Insureds that have questions about ethical issues, best practices, and attorney standard of care matters have access to our risk management department through our attorney help line. This dedicated resource is designed to support TLIE’s insured attorneys navigate issues of legal ethics and risk management that arise in their practices. Attorneys who answer these calls can provide guidance, practical tips and strategies to minimize potential ethical and malpractice pitfalls.
At TLIE, we believe that loss prevention and risk management is an integral part of the relationship with our members and a significant benefit we can offer. Our relationship doesn’t end with the issuance of your policy. We provide ongoing support, including access to our loss prevention attorney who can answer your questions and offer guidance on issues that may arise in your practice. All TLIE Members can email rskmgmt@tlie.org for help with proactive measures to safeguard against potential risks.
As a TLIE insured, we not only protect you when things go wrong, but we also offer best practice recommendations to enhance your practice and minimize exposure to claims.
We offer a range of in person and FREE on demand CLE focused on essential topics such as client engagement, common practice pitfalls, use of technology, client communication, and wellness. We also offer articles and blog posts covering best practices in legal ethics, client management, and effective case handling.
TLIE can also assist assist in developing and/or reviewing internal policies and procedures that promote compliance and risk awareness.
Last, TLIE has a form bank with forms available to its members on common documents used in every day practice consistent with our best practices recommendations.
TLIE recognizes that minimizing risks is essential to your practice’s success. As such, TLIE’s loss prevention attorney is available to help you identify, assess, and mitigate potential issues before they lead to claims. For example, we believe that effective client communication is key to preventing claims.
TLIE provides resources and training on how to manage client expectations, address concerns proactively, and document interactions to avoid miscommunications which can lead to grievances and claims.
Members can email rskmgmt@tlie.org for assistance with questions on ethics and malpractice issues before they result in a more serious problem.
There are times when an issue needs a more thorough analysis and/or legal opinion than what TLIE can offer its members through our attorney help line or risk management consult. In those situations, TLIE will make an appropriate referral of the matter to an outside ethics attorney for further engagement. Further, TLIE will pay for the first hour of the engagement with that outside ethics counsel.
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TLIE Members can email rskmgmt@tlie.org for copies of these forms.
with Flat Fee arrangement
Joint Representation of Husband and Wife
form for division of fees disclosure to client and client consent
form for conflicts disclosures to client and client consent
form for informed consent confirmed in writing for acquiring client business interest
for Rule 5.01 Compliance
Sample Policies and Procedures
Sample Policies and Procedures
Sample Policies and Procedures
Sample Policies and Procedures
Sample Policies and Procedures
Sample Policies and Procedures
for notice to firm attorneys and non-lawyer personnel of screen and screening procedures
as required by Rule 1.10
for use with prospective client prior to consult
DISCLAIMER: These forms are intended only as examples which you may use in developing your own form. They are a starting place, not a final product, and should be adapted to the needs and circumstances of your firm. TLIE’s provision of these forms is not considered legal advice and, as always, you will need to do your own research to make your own conclusions with regard to the laws and ethical opinions. In no event will TLIE be liable for any direct, indirect, or consequential damages resulting from the use of this material.
TLIE offers both in person and FREE on demand CLE on a variety of topics. Click here to see more.