Recent statistics indicate 56% of people experience FOMO (Fear of Missing Out) when they’re away from social networks. We don’t want you to have OBLIC FOMO! Here’s a list of user-friendly services and resources so you don’t miss out!
OBLIC HOTLINE
Insured attorneys are encouraged to utilize the OBLIC Loss Prevention Hotline for tips and support that include:
- Ethics questions
- Conflicts of interest
- Client communication and management
- Practice management
- Rules, statutes, and case law updates
Remember: there are no “dumb” questions – only questions that you don’t yet have the answer to!
OBLIC ETHICS CONSULTS
Each attorney insured under an OBLIC policy may receive up to 1 hour complimentary ethics consult with outside ethics counsel for loss prevention purposes each policy period. General questions may be able to be answered by Loss Prevention staff without use of the ethics consult, but if your question involved a specific situation or client matter, it may be better suited for an ethics consultation. Ethics consults are confidential, not subject to your deductible, and do not have impact on premiums.
OBLIC NEWS
Loss Prevention and Claims attorneys write weekly updates and articles on topics of interest. This content is emailed on Fridays to all policyholders and posted on our website. The topics covered include:
- responses to common Hotline questions,
- best practices,
- closed claims, and
- current developments.
MALPRACTICE ALERTS
Malpractice Alerts are published quarterly with in-depth coverage of risk mitigation tips, coverage explanation, law practice topics, and current developments. The Malpractice Alerts are posted on the OBLIC website and emailed to all policyholders. Look for these comprehensive newsletters at the end of March, June, September, and December!
Useful information included in the Malpractice Alerts include:
- Understanding your OBLIC coverage
- Policy Benefit spotlight
- Quarterly practice tips
- New Advisory Opinions
- Legislative, rules, case law updates
- Administrative tasks to tackle
- Articles and information of note
CYBER TOOLBOX
With cybercrimes continuing to threaten law firms, the Cyber Toolbox is available to OBLIC policyholders with practical articles, model policies, and training videos. Contact Loss Prevention for the password to access this resource.
Learn more about Top Cyber Threats including:
- Ransomware
- Email Fraud
- Pixel Tracking Litigation Risks
- Denial-of-Service Attacks
Make sure to review the tabs within the Cyber Toolbox: Knowledge Center and Training & News.
RULES OF PROFESSIONAL CONDUCT
OBLIC is pleased to provide complimentary printed copies of the Ohio Rules of Professional Conduct. First printed by OBLIC in 1992 as a service, the Rules continue to be a resource for policyholders, grievance committees, law students and the Ohio legal community. Updated Rules are being printed containing this year’s amendments. Request a copy for your firm today!
OBLIC IOLTA SPREADSHEET
OBLIC has a complimentary IOLTA spreadsheet available for our policyholders to facilitate tracking client funds. If you have any questions about IOLTA, please contact us.
OBLIC CORPORATE TRANSPARENCY ACT TRAINING VIDEO
Accessing information from the FinCEN BOI website, Director of Loss Prevention Gretchen Mote has written numerous articles and created a video demonstrating the use of the Small Entity Compliance Guide – Beneficial Ownership Information Reporting Requirements. Providing a step-by-step look at interactive flowcharts, checklists, and info–graphs to determine if a company needs to file a BOI report, Director Mote helpfully demonstrates how to use the FinCEN website to file. Please contact us to request a link to view this video resource for OBLIC policyholders.
OBLIC SAMPLE FORMS & POLICIES
Offering various templates to assist with common practice situations, Loss Prevention attorneys have collaborated on the following resources:
- File Closing Letter
- Sample Letter for Closing Law Practice
- Sample Notice of Retirement
- Sample Letter for Returning Client Files
- Sample Letters from OfficeKeeper
GUIDANCE ON AI USE IN FIRMS
OBLIC continues to monitor the use of AI in the legal profession. As this is an emerging area, OBLIC has a series of articles and resources on ethical use of generative AI, including a Model AI Use Policy. Attorneys insured by OBLIC should contact us to request the model policy and discuss opportunities and best practices for using AI in your practice.
CLE PRESENTATIONS
OBLIC often presents continuing education programs through our partnership with the Ohio Bar and at various conferences and local bar associations. These professional conduct CLEs are on topics covering succession planning, cybersecurity, IOLTA best practices, and more. Check out the Ohio Bar’s vast CLE library and register to attend the upcoming Rules of Practice and Procedure Update on July 11 at 1:00 p.m.
OBLIC WEBSITE
Visit the OBLIC website for more information:
OBLIC policy
myOBLIC portal to apply, renew, revise, pay
Court Bonds, BOP, Cyber Breach Insurance and other coverages
Answers to policy questions
Contact Us Form
HOW CAN WE HELP?
If you didn’t find what you need or you have a unique issue, please contact us. We’re here to help!
| Gretchen K. Mote, Esq. Director of Loss Prevention Ohio Bar Liability Insurance Co. Direct: 614.572.0620 [email protected] |
Merisa K. Bowers, Esq. Loss Prevention Counsel Ohio Bar Liability Insurance Co. Direct: 614.859.2978 [email protected] |
This information is made available solely for loss prevention purposes, which may include claim prevention techniques designed to minimize the likelihood of incurring a claim for legal malpractice. This information does not establish, report, or create the standard of care for attorneys. The material is not a complete analysis of the topic and should not be construed as providing legal advice. Please conduct your own appropriate legal research in this area. If you have questions about this email’s content and are an OBLIC policyholder, please contact us using the information above.
