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OnDemand Course

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.

88 minutes
Certificate of Completion
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Benefits of Delegating Tasks to NonLawyers

  • Reduced Costs to Clients
  • Freedom to Work on Higher Level Work
  • Better Workflow

Identification of Tasks to Delegate

  • Know Your Team
  • Understand What Tasks Are Delegable
  • Understand Tasks That Cannot Be Delegated

Ethical Rules Impacting Delegation of Legal Work

  • Rules Relating to Unauthorized Practice
  • Rules Relating to Supervision
  • Rules Relating to Duties to Court and Client Impacted by Delegation

Potential Pitfalls of Delegation

  • Miscommunications
  • Errors
  • Lack of Control Over Work
  • Difficulties With Supervision
  • Requires NonBillable Time

Strategies for Effective Delegation

  • Be Realistic
  • Communication at All Stages of Delegation
  • Provide Deadlines With Ample Time for Review and Revision
  • Invest in Your Staff
  • Verify Work Is Accurate
  • Don't Substitute Anyone Else's Judgment for Your Own
  • Understand Appropriate Tasks for Delegation
  • Supervise the Work
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, New Hampshire, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on August 28, 2019.

Call 1-866-352-9540 for further credit information.

  • CA MCLE 1.5 including Ethics 0.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit, of which includes 0.50 hours of ethics credit.
     
  • NM CLE 1.5 including Ethics 0.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.5 hours of credit, including 0.5 hours of ethics credit.
     
  • OR CLE 1.5 including Ethics 0.5
     
  • Approved for 1.5 CLE credits in Oregon, including 0.50 hours of ethics credit.
     
  • WA CLE 1.5 including Ethics 0.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit, including 0.50 hours of ethics credit.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Natalie P. Vance

Natalie P. Vance

Klinedinst PC

  • 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 professional ethics column for the Daily Journal
  • Former chair of the California State Bar Commission on legal malpractice law specialization
  • Can be contacted at [email protected]
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Why Lorman?

Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!


  • OnDemand Courses
  • Live Webinars
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  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 401076
Published 2019
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