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Delegating Legal Work: Proceed with Caution

Understand how to ethically and effectively delegate work to nonlawyers, and learn what work should and should not be delegated.

This topic is intended to provide you with a better understanding of how to effectively delegate legal work to nonattorneys. Although most attorneys utilize nonattorney staff to perform aspects of legal work, delegation can be a minefield of potential malpractice, or even lead to the unauthorized practice of law. From this information, you should be able to identify tasks that are appropriate for delegation and understand those tasks that cannot be delegated to nonlawyers. The topic will cover ethical rules that govern delegation and supervision of work as well as discuss the potential pitfalls of delegation and provide strategies for effective delegation.

64 minutes
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Benefits of Delegating Tasks to NonLawyers

  • Reduced Costs to Clients
  • Freedom to Work on Higher Level Work
  • Better Workflow

Identification of Tasks to Delegate

  • Know Your Team
  • Understand What Tasks Are Delegable
  • Understand Tasks That Cannot Be Delegated

Ethical Rules Impacting Delegation of Legal Work

  • Rules Relating to Unauthorized Practice
  • Rules Relating to Supervision
  • Rules Relating to Duties to Court and Client Impacted by Delegation

Potential Pitfalls of Delegation

  • Miscommunications
  • Errors
  • Lack of Control Over Work
  • Difficulties With Supervision
  • Requires NonBillable Time

Strategies for Effective Delegation

  • Be Realistic
  • Communication at All Stages of Delegation
  • Provide Deadlines With Ample Time for Review and Revision
  • Invest in Your Staff
  • Verify Work Is Accurate
  • Don't Substitute Anyone Else's Judgment for Your Own
  • Understand Appropriate Tasks for Delegation
  • Supervise the Work
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Maine, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on December 18, 2023.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.0 including Ethics 0.5
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education, including 0.50 hours of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.1 including Ethics 0.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours' credit, including 0.5 hours of ethics credit.
     
  • AR CLE 1.0
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.0 including Ethics 0.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 0.50 hours of professional responsibility.
     
  • CA MCLE 1.0 including Ethics 0.5
     
  • Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 0.50 hours of ethics credit.
     
  • CT CLE 1.0 including Ethics 0.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 0.50 hour(s) of ethics credit.
     
  • FL CLE 1.5 including Ethics 0.5
     
  • This course has been approved by The Florida Bar for 1.5 hours of CLE credit, including 0.50 hours of ethics credit. Course classification: Intermediate level.
     
  • GA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hours, including 0.5 ethics hour.
     
  • HI CLE 1.0
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours.
     
  • IL CLE 1.0 including Legal Ethics 0.5
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board. Of that total, credit was approved as Professional Responsibility credit by the Illinois Commission on Professionalism.
     
  • IN CLE 1.1 including Ethics 0.5
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education credit which includes 0.5 hours of ethics.
     
  • KS CLE 1.0 including Law Practice Management 1
     
  • This course has been approved by the Kansas Continuing Legal Education Commission for a maximum of 1.0 CLE credit hours, including 1.0 hours of Law Practice Management.
     
  • KY CLE 1.0 including Ethics 1
     
  • This activity has been approved by the Kentucky Bar Association Continuing Legal Education Commission for a maximum of 1.0 credits, including 1.00 ethics credit.
     
  • LA CLE 1.06
     
  • This program has been approved by the Louisiana State Bar MCLE Committee for 1.06 CLE hours.
     
  • MN CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 0.50 hours of ethics credit.
     
  • MO CLE 1.3
     
  • This course qualifies for self-study CLE credit in Missouri.
     
  • NC CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the North Carolina State Bar Board of Continuing Legal Education for 1.0 CLE hours, including 0.50 hours of ethics credit.
     
  • ND CLE 1.0 including Ethics 0.5
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • NH MCLE 1.1 including Ethics 0.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for 64 minutes of ethics credit.
     
  • NJ CLE 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit.
     
  • NM CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 0.5 hours of ethics credit.
     
  • NV CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hours, including 0.50 hours of ethics credit.
     
  • NY CLE 1.0 including Ethics and Professionalism 0.5; Areas of Professional Practice 0.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 0.50 hours and Areas of Professional Practice for 0.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OK CLE 1.0 including Ethics 0.5
     
  • This course has been approved by the Mandatory Continuing Legal Education Commission of Oklahoma for a maximum of 1.0 hours credit, of which 0.50 hour is credit covering legal ethics.
     
  • OR CLE 1.0 including Ethics 1
     
  • Approved for 1.0 CLE credits in Oregon, including 1.00 hour of ethics credit.
     
  • PA CLE 1.0 including Ethics 0.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours including 0.50 hours of ethics, professionalism or substance abuse CLE credit.
     
  • RI CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 0.50 hours of ethics credit.
     
  • TX MCLE 1.0 including Ethics 0.5
     
  • This program has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.0 credit hours, of which 0.50 credit hours will apply to legal ethics/professional responsibility credit. Lorman Education Services is an accredited sponsor, approved by the State Bar of Texas, Committee on MCLE. This program has been approved by the Texas State Bar College for 1.0 hours of CLE credit, of which 0.50 hours will apply to legal ethics/professional responsibility credit.
     
  • UT CLE 1.0
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hours.
     
  • VA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Virginia Mandatory Continuing Legal Education Board for 1.0 CLE credit hours, including 0.50 hours of ethics credit.
     
  • WA CLE 1.0 including Ethics 0.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit, including 0.50 hours of ethics credit.
     
  • WV MCLE 1.3 including Ethics 0.6
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 0.6 hours of ethics credit.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

Virginia MCLE requirements do not allow approval for programs that do not include an audio or audiovisual component.

This program was previously offered as a live webinar. Virginia MCLE requirements do not allow approval for attendance at duplicate programs.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • AK CLE 1.0 including Ethics 0.5
     
  • Arizona CLE 1.0 including Ethics 0.5
     
  • CA MCLE 1.0 including Ethics 0.5
     
  • CT CLE 1.0 including Ethics 0.5
     
  • HI CLE 1.0
     
  • ME CLE 1.0
     
  • MO CLE 1.2
     
  • NJ CLE 1.3
     
  • NM CLE 1.0
     
  • NY CLE 1.0 including Ethics and Professionalism 0.5
     
  • VT CLE 1.0
     
  • WA CLE 1.0
     
  • WV MCLE 1.3
     
  • WY CLE 1.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Natalie P. Vance

Natalie P. Vance

Klinedinst PC

  • Co-managing shareholder of the Sacramento office of Klinedinst PC
  • California legal malpractice law specialist who has represented attorneys and law firms in litigation and state bar proceedings for more than 20 years
  • Conducts regular seminars and workshops on California legal ethics and attorney malpractice
  • Contributor to the professional ethics column for the Daily Journal
  • Former chair of the California State Bar Commission on legal malpractice law specialization
  • Former chair of the California Board of Legal Specialization
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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  • State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 411020
Published 2023
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