The Coach and Advisor Network (CAN) is excited to offer Advisor services. Our goal is to establish strong connections with our Advisors and Participants to create a robust community that supports the development of best practices and self-directed learning. By fostering the professions’ collective competence, CAN seeks to serve the interests of the public and the professions.
These materials are designed to orient both Advisors and Participants to the CAN Advisor Model.
About the Advisor Engagement
The Advisor’s Role
All Advisors have a minimum of 5 years’ legal experience, may be practising or retired, and are matched with a Participant based on their subject matter knowledge, scope of practice (where applicable) and practice setting experience, if relevant. An Advisor brings knowledge and experience to a Participant who has taken a client matter as far as they are able without the benefit of guidance.
Scope of the Engagement
Advisors need to stay alert to the scope of the engagement and the obligations of confidentiality and conflicts throughout the 30-minute consultation.
The Advisor can act as a sounding board, can assist in identification of issues and options and can provide general guidance about substantive or procedural law. The Advisor shall not engage in any activity that would create a lawyer-client or paralegal-client relationship.
The Participant’s Role
The Participant enters into the Advisor Engagement with the understanding that the Participant is responsible for his or her own decisions and results.
The Participant is expected to have conducted appropriate research about their substantive or procedural matter before seeking an Advisor. Participants are reminded that Advisors have generously donated their time as a service to the professions and efforts should be made by Participants to make the most of the opportunity provided.
The Participant should take at least 30 minutes in advance of the call to prepare. The Participant Pre-Call Worksheet for Advisor Services is provided as a tool to assist with such preparation but its completion is not mandatory and it should not be sent to your Advisor. Participants must maintain client confidentiality and remain alert to potential conflicts of interest at all times.
The Pre-call Workshetet and any other documentation should only be sent to the Advisor with the Advisor's prior consent and after the Participant has obtained and documented client consent to this disclosure and has provided appropriate notice and information to the Advisor so he or she can satisfy his or her obligations under the Rules of Professional Conduct or the Paralegal Rules of Conduct (as applicable) to conduct an appropriate conflict check.
How are Advisor Engagements processed?
CAN will endeavor to match a Participant with an Advisor within two business days of receipt of a Request. When CAN receives a request for time with an Advisor and identifies a suitable volunteer on the roster, CAN will confirm the Engagement in an email to both the Advisor and the Participant. It is anticipated that the Advisor will provide 30 minutes of time to the Participant within two business days of CAN’s confirmation. If for any reason this is not possible or does not occur, the Participant should contact CAN so alternate arrangements can be made.