How In-House Counsel Outsources to “Law Companies” and Associated Compliance Issues

Patrice Asimakis
Patrice Asimakis
Nora.Legal and Legal Ease Solutions

Patrice is the Director of Legal Services at Nora.Legal (for law firms) and LegalEase Solutions (for in-house counsel). She specializes in helping law firms and in-house counsel gain efficiencies by outsourcing to virtual associates.

Jeremy Babener
Jeremy Babener
Structured Consulting

Jeremy Babener is the President of Structured Consulting and a tax lawyer by background. He chairs the Ethics Committee of the Society of Settlement Planners and served in the U.S.

On-Demand: March 14, 2022

Accrediation Provided by:
myLawCLE
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Program Summary

Legal outsourcing is used by 79 percent of law firms and 71 percent of corporate law departments (according to a 2021 Thomson Reuters study). By outsourcing and offshoring at rates of $20/hour, in-house counsel can dramatically reduce legal spend on hires. Similar savings are available by requesting that outside counsel incorporate outsourcing practices, which can even be managed by in-house counsel. In doing so, in-house and outside counsel must comply with a number of evolving ethical rules. This CLE will walk through the benefits and necessary safeguards when outsourcing legal work.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • How the ABA and state bar associations have applied ethical rules in the context of outsourcing legal services
  • What practical steps in-house counsel should take when outsourcing
  • What savings and efficiencies can be obtained by outsourcing legal work
  • How to choose between providers of outsourced legal services

Date / Time: March 14, 2022

  • 1:00 pm – 2:00 pm Eastern
  • 12:00 pm – 1:00 pm Central
  • 11:00 am – 12:00 pm Mountain
  • 10:00 am – 11:00 am Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program "live" in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for "live" CLE credit.

On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are viewable for up to one year.

Closed-captioning available

Speakers

Patrice Asimakis_Nora.Legal and Legal Ease Solutions_myLawCLEPatrice Asimakis | Nora.Legal and Legal Ease Solutions

Patrice is the Director of Legal Services at Nora.Legal (for law firms) and Legal Ease Solutions (for in-house counsel). She specializes in helping law firms and in-house counsel gain efficiencies by outsourcing to virtual associates. She has crafted innovative solutions in legal research, legal operations, contract management, compliance, litigation services, and legal analytics. She previously worked in a large firm, and as a solo practitioner, on both litigation and transactional matters.

 

Jeremy Babener_Structured Consulting_myLawCLEJeremy Babener | Structured Consulting

Jeremy Babener is the President of Structured Consulting and a tax lawyer by background. He chairs the Ethics Committee of the Society of Settlement Planners and served in the U.S. Treasury’s Office of Tax Policy. He regularly consults for Businesses in the legal industry to better serve counsel and their clients, and partners with institutions to create new financial and legal arrangements.

Agenda

I. The facts of legal outsourcing: how often, who does it, what are the benefits | 1:00 pm – 1:12 pm
II. Practical issues for in-house counsel: managing outsourced services, managing outside counsel | 1:12 pm – 1:24 pm
III. Managing malpractice issues: consent, confidentially, conflicts, review, billing | 1:24 pm – 1:36 pm
IV. Outsourcing of non-legal services | 1:36 pm – 1:48 pm
V. Choosing between providers | 1:48 pm – 2:00 pm