Solo and small firm practitioners wear many hats. They practice law but also run the office and manage all of its information technology – file storage, email, and Web sites. They may supervise paralegals or contract attorneys. They also need to be attentive to developing new clients. Each of these and other roles comes with ethical issues and traps. Email, file storage, and law firm web sites implicate issues of competence, confidentiality, and potentially the attorney-client privilege. Supervising paralegals or junior attorneys implicates supervisory ethics and conflicts of interest. Client development also implicates a range of ethics issues. It’s a lot to manage for a firm of any size, but particularly for smaller firms. This program will provide you with a practical guide to major ethics issues for solo and small firm practitioners.
• Ethical issues for small law firms and solo practitioners
• Technology – storing client files in “the Cloud,” email traps, and remote networks
• Pooled Resources – shared office/meeting space, shared support staff, shared technology
• Client Development – web sites and lawyer biographies, email/newsletters, social media, advertising and more
• Paralegals – training and billing, confidentiality and the attorney-client privilege
• Co-Counsel – ethical responsibilities when practicing with other lawyers
|Handout 1 (1.4 MB)
|Available after Purchase
Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections. For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation. Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.
H. Michael Drumm is the founder and member of Drumm Law, LLC in Denver, Colorado, where he has an extensive franchise, trademark and business transactional practice. He works with franchisors across industries nationwide helping them draft, file and renew their franchise Disclosure Documents and franchise agreements. He has a specialty representing craft breweries to help them trademark their brands and protect their intellectual property. He has been repeatedly honored by Franchise Times magazine as a “Legal Eagle” and has been designated by the International Franchise Association as a “Certified Franchise Executive.”