Ethical Guidelines for Legal Process Outsourcing


Legal Process Outsourcing (LPO) and virtual lawyering have one primary thing in common: they both involve giving up control over some aspect of your law practice. On one hand, you could be outsourcing projects and tasks; on the other, document storage and management functions. As a result, both the virtual practice of law and the use of LPOs create new challenges to similar ethical compliance issues. There has been significant discussion about security and ethics “in the cloud”, but addressing the ethics issues related to the use of LPOs has taken a bit of a back seat.

In a great webinar by Mark Ross, VP of Legal Solutions at Integreon, he articulates and discusses the model rules that give rise to ethical concerns as they apply to the process of choosing, contracting with, and using LPO services. These issues are of particular concern as services offered by LPOs, formerly primarily back-office operations, have crept into front-office functions that may cross the line between legal and non-legal services. Unfortunately, what is and is not considered practicing law is gaining new flexibility as a result of automation. And as the legal profession moves toward “onshoring” LPO services, the importance of these issues will expand.

Ross names 6 key points to consider when deciding to include LPO services in your repertoire of service models:

• Avoid unauthorized practice of law through proper supervision

• Provide competent representation

• Adhere to duty of disclosure/communication

• Avoid conflicts of interest

• Ensure confidentiality and security

• Bill appropriately

Please see full article below for more information.

LOADING PDF: If there are any problems, click here to download the file.

DISCLAIMER: Because of the generality of this update, the information provided herein may not be applicable in all situations and should not be acted upon without specific legal advice based on particular situations.

© Donna Seyle - Law Practice Strategy | Attorney Advertising

Written by:


Donna Seyle - Law Practice Strategy on:

Readers' Choice 2017
Reporters on Deadline

"My best business intelligence, in one easy email…"

Your first step to building a free, personalized, morning email brief covering pertinent authors and topics on JD Supra:

Sign up to create your digest using LinkedIn*

*By using the service, you signify your acceptance of JD Supra's Privacy Policy.

Already signed up? Log in here

*With LinkedIn, you don't need to create a separate login to manage your free JD Supra account, and we can make suggestions based on your needs and interests. We will not post anything on LinkedIn in your name. Or, sign up using your email address.