Tips and Tools for a Successful Practice - South Carolina Bar ...

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.maintain good client communications;
+document (in writing) all discussions,
recommendations and actions taken;
.review client files on a regular basis;
+at end ofrepresentation, send file-closing letters
• remember to confirm client's receipt
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Trap#4
Conflict of Interest and of Matters
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~ Common and dangerous conflict situations:
;. representation oftwo parties in same matter;
+representation ofopposing theories oflaw for different
yet similarly situated clients;
• personal involvement in client's business interests;
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~ Avoid these conflict situations:
;. serving as a director or officer ofclient company;
;. giving unclear statements ofnon-representation when a
clear conflict exists;
• involvement in mergers, acquisitions and lateral hires
that can cause result in conflicts.
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