2. History of Collaborative PracticeHistory of Collaborative Practice
Commenced in USA 25 years
ago
Stu Webb – veteran family lawyer,
weary of ‘wars of the Roses’
3. HistoryHistory
Spread around the world
o USA, Canada, Britain, Italy, Australia…
Initially just family law / family lawyers
Later inclusion of other professionals
Different models in different locations
Models still evolving
Typical model used in WA:
◦ 2 x lawyers, financial & counsellor/coach
4. Response to System InadequaciesResponse to System Inadequacies
General acceptance that current legal system is
problematic
◦ Long delays in Court
◦ High costs of litigation
◦ Uncertainty of outcomes
◦ Stress of adversarial model
◦ Damage to relationships that affect families, especially
children
◦ Family matters often better outside adversarial model
5. Preservation of RelationshipPreservation of Relationship
Collaboration commenced in family law area
(only family law in WA)
Equally useful in other situations where
relationships will continue
to be important in the future
Eg: Estate disputes,
Partnership disputes,
Lessor/Lessee
6. What is Collaborative Practice?What is Collaborative Practice?
A non adversarial process
Focus on problem solving, interest based
negotiation
Process designed to preserve relationships
Dignified and civilised approach to resolving
issues that arise as a result of
the breakdown of a
relationship
7. Similar to Mediation?Similar to Mediation?
Both are forms of ADR
CP gives clients another option
CP looks similar to legally assisted mediation
– but it’s not!
◦ Involvement of coach/counsellor & financial
professional
◦ The Participation Agreement
8. Each party engages a trained Collaborative Practitioner
(lawyer)
Participation Agreement:
◦ Collaborative Practitioners are 100% committed to
settlement – Lawyers cannot go on to represent their CP
client in Court
Joint engagement of professionals
Features of Collaborative PracticeFeatures of Collaborative Practice
9. Gathering and sharing of information – full
disclosure
Parties take into account the goals and interests
of the other party, not just their own
Negotiations take place in joint meetings
◦ No traditional written legal correspondence
No unilateral action – all steps agreed by all
parties in advance
Professionals work together in a team, each
contributing their expertise
Features of Collaborative PracticeFeatures of Collaborative Practice
10. All issues important to the parties are dealt with –
not just those that a Court could consider
Creative options explored – not limited to what a
Court can order
Aim for a durable outcome
No party can take advantage of a mistake or
miscalculation of the other
Emotional environment is attended to
Legally - not a soft option
FeaturesFeatures of Collaborative Practiceof Collaborative Practice
12. 12
Emotional Process of DivorceEmotional Process of Divorce
Neocortex BrainNeocortex Brain
AnalyticalAnalytical MindMind
Limbic BrainLimbic Brain
Emotional MindEmotional Mind
Reptilian BrainReptilian Brain
Instinctive MindInstinctive Mind
13. Increased likelihood of preservation of relationships
(personal, business, family)
Minimisation of hostility and conflict
Greater safety for vulnerable parties
◦ Financial, legal, emotional
Clients’ interests are forefront, even if non legal
High success rate
Usually faster and often cheaper resolution
Collaborative Practice: AdvantagesCollaborative Practice: Advantages
14. Maximum flexibility
Creative solutions
Discrete and private
Potential for improvement of communication,
negotiation and problem solving skills - may
minimise future conflict
Collaborative Practice: AdvantagesCollaborative Practice: Advantages
15. How Does it Work?How Does it Work?
Initial contact by client/s
Determine suitability of client/matter
Assemble a team
Prepare clients for joint meetings
Agree on agenda and process for the first joint meeting
Sign Participation Agreement
All substantive matters discussed at joint meetings
Professionals debrief with each other
Non adversarial but still rigorous
16. The Collaborative TeamThe Collaborative Team
Professional backgrounds: Lawyers, accountants,
financial planners/advisors, child counsellors,
counsellors /psychologists, conflict coaches
All must be trained to participate in Collaborative
Process
Some teams may not involve financial professionals
or counsellors
17. The Collaborative LawyerThe Collaborative Lawyer
Advises and supports client – not client’s gladiator
Helps client clarify and communicate effectively about
goals, interests, hopes, worries, priorities and values
◦ Puts the law into perspective
Models and exemplifies collaborative
conflict resolution skills at meetings
Helps client find creative, comprehensive
and mutually acceptable solutions to problems
Prepares legal documents required (settlement deeds
etc)
18. Advantage of CP for LawyersAdvantage of CP for Lawyers
Offers a cost-effective option to suggest to clients
Better understanding of needs of both parties
No need to try to manage alone to resolve issues
Supported by complementary professionals
throughout process, eg to deal with emotional issues
of clients, complex financial circumstances
Far less stress
19. • May have a role in chairing meetings
• Provides individual support and assistance with managing
grief, anger, moving on to a new future
• Assesses emotional needs and issues of clients
• May facilitate team communication
• Develops strategies for managing emotions
• Focus on impact on children and other areas, depending
on expertise
19
Counsellor or CoachCounsellor or Coach
20. Financial ProfessionalFinancial Professional
20
• Gathers information
• Prepares asset register
• Educates one or both parties re finances
• Assists in creative financial option generation
• May highlight complex financial issues, eg overseas assets
• Assists with referrals to other financial experts, eg where
complex tax issues exist
• Reality tests financial options being
considered with clients: the voice
of objective expertise
• Future projections/budgets
21. 21
• Neutral source of general financial advice / info
• Financial decisions made with open eyes…
• Provides coaching to clients
• Provides cost efficiencies through specialisation
• Leverages existing knowledge and tools
• Technical support – income and capital gains tax, establishing
capital values, long term asset values, budgeting, structuring
• Painting the Picture – explanatory illustrations,
modelling tools, resource libraries
• Network of related professionals to call
upon
Financial ProfessionalFinancial Professional
22. Advantages of Team ApproachAdvantages of Team Approach
• Recognition that separation is a traumatic event that is
bigger than a legal issue
• Recognition that parties benefit from the assistance of a
range of professionals during breakups
• No one professional can best address all concerns
• The professionals work together rather than working
against each other
23. The Team Approach for ClientsThe Team Approach for Clients
‘One stop’ shop, although the expertise of other
specialists can be utilised
Cheaper to have the appropriate professionals dealing
with their area of expertise
Feel fully supported in process
Communication and emotions are heard and
acknowledged
New skills learned
Often a more efficient use of lawyer’s time if they are
assisted by the team
Neutral professionals provide a useful perspective – may
be heard more easily