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
Advising on regulatory requirements for Arizona Alternative Business Structure (ABS) law firms.
Ethics advice for financing arrangements that involve fee sharing.
Review and drafting of referral fee agreements to comport with solicitation restrictions and confidentiality obligations.
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 Shely Firm, PC | 6501 E. Greenway Parkway, Suite 103-406, Scottsdale, Arizona 85254
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 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.
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