Navigating Ethical Referrals: Client, Co-Counsel & Solicitation Guidelines (On-Demand)

Course Description

This program explores the ethical considerations and professional responsibilities involved in client referrals, co-counsel relationships, and lawyer advertising and solicitation. The speaker will provide a comprehensive overview of relevant ABA Model Rules of Professional Conduct, including Rules 1.5, 5.4, 7.1–7.3. Participants will learn how to navigate fee-splitting arrangements, avoid misleading advertising, and ensure compliance with solicitation rules. The session emphasizes best practices to protect client interests and maintain professional integrity in referral and marketing activities.

Syllabus

1. Identify and apply the ethical rules governing lawyer advertising, solicitation, and client referrals under the ABA Model Rules of Professional Conduct
2. Evaluate and structure fee-splitting and co-counsel agreements to ensure compliance with jurisdictional requirements and client consent
3. Recognize and avoid misleading advertising practices and improper solicitation techniques
4. Implement best practices for managing referral relationships, including documentation, supervision, and client communication