Categories : Legal Ethics
Ethical and Best Practices Considerations in Dealing with Client Billing and Fund Handling Disputes
By Charles Berwanger
Imagine a client who during the course of your representation of her disputes your billings and your handling of her funds. Such a client may file a State Bar complaint potentially triggering a State Bar investigation or worse. The Ethics in Brief article appearing April 9, 2018 discussed best billing practices. This article will focus on ensuring compliance with State Bar rules relating to billings and financial records, on avoiding financial disputes over billings and on measures to minimize your risk of destroying a client relationship. The referenced rules are found in the State Bar Act and the California Rules of Professional Conduct (CRPC).