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Engagement Letters: Satisfying Rules, Setting Expectations 2026

Product ID: CA4025W
Presented By: State Bar of Wisconsin PINNACLE

Your engagement letter can do more than set the fee

A well-written engagement letter can, and should, contain information beyond the terms of the fee agreement. Engagement Letters: Satisfying Rules, Setting Expectations explores how to use an engagement letter to set boundaries and expectations for both the lawyer and the client. We cover the communications required under Supreme Court Rule (SCR) 20:1.4, the fee agreement requirements of SCR 20:1.5, and the drafting choices that make the difference between a form and a useful document.

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Sponsored By

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Pricing

Member $149.00

Non-Member $199.00

Credits

1.5 CLE, 1.5 EPR

Date and Time

Tuesday, October 27, 202612:00 PM - 1:15 PM CT

Add to Calendar 10/27/2026 12:00:00 PM 10/27/2026 1:15:00 PM America/Chicago Engagement Letters: Satisfying Rules, Setting Expectations 2026

Your engagement letter can do more than set the fee

A well-written engagement letter can, and should, contain information beyond the terms of the fee agreement. Engagement Letters: Satisfying Rules, Setting Expectations explores how to use an engagement letter to set boundaries and expectations for both the lawyer and the client. We cover the communications required under Supreme Court Rule (SCR) 20:1.4, the fee agreement requirements of SCR 20:1.5, and the drafting choices that make the difference between a form and a useful document.

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Your engagement letter can do more than set the fee

A well-written engagement letter can, and should, contain information beyond the terms of the fee agreement. Engagement Letters: Satisfying Rules, Setting Expectations explores how to use an engagement letter to set boundaries and expectations for both the lawyer and the client. We cover the communications required under Supreme Court Rule (SCR) 20:1.4, the fee agreement requirements of SCR 20:1.5, and the drafting choices that make the difference between a form and a useful document.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

  • Confirm your engagement letters satisfy the requirements of SCR 20:1.5
  • Understand the communications required under SCR 20:1.4 and how an engagement letter supports them
  • Take away best practice tips you can apply to your firm's template right away
  • All lawyers
  • Paralegals
  • Legal administrators
  • Law office staff

Book Bonus! Wisconsin Ethics Opinions

Save 25% on Wisconsin Ethics Opinions.* It’s the indispensable authority on how insurance policies are written, interpreted, and applied in Wisconsin. Use discount code CA4025 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books Unbound® editions of this title and cannot be applied to previous purchases. Offer valid through 12/31/27. For Books Unbound users, discount may be applied to purchase of individual Books Unbound title only and may not be used on the purchase of libraries. Discount cannot be combined with any other offers.

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