Michigan Alsp 2009(3)

Practical and Ethical Issues of Legal Outsourcing Presented by:

Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

History of Outsourcing ,[object Object],[object Object],[object Object],[object Object],[object Object]

U.S. Companies Offshore ,[object Object],[object Object],[object Object],http://www.bmacewen.com/blog/pdf/AsiaLawJulyAugust2005LegalOutsourcingToIndia.pdf

Other U.S. Companies Off-shoring To India ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What Legal Services Are Outsourced? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Are U.S. Law Firms Off-shoring Legal Work? ,[object Object],[object Object],[object Object],[object Object],http://www.bloomberg.com/apps/news?pid=20601103&refer=news&sid=aBo8DnfekWZQ

Trends in Legal Off-shoring ,[object Object],[object Object],http://www.bloomberg.com/apps/news?pid=20601103&refer=news&sid=aBo8DnfekWZQ The Professional Lawyer , Publication of the American Bar Association Center for Professional Responsibility

Benefits of Offshore Outsourcing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Practical and General Considerations When Outsourcing ,[object Object],[object Object],[object Object]

Choosing the Right Destination: Why India? ,[object Object],[object Object],[object Object],[object Object],[object Object]

India’s Differences are a Positive ,[object Object],[object Object],[object Object],[object Object],[object Object]

India’s Ultra Modern Facilities

The ABA on the Indian Lawyer ,[object Object],The Indian Lawyer: Legal Education in India and Protecting the Duty of Confidentiality while Outsourcing , The Professional Lawyer, Vol. 18, Issue 3 2007.

Outsourcing the Right Types of Work ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Work Not Suitable for Off-shoring ,[object Object],[object Object],[object Object],[object Object],[object Object]

Precautions When Outsourcing ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

4 Main Authorities on Offshore Outsourcing ,[object Object],[object Object],[object Object],[object Object]

The Ethical Rules Still Apply ,[object Object],[object Object]

How The Advantages of Offshoring Translate to Ethical Rules ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Unauthorized Practice of Law ,[object Object],[object Object]

Lawyer-Supervised Legal Work Generally Not A Violation ,[object Object],[object Object],[object Object],[object Object]

Duty to Supervise Non-Attorney Subordinates ,[object Object],[object Object]

Applying the Duty to Supervise ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

How Legal Offshore Outsourcing Works for a U.S. Based Provider

Duty to Maintain Confidentiality ABA Model Rule 1.6 ,[object Object]

Exceptions to the Rule of Confidentiality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Applying the Duty to Maintain Confidentiality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Applying the Duty to Maintain Confidences (continued) ,[object Object],[object Object],[object Object],[object Object],[object Object]

Data Security ,[object Object],[object Object]

Data Security Safeguards ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Attorney-Client Privilege ,[object Object],[object Object],[object Object]

Privilege Not Waived By Outsourcing ,[object Object],[object Object]

Applying the Duty to Avoid Conflict of Interest ,[object Object],[object Object],[object Object],[object Object]

Duty to Reasonably Bill for Legal Support Services ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Duty to Obtain Informed Consent from Client ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What’s the Verdict? ,[object Object],[object Object],[object Object],[object Object]

Embracing The Future – Practicing Law in a Global Environment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],2005 BTI Consulting Group Survey (Massachusetts research and management consulting firm)

Thank You Puneet Mohey, Esq. pmohey@lexadigm.com 248.203.9777 x150 Mark Grobbel, Esq. [email_address] 248.203.9777 x230 30200 Telegraph Road, Suite 245 Bingham Farms, MI 48025 www.lexadigm.com

Michigan Alsp 2009(3)

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