Lawyerist.com: Stop bashing BigLaw

As I surf around the blawgosphere, I have noticed that it seems to be in vogue for solo and small firm attorneys to take potshots at large law firms. If one read only the solo blawgs, it would seem all large law firms are lumbering, inefficient, selfish behemoths, so knocked off balance by this recession that they are about to keel over and smash their marble conference room tables. Then all the solo munchkins would come out of their hiding places in brightly colored garb, sing songs of freedom, and sign up all of the large firms’  former clients.

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Stop Bashing BigLaw

Slingshot 280x30011 Stop Bashing BigLawAs I surf around the blawgosphere, I have noticed that it seems to be in vogue for solo and small firm attorneys to take potshots at large law firms. If one read only the solo blawgs, it would seem all large law firms are lumbering, inefficient, selfish behemoths, so knocked off balance by this recession that they are about to keel over and smash their marble conference room tables. Then all the solo munchkins would come out of their hiding places in brightly colored garb, sing songs of freedom, and sign up all of the large firms’  former clients.

I am a solo and if large law firms crash, I am going to end up covered in dust.

There is a healthy tension between large law firms (“biglaw�) and solo or small firms (collectively, the “smalls�). Yes, biglaw has a reputation for some qualities that give the law a bad name — high fees, leveraging associates to increase partner salaries, huge billable hour requirements, and lousy work / life balance, to name a few of the popular gripes. But biglaw suits some lawyers. Some lawyers would rather practice law full-time than be a part-time bookkeeper, part-time techie, part-time human resources manager, and occasional lawyer. There are practice areas that are best learned in large firms and major transactions and litigation that a lawyer is only likely to touch in a large firm.

The smalls, in contrast, love to tout their personalized attention to clients, reasonable fees, individual autonomy, and great work / life balance. But not all smalls are good at bringing together the myriad of skills it takes to run a law practice. Most smalls practice some form of “retail� law: criminal, family, personal injury, workers comp, small business, real estate. Often the clients are high maintenance and the income stream equally unstable.

Both types of law firms serve the public. The fee structure of a large law firm makes those firms unreachable for most individual clients; these folks need smalls. A large company with millions of dollars on the line looks for a brand name, the vetting of associates and partners, and the ability to quickly put together a team of lawyers to tackle major litigation or a huge transaction. It is not an accident that there are thousands of small firms and that there are big firms with over a thousand lawyers.

But we need each other. Biglaw needs smalls because the bigger they are, the more conflicts they have. Biglaw’s corporate clients are managed by people — who get divorced, have too much to drink before driving home, get into accidents, etc. Many of those matters need to be referred out. Smart lawyers refer clients to good lawyers they know who are reasonably priced and will treat the client well — like smalls. Biglaw attorneys also need mediators and arbitrators, and smalls are less likely to be conflicted out than neutrals at other large law firms.

Smalls need biglaw, too. Smalls simply do not have the brand recognition that biglaw has; smalls are constantly marketing and looking for referrals.  Biglaw attorneys are a great source of referrals for smalls. Also, when a case comes in that is to big for a small to handle, the small firm needs to bring in some muscle. Obscure questions may arise in a client’s case that need special expertise that can be found only at a large firm. Relationships with biglaw are a two-way street.

If all that is not enough, remember that when you serve on a bar committee and need to have a meeting, biglaw will often host and spring for lunch. We all need to eat, so stop bashing biglaw.

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Stop Bashing BigLaw is a post from the law firm marketing blog, Lawyerist.com

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Lawyerist.com: Emailing clients at work: privilege trumps employer policy

A few months ago, I posted a warning to lawyers about emailing clients at work. My concern was based in large part on a NJ district court decision that found an employee had waived the attorney-client privilege for emails that she sent to her attorney while using her work computer. Although the emails had been sent using a Yahoo! account, the employer found images of the emails on the employee’s hard drive.

Read this article over at Lawyerist.com >

Emailing clients at work: privilege trumps employer policy

Typing on keyboard11 Emailing clients at work: privilege trumps employer policyA few months ago, I posted a warning to lawyers about emailing clients at work. My concern was based in large part on a NJ district court decision that found an employee had waived the attorney-client privilege for emails that she sent to her attorney while using her work computer. Although the emails had been sent using a Yahoo! account, the employer found images of the emails on the employee’s hard drive.

Well, the New Jersey Court of Appeals has quickly reversed the decision. Although the opinion starts off as a criticism of the district court for not properly evaluating the factual dispute over whether the employer had properly adopted its computer usage policy, the appellate court went on to proclaim the preeminence of the attorney-client privilege over employers’ computer usage policies.

The opinion contains quite a few quotables regarding the extent of an employee’s privacy interest in the information on their work computer. For example:

“A computer in this setting constitutes little more than a file cabinet for personal communications. Property rights are no less offended when an employer examines documents stored on a computer as when an employer rifles through a folder containing an employee’s private papers or reaches in and examines the contents of an employee’s pockets.â€� The court also compares reviewing an employee’s emails with “the highly impermissible conduct of electronically eavesdropping on a conversation between plaintiff and her attorney while she was on a lunch break . . . .

“We thus reject the philosophy buttressing the trial judge’s ruling that, because the employer buys the employee’s energies and talents during a certain portion of each workday, anything that the employee does during those hours becomes company property.â€�

Privilege and privacy trump the employer’s computer usage policy, concludes the NJ Court of Appeals.

But the Court was not quite done with the issue. Next it turned to the employer’s attorneys, who viewed images of the allegedly privileged emails that had been stored on the hard drive of the employee’s computer. The Court invoked a relatively new Rule of Professional Conduct, Rule 4.4(b), which reads (in NJ and many other states) “[a] lawyer who receives a document and has reasonable cause to believe that the document was inadvertently sent shall not read the document or, if he or she has begun to do so, shall stop reading the document, promptly notify the sender, and return the document to the sender.” The Court says the defense attorneys violated this rule when they failed to notify the employee’s lawyers that they had found images of the emails on the hard drive.

The Court is kind of stretching here to tag the attorneys for conduct that offends the spirit, but perhaps not the letter, of the rule. The defense attorneys viewed the hard drive images of the emails after the plaintiff filed her lawsuit. Seems like a stretch to call those images “inadvertently sent� documents. The defense attorneys’ conduct seems more akin to searching for metadata in documents, the ethics of which are still in dispute (and about which NJ has not taken a particular position). A prudent lawyer, however, reviewing paper documents clean out of a fired employee’s office, should probably not read letters that appear on their face to have been sent from the employee to his or her attorney. The NJ Court apparently applies the same reasoning to electronic information.

In NJ at least, the pendulum has swung back in favor of protecting the attorney-client privilege in emails sent through a work computer. Until, perhaps, the NJ Supreme Court takes its swipe at the issue.

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Emailing clients at work: privilege trumps employer policy is a post from the law firm marketing blog, Lawyerist.com

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A CLE presenter is born

CLE Teaching11 A CLE presenter is bornRecently, I noted on a listserv that one of the cheapest ways to get CLE credits and market oneself at the same time is to teach CLEs. In Minnesota, presenters can receive credit for the time spent preparing the seminar, plus the organizers usually let the presenters attend the rest of the program for free.

But in response to my listserv post, someone asked me a simple question: how exactly does one become a CLE presenter?

Although it may help to have stunning good looks, that could not be the explanation in my case. But I did begin presenting CLEs just a few years after I graduated from law school, long before I really knew anything.  I spend a lot of time talking with CLE providers and coming up with CLE ideas. So here are some tips for getting up to the podium:

Start small

Look around for county or state bar section meetings. Many of these sections try to serve their members by offering free or low cost CLEs. The section chairs are often volunteers themselves and they are always looking for volunteer presenters and interesting topics. Call or e-mail them to say you have noticed that the section hosts CLEs and that you would like to get on their schedule for a future meeting.

Bank on basics

You don’t have to be the leading expert in the state to deliver an effective CLE, especially if you are talking to folks outside your practice area. “7 Things Every Family Law Attorney Should Know About Real Estate� and “9 ½ Things Every Real Estate Attorney Should Know About Family Law� are very popular CLE topics (for the family law attorneys and real estate attorneys, respectively). The more lawyers specialize, the more cross-fertilization will make for good CLEs.

Offer to organize

In Minnesota, many CLEs have volunteer planning committees that develop particular programs.  When you attend a program in your practice area, find the organizer, volunteer to work on next year’s program, and put an item on your calendar to follow up in a few months (it would help, of course, to come up with some clever ideas for new seminars). Working on the planning committee often leads to serving on a panel or presenting a topic on the day of the program.

Volunteer vigorously

When a group of lawyers spends enough time together, eventually they decide to run a CLE, either in connection with a fundraiser (which is becoming more common) or to raise awareness for a pro bono cause  or for their own marketing purposes. Volunteer for bar committees or pro bono legal clinics or the like, and CLE opportunities may come along.

Get glib

Are you passionate about your area of practice? Are you willing to answer people’s questions? Do you have time to help out your fellow lawyers?  People who seem to know what they are talking about -through magazine articles, website and blog posts, listserv responses, etc.- get noticed, which can lead to CLE invitations. Speak up (but be humble).

How do you get to Carnegie Hall?

Practice, practice, practice. Once you get a CLE gig, do not forget to prepare a useful set of materials for the audience and put together a compelling talk. Remember some essential speaking elements: do not read your materials to the audience, tell war stories only to make a specific point, use humor carefully, and stay focussed on your outline. If speaking does not come naturally to you, practice beforehand.

If none of that works, find someone you know who presents CLEs frequently and ask them to show you the secret handshake.

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A CLE presenter is born is a post from the law firm marketing blog, Lawyerist.com

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Lawyerist.com: Facebook ethics: it’s not about Facebook

There is a good deal of postulating in the blogosphere about the types of ethical trouble a lawyer can get into by using social media. The nattering nabobs of negativism warn us to be careful when using social media like Facebook or Twitter, lest we unwittingly disclose client confidences, improperly solicit new clients, or misrepresent facts or law.

Read this article over at Lawyerist.com >

Facebook ethics: it’s not about Facebook

facebook11 Facebook ethics: it’s not about FacebookThere is a good deal of postulating in the blogosphere about the types of ethical trouble a lawyer can get into by using social media. The nattering nabobs of negativism warn us to be careful when using social media like Facebook or Twitter, lest we unwittingly disclose client confidences, improperly solicit new clients, or misrepresent facts or law.

Although there is precious little evidence that any lawyers have gotten themselves in ethical hot water using social media, the Philadelphia Bar Association recently gave its own example of the potential dangers when its Professional Guidance Committee issued Opinion 2009-02 (March 2009).

The premise for the opinion is straightforward: a lawyer wanted to know if he could have a non-lawyer assistant send a Facebook “friendâ€� request to a witness for the opposing party in a piece of litigation. The lawyer apparently thought there were juicy tidbits to be found on the witness’s Facebook  page (or at least information with impeachment value) but did not think the witness would accept a friend request directly from the lawyer (no surprise there—he had just recently taken her deposition). But the lawyer thought a friend request from an otherwise unknown assistant stood a good chance of being accepted.

The Philly opinion frowned on the lawyer’s proposal. It called it a “highly material fact� that the witness would be making a friend request without disclosing the real reason for the request. Inducing the witness to respond favorably without that important fact would be a deception traceable to the lawyer, violating several ethics rules.

Whether one agrees with the opinion or not ( I did a double-take the first time I read it), the opinion is not really about Facebook. It actually tackles a difficult subject in legal ethics known as “dissembling� or “pretexting� (which has nothing to do with sending text messages). The terms refer to situations in which a person, particularly a lawyer or the lawyer’s subordinate, pretends to be someone he or she is not for the purpose of obtaining information.

As noted in the Philly opinion, such conduct is permitted in many jurisdictions for the limited purposes of civil rights investigations (think fair-housing testers) or for patent infringement cases. Some jurisdictions, in contrast, have tried to outlaw pretexting entirely (see the authorities cited in the Philly bar opinion).

When one takes a step back from the Philly opinion and looks at it in the context of the larger legal issue, it becomes clearer that while it is certainly possible for a lawyer to violate an ethics rule while using social media, it is the lawyer’s conduct, not the medium, that will likely be at the heart of the issue. An unthinking lawyer who posts too quickly on Facebook or Twitter is not that unlike a lawyer who speaks too loudly about a client matter in a crowded elevator or puts an ad in the yellow pages that inflates the lawyer’s credentials.

The old maxim that one should think before he or she speaks (or tweets) applies no less to the internet than it applies to other forms of communication.

If you are new to social networking, check out our Facebook 101 post.

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Facebook ethics: it’s not about Facebook is a post from the law firm marketing blog, Lawyerist.com

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Your honor, I move to strike

Kids with tongues out11 Your honor, I move to strikeFor the most part, rude or obnoxious behavior between attorneys does not result in an ethics violation. But sometimes, lawyers can just go too far. An excerpt from the Louisiana Supreme Court’s Decision in In re Greenburg (May 5, 2009):

“During the hearing, Mr. Greenburg suggested that “some hanky-panky� on the part of Mr. Lewis might well justify an award of attorney’s fees to Mr. Greenburg’s client. The following exchange then occurred:

Mr. Lewis: Here we go again, Your Honor, the former D.A. is always suspect—
Mr. Greenburg: Your Honor, I’m going to object right now—
Mr. Lewis: —or somebody . . . the law—
The Court: Gentlemen, quiet.
Mr. Greenburg: —and ask that this jackass—
The Court: Gentlemen, quiet. Quiet, gentlemen.
Mr. Greenburg: —quit bringing up anything—
Mr. Lewis: Jackass?
Mr. Greenburg: Jackass.
Mr. Lewis: Your mother is a jackass.
The Court: Hey, hey, hey. All right, y’all are both in contempt.

“Following the exchange of profanities, Mr. Greenburg grabbed Mr. Lewis’ suit jacket and both men fell to the floor.“

In addition to each being cited for contempt, Greenburg was convicted of  battery against Lewis. The Court suspended Greenburg for a year and Lewis for six months, although all but 30 days of Lewis’ suspension was stayed.

So remember, when you’re arguing with opposing counsel, leave his or her mother out of it.

lawyeristlab banner Your honor, I move to strike

Your honor, I move to strike is a post from the law firm marketing blog, Lawyerist.com

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