How Law Firms Outsource Legal Work, Ethically

Patrice Asimakis

Nora.Legal and Legal Ease Solutions

Jeremy Babener

Structured Consulting

Jeremy Babener is the President of Structured Consulting and a tax lawyer by background. He chairs the Ethics Committee of the Society of Settlement Planners and served in the U.S.

On-Demand: February 28, 2022

$95.00 1 hour CLE

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Program Summary

Legal outsourcing is used by 79 percent of law firms and 71 percent of corporate law departments (according to a 2021 Thomson Reuters study). By outsourcing and offshoring at rates of $20/hour, associates and junior partners spend more of their time reviewing and managing work typically done by junior associates and paralegals. The practice also grows profits, especially when combined with flat-fee billing. This CLE will walk through the necessary safeguards that firms need to obtain these benefits without taking on malpractice exposure.

Key topics to be discussed:

How the ABA and state bar associations have applied ethical rules in the context of outsourcing legal services
What practical steps law firms should take when outsourcing
How to choose between providers of outsourced legal services
What savings and efficiencies can be obtained by outsourcing legal work

Date / Time: February 28, 2022

1:00 pm – 2:00 pm Eastern
12:00 pm – 1:00 pm Central
11:00 am – 12:00 pm Mountain
10:00 am – 11:00 am Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Patrice Asimakis | Nora.Legal and Legal Ease Solutions

Patrice is the Director of Legal Services at Nora.Legal (for law firms) and Legal Ease Solutions (for in-house counsel). She specializes in helping law firms and in-house counsel gain efficiencies by outsourcing to virtual associates. She has crafted innovative solutions in legal research, legal operations, contract management, compliance, litigation services, and legal analytics. She previously worked in a large firm, and as a solo practitioner, on both litigation and transactional matters.

Jeremy Babener | Structured Consulting

Jeremy Babener is the President of Structured Consulting and a tax lawyer by background. He chairs the Ethics Committee of the Society of Settlement Planners and served in the U.S. Treasury’s Office of Tax Policy. He regularly consults for Businesses in the legal industry to better serve counsel and their clients, and partners with institutions to create new financial and legal arrangements.

Agenda

I. The facts of legal outsourcing: how often, who does it, what are the benefits | 1:00 pm – 1:15 pm
II. Managing malpractice issues: consent, confidentiality, conflicts, review, billing | 1:15 pm – 1:30 pm
III. Outsourcing of non-legal services | 1:30 pm – 1:45 pm
IV. Choosing between providers | 1:45 pm – 2:00 pm