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Courses/Law/Client Communication & Management

Handling Heavy Client Conversations with Confidence

Master the art of managing difficult client interactions, setting expectations, handling fee disputes, and ethically terminating representation.

Created byNYS Academy of Trial Lawyers
BeginnerUpdated Mar 29, 2025
Handling Heavy Client Conversations with Confidence

What You'll Learn

check_circleSet realistic client expectations regarding case valuation, litigation costs, and timelines.
check_circleManage challenging clients, including those who demand excessive communication or funding.
check_circleNavigate fee disputes professionally and implement strategies for payment enforcement.
check_circleUnderstand ethical and procedural requirements for withdrawing from a case under NY Rules of Professional Conduct.

About This Course

Join our experienced panelists as they discuss the best ways to address difficult issues with your client. Topics will include such as case rejections, negative expert opinions, law firm error, personal history, and much more.

Topics List:

  • Establishing Client Expectations from the Initial Retainer Agreement
  • Discussing Case Valuation: What to Say When Clients Ask "How Much is My Case Worth?"
  • Handling Difficult Conversations About Litigation Costs and Funding
  • Managing High-Maintenance and Overly Demanding Clients
  • Setting Boundaries in Attorney-Client Communication
  • Ethical Considerations in Attorney Withdrawal: NY Rules of Professional Conduct 1.16
  • Navigating Fee Disputes and Payment Challenges
  • Steps for Terminating Representation While Complying with Legal Obligations
  • Trial and Deposition Preparation: Communicating Expectations to Clients
  • Maintaining Professionalism and Emotional Resilience in Difficult Client Interactions

Your Instructors

NYS Academy of Trial Lawyers
NYS Academy of Trial Lawyers
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.

John  Bonina, Esq.
John Bonina, Esq.

Partner at Bonina & Bonina, PC.

John is the senior trial attorney for the firm and has been making a difference for clients since his first trial win over 20 years ago. Significant verdicts include a $4,646,000 award for the wrongful death of a woman due to a delayed diagnosis of lung cancer; a $2,500,000 award for the family of a woman who bled to death while awaiting emergency surgery for a ruptured aneurysm; and a $1,646,000 award for the family of a man who died due to a delayed diagnosis of lung cancer. His success extends beyond verdicts, with numerous multi-million-dollar settlements in cases involving injured construction workers, catastrophically injured children, and other New Yorkers harmed by negligence or malpractice. Under John's leadership, the firm has secured over $200 million in combined settlements and verdicts. He credits the firm's success to a blend of old-fashioned hard work and innovative trial techniques. Due to his skill and empathy for clients, John has frequently lectured with the New York State Academy of Trial Lawyers and the Brooklyn Bar Association. The respect from his peers has earned him a place in The Best Lawyers in America and in New York Magazine's Best Lawyers in the New York Area.

Amber  Wright, Esq.
Amber Wright, Esq.

Managing Partner at Powers & Santola, LLP

Amber Wright is the managing partner at Powers & Santola, LLP. She has dedicated her life to helping people with life-threatening conditions and injuries. Amber has held national certificates and registrations in Cardiac-Interventional Radiology and General Radiology for nearly twenty years. A native of Upstate New York, Amber was a radiologic technologist in top cardiac catheterization labs in Colorado and Florida before moving to Albany. After having children, Amber chose to use her medical training and experience differently. She enrolled in Albany Law School, graduating magna cum laude. Amber received the Selma Mintz Memorial Prize, awarded to a student who graduated with honors while raising a family. Amber immediately put her legal education and medical experience to work fighting for people who had been severely injured. Her extensive background in medicine gives her a unique perspective and expertise in all personal injury matters.

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We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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