Collaborative Practice Iacp 10.08

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Presentation about the Collaborative Practice of Law developed by the International Academy of Collaborative Professional Public Education Committee.

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Collaborative Practice Iacp 10.08

  1. 1. COLLABORATIVE PRACTICE: A Better Approach to Conflict Resolution ©2007 International Academy of Collaborative Professionals. All rights reserved. COLLABORATIVE PRACTICE ______________ ___________________________________ Resolving Disputes Respectfully
  2. 2. Collaborative Practice Introduction <ul><li>What is Collaborative Practice? </li></ul><ul><li>How does Collaborative Practice work? </li></ul><ul><li>When will Collaborative Practice work? </li></ul><ul><li>Where will Collaborative Practice work? </li></ul><ul><li>Why Collaborative Practice ? </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  3. 3. What is Collaborative Practice? <ul><li>Definition: Collaborative Practice—A dispute </li></ul><ul><li> resolution practice in which: </li></ul><ul><ul><ul><li>settlement-by-agreement is intentionally pursued as the positive outcome of legal representation; </li></ul></ul></ul><ul><ul><ul><li>cooperative practices replace adversarial techniques and litigation; and </li></ul></ul></ul><ul><ul><ul><li>the parties actively participate in all negotiations necessary for resolution. </li></ul></ul></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  4. 4. Collaborative Practice Framework <ul><ul><li>Lawyers disqualified from litigation </li></ul></ul><ul><ul><li>Clients delay or suspend litigation </li></ul></ul><ul><ul><li>Each client has independent counsel and actively participates in negotiations </li></ul></ul>What is Collaborative Practice? ©2007 International Academy of Collaborative Professionals. All rights reserved.
  5. 5. <ul><li>Discovery is willing, complete and timely—no “hide the ball” </li></ul><ul><li>Experts are jointly retained—and disqualified from litigation (unless parties agree otherwise) </li></ul><ul><li>Goal is to reach written agreement on all elements with participation in good faith in the process </li></ul>What is Collaborative Practice? Collaborative Practice Framework (cont.) ©2007 International Academy of Collaborative Professionals. All rights reserved.
  6. 6. Collaborative Practice: Recognizing the Need For a Team Approach ©2007 International Academy of Collaborative Professionals. All rights reserved. What is Collaborative Practice? Legal Financial Emotional
  7. 7. How Does Collaborative Practice Work? <ul><li>Preparation </li></ul><ul><ul><li>Agenda </li></ul></ul><ul><ul><li>Place </li></ul></ul><ul><ul><li>Food </li></ul></ul><ul><ul><li>Attire </li></ul></ul><ul><li>Conduct </li></ul><ul><ul><li>Modeling behavior </li></ul></ul><ul><ul><li>Parties are central </li></ul></ul><ul><ul><li>Expecting and handling emotion </li></ul></ul><ul><li>Follow-up </li></ul><ul><ul><li>Homework </li></ul></ul><ul><ul><li>Minutes of meetings </li></ul></ul><ul><ul><li>Prepare for next meeting </li></ul></ul>Participatory Meetings ©2007 International Academy of Collaborative Professionals. All rights reserved.
  8. 8. How Does Collaborative Practice Work? <ul><li>Focused on envisioned futures </li></ul><ul><ul><li>Interests </li></ul></ul><ul><ul><li>Goals (short and long term) </li></ul></ul><ul><ul><li>Needs </li></ul></ul><ul><li>Negotiating Transparently </li></ul><ul><li>Managing the process </li></ul><ul><ul><li>Privacy </li></ul></ul><ul><ul><li>Pace </li></ul></ul><ul><li>Working cooperatively </li></ul><ul><ul><li>Obtaining information </li></ul></ul><ul><ul><li>Exploring options </li></ul></ul><ul><ul><li>Problem solving </li></ul></ul><ul><li>Never giving up! </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved . Participatory Meetings
  9. 9. How Does Collaborative Practice Work? <ul><li>Focused on needs? </li></ul><ul><ul><li>Financial </li></ul></ul><ul><ul><li>Coaching </li></ul></ul><ul><ul><li>Consulting </li></ul></ul><ul><li>Common purpose—Best results for all </li></ul><ul><li>Leveling the playing field </li></ul><ul><li>Supporting all participants and </li></ul><ul><li>stakeholders </li></ul><ul><li>Achieving efficiencies </li></ul><ul><li>Acknowledging mutual </li></ul><ul><li>interdependence </li></ul><ul><li>Modeling teamwork </li></ul><ul><li>Non-aligned team members </li></ul>Collaborative Interdisciplinary Team ©2007 International Academy of Collaborative Professionals. All rights reserved.
  10. 10. Collaborative Practice: Communication Reality Focused Dynamic Real Time How Does Collaborative Practice Work? ©2007 International Academy of Collaborative Professionals. All rights reserved. Clarity
  11. 11. How Does Collaborative Practice Work? <ul><li>Sign Participation Agreement </li></ul><ul><li>Develop interests, concerns and goals </li></ul><ul><li>Address immediate concerns </li></ul><ul><li>Gather necessary information </li></ul><ul><li>Brainstorm possible solutions </li></ul><ul><li>Select mutually acceptable solutions </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved .
  12. 12. Adversarial Practice Problem Solving Reality How Does Collaborative Practice Work? ©2007 International Academy of Collaborative Professionals. All rights reserved .
  13. 13. Collaborative Practice Problem Solving Reality How Does Collaborative Practice Work? ©2007 International Academy of Collaborative Professionals. All rights reserved .
  14. 14. How Does Collaborative Practice Work? <ul><li>Setting the ground rules and expectations </li></ul><ul><li>Defining and limiting the engagement of the lawyers </li></ul><ul><li>Explaining the expectations about confidentiality, voluntary disclosure and “opting out” of the adversarial court system while in the collaborative process </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved. Participation Agreement
  15. 15. When Will Collaborative Practice Work? <ul><li>When the clients want control over outcome and are willing to participate </li></ul><ul><li>When a continuing relationship is desired or required </li></ul><ul><li>When resources matter </li></ul><ul><ul><ul><li>$$$$ </li></ul></ul></ul><ul><ul><ul><li>Time (in each day) </li></ul></ul></ul><ul><ul><ul><li>Energy (distraction, stress and lost opportunities) </li></ul></ul></ul><ul><li>When time (elapsed) matters </li></ul><ul><li>When privacy matters </li></ul><ul><li>When you can’t get what you need in a court </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  16. 16. Where Will Collaborative Practice Work? <ul><li>Family/Closely-held business disputes </li></ul><ul><li>Real Estate Disputes </li></ul><ul><ul><li>Construction </li></ul></ul><ul><ul><li>Development </li></ul></ul><ul><ul><li>Boundaries </li></ul></ul><ul><ul><li>Landlord/Tenant </li></ul></ul><ul><ul><li>Permitting </li></ul></ul><ul><ul><li>Finance </li></ul></ul><ul><li>Family law </li></ul><ul><ul><li>Divorce </li></ul></ul><ul><ul><li>Guardianships </li></ul></ul><ul><ul><li>Child protection </li></ul></ul><ul><li>Special Education </li></ul><ul><li>Estate Contests </li></ul><ul><li>Employment Disputes </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  17. 17. Where Will Collaborative Practice Work? <ul><li>Inside schools </li></ul><ul><li>Professional Practice Breakups </li></ul><ul><li>Partnerships </li></ul><ul><li>Franchises </li></ul><ul><li>Regulated Industries </li></ul><ul><ul><li>Financial services </li></ul></ul><ul><ul><li>Utilities </li></ul></ul><ul><ul><li>Healthcare </li></ul></ul><ul><ul><li>Insurance </li></ul></ul><ul><ul><li>Environmental law </li></ul></ul><ul><ul><li>Transportation </li></ul></ul><ul><li>Customer/supplier disputes </li></ul><ul><li>Insurance disputes </li></ul><ul><li>Intellectual property problems </li></ul><ul><li>Business torts </li></ul><ul><li>Securities disputes </li></ul><ul><li>Troubled loans </li></ul><ul><li>Non-profit disputes </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  18. 18. Attorney’s Role in the Collaborative Process <ul><li>To Advocate Collaboratively </li></ul><ul><li>Represent the individual clients, while maintaining goals of the collaborative process </li></ul><ul><li>Educate and counsel clients about legal issues and settlement options </li></ul><ul><li>Work collaboratively with the other lawyer </li></ul><ul><li>Help clients articulate interests and reach </li></ul><ul><li>agreements that meet their needs </li></ul><ul><li>Prepare legal documents and </li></ul><ul><li>settlement agreement </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  19. 19. Mental Health Specialist’s Role in the Collaborative Process <ul><li>Licensed Mental Health Professional </li></ul><ul><ul><ul><li>Coach (Case Manager) </li></ul></ul></ul><ul><ul><ul><li>Child Specialist </li></ul></ul></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  20. 20. Mental Health Specialist’ Role <ul><li>Coach Defined </li></ul><ul><ul><li>Coach VS Therapist </li></ul></ul><ul><ul><ul><ul><li>Not treating </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Spirit of partnership </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Helping through the collaborative process </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Getting through the obstacles </li></ul></ul></ul></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  21. 21. Mental Health Specialist’s Role <ul><li>Help make the process of divorce amicable </li></ul><ul><li>Healthy communication skills </li></ul><ul><li>Lower anxieties </li></ul><ul><li>Identify priorities while expanding options </li></ul><ul><li>Identify concerns </li></ul><ul><li>Focus on present and future </li></ul><ul><li>Help develop co-parenting skills </li></ul><ul><li>Help parents develop a parent plan </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved. Coach’s Role
  22. 22. Coach’s Role as Case Manager Mental Health Specialist’s Role <ul><li>Organize the process and keep it moving </li></ul><ul><li>Schedule meetings </li></ul><ul><li>Prepare agendas and summaries of the meetings </li></ul><ul><li>Address issues before they become serious, including missed deadlines </li></ul><ul><li>Both coaches discuss who will take on role of case manager </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  23. 23. Child Specialist <ul><li>Serves the Collaborative Team as an independent and neutral representative of the child/children’s needs. </li></ul><ul><li>Process allows children… </li></ul><ul><ul><li>to be listened to about their experience </li></ul></ul><ul><ul><li>to understand what is happening to their family </li></ul></ul><ul><ul><li>an opportunity to ask questions </li></ul></ul><ul><ul><li>clarification about the changes in their lives/family </li></ul></ul><ul><ul><li>to receive support and comfort </li></ul></ul><ul><ul><li>a voice in the divorce process </li></ul></ul>©2007 International Academy of Collaborative Professionals. All rights reserved. Mental Health Specialist’s Role
  24. 24. Child Specialist <ul><li>Allows parents… </li></ul><ul><ul><li>to have new information to help them make better decisions as they make important lifetime decisions </li></ul></ul><ul><ul><li>and/or validate that they are on a healthy path in their divorce process </li></ul></ul><ul><ul><li>an opportunity to consider the special needs, concerns, and perspectives of each child </li></ul></ul><ul><ul><li>to discuss anticipated difficulties inherent in co-parenting through the divorce process and beyond </li></ul></ul><ul><ul><li>to receive any recommendations, suggestions, or information that may help them when developing their Parent Plan with their coaches </li></ul></ul>©2007 International Academy of Collaborative Professionals. All rights reserved. Mental Health Specialist’s Role
  25. 25. Financial Specialist’s Role in the Collaborative Process <ul><li>Help Clients Reach Durable Agreements </li></ul><ul><li>Provide the information needed for clients to become educated about the financial consequences of various settlement options </li></ul><ul><li>Mediate/Facilitate the decision- </li></ul><ul><li>making process </li></ul><ul><li>Financial Neutral providing a safe and comfortable setting to better facilitate making financial decisions for the divorcing couple </li></ul>© 2007 International Academy of Collaborative Professionals. All rights reserved.
  26. 26. Financial Specialist’s Role Financial Specialist’s Objectives/Tasks <ul><li>Gather and organize information </li></ul><ul><li>Educate/equalize imbalance of power to make decisions </li></ul><ul><li>Deal with road blocks – Coordinate with Coach </li></ul><ul><li>Manage financial expectations of clients </li></ul><ul><li>Identify and evaluate tax consequences </li></ul><ul><li>Assist clients with developing budgets </li></ul><ul><li>Develop current and future cash flow analyses </li></ul><ul><li>Illustrate long-range financial projections </li></ul><ul><li>Create options </li></ul><ul><li>Confer with Attorneys </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved
  27. 27. Breakdown in the Collaborative Process <ul><li>Voluntary Termination </li></ul><ul><li>Abuse of Process </li></ul><ul><li>Resort to the Courts </li></ul><ul><li>Assistance in Transition </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  28. 28. Ethics <ul><li>Zealous Representation </li></ul><ul><li>Informed Consent </li></ul><ul><li>Confidentiality </li></ul><ul><li>Each Discipline’s Ethics </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  29. 29. <ul><li>Stuart Webb’s Story </li></ul><ul><li>West to California </li></ul><ul><li>Across North America and around the globe </li></ul><ul><li>A Practitioners Movement </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  30. 30. Collaborative Practice “Paradigm Shift” From To Adversarial Cooperative Past Future Facts Relationships Blame Impact Win/Lose Win/Win— Restructuring Relationships ©2007 International Academy of Collaborative Professionals. All rights reserved.
  31. 31. DISPUTE RESOLUTION ALTERNATIVES <ul><li>Collaborative Law/Practice </li></ul><ul><li>Pro Se </li></ul><ul><li>Mediation </li></ul><ul><li>Arbitration </li></ul><ul><li>Litigation </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.
  32. 32. International Academy of Collaborative Professionals (IACP) ____________________ <ul><li>[email_address] </li></ul><ul><li>11811 N. Tatum Boulevard, Suite 3031 </li></ul><ul><li>Phoenix, AZ 85028 </li></ul><ul><li>602-953-7781 </li></ul>www.collaborativepractice.com ____________________ ©2007 International Academy of Collaborative Professionals. All rights reserved.
  33. 33. Acknowledgments <ul><li>The IACP is grateful to the following who contributed slides for this presentation: </li></ul><ul><li>Douglas Reynolds, Attorney, [email_address] </li></ul><ul><li>Pennsylvania Collaborative Practice, www.pacollaborativepractice.com </li></ul><ul><li>Los Angeles Collaborative Family Law Association (LACFLA), www.lacfla.org </li></ul><ul><li>Collaborative Divorce Solutions, www.cdsoc.com ; Wiley Johnson, Ph.D.; Bart Carey, Attny; Jocelyne Shiromoto, LCSW; Midge Gold, CDFA </li></ul><ul><li>Powerpoint organized by: </li></ul><ul><li>Lynda J. Robbins, Attny and Jocelyne R. Shiromoto, LCSW </li></ul>©2007 International Academy of Collaborative Professionals. All rights reserved.

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