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April 29, 2010

Dan Pinnington

Update on Work of CBA Task Force on Conflicts

The CBA Task Force continues to work to help the profession with conflicts issues.

On top of the original report and the amended model code of conduct, there is the excellent collection of precedent documents and checklists in the CBA Conflicts Task Force Toolkit. A full list of the documents in the toolkit is here. I am a member of the Task Force did a lot of work on the Toolkit. I think it is truly a fantastic collection of resources that can help lawyers avoid conflicts of interest claims.

There is also an overview and list of recent cases on conflicts of interest matters.

The Task Force is now working on a universal annotated engagement letter. This engagement letter precedent will be adaptable for use in a wide range of areas of law and types of practice. The goal is to provide practitioners with a template that they can easily customize for every client.

To help us prepare an engagement letter that is truly useful and helpful for all lawyers, CBA has just sent its members a survey of how and where they use retainers and engagements letters, and in what circumstances they are not used. If you are a CBA member, please complete the survey as your feedback will help us with this work.

If you would like a direct email notice when the CBA model engagement letter is released, please provide your email address here.

Cross posted on Avoid a Claim

Dan Pinnington is a technology evangelist and is well known for his “tech tips”. As the Director, practicePRO at the Lawyers’ Professional Indemnity Company (LAWPRO), Dan helps lawyers avoid malpractice claims. His vision, energy and ideas have made practicePRO an internationally recognized claims prevention initiative. He is a prolific writer, speaker and blogger on legal malpractice, risk management, legal technology, and law practice management issues. He is a veteran of hundreds of presentations at law firms and conferences all over North America and has chaired more than a dozen major conferences. Dan was inducted as a Fellow of the College of Law Practice Management in 2007. The American Bar Association just published The Busy Lawyer’s Guide To Success: Tips to Power Your Practice, a book he co-authored with Reid Trautz. He is currently Editor-in-Chief of the ABA LPM’s Law Practice magazine, was Chair of ABA TECHSHOW 2007 and helped launch the Law Practice Today Webzine.
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