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Limited Scope Representation for Legal Services Providers (Live Webcast)
Oct. 6, 2009Overview
Live Webcast on October 6, 2009, 9:00 a.m. - 12:30 p.m. (P.D.T.)
This is a webcast of the live San Francisco session.
Why You Should Attend
Shrinking budgets and growing demand are causing legal services, pro bono programs and legal clinics to search for more efficient ways to deliver legal assistance to low income litigants. This program is designed not only to provide the technical background to the field, but the practical skills to use limited scope representation in a volunteer lawyer setting. Faculty will describe successful models which they have developed and provide expert advice to program developers, risk managers and legal services providers to expand the nature of the services they offer and stretch program budgets using limited scope.
This program will provide best practices, risk management materials, fee agreements, and other materials, including sample fee agreements, client handouts, and other documents designed to set up a limited scope representation practice from scratch.
Risk managers will learn the benefits of limited scope, and proven methods to avoid risk.
Volunteer lawyers will receive everything they need to take limited scope representation from the volunteer context and turn it into a turn-key profit center in their own practices.
What You Will Learn
- The ethical rules governing limited scope representation
- The special application to pro bono, clinic and legal services programs
- Best practices and practical tools for the safe and effective practice of limited scope in a variety of contexts
- How to utilize limited scope representation to target a pool of potential paying clients who are currently unrepresented
- How to limit risk, including malpractice and insurance coverage issues
- How to identify the cases which lend themselves to limited scope representation
- Which issues and clients are not good candidates for limited scope, and how to identify them at the beginning
- How to market your limited scope practice
Who Should Attend
- Pro bono recruiters
- Legal Services directors and attorneys
- Directors of "Lawyer for a Day" programs
- Law school clinicians
- Law students
- Members of law firm risk management departments
- Program developers
- Program funders
- Volunteer lawyers who want to develop skills they can take back into their "for profit" practices
- Self help program directors
- New lawyers who would like to get practical experience by volunteering to represent low income clients
Special Bonus to all Registrants
Everyone who registers will receive a link to a complete set of risk management materials, including best practices, four kinds of fee agreements, office forms, client handouts, and other materials designed to make limited scope representation both safe and profitable.
PLI Group Discounts
Groups of 4-14 from the same organization, all registering at the same time, for a PLI program scheduled for presentation at the same site, are entitled to receive a group discount. For further discount information, please contact membership@pli.edu or call (800) 260-4PLI.
Schedule
October 6, 2009, 9:00 a.m. - 12:30 p.m. (P.D.T.)
All times are P.D.T.
9:00 Program Overview
M. Sue Talia, Sharon Bashan, Tiela Chalmers, Jennie Winter
9:15 How To Use Limited Scope Representation to Maximize the Benefit to Litigants and Their Lawyers
- Introduction to Limited Scope Representation
-Definitions and context
-Models of the various types of limitations on scope
-Ethical rules
-Malpractice and insurance issues
-Client and issue screening - Safety Nets: tools for sleeping well at night
-Using the Risk Management Materials
-Intake practices
-Fee agreements
-Changes in scope
-Client handouts
-Office forms
-Work habits to develop
-Marketing your limited scope practice
10:15 Networking Break
10:30 Examples of Successful Limited Scope Clinics, Volunteer, and Legal Services Programs and What Makes Them Work- The panelists describe their legal services programs and the use of limited scope representation by both volunteer and staff attorneys
M. Sue Talia, Sharon Bashan, Tiela Chalmers, Jennie Winter
11:30 The Practical Issues, Pitfalls, and Templates to Create a Successful Program
- How this works in legal services - why it's good
- What do pro bono attorneys like or not like
- Overcoming barriers in firms - risk management
- Overcoming barriers in courts - explaining it, laying the groundwork
- What about creeping issues that leak into limited scope?
- Holistic advocacy - how to provide social services/referrals in the context of limited scope
- Client and issue screening
- Training staff
- Recruiting and working with volunteers
- Problem solving
- Program development and design
- Potential obstacles and how to remove them
- Program administration, tracking and quality control
- Managing the risk
M. Sue Talia, Sharon Bashan, Tiela Chalmers, Jennie Winter
12:30 Adjourn
Faculty
Co-Chair(s)
Tiela Chalmers, Executive Director, Volunteer Legal Services Program of the Bar Association of San FranciscoM. Sue Talia, Private Family Law Judge, Private Family Law Judge
Speaker(s)
Sharon Bashan, Director of DLVLSR, Pro Bono Project Silicon ValleyJennie Winter, Director of Client Services, Pro Bono Project Silicon Valley
Program Attorney(s)
John M. Mola, Practising Law InstituteCLE Credit
PLI makes every effort to accredit its Live Webcasts. Please check the CLE Calculator above for CLE information specific to your state.
PLI's Live Webcasts are approved for MCLE credit (unless otherwise noted in the product description) in the following states/territories:
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho*, Illinois, Indiana1, Iowa*, Kentucky*, Louisiana, Maine*, Minnesota, Mississippi, Missouri, Montana, Nebraska, North Carolina, North Dakota, New Hampshire*, New Jersey, New Mexico, Nevada, New York2, Ohio3, Oklahoma, Oregon*, Pennsylvania4, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Virgin Islands, Washington, West Virginia, Wisconsin, and Wyoming*.
*PLI will apply for credit upon request.
Arkansas, Mississippi, Ohio, Oklahoma, and Rhode Island: Audio-only live webcasts are not approved for credit.
1Indiana: Considered a distance education course. There is a 6 credit limit per year.
2 New York: Newly admitted attorneys may not take non-transitional course formats such as on-demand audio or video programs or live webcasts for CLE credit. Newly admitted attorneys not practicing law in the United States, however, may earn 12 transitional credits in non-traditional formats.
3Ohio: To confirm that the live webcast has been approved, please refer to the list of Ohio’s Approved Self Study Activities at http://www.sconet.state.oh.us. Online programs are considered self-study. Ohio attorneys have a 6 credit self-study limit per biennial compliance period. The Ohio CLE Board states that attorneys must have a 100% success rate in clicking on timestamps to receive ANY CLE credit for an online program.
4 Pennsylvania: A live webcast may be viewed individually or in a group setting. Credit may be granted to an attorney who views a live webcast individually. There is a 4.0 credit limit per year for this type of viewing. A live webcast viewed in a group setting receives live participatory credit if the program is open to the public and advertised at least 30 days prior to the program. Live webcasts viewed in a group setting that do not advertise at least 30 days prior the program will be considered "in-house", and therefore denied credit.
Running time and CLE credit hours are not necessarily the same. Please be aware that many states do not permit credit for luncheon speakers.
Note that some states limit the number of credit hours attorneys may claim for online CLE activities, and state rules vary with regard to whether online CLE activities qualify for participatory or self-study credits. For more information, refer to your state CLE website or call Customer Service at (800) 260-4PLI (4754) or email: info@pli.edu.
If you have already received credit for attending some or the entire program, please be aware that state administrators do not permit you to accrue additional credit for repeat viewing even if an additional credit certificate is subsequently issued.
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