Resources from the Pennsylvania and Philadelphia Bar Associations’ New Endorsed Carrier
admin / 04.Apr, 2013
The
Pennsylvania Bar Association and the
Philadelphia Bar Association have recently endorsed
CNA as a professional liability insurance carrier. CNA offers some
useful legal malpractice avoidance materials. One of the nice materials CNA has put together is a “
Lawyers’ Toolkit: A Guide to Managing the Attorney-Client Relationship.” This package includes a number of sample documents including engagement agreements, a non-engagement/declination letter, conflict of interest waivers, and a closing matter/disengagement letter. CNA also publishes
Professional Counsel, a newsletter published semi-annually, with each issue delving in depth into areas of concern for professional liability avoidance. Recent editions of Professional Counsel have dealt with avoiding problematic clients, preventing problems in
pro bono representations, and the risk of a lawyer serving as director of a corporate client. CNA also has
several risk control checklists, guides, and practice aids on its website. Among the checklists are a
file opening and closing checklist and a
cloud vendor checklist. Naturally, as with any other checklists or toolkits, these materials will not prevent all professional liability risks, however, they can help serve as a guide to best practices in managing a law practice.
-Josh J.T. Byrne, Esquire
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