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Acting as a mentor

LAWPRO believes that mentoring can reduce claims.

To encourage mentoring in the legal profession, LAWPRO has undertaken several initiatives, including publication of the managing a mentoring relationship booklet. More resources can be found on the managing a mentoring relationship page of the practicePRO website (

To address the insurance-related concerns of lawyers, we have clarified the treatment of surcharges that arise when a claim is made against a lawyer.

Specifically, the Lawyers' Professional Indemnity Company will waive any deductible and claims levy surcharge on any claim made against a lawyer mentor arising out of a mentoring relationship, provided that:

  • the mentor and mentee agreed to enter into a formal mentoring relationship, as evidenced by a written document of some kind;
  • the mentor had no contact with the mentee's client that would create a solicitor/client relationship; and
  • the mentee understood that they were responsible for individually and independently satisfying themselves of the soundness of any suggestions, recommendations or advice-like comments made by the mentor.

The written document evidencing the relationship does not have to be a formal signed mentoring agreement. It can be as simple as an e-mail acknowledging the relationship and the three terms listed above. The managing a mentoring relationship booklet contains a precedent of a simple mentoring agreement.

LAWPRO encourages lawyers to act as mentors, including retired lawyers. Accordingly, lawyers exempt from payment of the premium levies can maintain their exempt status, have coverage for mentoring services provided after beginning exemption, and have their deductible (and claims levy surcharge if they return to practice) waived on any claim made against a lawyer-mentor arising out of a mentoring relationship provided that the above noted protocol is adhered to.

See also the FAQs section of this website.

Key DatesMore

April 30, 2018
Real estate and civil litigation transaction levies and forms are due for the quarter ended March 31, 2018.

April 30, 2018
Exemption forms from lawyers not practising civil litigation or real estate and wanting to exempt themselves from quarterly filings are due.

July 31, 2018
Real estate and civil litigation transaction levies and forms are due for the quarter ended June 30, 2018.


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