Red Flags and Screening New Clients Using the Client Engagement Agreement as a Risk Management Tool Pt 3

Summary: <p><strong>Episode 72 – Red Flags and Screening New Clients Using the Client Engagement Agreement as a Risk Management Tool Pt 3.</strong></p> <p>This week on Calendar Call, Mike talks with Attorney David Atkins about red flags and screening new clients using the client engagement agreement as a risk management tool. On part 3 of this series, Mike and Attorney Atkins continue to discuss controlling expectations, minimizing dissatisfied customers, and minimizing claims.</p> <p><a href="https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_5_fees/">Rule 1.5</a></p> <p><a href="https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/">Rule 1.6</a></p>