Call Us 866.940.1101 ☰ ˟
866.940.1101
Logo
  • Home
  • About Us
    • About Us
    • Employee Directory
    • Partners Page
    • Event Calendar
    • Refer a Friend
  • Get A Quote
  • Products
    • Lawyers Malpractice Insurance
    • Professional Liability Coverage For Attorneys
    • Accountants Professional Liability
    • Dentist Malpractice Insurance
    • Business Owners Policy
    • Cyber Liability Insurance
    • Workers Compensation Insurance
    • Title Agents E&O Insurance
    • Paralegal Malpractice Insurance
  • Testimonials
  • Common Terms
    • Common Terms
    • Frequently Asked Questions
  • Blog
  • Contact
  • Areas We Serve
    • Grand Rapids, MI
    • Detroit, MI
    • Lansing, MI
    • Kalamazoo, MI
Home > Blog > Attorney Malpractice Insurers Concerns about Case Sharing and Client Referrals
WEDNESDAY, JULY 21, 2021

Attorney Malpractice Insurers Concerns about Case Sharing and Client Referrals

Curious DogWhy are malpractice insurers concerned about case sharing case and client referrals? 

Any time a law firm shares a case with another attorney or refers the case out to another firm, the original law firm continues to have exposure for this case.  Numerous courts have allowed plaintiff attorneys to pursue attorney malpractice claims against all attorneys and law firms that have touched a case.  The plaintiff attorney looks for any insurance coverage that might be related to the malpractice case.

When referring or sharing a case document the relationship with your client.  Referred cases opens the referring law firm to malpractice claims from the referred client for something the other law firm did.  Document the referral with the client through a written agreement that spells out the referral or case sharing arrangement.  Even if the attorney is not taking a referral fee have your client signed a referral agreement stating that you are not representing the client in this matter, nor are you recommending the other attorney and you have no involvement in the case.  Consult your local bar for the appropriate wording and forms for your jurisdiction. 

If you are case sharing or referring cases to other attorneys at a very minimum require that the referring firm have attorney malpractice coverage with the limits and deductible that you are comfortable with given the referred matter.  Get a copy of the declarations page showing limits, deductible and prior acts dates annually. 

Better practice is getting annually a certificate of insurance showing your firm as a certificate holder on the referred to law firm’s malpractice insurance.  The advantage of being a certificate holder is if the coverage is cancelled during the policy term, the certificate holder should be notified.

Don’t let your firm’s insurer be the ‘deep pockets’ for a claims settlement.  It will cost you in the end.

Lee

 
 
   Contact Me Today
   Lee Norcross, MBA, CPCU

    Managing Director, CEO
    Click here to contact Lee Norcross, MBA, CPCU, CPIA

     (616) 940-1101 Ext. 7080

 
Posted 5:59 PM

Tags: attorney malpractice insurance, case sharing and client referral exposures
Share |


No Comments


Post a Comment
Required
Required (Not Displayed)
Required


All comments are moderated and stripped of HTML.

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
  • 2023
  • 2022
  • 2021
  • 2020
  • 2019
  • 2018
  • 2017
  • 2016
  • 2015
  • 2013
  • 2011

  • lawyers professional liability insurance(429)
  • attorney malpractice insurance(404)
  • attorney malpractice(337)
  • legal malpractice(225)
  • legal liability(134)
  • cyber insurance(107)
  • data breach(93)
  • ethics(87)
  • erp(58)
  • malpractice insurance(56)
  • claims(39)
  • title agency e&o(36)
  • accountant e&o(34)
  • retirement tail(34)
  • extended reporting period endorsement(30)
  • tail(29)
  • ownership-director-officer exclusions(28)
  • attorney fees punitive damages(28)
  • disciplinary coverage(28)
  • professional services defined(27)
  • phishing(25)
  • legal malpractice insurance(23)
  • prior acts(22)
  • claims made coverage(21)
  • extended reporting period(21)
  • cyber security(20)
  • nonpracticing extended reporting period(19)
  • cyber liability(18)
  • accountant errors & omissions(18)
  • claims reporting(18)
  • crime insurance(16)
  • ransomware(16)
  • claim prevention(16)
  • attpro tip of the month(15)
  • attorney protective cle(14)
  • insurance(14)
  • the hartford weekly newsletter(14)
  • attorney protective cle webinar(14)
  • 2022 mcgowan pro cpe webinar for accountants(13)
  • coverage(13)
  • professional liability insurance(13)
  • reducing attorney malpractice deductible costs(13)
  • business owners insurance(12)
  • mcgowan webinar series for cpas 2021(12)
  • crisis event coverage(12)
  • legal liability insurance(11)
  • bop(11)
  • fee suits(10)
  • full prior acts(10)
  • cyber crime(10)

View Mobile Version
Logo
Quick Links
Home Our Products Customer Service Payment Options Common Terms
About Us Refer A Friend Our Carriers Blog Contact Us
Location
2430 Camelot Ct SE
Grand Rapids, MI 49546

Local: 616.940.1101
Toll Free: 866.940.1101
Email: info@L2ins.com
Facebook Twitter Social LinkedIn
© Copyright. All rights reserved.
Powered by Insurance Website Builder