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Essential Skills – Settlement Agreements & Excellent Client Service

Essential Skills – Settlement Agreements & Excellent Client Service

Date & TimeTuesday 28 March 2017 9am–12.15pm
Format Seminar, Webcast
Price

Member

$360.00

Non-Member

$480.00

CPD Units 3
  • Ethics & Professional Responsibility
  • Professional Skills
  • Practice Management & Business Skills
Venue LIV Lecture Theatre, 470 Bourke St, Melbourne View Map

Practical in nature, the first session will help you to hone your skills in drafting terms of settlement. You will also receive tips for...

Further details below.

Program Overview

  • Essential Skills Half Day - Tuesday 28 Mar
    • 9:00 AM Put it in Writing: Drafting solid settlement agreements

      Settlements are often hard-earned and arrived at only after hours of negotiation. Once two parties have arrived at an agreement, it’s critical to draft the settlement in a way that clearly provides for the outcomes you’ve agreed upon and protects both you and your client. Practical in nature, this session will help you to hone your skills in drafting terms of settlement.

      Topics will include:

      • form of document
      • key elements:
        • recitals
        • releases and indemnities
        • payment of the settlement sum
        • consequences for non-payment
        • proceedings to be disposed of
        • conditions to settlement
        • costs
        • confidentiality
      • critical issues to consider.

      Presenter: Derry Davine, Consultant Lawyer & Commercial Mediator

    • 10:00 AM Morning Tea
    • 10:15 AM Excellence in Client Service: Converting an inquiry into an instruction

      In an increasingly competitive and crowded legal environment, delivering excellent client service has become an imperative. Our expert client service manager will take you through tips for making a good impression and holding on to your clients by giving them a fantastic client experience – every time.

      Topics will include:

      • what research says about client retention from the first approach made by a potential client
      • the mistakes most law firms are making when an inquiry is made by potential clients 
      • practical steps to ensure your potential client’s first contact becomes an instruction
      • tips to create a more client-focused firm.

      Presenter: Carl White, Client and Brand Director, CXINLAW

    • 11:15 AM Ethics and Best Practice

      Daily legal practice brings with it a host of ethical challenges for solicitors. As an officer of the court, a solicitor’s duty to the court and the administration of justice is paramount and prevails to the extent of inconsistency with any other duty, including those duties owed to a client.

      By engaging in this highly interactive seminar with an experienced solicitor-facilitator, you will be faced with working through a range of structured real life ethical scenarios to assist you in identifying key ethical issues and how to resolve them.

      By the end of the one hour session you will be able to answer the following questions:

      • My client has lied to the court in an affidavit – what should I do?
      • My client tells me that he committed the crime, but wants to plead not guilty – can I act for him?
      • My opinion is that my client does not have a proper basis for a negligence claim, but she instructs me to issue a summons to get a settlement – can I do so?
      • I have a very difficult client in a complicated property matter and want to cease acting – can I do so?
      • Can I still exercise a lien over a client-matter file if the former client pays the funds into his new solicitor’s trust account pending resolution of the costs dispute?
      • “Loose talk sinks ships” – the boundaries of a solicitor’s duty of confidentiality

      Presenter: Michael Dolan, Senior Ethics Solicitor, Law Institute of Victoria

Further Details

  • Full Description

    Practical in nature, the first session will help you to hone your skills in drafting terms of settlement.

    You will also receive tips for making a good impression and holding on to your clients by giving them a fantastic client experience. Finally, a senior ethics solicitor will take you through a range of structured real life ethical scenarios to assist you in identifying key ethical issues and how to resolve them.

    This session is conveniently scheduled around the Future Proof Your Practice for the Digital Age session, so if you need more CPD to fulfil your requirement, you can complete six units all in one day at the LIV.

  • Presenters

    Derry Davine, Consultant Lawyer & Commercial Mediator

    Carl White, Client and Brand Director, CXINLAW

    Michael Dolan, Senior Ethics Solicitor, Law Institute of Victoria

    Michael has gained extensive experience as a country and city solicitor, as well as in-house counsel for both a major statutory corporation in Victoria and an Australian electricity supply industry association. Michael provides advice to solicitors on ethics issues and supports the work of the LIV Ethics Committee.

  • Learning Outcomes

    At this Essential Skills session, you will:

    • learn practical strategies to improve your everyday practice
    • earn compulsory CPD units in ethics and professional responsibility, practice management and business skills, and professional skills
    • receive expert guidance and advice across a range of topics.