As a leading California exempt-organizations law firm for nearly 25 years, we have learned how important it is to get to know our clients. Looking back, the most successful relationships have been those where we have been counsel to the organization for years, enabling us to be there for them on an on-going basis and to get to know their board members and executives, their organizational culture, and their legal needs. That enables us to focus on "routine" legal needs so that they don't become big, expensive problems later.
The concept of being the organization's outsourced general legal counsel is simple. We are retained on a fixed monthly retainer and commit to being available not just when a need arises, but also to periodically discuss your legal issues and challenges on at least a monthly basis. Because we're on a fixed retainer, the incentive is to make maximum use of legal counsel, rather than to be concerned about "watching the clock" with every contact with counsel.
Our approach is opposite the typical approach, where legal counsel is sought only when a need crops up, or worse, when something goes seriously wrong. In fact, the whole idea is to help you avoid legal potholes that can require considerably more organizational resources to resolve. Over time, our approach will save the organization resources by reducing legal fees and also the costs associated with poorly-managed risk.
Once we're engaged as your outsourced general counsel, we'll set a standing monthly telephone appointment to speak with the contact person or persons for your organization. This is our opportunity to go over those things that are on your mind, and for us to ask questions that you might not have thought about.
Of course, we're also here as needed between those standing appointments. In fact, the whole point is that we're available and responsive to your organization's needs. You'll pick up the phone and call us when we're needed. Maybe you'll log in to this web site access your private and encrypted client area, where you can upload documents, download documents I've drafted or reviewed, write notes for us, and so on.