The Duty to Supervise Non-Lawyers During the Client Intake Process, and Lawyers' Office Sharing Arrangements

13 Dec , 2023

To register for the upcoming live webinar, please Click Here

This program will explain lawyers’ supervisory duties during and after the client intake process under the Rules of Professional Conduct (“RPC”), with emphasis on RPCs 5.1 and 5.3.  The program will also examine the recently issued ABA Opinion 506 addressing the topic of “Responsibilities Regarding Nonlawyer Assistants.” The program will then move to the subject of Office Sharing Arrangements, and will discuss the conflicts of interest issues that can arise under RPC 1.7 and 1.8, and how to address them; the potential vicarious liability and possible fee sharing issues under RPC 1.5; the risk of imputed partnership, and the related issues of advertising and “holding out, under RPC 7, as well as discussing another recently issued ABA Opinion, 507 titled “Office Sharing Arrangements with Other Lawyers.”.

To register for the upcoming live webinar, please Click Here

More Webcasts

Pre-Trial Discovery ...

For at least the last half-century, the success or failure of most litigations is determined by how ...

Trade Secret Litigat...

This course on trade secrets litigation provides real-world best practices through all key stages of...

Estate Planning Mode...

Estate planning for LGBTQ+ clients and families formed through assisted reproductive technology requ...

Using Family Law Tec...

Have you felt overwhelmed by the amount of technology available to family lawyers? We'll get to know...

Recognizing and Comb...

This one-hour CLE program examines the impact of implicit and systemic bias within the legal profess...

Federal Contractor R...

During this course, you will learn about best practices and strategies for retaining intellectual pr...

Winning Bad Faith Cl...

This CLE course will provide critical insight to counsel for insurers facing bad faith claims on how...

Objectives, Obstacle...

This dynamic CLE presentation challenges trial lawyers to rethink everything they were taught about ...

Beyond the Bargainin...

Modern mediation increasingly brings together parties, counsel, and neutrals across a broad range of...

When the Attorney Be...

This program addresses a gap no standard ethics CLE reaches: the psychology of what happens inside t...