Can a lawyer hire a company to manage its law office?

Question

I recently passed the California state bar exam. I have not been able to find a Rule or Code on point. I want to hire a management company to manage my law firm. Do the California Ethics code allow this. When I say manage, I mean do payroll, everything that goes along with a management company, but not for the purpose of securing clients.

Answer 1

Hi Legalstaffcoach, I've been an attorney for a while now and when it comes to issues like this, it has been best to contact the State's Ethics Hotline. I am not admitted in CA but their number is 1-800-238-4427. Despite what I say below, it is still best to contact the bar and ask.

In any event, you probably remember from the Model Rules that we all studied for the MPRE (check as to CA of course) that there cannot be any sharing of fees in any way, maintaining independent legal judgment, etc. But, saying you want a "management" firm is a bit concerning since it "arguably" implies enroachment onto key decision making in the management of cases and law practice in general. Instead, it sounds like you are really looking for an outside consultant for such things as accounting, and bookkeeping only which should not be any problem as to bar rules. It is analogous to having an Office Manager and a bookkeeper who usually are not even attorneys.

But...the short and best answer I think anyone can give to keep you out of trouble is to call the bar. They won't be upset but happy that you even asked before you took steps towards a plan not quite certain....

Good luck with everything!

Answer 2

Sweetie, no offense but all you need is a CPA. We had one and he did everything even of course our taxes, and he kept up on all the new tax laws too. As far as I know lawyers aren't prevented from partaking in the same conveniences other businesses do. (Just get references) At some point as your practice expands you may want to hire them permanently.