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Advisor Application Form

Thank you for your interest in joining the Coach and Advisor Network (CAN) roster of volunteers.

An Advisor has a total of five (5) or more years of legal experience and provides support to a licensee who submits a completed Request Form and Agreement ("Participant") with client file-specific matters, substantive or procedural issues, to enhance competence in the professions.

CAN operates on the assumption that Advisors will be available to respond to two Advisor engagements per month. Once approved, volunteers can update their availability for engagements at any time by contacting CAN.

Any questions on this application relating to self-identification are entirely voluntary and are not required to process the documentation. CAN is committed to supporting diversity. Collecting this information can help CAN assess whether we are meeting our goal of supporting racialized, Indigenous, Francophone and equality-seeking groups of licensees.

You can expect to hear from CAN about your application two weeks after the date of submission. Your records on file with at the Law Society will not be updated with the information you provide on this application. You may update your contact information through the Law Society Portal.

If you have any questions about the Coach and Advisor Network or this application, please visit www.lso.ca/coachandadvisor or contact us at coachandadvisor@lso.ca or by phone at 416-947-3315 or 1-800-668-7380 x 3315.

Need to update your profile? Don’t complete a new form! Contact the CAN team directly for assistance.

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I am fluent in: (select all that apply)
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I practise in the following region(s): (select all that apply)
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My current practice setting: (select one)
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I have experience working in the following legal settings: (select all that apply)
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I have experience practising in a rural setting or smaller community: 
I have experience practising in a rural setting or smaller community: 
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Practice management issues will typically be addressed through Coaching Engagements, but sometimes an Advisor may be asked for guidance. I have sufficient experience and expertise and am willing to act as an Advisor to a Participant in the following areas: (select all that apply)
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Advisors provide guidance on substantive and procedural legal matters. Sometimes the issue arises in the context of a client file. I have sufficient experience and expertise and am willing to provide support to a Participant in the following practice areas: (Select all that apply)
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CAN is committed to promoting equality and diversity in its activities, and to enhance legal services provided by and for Racialized, Indigenous, Francophone and equality-seeking communities. The following question is voluntary and the information collected will be kept confidential by CAN in the Practice Supports and Resources Department and will not be shared with other Law Society departments. In addition to the purposes set out in this application for the collection of information provided in this application, this information may be aggregated and used for the purpose of reporting to Convocation on CAN’s diversity.I self-identify with the following communities: (check all that apply)
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On occasion, Participants may request a match to a volunteer who shares a community of interest. I authorize CAN to use the information in Question 17 to assist in making a suitable match and to share this information with the Participant in the course of making a suitable match, if necessary.
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Licensees who are currently the subject of any of the following are not eligible to become or to continue to act as a volunteer. Please check all that apply:
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Licensees who are or who have been subject to any of the following may not be eligible to become or to continue to act as a volunteer. Please check all that apply:
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If a licensee is subject to any of the items listed in paragraph 19, this application will be declined or its assessment deferred until the issue is resolved. If a licensee is or has been subject to any of the items listed in paragraph 20, CAN staff may request further information from the licensee to assist in assessing the application.

Agreement

The information provided by me on this application (“Information”) is collected by the Law Society of Ontario’s Coach and Advisor Network for the purposes of considering my application for approval as an Advisor, the administration of the Coach and Advisor Network, and as otherwise expressly set out in this application.

The Law Society may possess or may come into possession of, information about me and my practice, including but not limited to information arising from spot audit, practice review, administrative compliance, complaint, investigation, or discipline proceeding (“Existing Information”). I acknowledge that the Coach and Advisor Network will review Existing Information in its assessment of my application and of my continued eligibility as an Advisor.

The Information and Existing Information shall be used by the Coach and Advisor Network only for the purposes set out above and shall not be disclosed to any person, unless such disclosure is necessary to fulfill such purposes.

If approved as an Advisor in the Coach and Advisor Network, I agree as follows: 

1.      I have a continuing obligation to disclose promptly to the Coach and Advisor Network anything that may impact on my eligibility to serve as a volunteer.

2.     I will exercise my best efforts to provide an experience that supports the continuing competence of Participants referred to me.

3.      My name will be included on a list of approved volunteers of the Coach and Advisor Network which is maintained by, and which may be published by, the Law Society.

4.      The Coach and Advisor Network retains sole discretion to (i) approve or decline my application; (ii) defer its assessment of my application; (iii) revoke its approval of my application; or (iv) suspend me from the list of approved volunteers of the Coach and Advisor Network. I have no right of appeal from any such decision.

5.     My participation in the Coach and Advisor Network is voluntary and I will not be compensated in any way for my services as a volunteer.

6.      The Law Society of Ontario and persons administering the Coach and Advisor Network shall have no liability, however it may arise, in connection with my participation in the Coach and Advisor Network or with any support or assistance offered and/or given to a Participant by me.

7.      Without limiting paragraph 6, the use of any technology by me for the purpose of communicating with a Participant is solely at my own risk.

8.      I will not have contact with any client of a Participant that would create a lawyer-client or paralegal-client relationship.

9.      I will not disclose any information I obtain in the course of my engagement with a Participant, except with the consent of the Participant or as required by law.

10.      I will not use (directly or indirectly) for my own benefit, any information I obtain about a Participant’s business, including without limitation, business plans, business dealings, marketing plans, or other business information, except with the consent of the Participant, or as required by law.

11.      I have either obtained or waive my rights to obtain independent legal advice from my own lawyer with respect to the terms of this application prior to submitting it. I understand the terms, rights and obligations in this application.
                                                            

       I confirm my professional obligations under the Rules of Professional Conduct or Paralegal Rules of Conduct, as applicable, with respect to my participation in the Coach and Advisor Network.  

       I acknowledge that I am responsible for assessing my risk and exercising due diligence in determining the availability and sufficiency of insurance coverage, including without limitation, professional liability insurance coverage, for any claims brought against me arising from my participation in the Coach and Advisor Network.     

       By submitting this application, I hereby agree to its terms, consent to the collection, use and disclosure of the Information and Existing Information for the purposes set out above.     

  

Certification

 

1.     The information provided in my Application to serve as a volunteer in the Coach and Advisor Network is complete and accurate as of today’s date.

2.     Except as disclosed to the Coach and Advisor Network pursuant to paragraphs 19 and 20 of my application, to my knowledge, I am not aware of anything that may affect my eligibility to serve as a volunteer for the Coach and Advisor Network.

3.     I am in full compliance with all Law Society requirements, including requirements set out in the Law Society Act and the regulations and by-laws made thereunder, and the Rules of Professional Conduct or the Paralegal Rules of Conduct (as applicable). 
                                                  

       I hereby certify the above to be correct and complete to the best of my knowledge. I understand that the Coach and Advisor Network may rely on this certification in assessing this application.     

          

    
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