Lawyer Mentoring Program Forms & Materials
Access the Lawyer to Lawyer Mentoring Portal to create, submit, and download your Mentoring Agreement and Mentoring Plan.
Lawyer to Lawyer Mentoring Portal
Mentoring Plan
The Mentoring Plan includes core concepts, lawyering skills, and experiences that should be used as learning activities for the mentee and mentor during their meetings. The mentor and the mentee develop the Mentoring Plan together during their first meeting by selecting a minimum of nine activities and topics from a list of 40 possibilities. The Mentoring Plan can be submitted at or after your first mentoring meeting via the Lawyer to Lawyer Mentoring Portal.
Each of the activities and experiences that may be selected as part of an individual Mentoring Plan references a worksheet. Worksheets include questions designed to generate meaningful discussion between a mentor and mentee, citations to the Ohio Rules of Professional Conduct, and supplemental legal articles. Use of the worksheets is not mandatory, but participants are strongly encouraged to review them.
Find the worksheets here:
The Legal Community & the Community at Large
- Worksheet A: First Meeting of the Mentee and Mentor
- Worksheet B: Introduction to the Mentor's Office
- Worksheet C: Introduction to the Organized Bar
- Worksheet D: Introduction to the Courthouse
- Worksheet E: Introduction to Unwritten Customs and Rules
- Worksheet F: Introduction to Pro Bono, Civic, and Charitable Activities
Personal and Professional Development
- Worksheet G: Introduction to Career Paths and Setting Career Objectives
- Worksheet H: Introduction to Career Satisfaction
- Worksheet I: Introduction to Diversity & Inclusion
- Worksheet J: Introduction to Mental Health and Substance Use Issues
- Worksheet K: Sexual Harassment
- Worksheet L: Introduction to Management of Law School Debt
- Worksheet M: Job Searching for Lawyers
- Worksheet N: Introduction to Social Media/Technology
Ethics
- Worksheet O: Introduction to Malpractice and Grievance Traps
- Worksheet P: Introduction to Resources for Ethical Issues
- Worksheet Q: Introduction to Malpractice Insurance
- Worksheet R: Introduction to Reporting Lawyer Misconduct
- Worksheet S: Introduction to the Grievance Process
Law Practice Management
- Worksheet T: Introduction to Law Office Management
- Worksheet U: Introduction to Time Management
- Worksheet V: Introduction to Client Confidentiality
- Worksheet W: Introduction to Conflicts of Interest
- Worksheet X: Introduction to Office Personnel
- Worksheet Y: Introduction to the Prevention of the Unauthorized Practice of Law
- Worksheet Z: Introduction to Office Politics
- Worksheet AA: Introduction to Planning for Retirement, Death, or Disability
- Worksheet BB: Introduction to Leaving a Firm
Communication, Advocacy, & Negotiation
- Worksheet CC: Introduction to Client Development
- Worksheet DD: Introduction to Client Decision-Making and Involvement
- Worksheet EE: Introduction to Case Evaluation
- Worksheet FF: Introduction to Managing Difficult Clients
- Worksheet GG: Introduction to Client Communication
- Worksheet HH: Introduction to Legal Counseling
- Worksheet II: Introduction to Dealing with Others
- Worksheet JJ: Introduction to Depositions
- Worksheet KK: Introduction to Negotiation
- Worksheet LL: Introduction to Legal Writing
- Worksheet MM: Introduction to Alternative Dispute Resolution ("ADR")
- Worksheet NN: Introduction to Appellate Courts
- Worksheet OO: Co-Counseling in a Pro Bono Case
Mentoring Agreement
All participants are required to submit a Mentoring Agreement, which defines the parameters of their mentoring relationship and limits potential liability. The mentee and mentor should submit this agreement along with their Mentoring Plan at or after their first meeting at the start of the mentoring term via the Lawyer to Lawyer Mentoring Portal.
Certificate of Satisfactory Completion
To receive credit for completing the mentoring program, a Certificate of Satisfactory Completion must be executed via the Lawyer to Lawyer Mentoring Portal by both the mentee and the mentor at the conclusion of the mentoring term. In so doing, the mentee and mentor both certify the following:
- The mentee has satisfactorily completed the Lawyer to Lawyer Mentoring Program;
- The activities selected in the Mentoring Plan were completed;
- The end of term survey was completed;
- There was a discussion about substance use and mental health issues;
- There was a discussion about pro bono service; and
- There were at least nine hours of mentoring during a minimum of six meetings held in person or by video.
Upon receipt and approval of the Certificate of Satisfactory Completion, mentees receive New Lawyers Training, depending on registration status, and mentors receive CLE credit following the end of their mentoring term on June 30 or Dec. 31.