Skip to main content
Not Found
On Demand

CLE Snippet: Tips for Great Fee Agreements


Total Credits: 0.5 CLE, 0.5 Ethics

Average Rating:
   17
Categories:
CLE Snippets OnDemand |  Ethics |  Law Practice Management & Technology
Faculty:
Roberta L Tepper |  Kristin Moye
Duration:
00:31
Original Program Date:
May 25, 2018


Description

Learn the top fee agreement tips from the Practice 2.0 team.

Handouts

Faculty

Roberta L Tepper Related seminars and products

Chief Member Services Officer

State Bar of Arizona


Roberta Tepper, Chief Member Services Officer for the State Bar of Arizona, has been with the State Bar since 2004. Roberta leads the Member Services Division team which supports numerous programs and departments, including Continuing Legal Education; Lawyer Assistance Programs; Diversity, Equity and Inclusion; Legal Specialization; Mandatory CLE and Compliance; the Bar’s Resource Center, and more. Roberta served as the Lawyer Assistance Programs Director, from 2013 until September 2021, which included responsibility for Practice 2.0, the State Bar of Arizona’s practice management advice program, the Bar’s Member Assistance Program, and support for the Bar’s 30 Sections as well as the Young Lawyer and Senior Lawyer Divisions. Roberta previously served as a prosecutor in North Carolina; worked in court administration in Delaware; and served as Bar Counsel and then Senior Bar Counsel in the Lawyer Regulation Office.

Ms. Tepper is an active member of the Law Practice Division of the American Bar Association, serves as the Division’s Secretary, is the Feature Editor for Law Practice Magazine, a member of the Ethics and Professional Responsibility Committee, Women Rainmakers, and the Strategy and Planning Committee, and served as the co-Chair of ABA TECHSHOW 2021. She is a frequent author of articles on practice management, best practices and lawyer wellness and well-being for the ABA’s Law Practice Magazine and Law Practice Today. She co-authors Tech From the Trenches, a column for Law Practice magazine that addresses best practices and the use of technology in the practice of law.

Roberta is a Fastcase 50 honoree (2019), an award that recognizes innovators, visionaries and leaders in law and was selected as one of the 2021 Women of Legal Tech by the ABA’s Legal Technology Resource Center. She chairs the Practice Management Advisors of North America, is a Past President and an ex officio member of the Arizona Women Lawyers Association Board of Directors and as a past chapter President is an ex officio member of the AWLA, Maricopa Chapter, Steering Committee. A graduate of the University of Arizona College of Law, Ms. Tepper is admitted to practice in Arizona, and is an inactive member of the North Carolina and Delaware Bars.


Kristin Moye Related seminars and products

Attorney


Kristin Moyé, Esq., LL.M. is an Attorney/ Practice Management Advisor at the State Bar of Arizona. Prior to joining the State Bar, Ms. Moyé was a partner at Becker Zarling & Moyé Law, where she focused her practice on estate planning and small businesses. Ms. Moyé has spent the bulk of her career in legal education. Following law school, she worked at the Arizona Supreme Court. There, she developed training for judges, judicial officers, and court staff. She also has taught extensively in paralegal programs and served as an Adjunct Professor of Law at Arizona Summit Law School, having taught Legal Research, Wills, and Trusts. In law school, she was an Editor on Law Review and now has two published articles in the areas of employment law and estate planning. Ms. Moyé earned her J.D. from the Phoenix School of Law among the pioneers of the school starting in 2005 and holds an LL.M. from the Pepperdine School of Law, where she wrote her thesis on best practices in legal education. While earning her LL.M., Ms. Moyé mediated numerous conflicts at the Los Angeles Superior Court, as well as at the Phoenix Division of the United States Equal Employment Opportunity Commission. Currently, Ms. Moyé immensely enjoys her position as Attorney/Practice Management Advisor for the Practice 2.0 program. Practice 2.0 is a free service for State Bar of Arizona members that provides advice, education and resources about practice management, starting and running a law firm as a business, marketing, client relations and communication, technology, and more.


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 17

Comments

Perla F

"I wish there had been more in depth details to fee agreements. Examples of good/bad in each category would have also made it more useful."

David H

"This is second one of these I watched today. The content is so practical and helpful Really refreshing. "

Ruby T

"I appreciated the direct tips and the specific explanation as to why certain items need to be in the fee agreement. I valued the explanation of retainer v. advance fees. "

Mark R

"Thanks. Useful information."

L S

"Materials were a bit sparse but the presentation was solid."

Jennifer R

"Many details that I thought were useful (refund, retainer vs. advance fee, etc). I am going to listen to this again with a fee agreement and make sure I've incorporated it. "

Oscar F

"Specific and easy to implement points"

Steven S

"Good 30-minute brushup."

Rachel M

"The faculty were very efficient, clear, and gave practical tips. I believe I will be able to apply what I have learned in future client consultations. "