Available in:

OnDemand Course
MP3 Download

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.

64 minutes
Certificate of Completion
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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, 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 December 18, 2023.

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

  • AK CLE 1.0 including Ethics 0.5
     
  • Alaska attorneys may receive 1.0 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 1.1 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 1.1 hours' credit, including 0.5 hours of ethics credit.
     
  • AR CLE 1.0
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.0 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 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 0.50 hours of professional responsibility.
     
  • CA MCLE 1.0 including Ethics 0.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 0.50 hours of ethics credit.
     
  • 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 1.5 including Ethics 0.5
     
  • This course has been approved by The Florida Bar for 1.5 hours of CLE credit, including 0.50 hours of ethics credit. Course classification: Intermediate level.
     
  • GA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours, including 0.5 ethics hour.
     
  • HI CLE 1.0
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
     
  • IA CLE 1.0 including Ethics 0.5
     
  • Delegating Legal Work: Proceed with Caution is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.0 hour(s) including 0.50 ethics hour(s) of unmoderated credit towards the mandatory continuing legal education requirements under the Iowa rule.
     
  • IL CLE 1.0 including Legal Ethics 0.5
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board. Of that total, credit was approved as Professional Responsibility credit by the Illinois Commission on Professionalism.
     
  • IN CLE 1.1 including Ethics 0.5
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education credit which includes 0.5 hours of ethics.
     
  • MN CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 0.50 hours of ethics credit.
     
  • MO CLE 1.3
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • MS CLE 1.1 including Ethics 0.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.1 credit hours, including 0.5 hours of ethics credit.
     
  • NC CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours, including 0.50 hours of ethics credit.
     
  • ND CLE 1.0 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 1.0 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • NH MCLE 1.1 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 64 minutes of ethics credit.
     
  • NJ CLE 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit.
     
  • NM CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 0.5 hours of ethics credit.
     
  • NV CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 0.50 hours of ethics credit.
     
  • NY CLE 1.0 including Ethics and Professionalism 0.5; Areas of Professional Practice 0.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 0.50 hours and Areas of Professional Practice for 0.50 hours. 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.
     
  • OH CLE 1.0 including Professional Conduct 0.5
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours, including Professional Conduct for 0.50 hours. Please note: Not more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
     
  • 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 1.0 including Ethics 0.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • TN CLE 1.07 including Dual 0.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.07 hours of credit, including 0.50 hours of dual credit.
     
  • TX MCLE 1.0 including Ethics 0.5
     
  • This program has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.50 credit hours will apply to legal ethics/professional responsibility credit. Lorman Education Services is an accredited sponsor, approved by the State Bar of Texas, Committee on MCLE. This program has been approved by the Texas State Bar College for 1.0 hours of CLE credit, of which 0.50 hours will apply to legal ethics/professional responsibility credit.
     
  • UT CLE 1.0
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hours.
     
  • VA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours, including 0.50 hours of ethics credit.
     
  • VT CLE 1.0 including Ethics 0.5
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit including 0.50 hour(s) of ethics credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit, including 0.50 hours of ethics credit.
     
  • WI CLE 1.0
     
  • This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.3 including Ethics 0.6
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 0.6 hours of ethics credit.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE 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.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

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

MP3 Download

  • AK CLE 1.0 including Ethics 0.5
     
  • Arizona CLE 1.0 including Ethics 0.5
     
  • CA MCLE 1.0 including Ethics 0.5
     
  • CT CLE 1.0 including Ethics 0.5
     
  • HI CLE 1.0
     
  • ME CLE 1.0
     
  • MO CLE 1.2
     
  • NJ CLE 1.3
     
  • NM CLE 1.0
     
  • NY CLE 1.0 including Ethics and Professionalism 0.5
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.3
     
  • WY CLE 1.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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

  • 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]
Purchase Options

Add to Wishlist

More Program Information

Why Lorman?

Over 37 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.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • 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.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 411020
Published 2023
Purchase Options

Available in Multiple Formats

Purchase this course and learn on your schedule!