Discussion: View Thread

  • 1.  Billing

    Posted 08-19-2016 15:47

    I would appreciate your opinion(s).  Is it unfair or unethical to give selected customers a discounted rate?

    I plan to raise my hourly rate.  I am considering keeping it at the old rate for a few clients with whom I have worked for many years.

    I thought I knew the answer to this question.  But (like with many things in life!), my thoughts are shifting...

    Your thoughts?

    PattyC  

    ------------------------------
    Patricia A. Costantini
    PattyC4303@comcast.net
    Pittsburgh, PA United States
    ------------------------------


  • 2.  RE: Billing

    Posted 08-19-2016 15:51

    Patricia,

     

    I give my long-time customers a discounted rate (sometimes), but typically only if they balk at my rate increases, or if they specifically ask.  Most good customers understand the cost of doing business does go up and I've never really had anyone argue or dispute increased rates or invoices.  I would think it all depends what you're charging though.

     

    Mary

     

    Mary Salerno, MSN, RN, CRRN, CDMS, CCM, CBIST, CNLCP, LNCC

    President/CEO

    Certified Life Care Planner

    Catastrophic Injury Management Specialist

    Certified Brain Injury Specialist

     

    M. Salerno & Associates, Inc.

    Certified Life Care Planning

    Medical and Injury Management

    Litigation Support

     

    www.msalernoLCPExperts.com

     

    Ofc:  865-681-0702

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  • 3.  RE: Billing

    Posted 08-19-2016 16:07

    Hi, you all know I don't get on here much but I had a lawyer asked me about it a couple weeks ago who was deposing me and who apparently had pulled down our ethics. I don't have ethics in front of me and I'm out and about right now but I think it's against our code if I'm not mistaken to give discounts.

    irmo






  • 4.  RE: Billing

    Posted 08-19-2016 16:34

    What specific document did the attorney use as reference for the ethics?  This has me curious because this is the first I have ever heard of this being unethical.

     

     

    Mary Salerno, MSN, RN, CRRN, CDMS, CCM, CBIST, CNLCP, LNCC

    President/CEO

    Certified Life Care Planner

    Catastrophic Injury Management Specialist

    Certified Brain Injury Specialist

     

    AAJ Sponsor: Sidney Gilreath, Knoxville, TN

     

    M. Salerno & Associates, Inc.

    Certified Life Care Planning

    Medical and Injury Management

    Litigation Support

     

    www.msalernoLCPExperts.com

     

    Ofc:  865-681-0702

    Fax:  865-259-7368

    Cell:  865-705-6279

     

    Aviation is proof that, given the will, we have the capacity to achieve the impossible…..

     

    Privileged and Confidential:
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  • 5.  RE: Billing

    Posted 08-19-2016 17:00

    I think the question has more to do with whether one is perceived as having a financial interest in the outcome of a case. Say, a case goes south and there is no recovery. The retaining attorney may ask if the VE will discount the unpaid fees. Of course, no discount should be given in such a case, as it begins to smell like a contingency fee.

     

    Kent

     






  • 6.  RE: Billing

    Posted 08-19-2016 17:12

    Kent,

     

    I certainly would not lower my rates AFTER I receive the referral.  That would have to be negotiated ahead of time.  I totally agree with you on that one. In fact, I had an attorney try to argue my invoice after the case was settled (he did not win the case) and I absolutely refused to negotiate.  I told him very specifically that that would be "paid on contingency" and he knew perfectly good and well that was unethical.  He never paid me the rest of my fees, but that's ok. I held my ground.  I can afford to lose a few thousand dollars but I can't afford to lose my credibility and excellent reputation.  A couple years later I had a case on the defense side of one of his cases and I nailed his Life Care Planner in my critique of her plan. Isn't Karma a little character sometimes??

     

    By the way….after that experience, I refuse to testify until my bills are paid in full. And then I charge a healthy pre-payment fee for my testimony. No money….no talk.  J

     

    Mary Salerno, MSN, RN, CRRN, CDMS, CCM, CBIST, CNLCP, LNCC

    President/CEO

    Certified Life Care Planner

    Catastrophic Injury Management Specialist

    Certified Brain Injury Specialist

     

    AAJ Sponsor: Sidney Gilreath, Knoxville, TN

     

    M. Salerno & Associates, Inc.

    Certified Life Care Planning

    Medical and Injury Management

    Litigation Support

     

    www.msalernoLCPExperts.com

     

    Ofc:  865-681-0702

    Fax:  865-259-7368

    Cell:  865-705-6279

     

    Aviation is proof that, given the will, we have the capacity to achieve the impossible…..

     

    Privileged and Confidential:
    All information transmitted hereby is intended only for the use of the addressee(s) named above. If the reader of this message is not the intended recipient or the employee or agent responsible for delivering the message to the intended recipient(s), please note that any distribution or copying of this communication is strictly prohibited. Anyone who receives this communication in error should notify us immediately by email and destroy all copies of this communication and any attachment(s). Thank You.

     






  • 7.  RE: Billing

    Posted 08-19-2016 17:17
    It is also unethical for the attorney to ask you to cut your bill. There is some good case law regarding this. 

    In Tagatz versus Marquette University 88-1498 it was explained that this is a rule of professional conduct and that expert witnesses cannot be employed on a contingency fee basis. 

    In Taylor and Taylor v. Cotrell 4:09CV536 HEA A 2014 case, section 117 of the restatement (third) of the law governing lawyers provides in relevant part,; a lawyer may not offer or pay to a witness any consideration: 
    (2) contingent on the content of the witnesses testimony or the outcome of the litigation. Comment c. details further:

    Compensating an expert witness. A fee paid to an expert witness may not be contingent on the content of the witness's testimony or the result in a litigation.

    Cloie

    Cloie B. Johnson, MEd
    cloie@osc-voc.com 
    OSC Vocational Systems, Inc.  
    425-949-4406 direct dial
    425-486-8701 fax





  • 8.  RE: Billing

    Posted 08-19-2016 17:30

    Patty

     

    When I raise my rates, which I do every 2 to 3 years only, I leave all open cases at the old rate.  Every time I get a new referral, even if it is an existing client, I email over my CV and fee schedule. That way it is always clear what the rate is before I am retained.  I will state in the email, "as of xx/xx/xx, the new rates are reflecting on the attached fee schedule.  No one was have ever tried to get me to charge a prior hourly rate. 

     

    The only thing that is sometimes negotiated is my 10 hour nonrefundable retainer.  If it is a small assignment, such as one or two orthopedic procedures, that I know won't take 10 hours, then I may reduce the retainer for existing clients, upon request. 

     

    Tracy Albee, RN LNCC CLCP FIALCP

    MediLegal, A Professional Nursing Corp

    1852 West 11th Street, #333

    Tracy, CA 95376

    209-833-7251

    tracy@medilegalinc.com

     






  • 9.  RE: Billing

    Posted 08-19-2016 17:34
    If you raise, raise across the board. 

    David

    Sent from my iPhone





  • 10.  RE: Billing

    Posted 08-19-2016 21:06
    I see no ethical conflict with your plan, Patty, but I agree there is the potential for a "perception" problem.

    As many have said, you are certainly free to charge what you want for the work you do. Having testified frequently, you can anticipate the line of questioning at deposition and/or trial. If they attorney is smart, they will ask the only relevant question, which is "What are you charging for your work in this case?" You will, of course, respond with your hourly rate, assuming that is how you charge (I am not asking that question of you here). The issue should then go away.

    The followup questions, however, could be tricky. You might be asked if you have a fee schedule. If you do, what do you show on it? A set of rates with a special rate for what you would refer to as what, "Good referral sources?" I am sure you don't do that, but if you have a formal fee schedule as I expect you do pursuant to the federal rules, how are these "special" rates shown to others when they ask you about it? A question to expect after the first one about your rates in this case would likely be, "Is that your usual (typical, regular, customary) rate? How do you answer that? "Yes, that is my usual rate, except for referral sources who send me at least 'x' cases a year or who I have known for 'x' years, paid me at least 'x' dollars a year in fees, etc., but for them I only bill them 'x' dollars an hour."

    I think you can see where I am going here. If you have special arrangements with certain referral sources, the perception might be that you might be more diligent in your work in those cases, less diligent, etc. I think there is the risk that you can be accused of bias, lack of objectivity, etc. Assuming you have answers to these questions, you're covered. if you are also not bothered that your perceived "favoritism" in billing will come out and you might have to defend it, then go for it.

    Our firm will not slash rates for certain referral sources, but we do have hourly rates that are influenced by market rates for our services in some of the markets in the country where we have a presence. I don't see a problem with that as that is clearly a business decision. If you want to revisit the issue of discounts for some referral sources, a fee structure considering geographic factors that is then consistent for all referral sources in that area might be a better way to go. Regardless, I agree with those who said you should feel free to charge what you want. After all, this is America.

    Have a good weekend, all.

    Bob

    Robert H. Taylor
    4745 Tanglewood Trl
    Boulder, CO 80301-3928
    (928) 713-6833




  • 11.  RE: Billing

    Posted 08-20-2016 00:11
    Business practices B9-a. You all might just have to wiggle out of that one if you give anybody a break for any reason. Just sayin

    Irmo Marini, Ph.D.