Serve More Clients with
Limited Scope Representation Tools





Wednesday, May 10, 2017
9:00 a.m. - 12:00 p.m.
CBA Law Center
Are you looking for ways to serve clients without taking on a whole case? Do you want to help people with limited legal issues when they can't afford all of your services?

Are you interested in learning how to offer clients limited representation options and ensure that you do not get grieved?

Would you like to learn how to offer packages and legal coaching to expand your practice?

You need this seminar!

About the Program
Grow your practice by serving clients who have money but cannot afford to hire a full-service attorney. This seminar will teach you how to offer limited scope representation, coaching, and packages to expand your practice, and the communications techniques necessary to avoid getting grieved.
CLE Credit
CT: 2.5 CLE Credits (0.5 Ethics/2.0 Professional Practice)
NY: 3.0 CLE Credits (0.5 Ethics/2.5 Professional Practice)
You Will Learn

  • About Limited Scope Representation, Unbundled Legal Services, and Alternative Business Models, whether they are right for your practice, and how to integrate them into your toolkit
  • Best practices for written communications, including engagement/disengagement letters, with a focus on creating sustainable limited representation relationships
  • Ethical considerations at the beginning of attorney-client relationships, and the special concerns in limited representations
  • How to maintain the boundaries of limited scope representations

Speakers
Shari-Lynn Cuomo Shore
Wolf & Shore LLC
Hamden
Kimberly A. Knox
Horton Shields & Knox PC
Hartford
Susan W. Wakefield
Connecticut Legal Coaching LLC
Westport
Kristen Wolf
Wolf & Shore LLC
Hamden
Cost
(Includes a light breakfast and parking in the public garage at 35 Bank St)
Member $105
Non-Member $210
Student Member $50

Materials for this seminar will be e-mailed to registrants prior to the seminar for download. No paper copies will be prepared. Please note that refunds will not be granted once course materials have been sent.

The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional credits. Financial hardship information available upon request.

Free Online Credit Tracker
Don't waste time guessing how many CLE credits you've earned. Let our online Professional Development Journal automatically track your credits and do the work for you!

Connect with the CBA! msc@ctbar.org (844)469-2221