Task Force on Access Through Innovation of Legal Services (ATILS) - Subcommittee on Alternative Business Structures/Multi-Disciplinary Practices
Notice and Agenda
Friday, June 28, 2019
10:30 a.m. - 12:00 p.m.
State Bar of California
Conference Room 4C
180 Howard Street
San Francisco, CA 94105

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Andrew Arruda at 415-538-2116. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Jean Clauson, Bridget Gramme, Joanna Mendoza, Mark Tuft, Angelina Valverde.
The order of business is approximate and subject to change.
Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the April 29, 2019 Meeting
6. Approval of Action Summary from the June 10, 2019 Meeting
B. Approval of Recommendations for Consideration by the Task Force
1. Recommendation: Entities can be composed of lawyers, non-lawyers or a combination of the two, however, regulation would be required and may differ depending on the structure of the entity.
2. Recommendation: Non-lawyers will be authorized to provide legal advice and services as an exemption to UPL with appropriate regulation.
3. Recommendation: Lawyers in traditional practice and law firms perform legal and law related services under the current regulatory framework with the intention of expanding access to justice through innovation with the use of technology and modifications in relationships with non-lawyers.
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at 415-538-2116. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Board.aspx