In mass torts and class actions, it is common to delegate initial client intake to nonlawyers ... limitations imposed by ABA Model Rule 5.3 and Formal Opinion 506. For example, Formal Opinion ...

The opinion states, "delegation of prospective client intake must be carefully and astutely managed." Lynda Shely, of The Shely Firm in Scottsdale, Arizona, the chair of the ABA committee ...