Ethics of Legal Outsourcing by Integreon’s Mark Ross is a white paper that examines the ethical and legislative issues relevant to US and UK lawyers associated with legal process outsourcing, particularly as it relates to to the offshoring of core legal support services to countries such as India, South Africa and the Philippines. Included is a detailed overview of the recently released draft rules and commentary from the ABA Ethics 20/20 Commission (US), and the Solicitors Regulation Authority (UK), which provide guidance on acceptable practices for firms that wish to ethically utilize outsourcing strategies.
Now in its third iteration, the paper addresses such pertinent topics as:
- Avoiding aiding and abetting the unauthorized practice of law
- Competent representation
- The duty to disclose
- Protecting client confidences and secrets
- Avoiding conflicts of interest
- Billing for outsourced legal support
- Malpractice insurance and LPO errors and omissions
- Export control regulations
- UK specific concerns, including data protection export issues and limitation of liability
Earlier versions of the paper were published on LLRX.com (Ethics of Legal Outsourcing, February 14, 2010) and in the San Francisco Daily Journal (Legal Outsourcing: Ethical Compliance, February 9, 2010).
Download White Paper (PDF)