Colorado Supreme Court

Office of Attorney Regulation Counsel

Promoting Professionalism. Protecting the Public.

 

For information on the July 17, 2018, CLE seminar "The Colorado Lawyer Self-Assessment Program: Promoting a Thriving Law Practice," click here. CBA-CLE and the Office of Attorney Regulation Counsel are co-sponsors of this seminar.

To access the Colorado Lawyer Self-Assessment Program’s online platform, click here.

To access the Colorado Lawyer Self-Assessment Program’s print/PDF survey, click here.

To access the CLE affidavit for completing the Colorado Lawyer Self-Assessment Program, click here.

Lawyer Self-Assessment Program

The Colorado Lawyer Self-Assessment Program is designed to help lawyers better serve clients and simplify their professional lives. The program arises from a multi-year initiative of a subcommittee of the Colorado Supreme Court Advisory Committee. There are over 50 members of this subcommittee. They include lawyers and members of other professions. All members have volunteered their time to help Colorado lawyers enhance client service, competence, and professionalism. These members identified ten areas of self-assessment that allow lawyers to reflect on practice strengths and weaknesses.

The self-assessments emphasize high-quality client service, efficient law office management, and compliance with professional obligations. The self-assessment process is designed to be educational and to prevent problems before they arise. The self-assessments offer references to applicable Colorado Rules of Professional Conduct as well as a variety of educational resources on professionalism, ethics, and client service matters.

The ten self-assessments focus on the following ten core practice principles:

  1. Developing a competent practice;
  2. Communicating in an effective, timely, professional manner and maintaining professional relations;
  3. Ensuring that confidentiality requirements are met;
  4. Avoiding conflicts of interest;
  5. Maintaining appropriate file and records management systems;
  6. Managing the law firm/legal entity and staff appropriately;
  7. Charging appropriate fees and making appropriate disbursements;
  8. Ensuring that reliable trust account practices are in use;
  9. Working to improve the administration of justice and access to legal services;
  10. Wellness and inclusivity.

The subcommittee has chosen to make the self-assessments voluntary in an effort to create voluntary compliance by the Colorado legal community. The Office of Attorney Regulation Counsel does not receive any personally-attributable answers from the program. The office supports the program as part of its efforts to help lawyers successfully navigate the practice of law throughout the stages of their career. (See Pmbl. to Chs. 18-20, C.R.C.P., Rules Governing the Practice of Law, ¶ 5.)

The links to the online and print surveys with all ten individual self-assessments are above. Lawyers may take either the online or print survey depending on personal preference. Also above, Colorado lawyers will find a link to an affidavit to claim CLE credit for program participation. The additional links below provide more information about the subcommittee and the concept of proactive management-based programs (PMBP).

Minutes and materials

Subcommittee roster

Subcommittee meetings will be held the third Wednesday of every month. The next meeting is at noon on June 6, 2018, in Conference Room 1D, at the Ralph L. Carr Judicial Center, 1300 Broadway, Denver, CO. Meetings are open to the public.

For more information on the program, please contact Jonathan White, Professional Development Counsel, Office of Attorney Regulation Counsel, at 303-928-7919 or j.white@csc.state.co.us.