The Law Firm Exit: Ethical Transitions and the 'Book of Business'

When a lawyer leaves a firm, the "ownership" of the client relationship is often the primary point of contention. This CLE provides a comprehensive analysis of the ethical obligations that arise when an attorney transitions between law firms or when a firm undergoes dissolution. Panelists will guide practitioners through the lifecycle of a law firm exit. Key topics include the "Joint Notice" protocol for informing clients of a departure, the ethical boundaries of pre-departure negotiations with a new firm, and the mechanics of transferring client files while maintaining strict data security. The panel will also address the specific challenges of resolving "book of business" disputes without compromising the client's right to choice of counsel or the departing attorney's fiduciary duties.