Office Technology/Management, Skills

Content, Clients and Counsel: Improving the Attorney-Client Relationship


This law practice management program will benefit anyone who wants a better business relationship with their clients and to improve the overall quality of their client base.

The slated topics include (1) Essential procedures when engaging new clients; (2) Engagement letter do's and don'ts; and (3) Navigating the Declination or Termination of Representation.

SAVE MONEY: Use the prepaid CLE credits that come with your TBA Complete Membership and take this course for free. Not a TBA member, join now to start saving.

Working in LPM, this program reinforced several principles that we stress to attorneys in our firm. However, I gained new perspectives in it that I will utilize when helping direct attorneys as to why the attorney/client relationship is so important, especially when building the parameters of the engagement. Setting expectations and a plan is very important to maintain that relationship.

Great suggestions on how to effectively stay in contact or communicate with your clients.

The presentation did a decent job reviewing the basics of ethical rules for interactions with clients.

I thought he had good insights on the value of identifying your ideal client and working to get referral business instead of always having to find new clients.


This course is no longer available for purchase.

Course Information Webcast - Archived Video Highlights
  • Dual PowerPoint and video presentation
  • Flexible to your schedule
  • Viewable on desktop, iPad, and mobile
  • Ethics Credit
Course Credits Dual Credits: 1.00
General Credits: 0.00
Total Credits: 1

This program will be filed for Tennessee CLE credit. Please email a request to for Georgia and Mississippi CLE credit.