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Webinar: Best Practices for Successful Client Relations

October 13, 2021 @ 12:00 pm 1:00 pm

1 Hour MCLE; 1 Legal Ethics

What are the best practices for maintaining positive and productive client relations?

A successful lawyer works with the client to establish client objectives, and anticipates, minimizes and de-escalates common client concerns and complaints.  Effective lawyers keep their clients informed as to their ongoing matters, including external and internal communications, so that clients understand what their lawyers are doing, what their lawyers cannot do, when their lawyers are going to respond, and how much the engagement will cost, while avoiding typical pitfalls that can create misunderstanding and derail the attorney-client relationship.

The presentation covers Rule 1.1, 1.2, 1.2.1, 1.3, 1.4, B&P Code 6068, 5.1-5.2, 8.4 and 8.4.1.

Speaker: Carole Buckner

Carole J. Buckner is a Partner in and serves as General Counsel to Procopio, Cory, Hargreaves and Savitch LLP, in San Diego, California.  She is AV rated by Martindale Hubbell for over 20 years.Ms. Buckner consults with and advises lawyers and law firms on matters involving legal ethics, and professional responsibility, represents clients in discipline matters and fee disputes, and serves as an expert witness.  In addition, she is a member of Procopio’s Privacy and Cybersecurity Practice Group. She also serves as an arbitrator and mediator.

Carole is a former member of the State Bar’s Committee on Professional Responsibility and Conduct (COPRAC) (2006 – 2011), and served as Chair, Vice Chair and Special Advisor to COPRAC.   She also served as COPRAC’s liaison to the California State Bar’s Commission for the Revision of the Rules of Professional Conduct.  She served as a member of the California State Bar Committee on Mandatory Fee Arbitration is a fee arbitrator and mediator for the Orange County Bar Association.

A 1980 graduate of the University of California, Berkeley, she holds her J. D. from Hastings College of the Law (1984).  She has extensive experience conducting business, commercial, and employment related civil litigation in private practice, beginning in 1984, including a position as corporate counsel to Amplicon, Inc. and California First National Bancorp.  Carole also served as a Special Assistant United States Attorney, prosecuting white collar criminal matters in the Central District of California between 2006 and 2010.

Carole is a member of ABA’s Committee on Professional Regulation.  She is a member of the California Lawyer’s Association’s Ethics Committee.  She is incoming chair of the San Diego Legal Ethics Committee.  She is the former co-chair of the Professionalism and Ethics Committee of the Orange County Bar Association (OCBA), and was a contributing editor of the Ethically Speaking column in the Orange County Lawyer Magazine for over 10 years.  She is also a member and the former chair of the Los Angeles County Bar Association’s Professionalism and Ethics Committee and a member of the Association of Professional Responsibility Lawyers (APRL).  Carole completed her mediation certification at the Pepperdine Strauss Institute for Dispute Resolution.  She frequently speaks and writes on ethics-related issues.  

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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