2007 Issue 1 - New York City Bar Association

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C I V I L R I G H T S, I N F O R M A T I O N T E C H N O L O G Y L A W, L E G A L I S S U E S A F F E C T I N G P E O P L E W I T H D I S A B I L I T I E S The Committee on Information Technology Law Kenneth M. Dreifach, Chair Karen A. Geduldig, Secretary Laurie A. Basch Ray Beckerman Elise Berkower Justin Brookman Everett S. Carbajal Bridget Connolly Joseph V. DeMarco Andrew C. DeVore Paul Wendell Garrity Ira Robert Hecht Daniel M. Kummer Lori E. Lesser Adam Lichstein Arthur S. Linker Lisa J. Marroni Karen Lynn Nachbar Debra May Nodiff Jeffrey D. Osterman Gregory B. Pemberton Joel R. Reidenberg William M. Ried Ted Sabety Jennifer Schaffel David J. Shapiro Lauren B. Shy Aaron Simpson Kevin C. Taylor Dina Ganz Traugot Charles B. Von Simson Elizabeth Hsinyi Wang Jessica Gay Weiner Mason A. Weisz Howard M. Wettan Phillip S. Yang The Committee on Legal Issues Affecting People With Disabilities John P. Herrion, Chair Lanny Rolande Alexander Robert K. Benjamin Christopher J. Bowes Gary Elias Elizabeth I. Hook Peter C. Johnson Israel E. Kornstein Dennis A. Lalli Valdi Licul David Roger Marshall Rachel J. Minter Michael J. O’Brien Jaclyn Okin Barney Abigail J. Pessen Victoria L. Richter John E. H. Stackhouse Joshua A. Stein John F. Temple T H E R E C O R D 136
Formal Opinion 2006-3 Outsourcing Legal Support Services Overseas Committee on Professional and Judicial Ethics TOPICS: Outsourcing Legal Support Services Overseas, Avoiding Aiding a Non-Lawyer in the Unauthorized Practice of Law, Supervision of Non-Lawyers, Competent Representation, Preserving Client Confidences and Secrets, Conflicts Checking, Appropriate Billing, Client Consent. DIGEST: A New York lawyer may ethically outsource legal support services overseas to a non-lawyer, if the New York lawyer (a) rigorously supervises the nonlawyer, so as to avoid aiding the non-lawyer in the unauthorized practice of law and to ensure that the non-lawyer’s work contributes to the lawyer’s competent representation of the client; (b) preserves the client’s confidences and secrets when outsourcing; (c) avoids conflicts of interest when outsourcing; (d) bills for outsourcing appropriately; and (e) when necessary, obtains advance client consent to outsourcing. CODE: DR 1-104, DR 3-101, DR 3-102, DR 4-101, DR 5- 105, DR 5-107, DR 6-101, EC 2-22, EC 3-6, EC 4-2, EC 4-5. 2 0 0 7 V O L. 6 2 , N O. 1 137
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Of Note THE NEW YORK CITY BAR PRESE
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2007 Issue 1 - New York City Bar Association

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