Withdrawing from a case usually comes from irreconcilable differences between attorney and client. The manner and means of terminating that relationship can affect the likelihood that a malpractice claim will be presented.

First, know and follow the procedures applicable in your jurisdiction. Many states provide in their own Rules of Professional Conduct when withdrawal is mandatory and when it is permissive. Other states follow the ABA Model Code of Professional Responsibility (DR 2-110) or the Model Rules of Professional Conduct (Rule 1.16).

When a matter is pending in a tribunal, your jurisdiction will likely have specific requirements to follow. ABA Ethical Consideration 2-32 provides a good overview of the considerations to keep in mind:

Considerations when Withdrawing from a Case

A lawyer should not withdraw without careful consideration and attempt to minimize the […]

An engagement letter is a contract between you and your client. Each new client or project, big or small, should start with a letter that is signed by all associated parties. These letters can be used as binding contracts in the event of fee disputes, collection issues and more. Overall, this documentation delivers peace of mind and security to both parties.

Why send an engagement letter?

First and foremost, an engagement letter sets expectations for both parties. Your client will know exactly what to expect from you, as well as what is expected of them. This can help prevent misunderstandings and should strengthen the relationship down the road.

In the rare event of a dispute between you and your client, the legally binding engagement letter can serve as the go-to document for […]

People’s willingness to disclose personal information on social media can be particularly helpful in the discovery phase of litigation. Snooping on opposing parties, witnesses or jurors through social media can provide a treasure-trove of information that might have once taken a private investigator months to obtain. However, lawyers need to be aware of the emerging ethical violations that could result from their online sleuthing activities.

Before Facebook, Instagram and LinkedIn, the Model Rules of Professional Conduct addressing communication with non-clients has less room for interpretation. For example, Model Rule 4.2 advises that “a lawyer shall not communicate with a person known to be represented by another lawyer in the matter, unless the lawyer has consent or is authorized to do so by law.”1

Trying to interpret how social media’s communication features […]

From clear communication to proper documentation, there are many ways you can prevent malpractice claims and the associated loss at your firm. Consider implementing these loss prevention tips at your firm:

Be Prepared

1. Document

Good file management is critical to avoiding malpractice claims due to poor attorney/client relations. Document the file at the beginning of the relationship and throughout the relationship.

2. Focus on the Workplace

Like any business, a law firm is susceptible to a damaged reputation caused by poor employee morale, work/life balance issues or erratic behavior by staff or attorneys. Oversight of associates and support staff is critical. Watch for signs of excessive stress, alcohol or drug abuse, mental illness or lapses in concentration.

3. Don’t Assume You Won’t Get Sued

Malpractice claims can happen to any practicing attorney. Reduce […]