FAQs
state bar defense
As soon as possible—ideally before you submit any written response or speak with the investigator. Early involvement helps you preserve deadlines, gather the right documentation and avoid accidental admissions or inconsistencies.
A failure to respond can create separate exposure and may escalate the matter. Counsel can craft a complete, accurate response supported by exhibits that is consistent with your duties of candor and confidentiality.
Generally, it is not a good idea. Contacting the complainant can backfire, create a misunderstanding or generate new allegations (including possible claims of intimidation or improper communication).
Most attorney discipline matters start with a complaint submitted to and screened by the State Bar. After reviewing the complaint, the Office of Chief Trial Counsel may request a written response from the lawyer along with documentation. This investigatory stage is generally confidential. Some matters close without further action while others may resolve short of trial (e.g., a private or public reproval). Alternatively, the Office of Chief Trial Counsel may file a Notice of Disciplinary Charges. At that point, the matter becomes a formal, public proceeding before the State Bar Court.
The firm offers a combination of hourly and flat-fee services. Typically, investigations are done on a flat fee basis. Schedule a consultation here for further information.
general Counsel services
Your law practice is a business. Just like any other business, lawyers and law firms sometimes need the help of counsel to address various legal, ethical or other risk management issues. The firm acts as a practical, on-call legal and risk-management resource for you and your firm—from helping you navigate your ethical obligations to managing employees and vendors or other business aspects of your practice.
Issues include: (1) client intake, engagement agreements and onboarding, (2) termination/withdrawal, file retention and client property, (3) trust accounting policies and internal controls, (4) fee disputes, lien issues and refund decisions, (5) marketing/website compliance and communications, (6) supervision and delegation (partners, associates, of counsel, staff), (7) multi-jurisdiction practice questions and pro hac vice considerations, (8) subpoenas, records requests and confidentiality exceptions, and (9) technology and AI-use policies consistent with confidentiality duties. Have a specific issue that’s not identified here? Schedule a consultation and let’s chat.
Yes, the firm can review your intake-to-close workflow, trust procedures, supervision practices, calendaring/docket controls and client-communication templates, then deliver a prioritized action plan.
It starts with a consultation to learn your practice, priorities and pain points so we can come up with a plan that works for you and your firm. You can schedule a consultation here.
Services are offered through a combination of flat fee, hourly or subscription pricing depending on the nature of the work.