Telephone Consultation

If a client has a question or concern relating to a potential conflict of interest, professional responsibility issue of any type, professional liability problem, partnership or shareholder dispute or issue, or any other risk management matter, a representative of the firm may call our team to discuss the situation in confidence.

Presentations

Our team is regularly invited to speak on a variety ethics and loss prevention subjects. Our presentations generally qualify for CLE credit, including special credits for ethics, inclusion and implicit bias, and cybersecurity. While we routinely deliver customized programs, representative presentations include:

• The law firm liability terrain
• Cybersecurity
• Client fraud and misconduct
• Fraud and misrepresentation claims against lawyers
• Preventing and minimizing mistakes in practice
• Conflicts of interest
• The attorney-client privilege, work product doctrine, and confidentiality
• Multijurisdictional practice/unauthorized practice of law
• Lawyer well-being
• Civility and legal ethics
• Ethics and liability issues in litigation
• Ethics and liability issues in transactional practice
• Ethics and liability issues in real estate practice
• Legal and ethical considerations for the hybrid workplace

Bulletins

When we learn of an important and timely ethics or loss prevention development, or identify subjects that warrant updating, we send bulletins to clients.

Quality Assurance Review

The Quality Assurance Review is our quarterly journal of significant loss prevention, insurance, and practice management issues.

Symposium & Conferences

Every October, we host a two-day law firm symposium addressing a wide variety of timely loss prevention topics. The speakers include leading practitioners and scholars. We also host meetings in the Spring to discuss timely ethics and loss prevention issues, and to foster communication among loss prevention partners and general counsels at client firms.

White Papers

We have, on average, distributed one book-length monograph per year. Exhaustively researched, these monographs have proven to be valuable reference materials for client firms.

Firm Reviews

Our team provides “in person” consultations with client firms on sensitive liability and ethics issues. We also review firms’ loss prevention policies and procedures and, if necessary, suggest refinements or enhancements.