Best Practices on Retainers and Collections with Clients and Ethics Rules

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Pennsylvania CLE
Accreditation Info

Courses purchased through UnitedCLE.com are provided and fully accredited by The National Academy of Continuing Legal Education, a Pennsylvania Accredited CLE Provider (Provider ID 6208). To view our full accreditation details please .

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WEBINAR
September 29
Monday, September 29, 2025
6:00PM - 7:30PM Eastern Time (EDT)

About This Course

Effective billing and collections are essential to a successful legal practice, yet they often present difficult challenges. This CLE program examines best practices for structuring engagement agreements, establishing billing routines, and addressing delinquent accounts in a way that supports client relationships while protecting the firm’s financial health. The presenters will highlight strategies to prevent fee disputes, manage client expectations, and improve overall collections.

In addition to practice management techniques, the course will address the ethical dimensions of billing and client funds. Topics include, safeguarding sensitive client information, and meeting obligations under IOLA escrow account rules. The program will also review key provisions of the Rules of Professional Conduct relating to competence, communication, confidentiality, fees, and fiduciary duties.

Through practical guidance, ethical analysis, and real-world scenarios, participants will gain the knowledge and tools needed to strengthen billing and collections practices while ensuring compliance with professional standards.

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