If an LPL 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.
Our team is regularly invited to speak on a variety ethics and loss prevention subjects. Our presentations to LPL clients 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 law firm liability terrain
- Risks posed by client fraud and misconduct
- Legal and ethical considerations for working remotely
- Conflicts of interest
- Attorney-client privilege, work product doctrine, and confidentiality
- Data security
- Lawyer well-being
- Multijurisdictional practice/unauthorized practice of law
- Litigation ethics
- Ethics and liability issues in transactional practice
- Opinion practice
- Ethics of hourly billing and other common billing arrangements
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 our LPL clients.
The Quality Assurance Review is our quarterly journal of significant loss prevention, insurance, and practice management issues.
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.
We have, on average, distributed one book-length monograph per year. Exhaustively researched, these monographs have proven to be valuable reference materials for our LPL client firms.
Our team routinely travels to our LPL client firms to review their loss prevention policies and procedures and,
if necessary, suggest refinements or enhancements. We also visit the firms in person to consult on sensitive liability and ethics issues affecting the firm or its lawyers.