Opening Your Practice: Client Communications: Engagement Letters, Fee Agreements, Billing Statements, etc. (1.0 Legal Ethics and 0.5 General Participatory Credits)

Published by San Diego County Bar Association


Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

Part of the Opening Your Practice Series, please join us as this program will cover important client communications including:
Engagement letters;
Fee agreements;
Unbundled service agreements; and
Declination of service letters.

Our panel will also touch upon fee bills and receipt of payments. Learn from our panel of experts best practices and take home samples and other resources.

David M. Majchrzak, Esq.
Chair - SDCBA Legal Ethics Committee
David M. Majchrzak is an attorney with Klinedinst PC. He is a seasoned ethicist and civil litigator who counsels attorneys on ethics, and assists professionals in malpractice claims and disciplinary matters before state and federal bodies.


Lilys D. McCoy, Esq.
SDCBA Board of Directors - Director for the Center for Solo Practitioners and Solo Practice Concentration at Thomas Jefferson School of Law
Lilys D. McCoy is the Director of the Thomas Jefferson School of Law Center for Solo Practitioners and the Director of the Thomas Jefferson School of Law National Trial Team. Ms. McCoy received her Bachelor of Arts degree from the University of...More

Originally Published

July 18, 2017

Program Titles and Supporting Materials

This program contains the following components:

  • Client Communications - Video
  • Client Communications - Paper

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.

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.


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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