June 20, 2023 -- Law360 quoted Brewer, Attorneys & Counselors Senior Associate Will Brewer in an article about recent American Bar Association guidance that outlines the role of non-attorneys in client intake.
The ethics opinion states that in regards to client intake, paralegals can collect basic information, handle conflict checks, identify if the matter is in an attorney’s specialty area, answer questions about fees and representation, and collect a client’s signature. Brewer said that he hopes the opinion encourages firms to keep lawyers involved in the client onboarding process.
"Our philosophy has always been to have our lawyers in the pivot — directing retention efforts, client activities and the pursuit of every positive outcome," Brewer said.
Brewer also commented, “Everything is custom-designed, depending on the needs of the client.” He added, "at our firm, attorneys are ultimately responsible. They provide oversight and direction — managing the process from the beginning. We view that commitment as an investment in our professionalism and client service.”