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Delegating Legal Work: Proceed with Caution


Understand how to ethically and effectively delegate work to nonlawyers, and learn what work should and should not be delegated.

This topic is intended to provide you with a better understanding of how to effectively delegate legal work to nonattorneys. Although most attorneys utilize nonattorney staff to perform aspects of legal work, delegation can be a minefield of potential malpractice, or even lead to the unauthorized practice of law. From this information, you should be able to identify tasks that are appropriate for delegation and understand those tasks that cannot be delegated to nonlawyers. The topic will cover ethical rules that govern delegation and supervision of work as well as discuss the potential pitfalls of delegation and provide strategies for effective delegation.



Natalie P. Vance

Natalie P. Vance

Klinedinst PC

  • Co-managing shareholder of the Sacramento office of Klinedinst PC
  • California legal malpractice law specialist who has represented attorneys and law firms in litigation and state bar proceedings for more than 20 years
  • Conducts regular seminars and workshops on California legal ethics and attorney malpractice
  • Contributor to the professional ethics column for the Daily Journal
  • Former chair of the California State Bar Commission on legal malpractice law specialization
  • Former chair of the California Board of Legal Specialization
  • Can be contacted at [email protected]

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