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SORCE for Professional Services

CNA is proud to offer our School of Risk Control Excellence (SORCE®), world-class training to help professional services firms control their risk and manage their exposures

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Published Wednesday, January 10, 2018

Social media saturates our personal and professional lives. From sharing family memories to promoting your firm's expertise to conducting a fraud investigation, the use of a social media platform is a daily — and necessary — task.

According to the ABA TECHREPORT 2016, the No. 1 reason that attorneys participate in social media is for career development and networking (73%), followed by client development (51%), education (35%) and case investigation (21%).

However, social media's influence on legal practice, client relationships and the establishment of boundaries between professional and personal activities must be navigated with care. In a recent edition of PROfessional Counsel, CNA Risk Control Specialist Theresa Garthwaite presents an overview of ethical concerns, practice challenges, potential benefits and the challenges of social media use related to the practice of law.

She points out that Linkedin is the most utilized social media forum for law practitioners, with 78% of firms reporting a social media presence on LinkedIn.

  • LinkedIn's potential benefits: Your firm and your employees can each create their own pages, and the platform is useful for firms seeking to grow their business. In addition, attorneys who share information about their professional success — such as a promotion, credential or award — do not have to worry about their posts becoming obscured among unrelated personal matters.
  • LinkedIn's potential risks: Users may unintentionally run afoul of relevant rules of professional conduct. LinkedIn offers members the option to "endorse" or "recommend" other members for their skill sets. However, such endorsements may not comply with ABA Model Rule 7.4 (d): Communication of Fields of Practice & Specialization.

If you and your firm intend to be active on social media, it's wise to create an account on a platform in which your posts will attract visibility. According to the Pew Research Center, nearly eight in 10 Americans (79%) use Facebook, which is double the usage of any other social platform. Note that while it's not uncommon for attorneys and clients to be both colleagues and friends, ensure that you exercise caution when connecting with a client on Facebook.

  • Facebook's potential benefits: Attorneys and law firms can capitalize on Facebook's vast reach of users. The platform is a user-friendly social media option for attorneys.
  • Facebook's potential risks: The platform offers great diversity in both its user participation and the content shared, including personal information. Therefore, professional posts reflecting legal practice may be inconsistent with the scope of a typical Facebook post. "Tagging," a process in which one user identifies another, can present issues as the tag could identify an attorney or a law firm in a shared post or photo. This action could create an erroneous appearance of an attorney-client relationship.

When potential clients contact an attorney or law firm through social media, lawyers should remain vigilant in adhering to the ethical responsibilities that you may owe to any prospective client.

For more information on the use of social media in client representations, or on using social media as a solo practitioner, download Theresa Garthwaite's article in CNA PROfessional Counsel: "Practicing Law in the Age of Social Media."

Insurance for Real Estate Agents

CNA is the nation’s leading insurance provider of professional liability insurance, with the financial strength, industry experience and broad portfolio of products to meet your property and casualty insurance needs.

As a real estate agent working in a highly competitive field, your expertise and reputation for providing exceptional service is what distinguishes you from the competition. Earning this reputation is not easy and maintaining it can often be difficult. Whether you are working with unhappy buyers looking for someone to blame, business interruptions due to unexpected events, or professional liability challenges, ensuring that your business can stay on track is critical to your success.

CNA is the nation's leading insurance provider of professional liability insurance, insuring more real estate professionals than any other carrier, including agents, brokers, auctioneers, title agents, appraisers, leasing agents, mortgage brokers and escrow agents.

We are the premier insurance provider of real estate agents and firms of all sizes, delivering the unique combination of financial strength, industry experience and a broad portfolio of products to meet your professional liability and other property and casualty insurance needs. Our products help real estate agents address issues related to professional liability, employee dishonesty, cyber and network liability, accounts receivable, international travel, workers' compensation and more.

Our underwriting and risk control teams are staffed with seasoned industry professionals who tailor coverages to meet your specific needs. The CNA professional liability insurance program, administered by Victor O. Schinnerer & Company, Inc., is the "Member Benefits" provider for the National Association of Realtors. And through our affiliation with Rice Insurance Service Company, LLC (RISC), we are the contracted provider of Mandatory Errors and Omissions insurance in 11 of the 13 states that mandate this coverage. In the event that a claim arises, our highly experienced claim professionals will work diligently with you on your matter.

For more than 25 years, we have developed a reputation for offering more than just a policy to real estate professionals — we deliver solid experience that helps real estate agents tackle their challenges and risks.


Learn more about our broad portfolio of insurance solutions specialized to meet the needs of your business.

CNA offers a broad portfolio of insurance solutions — from general liability to property to professional and management liability and more — specialized to meet the needs of your business.


Explore our services designed to help you manage your claims, understand your exposures, address potential losses and maintain business continuity.

CNA offers an array of services designed to help you manage your claims, understand your exposures, address potential losses and maintain business continuity.

Business Insurance Fundamentals

Learn more about how to identify the insurance and services you need to safeguard your business.

Are you looking to learn more about the kinds of insurance coverage you need before you contact your local independent agent or broker? We've developed some helpful resources and tools to get you started.

What kind of insurance do I need?
Identifying the right coverages that address your risk exposures and your greatest challenges is important. To help determine your business insurance needs, use this checklist to help guide your discussion with your independent insurance agent.

What is risk control?
Preventing and controlling risk can be just as important as being properly covered. CNA Risk Control offers a wide range of services focusing on management accountability, cost drivers and business solutions to help you improve your bottom-line profit.

Why use an independent agent?
Dedicated to offering the broadest selection of policies and coverage to best meet their customers' needs, independent agents represent multiple product lines from more than one carrier. CNA is proud to support the Independent Insurance Agents & Brokers of America and their Young Agents Committee. Find a local independent agent for you.

How can I prepare for an emergency?
Learn how to safeguard your business, your employees and your family in the event of an emergency by visiting Resources to Manage & Reduce Risk for online tools and resources from CNA's own business continuity planners and government organizations.

How can I better prepare for my policy renewal?
Your independent insurance agent is your best resource to ensure your business has the proper insurance coverage as it changes and grows year over year. Review this list of 10 items to prepare for your conversation about how your business and its insurance needs have changed since your policy was issued.

Need more information about managing your business risks?


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