ROUNDTABLE NEWS - SER's Practice Management Committee (PMC) hosted the second installment of the 2026 series of PMC webcasts. "Defining the Scope of the Engagement" featured SER members Paul Carroll (Moderator) and panel speakers Keith Loveland, Hollie Mason, and Jeffery Schaff. The session explored establishing a reputation as a true professional by mastering a disciplined process when working with retaining counsel, beginning with the initial interaction. Panelists covered essential preliminary footwork, such as listening to counsel’s assessment of the case and reviewing key legal documents and discovery dates to ensure a proper fit before suggesting potential opinions. The discussion included insight on how to execute a professional follow-up, clearly stating engagement letter terms and conditions and demonstrating a command of the issues by explicitly defining the scope of the engagement. By maintaining transparency regarding limitations and offering referrals for topics outside an area of expertise, experts can cement a role as a valuable, much-needed part of the legal team for future engagement. SER members can access the recording in our Library. Keep abreast of upcoming events by visiting Our Upcoming Events calendar!
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