attorney-client relationship

Navigating the Attorney-Client Relationship with Technology

  As we all wait to see what comes next with COVID-19 as cities temporarily ban the gathering of large groups, entire businesses close down their physical locations and set their workers up remotely, entire school systems come to a halt, the NBA temporarily suspends its season, and many panic and rush to buy bottled[…]

Five Steps to Unplugging for Lawyers

Five Steps to Unplug From Life and Work for a Week

Originally published on Lawyerist.com. It is no secret that lawyers do not take enough vacation. This is all the more true for solos, who are entirely responsible for the functioning of their firms. The need to take a break, though, cannot be overstated. Lawyers who fail to take time away from work are more likely[…]

Courts May Ignore Your Fax Filing

This post was written by Megan Zavieh and originally published on Lawyerist.com on September 4, 2013. Litigators work under tight rule and court-imposed deadlines. What if a rule allowing you to file by fax is at odds with the actual court practice of receiving faxed filings? Is a lawyer ethically bound to know the realities[…]

Sample Document Destruction Policy

This post was written by Megan Zavieh and originally published on Lawyerist.com on January 21, 2014. Voluminous paper and electronic files are not just a hassle to store and manage, but keeping files beyond your ethical obligation to do so can actually be troublesome. You need to know the rules applicable in your state and[…]

Trust Accounting Basics

This post was written by Megan Zavieh and originally published on Lawyerist.com on April 4, 2014. Managing trust accounts – handling other people’s money – is one of the most sensitive things lawyers do, and one of the most common sources of ethical violations. You must know the rules. Common Rules Every state has its[…]

How to Keep Your Client Safe From Solicitation

This post was written by Megan Zavieh and originally published on Lawyerist.com on September 10, 2014. Some of the most fundamental rules governing the ethics of lawyers relate to attorney advertising. Don’t over-promise in your ads, include basic disclaimers, and never offer your services to someone you know is already represented. Related: Law Firm Website: Is Your[…]

California Says You Must Understand E-Discovery in Order to Litigate

This post was written by Megan Zavieh and originally published on Lawyerist.com on July 22, 2015. California’s proposed ethics opinion on attorney duties in e-discovery has been finalized. The opinion is unsurprising in terms of its analysis of today’s technology and long-standing ethics rules, and it highlights that in today’s world, discovery is extremely complex and high[…]

In the Courtroom, Personal Political Views Must Take a Backseat to Client Interests

This post was written by Megan Zavieh and originally published on Lawyerist.com on September 21, 2016.   In 2016, an Ohio lawyer supporting the Black Lives Matter movement appeared in court for a client, apparently with no case link to BLM, while wearing a BLM pin. The judge took issue with the pin and asked her to[…]

Responding to an Ethics Complaint: A How-To Guide

This post was written by Megan Zavieh and originally published on Lawyerist.com on March 4, 2013. Bar complaint statistics have been updated to reflect the summary report provided by the California State Bar for 2018.   Every year, ethics boards receive thousands of complaints. The California State Bar alone received almost 16,000 in 2018, a number that[…]

Practical Advice for Taking Better Notes

This post was written by Megan Zavieh and originally published on Lawyerist.com on November 2, 2015. A file of complete and thorough notes is gold when you have to detail your work for an ethics or malpractice claim, to work through a billing dispute, to transfer a file to another lawyer, to prepare a declaration in support[…]