Task Force on Access Through Innovation of Legal Services (ATILS)
Notice and Agenda
Friday, January 10, 2020
10:00 am - 4:00 pm
The State Bar of California
180 Howard Street
Boardroom, 4th Floor
San Francisco, CA 94105

Questions regarding any agenda item should be directed to the Committee Coordinator(s), Randall Difuntorum at 415-538-2161 or Chair, Justice Lee Edmon at 415-538-2116. Committee members are requested to notify the Committee Coordinator as early as possible in advance of the meeting if they wish to remove any item/s from the consent agenda.

Committee Members: Andrew Arruda, Simon Boehme, Tara Burd, Hon. Wendy Chang, Abhijeet Chavan, Jean Clauson, Johann Drolshagen, Margie Estrada, Lori Gonzalez, Bridget Gramme, Andrew Kucera, Joanna Mendoza, Kevin Mohr, Heather Morse, Joyce Raby, Allen Rodriguez, Toby Rothschild, Daniel Rubins, Mark Tuft, Angelina Valverde, Joshua Walker.
The order of business is approximate and subject to change.

To Join by Conference Call
Toll-Free Dial-In Number: 1-855-520-7605
Conference Code: 253-541-0212#

Open Session

A. Chair's Report
1. Roll Call
2. Call for Public Comment
[The Chair reserves the right to limit the duration of the public comment period.]
3. Chair's Report
4. Staff Report
5. Approval of Action Summary from the December 12, 2019 Meeting
B. Discussion and Possible Action
1. Recommendations Issued for Public Comment Concerning Exceptions to the Unauthorized Practice of Law, including Consideration of a Regulatory Sandbox and Other Concepts for Regulation
(Recommendations 1.0, 1.1, 2.0, 2.1, 2.2, 2.3, 2.4 and 2.5.)
2. Recommendations Issued for Public Comment Concerning Fee Sharing and Non-Lawyer Ownership, including Consideration of a Regulatory Sandbox and Other Concepts for Regulation
(Recommendations 3.1, 3.2, and 3.3.)
3. General Recommendations Issued for Public Comment
(Recommendations 1.2, 1.3, 2.6, 3.0, and 3.4.)
C. Discussion of Other Concepts Raised by the Public Comments Received and the Testimony from the August 10, 2019 Public Hearing
1. Comments received on concepts not considered by the Task Force.
D. Discussion Regarding Further Outreach to Consumers and Other Stakeholders
1. Discussion of survey of the public
2. Discussion regarding informal forum of stakeholders and member(s) of the Task Force
Closed Session

None*

In compliance with the Americans with Disabilities Act, those requiring accommodations at this meeting should notify Angela Marlaud at 415-538-2116. Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this meeting.

The notice and agenda is available at: http://board.calbar.ca.gov/Board.aspx