Level Up Claims

How Lawyers Avoid Ethics Complaints with Matthew Carlyon - Episode 163


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In this episode of the Level Up Claims Podcast, host Galen Hair sits down with Matthew Carlyon, attorney at Insurance Claim HQ, to explore the intersection of ethics, communication, and effective case management in property insurance claims.

Matthew brings a rare perspective to the conversation, drawing from his background as a former State Bar ethics prosecutor, insurance defense attorney, and now policyholder advocate. Together, Galen and Matthew break down why communication failures—not legal mistakes—are the number one reason attorneys face disciplinary complaints, and how simple systems can prevent major problems.

This episode dives deep into what ethical advocacy actually looks like in practice, why legal writing and storytelling matter more than courtroom theatrics, and how consistent file management protects both clients and professionals. Whether you're an attorney, public adjuster, or claims professional, this conversation offers practical guidance on operating with integrity while delivering strong results.

Highlights:

  • Matthew Carlyon's path from fiction writing to law and legal ethics
  • Why most ethics complaints stem from poor client communication
  • The importance of touching every case at least every two weeks
  • How documentation protects attorneys and firms
  • Legal writing as storytelling—and why it wins cases
  • Lessons from prosecuting attorney misconduct for the State Bar
  • Ethical advocacy vs. cutting corners in property claims
  • The impact of climate change on Midwest property claims
  • Systems that reduce chaos and increase accountability
  • What "leveling up" really means in a legal career

Episode Resources:

  • Connect with Galen M. Hair
  • https://insuranceclaimhq.com
  • [email protected]
  • https://levelupclaim.com
...more
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Level Up ClaimsBy Galen Hair

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