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.
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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
- 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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This course was last revised on August 28, 2019.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.5 including Ethics 0.5
- Alaska attorneys may receive 1.5 hours of continuing legal education, including 0.50 hours of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.5 including Ethics 0.5
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours' credit, including 0.5 hours of ethics credit.
- Arizona CLE 1.5 including Ethics 0.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona, including 0.50 hours of professional responsibility.
- 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.
- CO CLE 2.0 including Ethics 2
- Lorman Education Services is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program is approved for 2.0 credit hour(s) including 2.0 ethics credit(s).
- CT CLE 1.0 including Ethics 0.5
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 0.50 hour(s) of ethics credit.
- FL CLE 2.0 including Ethics 2
- This course has been approved by The Florida Bar for 2.0 hour(s) of CLE credit, including 2.00 hour(s) of ethics credit. Course classification: Intermediate level.
- HI CLE 1.25 including Ethics 0.5
- This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hours including 0.50 ethics credit hours.
- IL CLE 1.25 including Legal Ethics 0.5
- This course was approved for a total of 1.25 hours of MCLE Credit by the Illinois MCLE Board.
The Illinois Commission on Professionalism has also approved this course for the following credit: Legal Ethics for 0.50 hours.
- ME CLE 1.0 including Ethics 0.5
- This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 0.50 ethics hours under M. Bar R. 12.
- MN CLE 1.25 including Ethics 0.5
- This program has been approved by the Minnesota Board of Continuing Legal Education for 1.25 hours of credit, including 0.50 hours of ethics credit.
- MT CLE 1.5 including Ethics 0.5
- This program has been approved by the Montana Board of Continuing Legal Education for a total of 1.5 CLE credits, which includes 0.50 hours of ethics credit.
- ND CLE 1.5 including Ethics 0.5
- North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit, including 0.50 hours of ethics credit.
- NH MCLE 1.5 including Ethics 0.5
- NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 87 minutes including 30 minutes of ethics.
- 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.
- NV CLE 1.5 including Ethics 0.5
- This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours, including 0.50 hours of ethics credit.
- NY CLE 1.5 including Ethics and Professionalism 0.5; Areas of Professional Practice 1
- This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hours in the area(s) of Ethics and Professionalism for 0.50 hours and Areas of Professional Practice for 1.00 hour. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
- OR CLE 1.5 including Ethics 0.5
- Approved for 1.5 CLE credits in Oregon, including 0.50 hours of ethics credit.
- PA CLE 1.0 including Ethics 0.5
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours including 0.50 hours of ethics, professionalism or substance abuse CLE credit.
- RI CLE 1.5 including Ethics 0.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit, including 0.50 hours of ethics credit.
- UT CLE 1.5
- This program has been approved by the Utah State Board of Continuing Legal Education for 1.5 CLE hours.
- VT CLE 1.5 including Ethics 0.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit including 0.50 hour(s) of ethics credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- 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.
- WV MCLE 1.8 including Ethics 0.6
- This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours, including 0.6 hours of ethics credit.
- NALA 1.45
- This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements.
Program Length: 1.45 hour(s).
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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Natalie P. Vance
- 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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