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[…]

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[…]

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[…]

Earned Fees & Unearned Fees: Handling a Mixed Check

This post was written by Megan Zavieh and originally published on Lawyerist.com on September 30, 2014. Handling client funds correctly is critical to the success of your law practice, not only for business reasons but for ethical ones. It is essential to properly handle a check which contains a mix of fund types.   Related: Billing to[…]

Who Decides What in the Attorney-Client Relationship?

This post was written by Megan Zavieh and originally published on Lawyerist.com on February 27, 2015. The attorney-client relationship is one of varying degrees of collaboration, depending on how involved your client chooses to be, how sophisticated they are in legal matters, and the type of case.   But no matter how sophisticated your client may be,[…]

Government Spying on Privileged Communications

This post was written by Megan Zavieh and originally published on Lawyerist.com on June 12, 2013. With the revealed intel that the U.S. government collected phone and internet usage information from millions of Americans for years, what steps must attorneys take to safeguard the attorney-client privilege?   News reports broke the story that the government exercised authority[…]