When Reporting on your SC Commission Compliance Report, please use this code: 180627ADT

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About the Teleseminar

Law is a profession but it’s also a practical business.  Whether you’re practicing in a larger firm or a small firm, one essential element of the business of law is client development.   Some of that comes naturally through referrals from previous clients, but a lot of it involves active outreach to potential clients or referral sources.  These outreach or client development activities are closely governed by ethics rules.  These rules limit what an attorney can do, how they can do it, and when.  All client development activity comes with potential ethical pitfalls, even the most commonplace activities like posting lawyer biographies on law firm web sites.  This program will review a cover of client development activities, identify the ethical issues of each, discuss areas of ethical risk and best practices for avoiding liability.

  • Ethics issues in descriptions of areas of practice and claims of expertise
  • Traps of lawyer biographies on law firm web sites
  • Use of law firm newsletters, blogs, and social media
  • Permissible uses of past successes, honorary titles, depictions, and claims of quality of legal service
  • Risks of associating with other law firms and referral relationships
  • Solicitation of clients through phone calls, direct mail, or email
  • Law firm name issues, including use of names of departed or deceased partners

About the Speaker

Thomas E. Spahn is a partner in the McLean, Virginia office of McGuireWoods, LLP, where he has a substantial practice advising clients on properly creating and preserving the attorney-client privilege and work product protections.  For more than 30 years he has lectured extensively on legal ethics and professionalism and has written “The Attorney-Client Privilege and the Work Product Doctrine: A Practitioner’s Guide,” a 750 page treatise published by the Virginia Law Foundation.  Mr. Spahn has served as a member of the ABA Standing Committee on Ethics and Professional Responsibility and as a member of the Virginia State Bar's Legal Ethics Committee.  He received his B.A., magna cum laude, from Yale University and his J.D. from Yale Law School.

Mandatory MCLE Credit Hours
This seminar qualifies for 1.0 MCLE Credit Hour, including up to 1.0 LEPR Credit Hour

(Instruction Level: Intermediate)*Live Teleseminar programs are not live credit programs.  Supreme Court Commission on CLE rules allow SC Bar members to use Alternatively Delivered programming to obtain up to 6.0 hours of MCLE each reporting period.   For FAQ’s please click here.