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Who is My Client? Legal Fee Agreements

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Date Published

February 23, 2021


Mecklenburg County Bar


Elder Law, General


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Your legal assistant gets a phone call, which goes something like:

“Hello, my name is Lady Gaga. My mother needs a Will. She’s been a bit sick and has trouble hearing. My sister and I want to bring my mother in to see the lawyer. How much will the lawyer charge? When can we come in to see the lawyer?”

Your assistant tells the caller they can come in next Monday at 3 pm. She takes down the client’s name and phone number, thanks her, and hangs up.

So… who is the client? How did the assistant do?

How do you avoid or minimize a mess – malpractice, grievance, unhappy client and lawyer?

Even experienced elder law attorneys grapple with this question in their practice.

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Kathryn Cook DeAngelo, Esq., CELA

Kathryn Cook DeAngelo, Esq., CELA, Kathryn Cook DeAngelo graduated magna cum laude from North Carolina Central University... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
Slide Deck Copy
2006 Formal Ethics Opinion 11 North Carolina State Bar
Duties to Prospective Client North Carolina State Bar
Ethics Advisory Opinion 03-12 South Carolina Bar
Payment of Fee
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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