Telephone Consultation

If a client has a question or concern relating to a potential conflict of interest, professional responsibility issue of any type, professional liability problem, partnership or shareholder dispute or issue, or any other risk management matter, a representative of the firm may call our team to discuss the situation in confidence.

Programs & Presentations

Our team is regularly invited to speak on a variety ethics and loss prevention subjects. Our presentations generally qualify for CLE credit, including special ethics or professional responsibility credits. While we routinely deliver customized programs, representative loss prevention programs and presentations include:

• The attorney-client privilege, work product doctrine, and confidentiality
• Client fraud and misconduct
• Fraud and misrepresentation claims against lawyers
• Conflicts of interest
• Data security
• Multijurisdictional practice/unauthorized practice of law
• Litigation ethics
• The law firm liability terrain
• Opinion practice
• Ethics for supervisory and subordinate lawyers
• Ethics of hourly billing and other common billing arrangements
• Ethics and liability issues in transactional practice
• Lawyer impairment

E-mail bulletins

When we learn of an important and timely ethics or loss prevention development, or identify subjects that warrant updating, we send e-mail bulletins to clients.

Quality Assurance Review

The Quality Assurance Review is our quarterly journal of significant loss prevention, insurance, and practice management issues.

Symposium & Regional Meetings

Every October, we host a two-day law firm symposium addressing a wide variety of timely loss prevention topics. The speakers include leading practitioners and scholars. We also host regional meetings in the Spring to discuss timely ethics and loss prevention issues, and to foster communication among loss prevention partners and general counsels at client firms.

White Papers

We have, on average, distributed one book-length monograph per year. Exhaustively researched, these monographs have proven to be valuable reference materials for client firms.

Firm Reviews

Our team routinely travels to clients to review their loss prevention policies and procedures and, if necessary, suggest refinements or enhancements. We also visit firms in person to consult on sensitive liability and ethics issues affecting the firm or its lawyers.