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l level between the two of them and explain to him that her response is not on behalf of the firm and in the event of any arising matter then both the firm and she would not be responsible nor liable. If however the policies set by the firm to guide paralegals is against that then she should completely restrain from responding to Larry though explain to her in a professional and friendly way that would not make the firm lose her as a client.
If Fran chooses to respond to Larry’s question then Larry can later on hold the firm responsible for any eventualities that may arise since its Larry that was introduced to her as the firms’ paralegal unless during the time of introduction the firm outlined specific functions and contacts that Larry is allowed to make with Fran.
On the other hand, if Fran opts not to respond to Larry’s question then they are at a risk of possibly losing him as a client since under normal circumstance he expects the firm to look out for her in legal matters and by extension other issues around her. a function that can easily be accomplished by the firm’s paralegal who is Fran.
Ethics regulating attorneys in relation to their paralegals and the clients they represent require that attorneys introduce their paralegals to their clients and outlining the extent of assistance the paralegals would offer and the level of contact. In the case of Lucy and Will, both the attorneys did not introduce their paralegals to their clients.
As the case proceeds, Roger who is Lucy’s paralegal realizes that Green was a client of his previous employer an information that he does not share with his attorney – Lucy. Ethics required that Roger to disclose that information to Lucy, an action that he opted to ignore. Green being a client of his former employer a long time ago was not an excuse for him not to abide by the ethics governing their conduct. He ought to have shared the information with Lucy and let Lucy be the one to determine its usefulness or