Sentences with phrase «certain legal clients»

CLIFTON PARK — The town's ethics advisory board ruled Tuesday night that Saratoga County Supervisor Jonathan Schopf is violating Clifton Park's ethics code by representing certain legal clients who appear in town court.

Not exact matches

A certain tension is built into their official canons of ethics, e.g., «A lawyer is a representative of clients, an officer of the legal system, and a public citizen having special responsibility for the quality of justice.»
States like California and Washington, meanwhile, have long required financial disclosure information that includes divulging legal clients, who can be kept private under certain circumstances.
HMRC is consulting until 27 February 2017 on a proposed new legal requirement for intermediaries (both within and outside the UK) creating or promoting certain complex offshore financial arrangements to notify HMRC of the details and provide a list of clients using them.
Each individual with 25 % or more equity interest in the legal entity, whether directly or indirectly (for certain clients, Fifth Third will advise if each individual with 10 % or more equity interest is required).
When you incorporate TimeSolv into your firm's practice, you get not just time tracking software but also tools to manage your legal projects and automatically keep them within the budget that your client has agreed to for a certain matter.
Clients now have the opportunity to «right - source» who performs certain types of work, forcing traditional legal services providers to re-examine who sit in the clients» network of legal services proClients now have the opportunity to «right - source» who performs certain types of work, forcing traditional legal services providers to re-examine who sit in the clients» network of legal services proclients» network of legal services providers.
Advocates offer specialist legal representation and advice to clients of solicitors and of members of certain other professional bodies.
Today the BC Law Society's Ethics Committee provided an opinion that this practice is acceptable with certain conditions, however, if a lawfirm funds expenses beyond disbursements (ie clients medical costs, client out of pocket expenses etc) they must do so on an interest free basis unless they send the clients for independent legal advice first.
0738 (JSM), 2001 WL 1154666, at * 2 (S.D.N.Y. 1 October 2001)(finding certain communications between the investigator, who conducted the internal investigation, and in - house and outside counsel are protected by attorney — client privilege because the investigator received legal advice from counsel under circumstances in which the employee under investigation was an executive and litigation was expected if the employee were terminated).
In Upjohn Co. v. United States, 6 the United States Supreme Court held that a company's attorney — client privilege extends to company counsel's communications with employees in certain prescribed circumstances.7 Rather than providing a simple objective test, the Upjohn court instead established five factors to guide courts in determining whether the company's privilege should extend to counsel's communications with its employees: (1) whether the communications were made by employees at the direction of superior officers of the company for the purpose of obtaining legal advice; (2) whether the communications contained information necessary for counsel to render legal advice, which was not otherwise available from «control group» management; (3) whether the matters communicated were within the scope of the employee's corporate duties; (4) whether the employee knew that the communications were for the purpose of the company obtaining legal advice; and (5) whether the communications were ordered to be kept confidential by the employee's superiors, including that the communications were considered confidential at the time and kept confidential subsequent to the interview.8 When these elements are established, courts generally consider communications between company counsel and an employee to be within the scope of the company's attorney — client privilege.9
In addition to retaining individual attorneys in different firms to perform specific legal work, it is commonplace for business and corporate clients to negotiate fees, seek volume discounts, and, for certain types of matters, propose flat fees and contingency / risk forms of billing.
There's a certain level of professionalism expected in the legal industry, and especially with client relationships.
[5] Other examples are not so commonly predicted (if, indeed, they are predicted at all), yet are no less significant: business models that facilitate free legal services, the use of non-legal (notably industry and business) knowledge and experience to increase client trust in and comfort with the firm and with legal services more generally, the collection of knowledge about the legal issues of individual clients in the same industry for use by a trade association to assist and defend the rights of all in that industry on a collective basis, a severely injured client's reassurance and comfort in knowing that in selecting a certain legal services provider the client is not just receiving highly specialized advice but also benefitting an association that helps others with the same type of severe injury, the development of a legal research establishment for experimentation with different ways of providing legal services.
From time to time, Bootstrap Legal may perform certain attorney access services and introduce Client Users to attorneys through various methods, including but not limited to (i) legal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreemLegal may perform certain attorney access services and introduce Client Users to attorneys through various methods, including but not limited to (i) legal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreemlegal plans, (ii) third - party attorney directory listings, and (iii) third - party limited scope agreements.
Lawyers explaining the consequences of a certain legal action should be prepared that a client may be prone to more risk taking to avoid a loss.
Furthermore, some legal authorities actually view item's exposing its client Niki Diaz to near - certain imminent deportation as a feather in item's cap — a new value - adding nadir in item's never - ending quest for self - aggrandizement, even at the peril of its own client.
The Report's central conclusion is that, although traditional legal pedagogy is very effective in certain aspects, it overemphasizes legal theory and underemphasizes practical skills and professional development.5 By focusing on theory in the abstract setting of the classroom, the Report argues, traditional legal education undermines the ethical foundations of law students and fails to prepare them adequately for actual practice.6 Traditional legal education is effective in teaching students to «think like lawyers,» but needs significant improvement in teaching them to function as ethical and responsible professionals after law school.7 As I will discuss in greater detail below, in general, the Report recommends «contextualizing» and «humanizing» legal education by integrating clinical and professional responsibility courses into the traditional core curriculum.8 In this way, students will learn to think like lawyers in the concrete setting of actual cases and clients.9 The Report refers to pedagogical theories developed in other educational settings and argues that these theories show that teaching legal theory in the context of practice will not only better prepare students to be lawyers, it will also foster development of a greater and more deeply felt sense of ethical and professional identity.10
But it is also true that clients have reciprocal obligations to disclose relevant facts, to communicate their need for additional explanation, and in certain cases, to review legal documents sent by the solicitor and communicate their concerns and instructions with respect to them.
Because we are members of the Law Society of England & Wales, which is a designated professional body for the purposes of the Financial Services and Markets Act 2000, we may provide certain very limited investment advice services where these are closely linked to legal work we are already undertaking for our clients.
A limit of $ 250,000 will be adequate for certain lawyers, including those who were never in private practice and who may only be worried about «phantom client» scenarios (instances in which individuals may have misinterpreted casual conversations or presentations as legal advice).
In addition, as I've already mentioned, the power to set the price of legal services has by now switched hands into those of the corporate client - at least when it comes to companies of a certain size.
For example, due to your client's unique facts, you may have questions about the proper jurisdiction for your client's case, whether there is a potential legal remedy for your client's issue in a certain state, or how a particular remedy in an unfamiliar legal area can be pursued.
Intelligent content allows the legal marketing professional to easily configure the content and exclude certain modules that are only available to the firm's clients.
Moreover, given our own focus on cost control (we own our own office space, for instance), we can offer flexible and, where appropriate, fixed pricing for certain legal work in order to provide greater cost certainty for our clients.
While a lawyer can attempt to set up the conditions for the client's later assertion of privilege (for example by saying, on the record, something like «speaking, now, in my capacity as legal counsel»), that attempt may not always be determinative, and the client may lose the benefit of privilege for certain communications.
For those with corporate clients, generalism might mean understanding all of the common legal issues that arise within a certain industry.
Author: The Wisconsin State Public Defender is an independent agency charged by Wisconsin Statutes Chapter 977 with providing legal representation to indigent clients in criminal and certain civil cases.
If the legal restrictions against firms complying with demands of Wal - Mart and other clients for a certain racial make - up are as clear as argued, when are the lawsuits going to start?
It represented a certain idea of ethics; an assumption of who my clients might be (who comprises the «public» in need of «protection») and what substantive knowledge is important to be a legal practitioner in Ontario.
This means that she assists clients with certain pieces of their legal matter.
Flat fees are earned upon receipt and in certain situations they can help clients know their legal costs up front.
He said, «Representation should not be abandoned because the client's legal position is extremely unpopular in certain quarters.»
Privileged documents are those that fall under the protections of attorney - client privilege, a legal concept that protects certain communications between a client and his or her attorney and keeps those communications confidential, even when they contain information relevant to the legal matter.
In today's buyer's market for legal services, clients expect certain things of a lawyer — of you.
After hearing from clients that they wanted Torys to service more of their legal needs, the firm identified certain areas of corporate work that had a repetitive element, like due diligence, contract review and corporate reorganization implementation...
Clients prefer this arrangement because their total legal fee for this work is certain.
In Alberta v. Suncor Energy Inc, 2016 ABQB 264, certain documents and records created or collected during an accident investigation were protected by litigation and solicitor - client privilege where legal counsel made decisions with respect to the accident investigation within hours of the event.
Taken together, these opinions are certain to make waves as the legal profession struggles to adapt new technologies, unbundle legal services, and offer clients cost - effective solutions.
Clients may not understand all of the details of certain legal theories, but they can smell puffery and a lawyer who talks big.
I have seen clients sign the «wrong» type of legal agreement just to make certain there is a signature on a piece of paper somewhere by midnight of the deadline date.
The Limited Practice Rule for Limited License Legal Technicians («LLLT») allows non-lawyers who satisfy certain education, financial responsibility, moral character, licensing and examination requirements to advise and assist clients with issues falling within approved practice areas of law.
Good faith is when the provider keeps up with their end of the contract, but bad faith is when they neglect their client and fail to follow through on certain legal promises.
The attorney tells the client that as your lawyer I'll handle certain parts of your legal matter and you are responsible for the other parts fo the matter.
• Make certain marital settlement agreements and pre - or post-nuptial agreements are properly prepared; • Identify tax issues which may affect the distribution of marital property and the payment of child, spousal or family support; • Help you effectively deal with complex legal issues involving community property laws; • Negotiate or mediate the difficult and emotional issues relating to legal separation, dissolution of marriage and child custody; • Protect clients who need restraining orders for domestic violence; • Handle matters relating to modification of child custody, spousal support or child support; • Offer a collaborative process enabling clients to resolve their issues without court intervention.
In certain circumstances (and as referred to in the Complaints Handling Policy) a complaint may be referred by a client to the Legal Ombudsman («LeO») if, at the conclusion of our internal complaints handling process, a client does not consider the outcome of the matter to be satisfactory.
For BigLaw clients who are unable to increase the size of their legal teams, they're beginning to become more comfortable with disaggregating work and using alternative providers for certain files and certain aspects of BigLaw files.
Flat fees are fees that a client pays up front to a law firm to handle a certain amount of legal work on their behalf.
Sharon D. Nelson: Well, interesting, you kind of answered my next question, so I think I'm going to reshape it a little bit because I do think a lot of lawyers are worried about Artificial Intelligence replacing their jobs, and from my own perspective, I think a certain amount of that fear is justified, but I do understand what you're saying and I've watched with considerable admiration as you've kind of turned your ship a little bit into a different harbor because originally it was called ROSS: The Super-Intelligent Attorney, and now, you have more shaped ROSS from the point of view of the lawyer as somebody that allows the lawyer to be more efficient, serve the client better, and to focus on something other than what you might call «the goat work» of the legal world, which we really don't want to do, and so how did you come to the realization that that was something that needed to be done?
This is clearly an extreme example but in certain areas of the country / areas of law, the amount of people selling or inquiring any legal related service probably run more searches that actual potential clients do.
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