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101: Can I Use a Non-Attorney for Sales & Intake?
Join us on a captivating journey as we dissect the ABA Opinion 506 on non-lawyers in the sales and intake process. Listen in as we break down the implications of this opinion in a way that's easy to understand and practical to apply. We'll explore the importance of understanding and adopting best practices to ensure your firm's growth while maintaining ethical standards.
We also discuss the ethical obligations of lawyers when it comes to non-lawyer assistance and we unpack the intricate details of rule 5.3 and its impact on your legal practice. Additionally, we look at the role of non-attorney salespeople, examining their tasks and responsibilities in light of the ABA Opinion 506. We emphasize the importance of clear guidelines and boundaries to ensure they do not stray into unauthorized practice of law.
Tune in and equip yourself with the knowledge to navigate this complex aspect of legal practice.
Show Highlights:
- Understanding the implications of the ABA Opinion 506, which addresses non-lawyers in the sales and intake process of a law firm.
- The ethical obligations of lawyers when working with non-lawyer assistants, including providing appropriate guidance and supervision.
- Distinguishing between delegation and abdication in a legal practice and exploring the responsibilities of lawyers in managing non-lawyer roles.
- The importance of reviewing engagement letters and service agreements to ensure ethical engagement with clients.
- The need for law firms to have policies and procedures in place to manage the involvement of non-lawyers in the sales and intake process.
Follow and Review:
We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
Supporting Resources:
- Schedule a Consultation: https://gngf.com/consultation
- Visit the Website: https://gngf.com/
- Visit streamlined.legal: https://streamlined.legal/
- Twitter: @NextLevel_Legal
- Instagram or Facebook: @nextlevel.legal
ACTION STEPS:
- Review your intake policies & procedure
- Or make some
- Review your engagement letter or other service agreement with your clients to make sure that they are offered an opportunity to discuss the fee agreement and scope of representation with the lawyer ***
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.
View all episodes
By Melanie Leonard and Mark Homer
4.9
3333 ratings
Join us on a captivating journey as we dissect the ABA Opinion 506 on non-lawyers in the sales and intake process. Listen in as we break down the implications of this opinion in a way that's easy to understand and practical to apply. We'll explore the importance of understanding and adopting best practices to ensure your firm's growth while maintaining ethical standards.
We also discuss the ethical obligations of lawyers when it comes to non-lawyer assistance and we unpack the intricate details of rule 5.3 and its impact on your legal practice. Additionally, we look at the role of non-attorney salespeople, examining their tasks and responsibilities in light of the ABA Opinion 506. We emphasize the importance of clear guidelines and boundaries to ensure they do not stray into unauthorized practice of law.
Tune in and equip yourself with the knowledge to navigate this complex aspect of legal practice.
Show Highlights:
- Understanding the implications of the ABA Opinion 506, which addresses non-lawyers in the sales and intake process of a law firm.
- The ethical obligations of lawyers when working with non-lawyer assistants, including providing appropriate guidance and supervision.
- Distinguishing between delegation and abdication in a legal practice and exploring the responsibilities of lawyers in managing non-lawyer roles.
- The importance of reviewing engagement letters and service agreements to ensure ethical engagement with clients.
- The need for law firms to have policies and procedures in place to manage the involvement of non-lawyers in the sales and intake process.
Follow and Review:
We’d love for you to follow us if you haven’t yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We’d love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast.
Supporting Resources:
- Schedule a Consultation: https://gngf.com/consultation
- Visit the Website: https://gngf.com/
- Visit streamlined.legal: https://streamlined.legal/
- Twitter: @NextLevel_Legal
- Instagram or Facebook: @nextlevel.legal
ACTION STEPS:
- Review your intake policies & procedure
- Or make some
- Review your engagement letter or other service agreement with your clients to make sure that they are offered an opportunity to discuss the fee agreement and scope of representation with the lawyer ***
Episode Credits
If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com. Let them know I sent you.