Insurance diligence

Malpractice coverage should be confirmed before live matters begin.

Insurance diligence belongs at the front of the onboarding process. Scale expects attorneys to maintain active coverage and confirm policy fit before live matters begin.

Insurance expectations

Active Policy

Partner attorneys should maintain active professional liability coverage appropriate for their practice area and jurisdiction.

Carrier Review

Attorneys should confirm whether marketplace-sourced clients, administrative support, and outsourced draft assistance fit their policy terms.

No Assumption

Scale should not imply that every attorney's existing policy automatically covers every workflow. Verification matters.

Recommended attorney diligence

  • Confirm the policy is active and paid.
  • Confirm covered practice areas and jurisdictions.
  • Confirm whether non-legal administrative support affects coverage.
  • Confirm any notice or disclosure obligations.
  • Document the attorney's decision before beginning live client work.

Ready to evaluate the partnership?

Start with the application and we will review fit, practice area, capacity, insurance, and operating preferences before any onboarding step.