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Browse All > CLE Seminars

Expectation Management 101: Translating Client Dreams into Legal Reality 2024

Product ID: CA3668R7
Presented By: State Bar of Wisconsin PINNACLE

An ounce of prevention

Some of your clients undoubtedly enter the legal process with inaccurate assumptions about what attorneys do, what you do in your practice, and what results are achievable. Correcting these assumptions can be key to maintaining a productive attorney-client relationship, upholding your reputation, and in some cases, keeping the Office of Lawyer Regulation at bay. 

At Expectation Management 101: Translating Client Dreams into Legal Reality, a panel of attorneys from different backgrounds and experiences who have “seen it all” will help you understand how to manage clients’ expectations. They’ll offer sound guidance on how to:

  • Establish boundaries and set realistic goals with clients
  • Impress on your clients the importance of being honest and disclosing all relevant information
  • Prepare clients for the potentially embarrassing and/or stressful legal process
  • Manage cost expectations by carefully explaining fee arrangements 
  • Communicate with clients about their bills
  • Document your actions in a way that benefits your clients and yourself
  • Withdraw from representation when necessary 
Read More ↓

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Pricing

Member $119.00

Non-Member $169.00

Credits

1.5 LPM

Date and Time

Saturday, November 16, 202412:00 PM - 1:15 PM CT

Add to Calendar 11/16/2024 12:00:00 PM 11/16/2024 1:15:00 PM America/Chicago Expectation Management 101: Translating Client Dreams into Legal Reality 2024

An ounce of prevention

Some of your clients undoubtedly enter the legal process with inaccurate assumptions about what attorneys do, what you do in your practice, and what results are achievable. Correcting these assumptions can be key to maintaining a productive attorney-client relationship, upholding your reputation, and in some cases, keeping the Office of Lawyer Regulation at bay. 

At Expectation Management 101: Translating Client Dreams into Legal Reality, a panel of attorneys from different backgrounds and experiences who have “seen it all” will help you understand how to manage clients’ expectations. They’ll offer sound guidance on how to:

  • Establish boundaries and set realistic goals with clients
  • Impress on your clients the importance of being honest and disclosing all relevant information
  • Prepare clients for the potentially embarrassing and/or stressful legal process
  • Manage cost expectations by carefully explaining fee arrangements 
  • Communicate with clients about their bills
  • Document your actions in a way that benefits your clients and yourself
  • Withdraw from representation when necessary 
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An ounce of prevention

Some of your clients undoubtedly enter the legal process with inaccurate assumptions about what attorneys do, what you do in your practice, and what results are achievable. Correcting these assumptions can be key to maintaining a productive attorney-client relationship, upholding your reputation, and in some cases, keeping the Office of Lawyer Regulation at bay. 

At Expectation Management 101: Translating Client Dreams into Legal Reality, a panel of attorneys from different backgrounds and experiences who have “seen it all” will help you understand how to manage clients’ expectations. They’ll offer sound guidance on how to:

  • Establish boundaries and set realistic goals with clients
  • Impress on your clients the importance of being honest and disclosing all relevant information
  • Prepare clients for the potentially embarrassing and/or stressful legal process
  • Manage cost expectations by carefully explaining fee arrangements 
  • Communicate with clients about their bills
  • Document your actions in a way that benefits your clients and yourself
  • Withdraw from representation when necessary 
Read More ↓

Moderator:

Stacie H. Rosenzweig is a shareholder at Halling & Cayo, S.C. in Milwaukee. Her practice emphasizes representation of regulated professionals, including lawyers and health care professionals who face possible disciplinary action by licensing authorities, as well as ethics and compliance counseling. 

Panelists:

Matt Beier is the Senior Vice President and Director of Business Development, Communications, and Marketing with Wisconsin Lawyers Mutual Insurance Company (WILMIC). Prior to joining WILMIC in November 2016 as a Claims Attorney, he was a civil litigation attorney in Madison, with experience before state and federal courts as well as Wisconsin administrative agencies. Attorney Beier has broad experience in diverse areas of the law, including personal injury, employment law, contract law, business law, commercial law, and creditor/debtor law. He is a 1996 graduate of South Dakota State University with a degree in political science and a 2000 graduate of the University of Wisconsin Law School.

Marisol González Castillo is an attorney at MacGillis Wiemer, LLC where she focuses on personal injury law. As a personal injury attorney, she recognizes the stress that can come with these cases and the importance of having a dedicated, detailed, and communicative representative. Attorney González Castillo strives to help her clients obtain the best compensation possible while ensuring they understand the process and are comfortable with every step of the case. Before joining MacGillis Wiemer, LLC, Attorney González Castillo successfully represented clients in the areas of personal injury, worker’s compensation, landlord/tenant law, consumer law, and unemployment compensation. 

Sarah E. Peterson joined the State Bar of Wisconsin as Ethics Counsel in 2024. She received her undergraduate degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin Law School. Prior to joining the State Bar, Attorney Peterson was employed for more than 20 years as an investigator, and then lead investigator, at the Office of Lawyer Regulation. She is a member of the State Bar of Wisconsin and a liaison to the State Bar’s Committee on Professional Ethics. Attorney Peterson is a frequent speaker on professional ethics. 

  • Communicate with clients clearly and transparently
  • Help clients understand the legal process and what outcomes are available
  • Establish boundaries with clients on communication and the scope of your work
  • Manage client expectations about fees and costs from the outset
  • Explain legal uncertainties to clients in a way they can understand 
  • Young lawyers
  • New lawyers
  • General practitioners
  • Solo and small firm practitioners

Moderator:

Stacie H. Rosenzweig is a shareholder at Halling & Cayo, S.C. in Milwaukee. Her practice emphasizes representation of regulated professionals, including lawyers and health care professionals who face possible disciplinary action by licensing authorities, as well as ethics and compliance counseling. 

Panelists:

Matt Beier is the Senior Vice President and Director of Business Development, Communications, and Marketing with Wisconsin Lawyers Mutual Insurance Company (WILMIC). Prior to joining WILMIC in November 2016 as a Claims Attorney, he was a civil litigation attorney in Madison, with experience before state and federal courts as well as Wisconsin administrative agencies. Attorney Beier has broad experience in diverse areas of the law, including personal injury, employment law, contract law, business law, commercial law, and creditor/debtor law. He is a 1996 graduate of South Dakota State University with a degree in political science and a 2000 graduate of the University of Wisconsin Law School.

Marisol González Castillo is an attorney at MacGillis Wiemer, LLC where she focuses on personal injury law. As a personal injury attorney, she recognizes the stress that can come with these cases and the importance of having a dedicated, detailed, and communicative representative. Attorney González Castillo strives to help her clients obtain the best compensation possible while ensuring they understand the process and are comfortable with every step of the case. Before joining MacGillis Wiemer, LLC, Attorney González Castillo successfully represented clients in the areas of personal injury, worker’s compensation, landlord/tenant law, consumer law, and unemployment compensation. 

Sarah E. Peterson joined the State Bar of Wisconsin as Ethics Counsel in 2024. She received her undergraduate degree from the University of Wisconsin-Madison and her law degree from the University of Wisconsin Law School. Prior to joining the State Bar, Attorney Peterson was employed for more than 20 years as an investigator, and then lead investigator, at the Office of Lawyer Regulation. She is a member of the State Bar of Wisconsin and a liaison to the State Bar’s Committee on Professional Ethics. Attorney Peterson is a frequent speaker on professional ethics. 

  • Communicate with clients clearly and transparently
  • Help clients understand the legal process and what outcomes are available
  • Establish boundaries with clients on communication and the scope of your work
  • Manage client expectations about fees and costs from the outset
  • Explain legal uncertainties to clients in a way they can understand 
  • Young lawyers
  • New lawyers
  • General practitioners
  • Solo and small firm practitioners
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