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[…]

Three Commonly Violated Ethics Rules

This post was written by Megan Zavieh and originally published on Lawyerist.com on June 4, 2014. Since state bar disciplinary authorities do not always issue statistics on ethics violations, I am hesitant to proclaim this a list of the most-common reasons lawyers find themselves in ethical trouble. However, the following rules are certainly among the most commonly[…]

Ntrepid Timestream Interactive Timeline Software Review

This post was written by Megan Zavieh and originally published on Lawyerist.com on July 23, 2014. One hurdle for small practices is acquiring technology that assists in complex matters without breaking the bank.   Ntrepid Timestream is a budding resource for organizing factual material electronically at an affordable price ($995 for a single-user one year[…]

The Profession Must Actually Help Addicted Lawyers

This post was written by Megan Zavieh and originally published on Lawyerist.com on December 6, 2016. John Grisham’s Wally Figg in the book The Litigators; Dustin Hoffman’s Danny Snyder in the movie Sleepers; Benicio Del Toro’s Dr. Gonzo in the movie Fear and Loathing in Las Vegas; Sean Penn’s Dave Kleinfeld in the movie Carlito’s[…]