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Changes Wanted on Law Firm Supervisor Role and Prohibited Client Transaction Rules

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Changes Wanted on Law Firm Supervisor Role and Prohibited Client Transaction | Texas Lawyer
















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https://www.law.com/texaslawyer/2024/06/13/changes-wanted-on-law-firm-supervisor-role-and-prohibited-client-transaction-rules/

State Bar of Texas graphic State Bar of Texas logo/Lady Justice graphic. Credit: Adolfo Pesquera

The proposed rule on supervisory responsibility imposes a duty on lawyers who are in firm management to create and implement firm-wide policies and procedures to supervises others in the firm.

June 13, 2024 at 03:16 PM

4 minute read

Adolfo Pesquera

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What You Need to Know

  • The state bar members approved 12 disciplinary rules that the state supreme court must either adopt or reject.
  • One of the rules amends the responsibilities of attorneys in law firm management.
  • Another rule creates new requirements for attorneys that conduct business with clients unrelated to their case.

Two of the twelve proposed disciplinary rule changes pending approval by the Texas Supreme Court address the supervisory responsibilities of law firms and prohibited transactions with clients.

This is the fourth Texas Lawyer article in a series on the proposed rules approved by voting members of the State Bar of Texas during its April referendum.

Rule 5.01: Responsibilities of a Partner or Supervisory Lawyer

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