Customer Service for Legal Professionals

Earn CLE's On-line


Course Description

When you think about Customer Service do you think about the check out clerk at the grocery store, the person at the counter at your local fast food restaurant, or the representative who assists you when  you contact your cell phone provider?  These are examples of people who provide customer service, but the establishments that employ them are not the only establishments that must consider the customer when providing service.  

Customer service is essential to maintaining any business.  Without it clients will choose to take their business elsewhere.  No state bar has a model rule that instructs attorneys and their staff to become customer service representatives, but most if not all include rules regarding how and when to engage with clients.  

This 60 minute webinar will discuss the ABA Model Rules of Professional Conduct Rule 1.4 and California Rules of Professional Conduct Rules 3-500 and 3-510 regarding client communication. 

CLE:  1

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Live Session

  • Date: February 13, 2018 Time: 10:00am - 11:00am PST

About Your Instructor

Llynette Bealer, MBA

Llynette Bealer, MBA

Course Facilitator

Lakisha Lynette Bealer founded Agility Legal Solutions in 2011.  Agility offers Estate Planning and Administration services in San Diego, California and virtual paralegal services to attorneys across the globe.  

Ms. Bealer has over 20 years experience in the legal industry.  She has worked for law firms in both California and Alabama and various financial institutions.  In addition to  her experience Ms. Bealer holds an Associates degree in Business/Legal Assistant Studies, a Bachelors in Business/Accounting, a Master's in Business Administration, and a Master's in Paralegal Studies.  She teaches on-line CLE's for Rainmakers Legal Education and paralegal programs for the Paralegal Academy on-line and on campus in San Diego, California.


ABA Model Rules of Professional Conduct Rule 1.4

California Rules of Professional Conduct Rule 3-500

California Rules of Professional Conduct Rules 3-510


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