Total Credits: 1.5 CLE, 1.5 Ethics
Explore practical techniques for setting clear expectations, effectively communicating limits, and maintaining a balance that fosters a healthy and constructive rapport with your clients. Topics include:
· Why managing client expectations is important
· Practice tips to manage expectations at:
o Intake
o In the engagement letter
o During the course of the case
o At the conclusion of the case
· Dealing with difficult clients from a dispute resolution perspective
· Considerations on when it’s time to withdraw
Unlock the keys to nurturing healthy, thriving client relationships while establishing realistic expectations that pave the way for sustained success in your representation.
Faculty
Sally Duncan, Convergent ADR
Meredith Vivona, Practice Management Attorney, State Bar of Arizona
| Boundaries for Success Manual (11.1 MB) | 51 Pages | Available after Purchase |
Sally Schneider Duncan is a retired Maricopa County Superior Court of Arizona Judge. After 18 years of resolving disputes on the civil, family, and criminal benches, she transferred her skills to a platform where she could help litigants reach mutually satisfying conclusions to costly and distracting litigation. At Convergent ADR, she serves as a mediator, arbitrator, discovery dispute master, and litigation strategist.
Her “been around the block” experience in all areas of civil litigation equips her to find solutions where others may not. She understands every corner of the courtroom both as a private practice litigator, public defender, and trial judge with dozens of trials. Before her appointment to the bench, Sally worked as an Assistant Federal Public Defender and was in private practice for 15 years–first at one of Phoenix’s oldest and most respected firms and later as a partner at two international law firms–where she handled complex commercial cases including contract, environmental, construction, professional discipline, regulatory compliance, insurance, real estate, employment, corporate compliance, trade secrets, and general business litigation.
She regularly serves as a guest lecturer and Adjunct Trial Practice Faculty at the Sandra Day O’Connor College of Law, where she was invited to speak on Professional Responsibility and serve as a faculty member teaching Trial Practice Skills. She has also served as a judge presiding over mock trials.
Sally earned her B.A., with honors, summa cum laude, and her J.D. from the University of Arizona. She was admitted in Federal District Court and the Ninth Circuit Court of Appeals, where she argued a case and learned that listening before you speak is the surest way to the surest way to find the best answer.
Meredith L. Vivona is the Ethics Counsel for the State Bar of Arizona, where she advises lawyers through the Ethics Hotline, presents ethics related CLE programs, acts as legal advisor to the Fee Arbitration Program, serves on the Ethics Advisory Group and acts as liaison to the Arizona Supreme Court’s Attorney Ethics Advisory Committee. Prior to becoming Ethics Counsel, Meredith served as Practice Management Attorney for Practice 2.0 and the Trust Account Helpline, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints. Before serving as IBC, Meredith enjoyed a varied career in private practice, with experience in civil litigation matters throughout the state. Meredith is admitted to practice in Arizona and the U.S. District Court for the State of Arizona. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.
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