Tag: #legalethics #ethics

Rule 1.18 Imposes Duties Owed To A Prospective Client, But Not All Communications Result in a Person Becoming A Prospective Client

By Anne Rudolph

Lana Lawyer has a plaintiff’s personal injury practice. She does not maintain an internet web site and does not otherwise engage in advertising. However, her e-mail address is published on the State Bar of California membership records website accessible to the public.  Read More

Ethically Managing Your Legal Intake Support Staff

Ethically Managing Your Legal Intake Support Staff

By Carole J. Buckner
Senior Counsel, Klinedinst, PC

It is important for lawyers to have a solid understanding of their ethical responsibilities when managing and supervising nonlawyer assistants involved in the client intake process. Recently, the American Bar Association issued Formal Opinion 506, which addresses this topic. Read More

Civility Comes Full Circle

By David C. Carr

Once upon a time in the 19th Century, a man named David Dudley Field had some time on his hands. As a lawyer, this man was naturally inclined to write a code, a popular activity at the time. Large parts of this Code, the Field Code, became the law in a few states, including California, which had absolutely nothing to do with the fact that Field’s brother, Stephen Field, was the fifth justice of the California Supreme Court. Read More

Ethical Considerations When Using an Online Referral Service

Ethical Considerations When Using an Online Referral Service

By Alara Chilton

As a personal injury lawyer who is only licensed to practice in California, you take great pride in using the latest technology as part of your firm’s day-to-day operations. Effectively incorporating technology into your practice enables you to better serve your clients and bottom line. Recently, you saw a social media ad for an online networking service named “Referral Law, P.C.” (RL[1]) that promises: (1) a national network of lawyers to refer cases and, (2) it will handle the process of collecting referral fees for its members. Read More

Can the State Bar be held accountable for failure to discipline a lawyer?

By Deborah Wolfe

One of the many facets of serving on the SDCBA’s Legal Ethics Committee (“LEC”) (in addition to penning articles for “Ethics in Brief “and “For the Record”) includes providing MCLE seminars for other lawyers focusing on legal ethics requirements. I frequently observe on such occasions the panicked looks on attendees’ faces when something I’ve said makes them fearful about possibly having missed a conflict of interest situation, or providing a client with appropriate disclosures within ethical boundaries. The purpose of the seminars is not to scare practitioners into compliance, but merely to remind them of the high standards lawyers are expected to meet. Lawyers’ ethics require us to put our clients’ interests ahead of our own; no other profession requires such an extreme level of duty to one’s clients. To the point, Business & Professions Code section 6068(e) requires lawyers to maintain the confidences of our clients at “every peril” to ourselves. I have always interpreted this section to mean that even faced with a loaded gun, I should take a bullet rather than betray any client confidence or secret. Despite its antiquated language, subsequent case law and State Bar decisions have held this section to convey that in addition to confidences and secrets, it requires lawyers to maintain the highest level of fiduciary duty and undivided loyalty to their clients. Read More

Ethically Managing The Shiny New Toy: Ethical Obligations And Generative AI

By Edward J. McIntyre

One would have to have been living on another planet not to recognize that generative AI is upon us —and all the rage. Whether ChatGPT, Bing A.I., Bard or some other platform, it’s hard to miss the proliferation of information — and misinformation — about large-learning-model platforms. They’ll either miraculously transform the way we work, recreate, communicate — or will destroy it. Rest assured, there’s only more to come. Read More

The Duty of Candor and Issue Forfeiture: A Hard Lesson from the Court of Appeal

The Duty of Candor and Issue Forfeiture: A Hard Lesson from the Court of Appeal

By Jeff Michalowski

Candor to the tribunal is among an attorney’s most basic responsibilities under the Rules of Professional Conduct. (See Rule 3.3(a) [“A Lawyer shall not . . . knowingly make a false statement of fact or law to a tribunal . . .”].). But it is also one of the most basic features of effective lawyering.  Read More

ChatGPT Ethics Case Summary

By Brandon Kimura

Artificial Intelligence has long been imagined by both science and popular culture. With the release of ChatGPT to the public, AI is now reality and its potential application in every industry is evolving daily. The law is no exception. From applying AI to discovery, to allowing AI to argue in court, AI is here, as are the ethical issues that arise from its use. Thankfully, while the problems AI poses may be novel, at least some of the ethical answers appear to be comfortably traditional. Read More