Call Us Today For A Free Quote | 866.940.1101
Professionals Insuring Professionals

While sharing a case can be in the best interest of the client there are cautions about making sure you document the relationship.  Any time that a Law Firm shares a case with another attorney or refers a case out to another firm, the law firm continues to have exposure for this case.  Numerous courts have allowed plaintiff attorneys when pursuing attorney malpractice claims to include all of the attorneys and law firms that have touched a case. 

It is important to document with the client the referral with a written agreement that spells out the referral or case sharing understanding.  Even if the attorney is not taking a fee for the referral, it is good practice to document and have the client sign any referral to another attorney.  If there is no fee involved should document that you are not representing your client in this matter nor have any involvement and have the client sign.  You should consult your local bar for the appropriate forms and wording for your jurisdiction. 

If you are case sharing or referring cases to other attorneys at a very minimum should make sure and require the firm that is being referred to has malpractice coverage with the limits and deductible that you are comfortable with given the matter being referred.

At a very minimum, a copy of the declarations page showing limits, deductible and prior acts dates should be obtained annually.  Better practice is to require the firm that the case is being shared with or referred to, to have a certificate of insurance issued by their insurance agent showing the referring law firm as a certificate holder.  The advantage of being a certificate holder is that if the coverage is cancelled during the policy term, the certificate holder should be notified of the coverage termination.

Share |

No Comments

Post a Comment
Required (Not Displayed)

All comments are moderated and stripped of HTML.
Submission Validation
Change the CAPTCHA codeSpeak the CAPTCHA code
Enter the Validation Code from above.
NOTICE: This blog and website are made available by the publisher for educational and informational purposes only. It is not be used as a substitute for competent insurance, legal, or tax advice from a licensed professional in your state. By using this blog site you understand that there is no broker client relationship between you and the blog and website publisher.
Blog Archive

View Mobile Version
Quick Contact
We love referrals! And thank you even more for your continued business.
Customer Service
Self policy service any time of the day, directly from our website.
Join Our Newsletter
Stay in touch with the latest events, news and offers we have.
From Our Blog From Our Customers
Read More Read More
Stay In Touch With Us Helpful Site Links Read the News
Sign up now to receive new and updates Stay up-to-date with the latest industry, community and agency news through our newscenter. We also provide handy hints on how to save on your insurance.

Read More
We have the expertise to find you the right coverage at the right price 
Powered by Insurance Website Builder