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Lynda C. Shely

Ethics Lawyer, Speaker, Consultant

The Shely Firm, PC2019-02-15T15:34:42+00:00

Ethics Advisor to Lawyers

Lynda provides professional responsibility and risk management advice to lawyers and law firms
in Arizona and the District of Columbia.

PHONE: 480-905-7237

Featured Services

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Ethics Advice

Ethics Advice

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Practice Structures

Practice Structures

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In House CLE

In-House CLE

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Avada Admin

Ethics Expert Witness

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Representative Ethics Services

  • Legal ethics advice on all professional responsibility issues

  • Assistance with initial responses to Bar charges

  • Practice monitor for lawyers in Bar discipline diversion

  • Law firm dissolution procedures

  • Trust Account Rule 43 compliance examinations

  • Law office management procedure reviews including evaluation of firm calendaring, conflict checking systems, billing, communication protocols, data retention management requirements, and staff supervision

  • Website, social media, marketing and advertising ethics advice

  • In-house ethics continuing legal education (CLE) seminars tailored to each law firm’s specific requirements

  • Risk management and loss prevention audits of law firm procedures

  • Law firm ancillary business ethics compliance including preparation of mandatory business transaction disclosure forms

  • Training of support staff in ethics requirements including confidentiality obligations, conflict of interest analysis, avoiding the unauthorized practice of law, marketing restrictions, professionalism, communications with tribunals and represented parties, and communication policies for email/telephone/letter standards

  • Training of lateral lawyers for firm ethics compliance

  • Ethics review of fee agreements, document retention policies, conflict waivers, of-counsel relationships, contract employee agreements, office-sharing policies, social media policies, email communications, remote server (cloud) data storage agreements, and ancillary business agreements

  • Expert witness testimony in standard of care in legal malpractice cases, discipline proceedings, motions to disqualify, unauthorized practice of law charges, and fee dispute cases

The information on this website is intended to be informational only and viewing it does not establish an attorney/client relationship, nor is it legal advice for a specific matter. Please do not email or fax information to Lynda without first speaking or meeting with her because sending her information will not create an attorney/client relationship and it may not be kept confidential. Lynda is admitted to practice only in Arizona, the District of Columbia and Pennsylvania (inactive). This website is governed by the Arizona Rules of Professional Conduct.