

Update: Generative AI Guidance
Since our original post in February, both Ontario and Manitoba have developed guidance on generative AI. Below is an update including these new resources.

Think You Might Have a Claim – Report By June 30th!
Lawyers in CLIA jurisdictions are required to report a claim as soon as practicable after learning of a claim or becoming aware of circumstances which might give rise to a claim, however unmeritorious.

From the Vault: CLIA Loss Prevention Bulletin #155: Client Selection
For over ten years, CLIA produced more than 70 articles for our Loss Prevention Bulletin. While discontinued in 2016, the advice shared in some of these articles is timeless and still of value. We’re curating those articles to bring you our ‘From the Vault’ series. The article below is #155 from November, 2003.

Bite Size CPD Series: Artificial Intelligence
A new series focuses on artificial intelligence (AI), including an overview of what it is, its strengths and weaknesses and your duties as a lawyer when using AI. While some episodes focus on the new Law Society Artificial Intelligence Guidelines, useful information is included for all. See also our recent post on Generative AI Guidance for information regarding guidelines in your jurisdiction.

Effective Email Communication
Effective communication with your client is key to avoiding claims. The Lawyer’s Insurance Association of Nova Scotia (LIANS) has compiled several useful communication tips on their website.

The 7 C’s of Effective Communication
Failure to communicate effectively with clients is the common factor in a large percentage of errors and omissions claims. The Lawyer’s Insurance Association of Nova Scotia (LIANS) has compiled several useful communication tips on their website.

From the Vault: CLIA Loss Prevention Bulletin #208: Malpractice Avoidance – Some Friendly Reminders
At the spring 2012 American Bar Association Standing Committee on Lawyers’ Professional Liability National Legal Malpractice Conference, Ronald C. Minkoff, Laura Frankel, Richard A. Simpson and Robert H. Moses presented a session on professional liability claims arising out of a family law practice.

To Take a File or Not Take a File
Before Samuel Teichroew went to law school, he met with Barney Christianson to talk about rural legal practice.

Roundup: Time Management Tips
As previously noted in our post on limitation periods, Roundup: Avoiding Missed Limitation Periods, human error and inadequate office systems are two of the reasons lawyers miss deadlines, including limitation period. Improving time management skills can help.

Recent BC Case Highlights Dangers of Generative AI
The recent Supreme Court of British Columbia decision, Zhang v. Chen, 2024 BCSC 285, highlights the danger in relying on generative AI tools, such as ChatGPT, for legal research. The lawyer in this case relied upon two non-existent cases, which were discovered subsequently to have been invented by ChatGPT.

Generative AI Guidance
With the explosion of Generative AI and the subsequent confusion and misuse by lawyers, several useful resources have been created to assist lawyers to better understand how lawyers can incorporate AI into their practice and professional responsibility considerations.

Roundup: Avoiding Missed Limitation Periods
Missed limitation periods continues to be one of the most common claims areas for CLIA Subscriber jurisdictions. Some reasons for missing a limitation period are inadequate office systems, human error and applying the wrong legislation. To help, we’ve compiled resources developed by our Subscribers and Partners. While some of the resources included below may be jurisdiction specific, there are more general useful tips throughout to help you avoid missing limitation periods no matter your jurisdiction. If you’re aware of any other useful resources or tips, please let us know!

Anti-Money Laundering and Terrorist Financing in the Canadian Legal Profession
The Federation of Law Societies of Canada recently developed an online learning program to provide guidance to legal professionals on how to mitigate money laundering and terrorist financing risks and comply with their legal and regulatory obligations.

Claims Based vs. Occurrence Based: Understanding Your Coverage Needs
In addition to mandatory professional liability insurance, CLIA offers excess insurance available to firms through our Voluntary Excess Program (VEP).

Loss Prevention Online Repository
CLIA has a strong commitment to loss prevention. We take a proactive approach to avoiding claims and recently developed a Loss Prevention Strategic Plan to more focus our energies on helping lawyers find the loss prevention resources they need.