D. How to Involve Clients in their Case

The following points are intended to facilitate a discussion about the responsibilities of the client and the lawyer in decision-making and the best ways to involve a client in the case.

  1. Discuss the ethical importance and necessity of involving clients in decision-making in their cases.
  2. Provide examples of the types of decisions in the mentor’s practice in which s/he involves the client, including, among other things, the way in which the client is involved, the reasons for involving the client in those instances, and the reasons for not involving the client in certain decisions which the Mentor makes.
  3. Discuss the difficulty in knowing what instructions are given (or not given) by a client and some traps that a lawyer (particularly in the new lawyer’s practice area) can fall into regarding identifying the client instructions.
  4. Share best practices that the mentor has adopted in his/her practice to document client instructions for his/her files, including confirming in writing to the client the instructions which were given and the steps which were or were not taken.

Resources:

MRPC 1.2 Commentary: http://tinyurl.com/4mxzuq8.

Comments are closed.