Engagement Letters & Fee Dispute Resolution
December 9, 2026 | 1:30 - 2:30 Eastern
$70 | Free for Policyholders
Course Description:
This program will begin with a discussion of the importance of documenting the scope of representation for all new matters, including the specifics of what should be included in a well-written engagement letter. The program will then shift to a discussion of how billing practices can help prevent collection problems, including practical tips to minimize the likelihood of a malpractice claim arising from debt collection activities.
A Sampling of Attendee Takeaways:
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An awareness of why documenting the attorney’s role in writing on every new matter is so important.
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Knowledge of the specifics that should be covered in an engagement letter.
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Practical tips on billing practices that can help an attorney avoid collection problems.
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Insights on how to minimize the likelihood of a malpractice claim arising as a result of collection efforts.
Program Materials:
While the final set of written materials is not yet fully developed, based upon the current draft, the presenter anticipates that the final materials set will be at least 22-23 pages in length and will include several sample forms. These materials will be made available for download to all program participants.
Course Details
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CLE Credits
Alabama CLE
Not AppliedAlaska CLE
Qualifies for 1.0 Ethics through December 09, 2026Arizona CLE
Qualifies for 1.0 Ethics through December 09, 2026Arkansas CLE
Approved for 1.0 Ethics through December 09, 2026California CLE
Approved for 1.0 General through December 09, 2026Colorado CLE
For Review for 1.0 Professional Responsibility: 1.0 Ethics through December 09, 2026Connecticut CLE
Not AppliedDelaware CLE
For Review for 1.0 Ethics through December 09, 2026Florida CLE
For Review for 1.0 Ethics through December 09, 2026Georgia CLE
For Review for 1.0 Ethics through December 09, 2026Hawaii CLE
Not AppliedIdaho CLE
For Review for 1.0 Ethics through December 09, 2026Illinois CLE
Not AppliedIndiana CLE
For Review for 1.0 Ethics through December 09, 2026Iowa CLE
For Review for 1.0 Ethics through December 09, 2026Kansas CLE
For Review for 1.0 Law Practice Management through December 09, 2026Kentucky CLE
Self Apply for 1.0 GeneralLouisiana CLE
Self Apply for 1.0 GeneralMaine CLE
For Review for 1.0 Ethics through December 09, 2026Maryland CLE
No CLE RequiredMassachusetts CLE
No CLE RequiredMichigan CLE
No CLE RequiredMinnesota CLE
For Review for 1.0 Law Office Management through December 09, 2026Mississippi CLE
For Review for 1.0 Ethics through December 09, 2026Missouri CLE
Approved for 1.2 Ethics: 1.2 Malpractice Prevention through December 09, 2026Montana CLE
For Review for 1.0 Ethics through December 09, 2026Nebraska CLE
For Review for 1.0 Ethics through December 09, 2026Nevada CLE
For Review for 1.0 Ethics through December 09, 2026New Hampshire CLE
Self Apply for 1.0 General through December 09, 2029New Jersey CLE
Not AppliedNew Mexico CLE
Approved for 1.0 Ethics through December 09, 2026New York CLE
Not AppliedNorth Carolina CLE
Not AppliedNorth Carolina Paralegal CLE
Not AppliedNorth Dakota CLE
Qualifies for 1.0 Ethics through December 09, 2026Ohio CLE
Not AppliedOklahoma CLE
Self Apply for 1.0 GeneralOregon CLE
Not AppliedPennsylvania CLE
Not AppliedPuerto Rico CLE
Self Apply for 1.0 GeneralRhode Island CLE
Not AppliedSouth Carolina CLE
For Review for 1.0 Ethics through December 09, 2026South Dakota CLE
No CLE RequiredTennessee CLE
For Review for 1.0 Ethics through December 09, 2026Texas CLE
For Review for 1.0 Ethics through December 09, 2026US Virgin Islands CLE
Self Apply for 1.0 GeneralUtah CLE
For Review for 1.0 Professionalism through December 09, 2026Vermont CLE
Approved for 1.0 Ethics through December 09, 2026Virginia CLE
For Review for 1.0 Ethics through December 09, 2026Washington CLE
For Review for 1.0 Office Management through December 09, 2026West Virginia CLE
Approved for 1.2 Ethics through December 09, 2026Wisconsin CLE
For Review for 1.0 Law Practice Management through December 09, 2026Wyoming CLE
For Review for 1.0 Ethics through December 09, 2026 -
Presenter
Mark Bassingthwaighte, Esq., serves as Risk Manager at ALPS, a leading provider of insurance and risk management solutions for law firms. Since joining ALPS in 1998, Mark has worked with more than 1,200 law firms nationwide, helping attorneys identify vulnerabilities, strengthen firm operations, and reduce professional liability risks.He has presented over 700 continuing legal education (CLE) seminars across the United States and written extensively on topics including risk management, legal ethics, and cybersecurity.
A trusted voice in the legal community, Mark is a member of the State Bar of Montana and the American Bar Association and holds a J.D. from Drake University Law School. His mission is to help attorneys build safer, more resilient practices in a rapidly evolving legal environment.
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Format/Length
Format: On-Demand | Audio & Video
Length: 60 Minutes -
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