Task Force on Access Through Innovation of Legal Services (ATILS)
Notice and Agenda
Tuesday, February 4, 2020
10:00 a.m. - 4:00 p.m.
State Bar of California
Conference Rooms 2E-G
845 South Figueroa Street
Los Angeles, CA 90017

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#

Additional Locations
1 Banting, Irvine, CA 92618
280 Valley View Road, Waterbury Center, VT 05677
500 Grand Avenue, Des Moines, IA 50309

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 January 10, 2020 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 regulatory concepts
(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 regulatory concepts
(Recommendations 3.1 (rule 5.4), 3.2 (rule 5.4) and 3.3 (rule 5.7).)
3. General Recommendations Issued for Public Comment
(Recommendations 1.2, 1.3, 2.6, 3.0 (rule 1.1), and 3.4 (including rules 7.1-7.5).)
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.
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