Beware: Recent Guidance on Online Lawyer Referral Services

By Procopio Partner and General Counsel Carole J. Buckner A recent appellate court opinion and an opinion from the San Diego County Bar Legal Ethics Committee provide guidance to attorneys regarding online lawyer referral services. In a word, beware. In Jackson v. Legal Match.com, 42 Cal.App.5th 760 (2019), the court found that the LegalMatch lawyer …

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Ethics Implications of State Bar Authorizations for Non-Lawyers

The California State Bar Task Force has proposed amendments to the rules of professional conduct to broaden public access to legal advice. This could be done both by technology-driven delivery systems and through fee-sharing arrangements with non-lawyers. How will this development impact legal practices in 2020? Procopio Partner and General Counsel Carole Buckner will join …

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Ethically Withdrawing from Representation

Properly withdrawing from representation pursuant to applicable rules, ethics opinions and case law can reduce the risk of a legal malpractice claim. On November 1, 2018, California’s revised Rules of Professional Conduct will become effective, and the current Rule 3-700 governing withdrawal will be replaced with new Rule 1.16. A lawyer must take “reasonable steps” …

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Ethics Regulations at San Diego Paralegal Association Conference

Procopio law firm Partner and General Counsel Carole Buckner (2nd from left, w/ Procopio employees Joe Maniwan, Sheila Grela and Monica Manriquez), spoke on legal ethics recently at a San Diego Paralegal Association conference.  Carole discussed ethics regulation governing billing of attorneys’ fees,v including an Arbitration Advisory by the California State Bar’s Committee on Mandatory …

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Fee Arbitration Training

As a member of the California State Bar’s Committee on Mandatory Fee Arbitration, I will be speaking to the Long Beach Bar Association this week along with a panel of members of the Committee.  We will be conducting training for fee arbitrators, with co-panelists Doug Hull, Director of the State Bar’s Mandatory Fee Arbitration program, …

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