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Statement of Clients Rights In Cooperative Business Arrangements Form. This is a New York form and can be use in General.
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Statement of Client's Rights in Cooperative Business Arrangements (22 NYCRR 1205.4)
Statement of Client's Rights in
Cooperative Business Arrangements
Your lawyer is providing you with this document to explain how your rights may be affected by
the referral of your particular matter by your lawyer to a nonlegal service provider, or by the
referral of your particular matter by your lawyer to a nonlegal service provider, or by the referral
of your particular matter by a nonlegal service provider to your lawyer.
To help avoid any misunderstanding between you and your lawyer please read this document
carefully. If you have any questions about these rights, do not hesitate to ask your lawyer.
Your lawyer has entered into a contractual relationship with a nonlegal professional or
professional service firm, in the form of a cooperative business arrangement which may include
sharing of costs and expenses, to provide legal and nonlegal services. Such an arrangement may
substantially affect your rights in a number of respects. Specifically, you are advised:
1. A lawyer's clients are guaranteed the independent professional judgment and
undivided loyalty of the lawyer, uncompromised by conflicts of interest. The lawyer's
business arrangement with a provider of nonlegal services may not diminish these rights.
2. Confidences and secrets imparted by a client to a lawyer are protected by the
attorney/client privilege and may not be disclosed by the lawyer as part of a referral to a
nonlegal service provider without the separate written consent of the client.
3. The protections afforded to a client by the attorney/client privilege may not carry over
to dealings between the client and a nonlegal service provider. Information that would be
protected as a confidence or secret, if imparted by the client to a lawyer, may not be so
protected when disclosed by the client to a nonlegal service provider. Under some
circumstances, the nonlegal service provider may be required by statute or a code of ethics
to make disclosure to a government agency.
4. Even where a lawyer refers a client to a nonlegal service provider for assistance in
financial matters, the lawyer's obligation to preserve and safeguard client funds in his or
her possession continues.
You have the right to consult with an independent lawyer or other third party before signing this
agreement.
Client's Consent:
I have read the above Statement of Client's Rights in Cooperative Business Arrangements and I
consent to the referral of my particular matter in accordance with that Statement.
Client's signature
Date
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