Click here: This just in; the LAW SOCIETY has now established a page where part V operators can provide name, address and phone number for a QR Code Court Identity Card to be downloaded to your phone and shown at the front of the Court door if requested. Otherwise, it is sufficient to say you are Counsel under regular Court rules of operation. Simply click the box on the page to confirm you are Part 5, You must also confirm confident that you will abide by the rules of professional conduct and that you are exempt from the Law Society Act's terms and any discipline proceedings as a non member but will complete twice the usual required CPD hours. ////

  

   This just in; the LAW SOCIETY has now established a  page where part V operators can provide name, address and phone number for a QR Code Court Identity Card to be downloaded to your phone and shown at the front of the Court door if requested. Otherwise, it is sufficient to say you are Counsel under regular Court rules of operation.     Simply click the box on the page to confirm you are Part  5,    

You must also  confirm confident that you will abide by the  rules of professional conduct and that  you are exempt from the Law Society Act's terms and any discipline proceedings as a non member but will complete twice the usual required CPD hours. 

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        In-house legal services provider   1.  An individual, other than a Canadian law student or an Ontario paralegal student, who,     i.  is employed by a single employer that is not a licensee or a licensee firm,   ii.  provides the legal services only for and on behalf of the employer, and   iii.  does not provide any legal services to any person other than the employer who is serving members of the public. X Copper's is an example where the employer may provide services to members of the public.      PART V PROVIDING LEGAL SERVICES WITHOUT A LICENCE.  Warren A. Lyon provides legal services under these rules as an In House Legal Service Provider who is also rented out as Temporary Counsel and also as butler or gardener or customer service rep sometimes  by the Single Employer to other companies or individuals who contact the firm for temp workers. If its an individual who is seeking the services, then after the introduction the individual  is the employer, by contract, who hires the counsel as a private individual.     But, the single employer does not provide legal services to the public.  The single employer is the client and it (the contract) is said to endure for 1 year on a "when needed" basis.     

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PART V

PROVIDING LEGAL SERVICES WITHOUT A LICENCE

Interpretation

29.  In section 30,
 
“Canadian law student” means an individual who is enrolled in a degree program at a law school in Canada that is accredited by the Society;
 
“licensee firm” means a partnership or other association of licensees, a partnership or association mentioned in Part III of By-Law 7 [Business Entities] or a professional corporation.
 
“Ontario paralegal student” means an individual who is enrolled in a legal services program in Ontario approved by the Minister of Training, Colleges and Universities that is accredited by the Society.

Providing Class P1 legal services without a licence

30.  The following may, without a licence, provide legal services in Ontario that a licensee who holds a Class P1 licence is authorized to provide:

In-house legal services provider

  1.  An individual, other than a Canadian law student or an Ontario paralegal student, who,
 
  i.  is employed by a single employer that is not a licensee or a licensee firm,
  ii.  provides the legal services only for and on behalf of the employer, and
  iii.  does not provide any legal services to any person other than the employer who is serving members of the public. X Copper's is an example where the employer may provide services to members of the public.     

Legal clinics

  2.  An individual, other than a Canadian law student or an Ontario paralegal student, who,
 
  i.  is employed by a clinic, within the meaning of the Legal Aid Services Act, 1998, that is funded by Legal Aid Ontario, 
  ii.  provides the legal services through the clinic to the community that the clinic serves and does not otherwise provide legal services, and
  iii.  has professional liability insurance coverage for the provision of the legal services in Ontario that is comparable in coverage and limits to professional liability insurance that is required of a licensee who holds a Class L1 licence.

Not-for-profit organizations

  3.  An individual who,
 
  i.  is employed by a not-for-profit organization that is established for the purposes of providing the legal services and is funded by the Government of Ontario, the Government of Canada or a municipal government in Ontario,
  ii.  provides the legal services through the organization to the community that the organization serves and does not otherwise provide legal services, and
  iii.  has professional liability insurance coverage for the provision of the legal services in Ontario that is comparable in coverage and limits to professional liability insurance that is required of a licensee who holds a Class L1 licence.

Acting for friend or neighbour

  4.  An individual,
 
  i.  whose profession or occupation is not and does not include the provision of legal services or the practice of law,
  ii.  who provides the legal services only for and on behalf of a friend or a neighbour,
  iii.  who provides the legal services in respect of not more than three matters per year, and
  iv.  who does not expect and does not receive any compensation, including a fee, gain or reward, direct or indirect, for the provision of the legal services.

Acting for family

  5.  An individual,
 
  i.  whose profession or occupation is not and does not include the provision of legal services or the practice of law,
  ii.  who provides the legal services only for and on behalf of a related person, within the meaning of the Income Tax Act (Canada), and
  iii.  who does not expect and does not receive any compensation, including a fee, gain or reward, direct or indirect, for the provision of the legal services.

Member of Provincial Parliament

  6.  An individual,
 
  i.  whose profession or occupation is not and does not include the provision of legal services or the practice of law,
  ii.  who is a member of Provincial Parliament or his or her designated staff, and
  iii.  who provides the legal services for and on behalf of a constituent of the member.

Other profession or occupation

  7.  An individual,
 
  i.  whose profession or occupation is not the provision of legal services or the practice of law,
  ii.  who provides the legal services only occasionally,
  iii.  who provides the legal services as ancillary to the carrying on of her or his profession or occupation, and
  iv.  who is a member of the Human Resources Professionals Association of Ontario in the Certified Human Resources Professional category.

Interpretation 

31.  (1)  In this section,
 
 “employer” has the meaning given it in the Workplace Safety and Insurance Act, 1997;
 
“injured workers’ group” means a not-for-profit organization that is funded by the Workplace Safety and Insurance Board to provide specified legal services to workers;
 
“public servant” has the meaning given it in the Public Service of Ontario Act, 2006;
 
“survivor” has the meaning given it in the Workplace Safety and Insurance Act, 1997;
 
“worker” has the meaning given it in the Workplace Safety and Insurance Act, 1997.

Office of the Worker Adviser

  (2)  An individual who is a public servant in the service of the Office of the Worker Adviser may, without a licence, provide the following legal services through the Office of the Worker Adviser:
 
  1.  Advise a worker, who is not a member of a trade union, or the worker’s survivors of her or his legal interests, rights and responsibilities under the Workplace Safety and Insurance Act, 1997.
  2.  Act on behalf of a worker, who is not a member of a trade union, or the worker’s survivors in connection with matters and proceedings before the Workplace Safety and Insurance Board or the Workplace Safety and Insurance Appeals Tribunal or related proceedings.

Office of the Employer Adviser

  (3)  An individual who is a public servant in the service of the Office of the Employer Adviser may, without a licence, provide the following legal services through the Office of the Employer Adviser:
 
  1.  Advise an employer of her, his or its legal interests, rights and responsibilities under the Workplace Safety and Insurance Act, 1997 or any predecessor legislation.
  2.  Act on behalf of an employer in connection with matters and proceedings before the Workplace Safety and Insurance Board or the Workplace Safety and Insurance Appeals Tribunal or related proceedings.

Injured workers’ groups

  (4)  An individual who volunteers in an injured workers’ group may, without a licence, provide the following legal services through the group:
 
  1.  Give a worker advice on her or his legal interests, rights or responsibilities under the Workplace Safety and Insurance Act, 1997.
  2.  Act on behalf of a worker in connection with matters and proceedings before the Workplace Safety and Insurance Board or the Workplace Safety and Insurance Appeals Tribunal or related proceedings.

Interpretation

32.  (1) In this section,
 
“dependants” means each of the following persons who were wholly or partly dependent upon the earnings of a member of a trade union at the time of the member’s death or who, but for the member’s incapacity due to an accident, would have been so dependent:
 
  1.  Parent, stepparent or person who stood in the role of parent to the member. 
  2.  Sibling or half-sibling.
  3.  Grandparent.
  4.  Grandchild;
 
“survivor” means a spouse, child or dependant of a deceased member of a trade union;
 
“workplace” means,
 
  (a)  in the case of a former member of a trade union, a workplace of the former member when he or she was a member of the trade union; and
  (b)  in the case of a survivor, a workplace of the deceased member when he or she was a member of the trade union.

Trade unions

  (2)  An employee of a trade union, a volunteer representative of a trade union or an individual designated by the Ontario Federation of Labour may, without a licence, provide the following legal services to the union, a member of the union, a former member of the union or a survivor:
 
  1.  Give the person advice on her, his or its legal interests, rights or responsibilities in connection with a workplace issue or dispute.
  2.  Act on behalf of the person in connection with a workplace issue or dispute or a related proceeding before an adjudicative body other than a federal or provincial court.
  3.  Despite paragraph 2, act on behalf of the person in enforcing benefits payable under a collective agreement before the Small Claims Court.
 
33.  [Revoked.]

Provision of legal services by student

34.  A student may, without a licence, provide legal services in Ontario under the direct supervision of a licensee who holds a Class L1 licence who is approved by the Society while,
 
  (a)  in service under articles of clerkship; or
  (b)  completing a work placement in the law practice program.
 

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