Be a Lawyer, Not a Lender – Best Practices for Getting Paid 

May 4, 2020
ZOOM Webinar Online

Veuillez notez, cet événement sera disponible en anglais seulement.

Retainer Terms, Securing Fee's, and Minimizing Disputes



Andrew Morrison, Shields Harney
Greg T. Palm, Hamilton Duncan

  Monday, May 4, 2020 1:00 pm - 3:00 pm (Pacific Time)

Members: $125
Non-Members $250.00 (+GST)

PDF Registration Form - Click Here!

CPD Hours: 2 Hours of Approved Continuing Professional Development in BC.
This webinar will provide 2 hours of Practice Management.


Andrew Morrison and Greg Palm will give an insightful and timely discussion about techniques you can implement to ensure you get paid for your work.

  1. The importance of documenting retainer terms and key terms to include
  2. Common and creative ways of securing fees in advance
  3. Communication and billing habits that minimize disputes and ensure clients are happy and lawyers are paid
  4. Dealing with fee disputes before turning to litigation or other remedies
  5. The Legal Profession Act review process and litigating to collect on a bill
  6. Protecting the entitlement to be paid when the relationship is at an end


About Andrew Morrison

Andrew has a varied commercial litigation practice.  He often represents lawyers to collect fees they are owed and clients to contest fees charged by their lawyer.  He has conducted numerous fee reviews for both lawyers and clients.

About Greg T. Palm
Greg is a partner at Hamilton Duncan and the leader of that firm’s civil and commercial litigation practice group.  While he maintains a diverse practice, a significant portion of his work is dedicated to disputes between lawyers and their clients over the value of legal work and related matters. Greg is also a well-recognized author in the area, having written the “Lawyers’ Remuneration” chapter in CLEBC’s Annual Review of Law and Practice since 2007, having been the contributing author to the “Remuneration” chapter in LexisNexis’s Canadian Legal Practice and continuing to serve as an author and editorial board member for CLEBC’s Practice Before the Registrar.  He has also chaired and presented on matters relating to lawyers’ fees at CLEBC’s course on costs in 2012, 20015 and 2020 and has presented on similar topics at various other seminars.

Acknowledging First Nations Territories
The CBABC acknowledges that the land from which we gather and host this webinar from is the traditional and unceded territories of the Coast Salish peoples, and in particular the Squamish, Tsleil-Waututh and Musqueam Nations, and we encourage  members to explore the rich history and knowledge of Indigenous peoples, and to continue learning about their experience in Canada from the past to the present. 

Technical Instructions
We strongly recommend all participants to check these requirements and run the test atleast a couple of days before the course date in order for the webinar to work properly for you.

ZOOM - Will .will be using Zoom to facilitate this webinar. If you have not used Zoom before, please watch this video prior to the webinar to familiarize yourself with the platform -- Click Here!

• You will be sent the webinar link and log-in instructions 1 day prior to the course date.
• All materials and handouts will be sent to you with your instructions.
• Please ensure your computer speakers are working properly as audio will be delivered entirely over the computer.
• Earphones are recommended for the best sound quality.

Instructions/Course Materials/Handouts
The webinar instructions will be sent to you one day prior by email.

Any and all materials/handouts from the webinar will be sent along with the instructions.

Participant Disclaimer- This is to confirm that you have agreed with the following terms and conditions:
All materials related to this course are for the sole use of the above said registrant, which may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

Cancellation Policy
Once payment has been processed there will be no refund issued. To cancel your attendance, please contact the PD Department at No refunds will be issued to non-attendees.


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