Master the Rules: Navigating Client Expectations in the OCG Era

Break down how to navigate and comply with Outside Counsel Guidelines (OCGs) with our new expert-authored practice note. OCGs are a critical tool clients use to manage risk, control costs, and drive accountability. From conflicts of interest policies to staffing, billing, and reporting protocols, this practice note offers practical strategies for aligning with client expectations and avoiding common pitfalls. With OCGs increasingly used to formalize the attorney-client relationship, understanding and adhering to these guidelines is essential for maintaining trust, ensuring payment, and preserving long-term engagements.

Read now »

Related Content

• Conflicts of Interest for In-House Counsel
  Anticipate and address complex conflicts of interest with this practice note exploring in-house counsel’s evolving ethical duties and the rising risk of fiduciary breach, malpractice claims, and disqualification.

• Managing Client Expectations in Litigation
  Strengthen client relationships and reduce litigation friction with this practice note on setting expectations, improving communication, and guiding clients from intake through post-litigation review.

• AI and the Evaluation of Outside Counsel
  Leverage AI to evaluate outside counsel performance covering cutting-edge tools, client and court use cases, and best practices for integrating analytics into litigation strategy with this practice note.

Practical Guidance Updates 
Featuring the latest updates from your Practical Guidance account.    

• What’s New in Practical Guidance 
  Discover the newest Practical Guidance content and resources in  this update. This guide is designed to help you find the tools and insights you need to work more efficiently and effectively. 
• New! Practical Guidance Journal, 2025 Second Edition features guidance for regulating AI in the workplace in 2025, Intellectual Property issues related to deepfakes, the emergence of AI in mergers and acquisitions, and a checklist to help when evaluating AI technology risks.
• Document alerts allow you to stay current on legal developments that affect your practice. Find out how to set up your document alerts.
• Review the Chevron Reversal Impact Resource Kit for analysis related to the Supreme Court’s decision to overturn four decades of deference to federal agency interpretations of ambiguous statutes.
• Generative Artificial Intelligence (AI) Resource Kit is a frequently updated collection of current Practical Guidance materials on generative AI, ChatGPT, and similar tools.
• Browse the Practical Guidance Author Center to see the 2600+ leading attorney authors contributing to our 26 practice areas. Interested in becoming a Practical Guidance author? Click here for details. Practical Guidance is committed to amplifying diverse voices of attorneys across all differences, including gender and race.   
• Legal Developments provide the latest updates and analyses of emerging topics impacting your practice area. Visit the Legal Developments page to see the latest topics, which also include breaking legal news and related Practical Guidance content.
• Listen Up! The Practical Guidance and Law360 Podcasts Resource Kit features interviews with industry-leading attorneys on cutting edge issues in the law: Generative AI, Cannabis, and more.
• Use the U.S. Voting Laws & Legislation Center, our free tool that provides public access to a comprehensive collection of U.S. voting laws, legislative developments, and news updates on voting laws in all states.
• Public Interest, Pro Bono, and Non-Profit Resource Kit offers valuable guidance for those providing pro bono legal services and assisting non-profit organizations and public interest groups. It includes useful content on topics including tenant’s rights, fair housing and lending, discrimination, immigration, and general non-profit resources. 

PRACTICAL GUIDANCE CUSTOMER EMAIL EDITION ON THE WEB

Experience results today with practical guidance, legal research, and data-driven insights—all in one place.

Experience Lexis+