Program Details
On Demand

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



Content Partner:  Celesq AttorneysEd Center
Price: $200.00*

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Description:
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.”.
 
Presenter Bios 
 
Anthony Davis is a lawyer’s lawyer. He advises lawyers and law firms in the United States and 
internationally in the areas of professional responsibility, risk management and every aspect of the law governing lawyers. 
 
Anthony is the author of books, numerous scholarly articles, and the bi-monthly "Professional Responsibility" column in the New York Law Journal. 
 
Anthony is a Lecturer-in-Law at Columbia University School of Law, teaching “Professional Responsibility Issues in Business Practice.” He is a past President of the Association of Professional Responsibility Lawyers (APRL), a Fellow of the College of Law Practice Management, and a Member of the American Law Institute (ALI).


Practice Areas: Business Organizations & Contracts, Ethics & Professional Responsibility
Online Media Type: Video
Production Date: 12/13/2023
Level: Intermediate
Category: Standard
Duration: 1 Hours, 2 Minutes
Online Format: On Demand
Course Type: Public

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 

 

West LegalEdcenter will not provide accreditation for states not listed. 



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This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.







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Credit Eligibility:
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Total Credits: 1
Specialty Credits: Ethics 1
Status: Reciprocal Credit Available
Expiration: 12/12/2026
Training Type: Online

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Speakers:
Anthony Davis - FisherBroyles, LLP
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


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