In this practical webinar, you will explore how in-house counsel can successfully master the Engagement Agreement process when hiring outside sources for litigation or transactions. You will also receive guidance on the entire process, including:
- Necessary preparation and planning, including guidance on the Request for Proposal (RFP) process
- Drafting and the incorporation of hourly rates plus potential expenses incurred
- Best corporate practices to maximize the benefits of addressing and preparing for an upcoming litigation or transaction
Upon completion of this course, you will be able to:
- Discuss the negotiation and drafting process, the Rules of Professional Conduct, and the client’s obligation to select the scope of work as well as the terms and conditions of payment;
- Explain how the Rules of Professional Conduct apply to the Engagement Agreement Process;
- Apply best practices in determining the content of your Engagement Agreement, such as:
- Assessment and evaluation of risks
- Determination of type of counsel, experts and vendors to hire
- Size and location of firm
- Roles of multiple counsel
- Structure the Engagement Agreement;
- Incorporate various stages of litigation or transaction into your Engagement Agreement;
- Incorporate language to maximize information received on budgeting and anticipated costs for your litigation or transaction;
- Utilize miscellaneous clauses and provisions to enhance the value and effectiveness of your Engagement Agreement;
- Incorporate and adhere to outside counsel billing guidelines;
- Anticipate surprises encountered during the negotiation and finalization process.
Steven Tasher
Wyatt Partners
Steven Tasher is one of the nation’s leading experts on legal fee matters. He is the Chief Executive Officer of Wyatt Partners, a multi-faceted legal services company. He serves as an expert, assessing, and evaluating the reasonableness of attorney’s fees and expenses in complex litigation in federal and state courts throughout the United States and as an advisor to major corporations and law firms on the development and implementation of billing guidelines, litigation budget, and bill review programs. He also serves as General Counsel of Case Medical, Inc., a global pharmaceutical medical instruments company. Prior, Mr. Tasher served as Vice President and Associate General Counsel of Wyeth and as Senior Vice President of its pharmaceutical division and was also a partner in two major international law firms, Donovan Leisure Newton & Irvine and Willkie Farr & Gallagher. He received his B.A. degree with honors from Rutgers University and a J.D. degree with honors from the George Washington University Law School.
Lindsay Tasher
Wyatt Partners
Lindsay Tasher is Managing Director at Wyatt Partners, where she focuses her time on attorney fee expert witness work, advising major corporations and law firms on the development of litigation budget programs and billing guidelines, and assessing and evaluating the reasonableness of attorney’s fees in complex litigation in federal and state court throughout the United States. Prior, she was in private practice in two law firms where she handled all types of civil litigation, including aviation mass-tort law, wrongful death/personal injury claims, product liability, asbestos defense litigation, and claims for breach of contract, fraud, negligence, and breach of fiduciary duty. Ms. Tasher received her B.A. from Princeton University and her J.D. from The George Washington University Law School.
Samuel Tasher
Wyatt Partners
Samuel Tasher is Managing Director at Wyatt Partners. He provides expert analysis and opinions on the reasonableness of attorneys’ fees in complex litigation around the world and serves as an advisor to major corporations and law firms on the development and implementation of billing guidelines and other tools to manage their legal spend. He also serves as the General Counsel of Cloud X Partners, LLC (a cloud technology company), for which he manages its legal matters and supervises its outside counsel for litigation and corporate governance. Mr. Tasher received his A.B. (cum laude), J.D., and LL.M. from Duke University.
CLE Credits (Law)
| Credit | Value | Type | Format |
|---|---|---|---|
In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.
What is a webinar?
A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio. You see the speaker’s slides, videos, and other presentation materials on your screen.
Can I ask questions during the webinar?
Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.
Can I attend using a tablet or smartphone?
Yes. You may attend a webinar using a computer, tablet or smartphone.
If I can’t attend a webinar live, can I view the recording later?
Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.
What is an on-demand webinar?
An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.
Can I stop a recorded webinar and start it later at the same point?
You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.
Can I listen to recorded webinars on a tablet or smartphone?
Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.
Do the webinars qualify for Continuing Education Credit?
Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit. Unlike many providers, we don’t charge you any additional fee to process your credit. If you have specific questions, please call us at 703-372-0550 or contact us.
Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
Will I receive a certificate of completion after the course?
Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.
Do I need to be a member to receive a certificate of completion?
No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.
How do I determine my states’s CLE requirements.
Please find your state listed here with instructions for calculating the number of credits in your state.
How will I submit my attendance to receive CLE credit in my state?
Please find your state listed here with instructions for confirming your CLE attendance.
How does the money-back guarantee work?
Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.
100% of attendees recommend this webinar
5 out of 5 stars
from 2 customer reviews
5 out of 5
Romina R.
5 out of 5
Very good job by all 3 presenters. Information was valuable and informative. Thanks.
David G.