The practice of law can be challenging and may, at times, feel like you are going through white water rapids without a guide. I assist firms in managing ethical rapids, with the following services:
Analyze and advise on conflicts of interest situations.
Draft and revise fee agreements for ethics compliance
Review and counsel on firm social media policies
Advise on law office practice management requirements
Evaluate firm trust account documentation procedures and internal controls for compliance with Arizona Supreme Court Rule 43
Assist with ancillary business procedures, documentation, and required disclosures
Counsel firms on ethical obligations in lawyer departures and dissolutions of firms
Draft and examine firm client intake/calendaring/communication/conflict checking protocols
Advise on ethical billing procedures and training for timekeepers
Assist with firm risk management in client disputes, bar charges and fee arbitrations
Review and monitor firm marketing campaigns, advertising, firm name changes and national ethics compliance.
Coordinate with firm marketing consultants on solicitation and firm’s social media presence.
Evaluate firm paraprofessional supervision policies and procedures
Advise on office sharing protocols and of-counsel relationships between firms.
Assist with determining choice of law for national and international firm ethics
Compliance with ethics requirements for use of technology including review of user agreements, drafting firm email and social media policies, and review of vendor confidentiality terms
Review data retention agreements for ethics requirements to maintain client confidential information and document retention policies.
Assist with responses to initial Bar inquiries and coordinate with litigation counsel where necessary
Provide prompt confidential ethics advice by telephone, email or in-person
Consult on law firm transitions including lawyers leaving, lawyers joining, firm dissolutions and firm openings.