Client Management for Lawyers: From Burnout to Boundaries | CPDonline.ca

Client Management for Lawyers: From Burnout to Boundaries

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Credits
Professionalism (Ethics, etc.): 1.0
1 hour
Published
2026
Presenter(s)
Sandra Bekhor
Felice Kirsh
Source
Sandra Bekhor
Provider
CPDOnline.ca
Language
English
Length
1 hour
Price
$279.00 plus tax
Includes Handouts

This presentation examines how lawyers can manage demanding client relationships without compromising professional judgment, efficiency or trust. It addresses boundaries, communication methods, billing, evidence, settlement expectations and file management, showing how decisions about tone, timing and process can prevent conflict and reduce risk. It also considers the importance of separating emotion from legally relevant facts, giving candid advice about the strengths and weaknesses of a case, and recognizing when a retainer is no longer workable. The presentation provides a practical framework for improving client relationships, strengthening decision-making and avoiding preventable mistakes.

Presenters

Sandra Bekhor

Sandra Bekhor is a Practice Management Coach and founder of Bekhor Management, established in 2005 to support small to mid-sized professional practices. She works with lawyers, architects, consultants and other professionals to identify unique opportunities, minimize risks, and pursue authentic strategies for growth. Drawing on decades of experience, she provides confidential guidance on leadership, people management, client development, and practice management, helping firm leaders realize the full potential of their practices.       

Felice Kirsh