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Finding the Ethically Compliant New York Virtual Office

Finding the Ethically Compliant New York Virtual Office

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Without any explicit guidance from the Rules of Professional Conduct or the legislature, New York attorneys must figure out for themselves what the ethically compliant virtual office looks like in order to find a suitable vendor.

This video presentation discusses the features of the ethically compliant virtual office in New York, and rates a sample virtual office vendors in the NYC marketplace for ethical compliance.

Without any explicit guidance from the Rules of Professional Conduct or the legislature, New York attorneys must figure out for themselves what the ethically compliant virtual office looks like in order to find a suitable vendor.

This video presentation discusses the features of the ethically compliant virtual office in New York, and rates a sample virtual office vendors in the NYC marketplace for ethical compliance.

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Finding the Ethically Compliant New York Virtual Office

  1. 1. @lawfirmsuites1 Finding the Ethically Compliant Virtual Office: A sample of available vendors in New York Presented by Stephen T. Furnari, Esq. Founder of Law Firm Suites
  2. 2. @lawfirmsuites2 About Stephen T. Furnari Corporate attorney, partner & founder of the New York law firm Furnari Scher LLP. Founder of Law Firm Suites, an operator of coworking spaces for attorneys. Featured in ABA Journal, Inc., Entrepreneur, NY Daily News, Money, Fox Business and Crain’s.Contact Stephen on social media: Passion Admissions Expertise Self-employed since 2002 Start-ups & Financial Services New York, Florida, Massachusetts Helping entrepreneurial attorneys Employment History
  3. 3. @lawfirmsuites3 Shared office space exclusively for attorneys Office Rentals | Virtual Office Litigation War Room Rentals NYC Midtown | NYC Financial District Call: (212) 269-3600Connect: Space Designed for Lawyers by Lawyer Your adversaries are difficult, office space shouldn’t be. A Collaborative Community Like-minded professionals leveraging our legal experience into business opportunities. Millions in Referrals Each Year Show up to work. Be nice. Get referrals. Subsidize your rent.
  4. 4. @lawfirmsuites4 Virtual Office All lawyers practicing in New York must have an ‘office for the transaction of law business.’ --NY Judiciary Law s. 470
  5. 5. @lawfirmsuites5 Interpreting “an office for the transaction of law business” Does a virtual office meet the definition? Resources to review NYS Policy Statements Existing Case Law The ethically compliant virtual office Ethics Opinions
  6. 6. @lawfirmsuites6 Matching limited guidance with available virtual office services Connecting the Dots
  7. 7. @lawfirmsuites7 Features of the Ethically Compliant Virtual Office For non-resident attorneys with some risk tolerance Ethics Opinions NYS Policy Statements Existing Case Law Desk Space Available for rent when needed Receptionist To field pop-ins & forward mail Processes To recognize priority items & notify you Staff Training On confidentiality & privilege issues Confidentiality Place to hold private meetings Service On-site agent for service of process The Ethically Compliant Virtual Office
  8. 8. @lawfirmsuites8 Features of the Ethically Compliant Virtual Office For the truly risk averse non-resident attorney Ethics Opinions NYS Policy Statements Existing Case Law Service On-site agent for service of process Receptionist To field pop-ins & forward mail Processes To recognize priority items & notify you Staff Training On confidentiality & privilege issues Confidentiality Place to hold private meetings Permanent Desk Space Secure Storage Dedicated place to leave office items Signage Door signage identifying firm The Ethically Compliant Virtual Office
  9. 9. @lawfirmsuites9 Profiling the ethically compliant virtual office & comparing available vendors Service Analysis
  10. 10. @lawfirmsuites10 The polar extremes of virtual office compliance UPS Store | East 51st Street | NYC •  Mail & package receipt only •  No receptionists to greet pop-ins •  No conference rooms to meet clients •  No agent for service of process Law Firm Suites | Financial District | NYC •  Staff fully trained in attorney privilege & confidentiality •  Multiple private conference rooms •  Procedures for handling priority deliveries & pop-ins •  Short-term & long-term deskspace •  Agent for service of process program •  Signage & secure storage •  BONUS: Exclusive to lawyers (same set of professional ethics rules) Not Ethically Compliant Full Ethical Compliance
  11. 11. @lawfirmsuites11 Available vendors rated by ethical compliance Sage Workspaces Midtown East | NYC Limited conference rooms and no dedicated “day office” spaces, only unrented permanent offices. Signage available. Servcorp World Trade | NYC No service of process or legal ethics training program but OK with lawyer directed requests on both items. No signage. Jay Suites Financial District | NYC No service of process or legal ethics training program but OK with lawyer directed requests on both items. No signage. B B+ B+ Receptionist Processes for priority items Staff training on legal ethics Places for private meetings Agent for service of process “Day office” space Permanent office rentals Secure storage Signage Available Partially available Not available Features Key Top performers
  12. 12. @lawfirmsuites12 Available vendors rated by ethical compliance NYC Bar Midtown West | NYC Not an office. No true guest reception, inadequate meeting room facilities, no permanent workspace rentals, storage or signage. Corporate Suites Midtown East | NYC No service of process or legal ethics training program and NOT OK with lawyer directed requests on both items. Automatic failure. C- F Receptionist Processes for priority items Staff training on legal ethics Places for private meetings Agent for service of process “Day office” space Permanent office rentals Secure storage Signage Available Partially available Not available Features Key Bottom of the class
  13. 13. @lawfirmsuites13 Virtual Office Rentals Exclusively for Attorneys Referrals to pay your rent Collaborate with other lawyers just like you Easy networking opportunities Highly trained staff that makes you look great to your clients Schedule a Tour www.LawFirmSuites.com

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