Resources

Our Resource Center includes our TLI Top Tips, articles, and links to other third party resources to assist our members with their loss prevention and best practices efforts.

News, Articles, & Top Tips

TLI Top Tip

TLI Top Tip: Lessons Learned from Claims in Q1 

In the event there was any doubt that legal malpractice claims can be expensive, in the first part of 2025 TLI closed 12 claims…
TLI Top Tip

TLI Top Tip: Trust Account Do’s and Don’ts 

Follow these Do’s and Don’ts to make sure you are in compliance with Texas Disciplinary Rule of Professional Conduct 1.15 and the rules regarding…
TLI Top Tip

TLI Top Tip: ABA Formal Opinion 513 – Lawyers Cannot Stick their Head in the Sand

In August 2024, the ABA Standing Committee on Ethics and Responsibility issued ABA Formal Opinion 513 providing further guidance on the explicit duty of…
Article

The ABC’s of Buying Legal Malpractice Insurance

Purchasing legal malpractice insurance does not have to be intimidating. Whether you are newly licensed and hanging out your own shingle, or whether you…
TLI Top Tip

TLI Top Tip: Signing a Settlement Agreement without Client Involvement is Risky Business

There are two scenarios, each similar in premise, that cause problems for lawyers with respect to settlement of their client’s legal matter.  At the…
TLI Top Tip

TLI Top Tip: ABA Formal Opinion 515 – Can an attorney disclose confidential information about a client who commits a crime against the attorney? 

ABA Formal Opinion 515 discusses when a lawyer who is a victim of a crime by a bona fide client or prospective client may…
TLI Top Tip

TLI Top Tip: Lawyers and Social Media – The Duty of Confidentiality Still Applies

If you use any kind of social media platform, you may be aware that there exist various groups for lawyers on these platforms –…
Article

Should Texas Lawyers Include Arbitration Provisions in their Fee Agreements?

Many lawyers include arbitration provisions in their fee agreements looking only at the perceived benefits without considering the risks and ethical requirements.  Lawyers often…
TLI Top Tip

TLI Top Tip: Ethics Committee Opinion 706 – Lawyers cannot pay nonlawyer-owned companies based on a percentage of law firm revenues. 

Opinion 706, issued last month by the Professional Ethics Committee, determined that a lawyer cannot pay a nonlawyer-owned entity that provides a platform of…
TLI Top Tip

TLI Top Tip: Texas Supreme Court endorses Anti-Fracture Rule in Professional Liability Cases 

For several decades, Texas courts of appeal have applied the anti-fracturing rule to claims for professional malpractice preventing plaintiffs from “fracturing” a malpractice claim…
TLI Top Tip

TLI Top Top: Texas Professional Ethics Committee Opinion 705 – Ethical Issues Raised by Use of Generative AI 

In our October 28, 2024 article, we examined the responsible and ethical use of Generative AI (GAI) based on ABA Formal Ethics Opinion 512.…
TLI Top Tip

TLI Top Top: Texas Professional Ethics Committee Opinion 704 – Lawyers practicing law in Texas cannot be partners with nonlawyers. 

Texas Disciplinary Rule of Professional Conduct 5.04(b) states that a lawyer shall not form a partnership with a non-lawyer if any of the activities…
TLI Top Tip

TLI Top Top: Are you using Generative AI to draft pleadings, motions and other court-filed documents? 

In our October 28, 2024 article, we discussed ABA Formal Ethics Opinion 512 regarding the responsible and ethical use of GAI in your law…
TLI Top Tip

TLI Top Top: Wire and Check Fraud Targeting Attorneys

TLI has previously written about wire transfer scams and hacked email accounts.  The warnings and tips in those articles remain true and should be…
TLI Top Tip

TLI Top Top: Texas Ethics Opinion 702 – Lawyers can provide general education on legal topics to non-lawyers

Many years ago, I remember sitting through a junior league meeting where two young partners from a large law firm in town gave a…
Article

The Rundown on Lateral Hiring in Texas

Is the lateral candidate a good fit?  And if so, how can both the firm and the lateral hire navigate the ethical minefield for…
TLI Top Tip

TLI Top Top: ABA Opinion 514 – A Lawyer’s Obligations when Advising an Organization 

On January 8, 2025, the ABA Standing Committee on Ethics and Professional Responsibility issued Formal Opinion 514 regarding a lawyer’s duties to organizational clients…
TLI Top Tip

TLI Top Tip: Judgement creditor can have interest in malpractice recovery, and even flip positions, says Texas Supreme Court  

On December 31, 2024, the Texas Supreme Court issued its opinion in Henry S. Miller Com. Co. v. Newsom, Terry & Newsom, LLP, 2024…
TLI Top Tip

TLI TOP TIP: Mental Health Minute 

At this time of year when we reflect on resolutions for the New Year, we encourage all attorneys to embrace changes and habits that…
TLI Top Tip

TLI TOP TIP: Texas Supreme Court Decides in favor of Excess Carrier

On December 20, 2024, the Texas Supreme Court issued its opinion in Ohio Cas. Ins. Co. v. Patterson-Uti Energy, Inc. Marsh USA, Inc., 2024…
News

TLI Gives Back $3,500,000

TLI is proud to announce that the 2024 policy distribution totaled $3,500,000! This amount was approved by the TLI Board of Directors at the…

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