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CAN Frequently Asked Questions

  • Defined Terms
    • What is the Coach and Advisor Network?
      The Law Society of Ontario’s (“Law Society”) Coach and Advisor Network (“CAN”) was launched in late 2016 as a modern and responsive way to foster collective competence and best practices in Ontario lawyers and paralegals.  With CAN, lawyers and paralegals are matched with Volunteer Coaches and Advisors drawn from the professions to support improved practice outcomes. 
       
    • Who is a CAN Advisor?
      A CAN Advisor is an Ontario licensee, with at least five years’ experience and approved to join the CAN Volunteer Roster, who provides up to 30 minutes of guidance to a Participant on a substantive and procedural issue on a client file.
       
    • Who is a CAN Coach?
      A CAN Coach is an Ontario licensee approved to join the CAN Volunteer Roster who provides guidance in a series of six sessions over three months to a Participant on the development of best practices and practice management skills.
       
    • Who is a CAN Management Coach?
      A CAN Management Coach is an Ontario licensee, with at least five years’ experience in a firm leadership role and approved to join the CAN Volunteer Roster, who provides up to 14 hours of one-on-one coaching by phone or video conference over a set six-month period to select firm managers enrolled as a Participant in the CAN Management Coaching program.
       
    • Who is a CAN Volunteer?
      A CAN Volunteer is an Ontario licensee approved to the CAN Volunteer Roster and may be a Coach, a Management Coach, an Advisor, or any combination of such roles. 
       
    • Who is a CAN Participant?
      A CAN Participant is an Ontario licensee who submits a completed Request Form and Agreement seeking time with either a Coach or Advisor or who is selected for the CAN Management Coaching program.
       
    • What is the CAN Volunteer Application and Agreement Form?
      Licensees who wish to be considered to serve on CAN’s Volunteer Roster must submit an Application and Agreement Form which has terms that govern their involvement with CAN, including:  collection and use of information, application of the Rules of Professional Conduct (“Rules”) and the Paralegal Rules of Conduct (“Paralegal Rules”), confidentiality, compensation, risk management, and waiver of liability.

      Coach Application forms can be found here and Advisor Application forms can be found here.
       
    • What is the CAN Request Time with a Coach or Advisor Form?
      Licensees who wish to access the support available through CAN Volunteers must submit a Request Time Form and Agreement, which has terms that govern their involvement with CAN, including:  collection and use of information, application of the Rules and Paralegal Rules, risk management, acknowledgment of requirement to independently verify any guidance provided by a CAN Volunteer, and a waiver of liability.

      Request Time with a Coach form can be found here and Request Time with an Advisor form can be found here.
       
  • CAN Volunteer Criteria
    • Who is eligible to serve on CAN’s Volunteer roster?
      CAN Volunteers must meet the following criteria to become or continue to act as a CAN Volunteer:
       
      • Licensee of the Law Society
      • Entitled to practice law or provide legal services in Ontario
      • Not subject to a licence suspension, a petition or assignment into bankruptcy, or an open complaint, investigation, disciplinary proceeding, or related court proceedings

      Other issues of a regulatory concern may also impact on becoming or continuing as a CAN Volunteer, such as:
       
      • A condition or restriction on licence,
      • An active trusteeship or undertaking,
      • A practice review report containing an opinion that the licensee is failing or has failed to meet standards of professional competence, or
      • A discipline proceeding resulting in a determination of incapacity, professional misconduct, or conduct unbecoming made against them by the Law Society Tribunal.
         
      Additional details about Eligibility are set out in the Application forms
       
    • Are all CAN Volunteers drawn from private practice?
      No.  CAN welcomes CAN Volunteers from all practice settings, including those from community legal clinics, in-house, government, private practice, not-for-profit organizations, educational institutions, Legal Aid Ontario, adjudicators, and those who are retired/not practising.  CAN draws on a broad base of support for the professions.
    • Are all CAN Volunteers currently practising?
      No.  CAN Volunteers may be on a leave of absence, not currently practising, or retired from practice. So long as they are entitled to practise law or provide legal services in Ontario, and otherwise meet CAN’s criteria, they are eligible to volunteer. This approach ensures that the professions benefit from a broad base of support.
       
    • Is there a minimum number of years of practice required to serve on CAN’s Volunteer Roster?
      It depends on the role chosen. 

      For Coaches, there is no minimum number of years of practice.  CAN believes that peer-to-peer support is a valuable tool for learning, accountability, and collegiality, so CAN welcomes Coach Volunteer applicants regardless of their years of practice experience.

      For Advisors, there is a minimum requirement of five years’ relevant practice experience.  Since Advisor Engagements are designed to help lawyers and paralegals navigate substantive and procedural law inquiries, including on client files, CAN Advisors must bring relevant experience and expertise to the Engagements.
       
    • Which practice areas are represented on CAN’s Volunteer Roster?
      The CAN Volunteer Roster spans most practice areas, including those that may be considered novel.  Where a CAN Volunteer with the relevant experience is not available, CAN will make efforts to recruit in that area to better meet future needs.  Participants will be notified if we are unable to meet the request within the stated timelines.
       
  • CAN Engagements
    • What is a CAN Engagement?
      A CAN Engagement is a match between a Participant and a CAN Volunteer which is initiated by a licensee through the submission of a Request for Time forms and confirmed by CAN in writing.
       
    • How long is a CAN Engagement?
      Coaching engagements are to be completed in one 1.5 hour intake session followed by five 30-minute sessions over approximately three months
       
      Advisor Engagements are to be completed in one 30-minute phone call.
       
    • What is the scope of a CAN Engagement?
      CAN Engagements are about improving practice outcomes in the public interest.  Coaches support the implementation of best practices and practice management skills.  Advisors provide guidance on substantive and procedural law, including inquiries arising on client files.

      CAN Engagements cannot be used for
       
      • personal legal or disciplinary matters
      • activities that include direct contact between a CAN Volunteer and a Participant’s client.

      If a CAN Volunteer determines that the Request is beyond the scope of a CAN Engagement, the CAN Volunteer should convey their concern and end the Engagement with the Participant, and then contact CAN.
       
    • Do Professional Requirements and Obligations apply to CAN Engagements?
      CAN Volunteers and Participants are subject to all requirements and obligations set out in the submitted Application, Request Forms, Agreements, the Law Society Act, the Law Society’s By-Laws, and the Rules or  Paralegal Rules, as applicable.
       
    • Is a CAN Engagement confidential?
      Yes.  Absent the Participant’s consent or a legal requirement, CAN maintains information received about any individual Request for Time in strict confidence.  CAN reports information in the aggregate to support continuous improvements and accountability. 

      Absent the Participant’s consent or a legal requirement, information shared with a CAN Volunteer is also maintained in confidence pursuant to paragraphs 9 and 10 of the CAN Application and Agreement Forms submitted by CAN Volunteers. 
       
    • What risk management measures has CAN adopted?
      CAN Engagements are designed to reduce risk so that CAN Volunteers and Participants can focus together on professional development and practice issues.  CAN assists with:
       
      • Documentation of the terms of the Coaching or Advising Engagement, which includes:
        • the limited scope of the Engagement which meets LAWPRO®’s risk management criteria (i.e. CAN Volunteers will not have contact with the Participants’ clients that would create a lawyer-client relationship, and the Participants will independently satisfy themselves of any suggestions or recommendations put forward by the Volunteers);
        • the confidentiality obligations on the part of the CAN Volunteer;
        • that engaging as a CAN Volunteer is strictly pro bono on the part of the CAN Volunteer; and
        • a waiver of liability.
      • Ongoing review of the eligibility of all CAN Volunteers to serve on the CAN Roster;
      • A matching process designed to reduce the risk of potential and actual conflicts of interest in creating an Engagement;
      • Orientation materials, training, and other practical tools to support the compliance of Participants and CAN Volunteers with their obligations under the Rules and Paralegal Rules while in a CAN Engagement.
    • How does CAN reduce the risk of potential or actual conflicts of interest when making CAN Engagements?
      All CAN Volunteers and Participants must comply with their obligations to avoid conflicts of interest under Rule 3.4 of the Rules and Rule 3.04 of the Paralegal Rules, as applicable.
       
      CAN has developed a process to assist with conflict checking and expedite the matching process. Participants agree to follow this process when they Request Time with a CAN Volunteer. Specifically:
       
      1. Participants must identify the names of individuals with whom or firms with which an Engagement could raise a potential or actual conflict of interest and record those names in the Request for Time.
      2. In addition, Participants must review the CAN Volunteer Roster [hyperlink] and identify the names of any CAN Volunteers with whom an Engagement could raise a potential or actual conflict of interest and record those names in the Request for Time
      3. Using the most current information available to the Law Society, CAN staff will exclude those names and firms in making a match, but cannot accommodate preferences to be matched with a particular CAN Volunteer.  
      4. Participants must also consider and identify if any confidential information needs to be disclosed for a meaningful discussion. Confidential information means all information concerning the business and affairs of the client acquired in the course of the professional relationship (r. 3.3-1 of the Rules; r. 3.03 of the Paralegal Rules). Contextual information about the client’s situation, even if the client is not identified, may still be considered confidential under the Rules or Paralegal Rules.
      5. If confidential information needs to be disclosed, prior to any disclosure to the CAN Volunteer, Participants must inform the CAN Volunteer of the need for disclosure and provide them with the information required for the CAN Volunteer to determine whether it is appropriate to proceed and, if so, to conduct an appropriate conflict check.
      6. Participants have an ongoing obligation to assess and identify potential conflicts of interest that may arise throughout the Engagement (e.g., after being matched, a Participant may learn that the opposing party is represented by a CAN Volunteer or that CAN Volunteer’s firm).
       
      Notwithstanding the conflict process for Participants described above, CAN Volunteers should also assess and monitor Engagements to avoid conflicts of interest: 
       
      1. CAN Volunteers should exercise their professional judgment to determine whether they should conduct a conflict check prior to or at any time during the Engagement.
      2. CAN Volunteers should also be alert to the inadvertent disclosure of confidential information by a Participant and take appropriate steps. Such steps may include asking the Participant not to share or to stop sharing this information, conducting a conflict check, ending the Engagement, and/or considering the impact of the disclosure on their practice, if any.
      3. A CAN Volunteer must decline or end the Engagement if they have any concern that the Engagement may result in a conflict of interest that contravenes the Rules or the Paralegal Rules, as applicable.
       
      All Requests must be initiated through CAN using a Request for Time form to ensure that all CAN Engagements satisfy CAN’s risk management protocols.  Participants must not contact CAN Volunteers directly.
       
    • Are claims arising from a CAN Engagement covered by my professional liability insurer?
      Errors and Omissions coverage for claims arising from a CAN relationship requires a fact-specific inquiry conducted by a professional liability insurer. Coverage may not be available for all claims.
    • Does LAWPRO® support CAN Engagements?
      All practising lawyers and some paralegals who are in a multi-disciplinary practice or in partnership with lawyers are insured by LAWPRO®. LAWPRO® is supportive of CAN Engagements, and mentorship relationships and has established criteria for these relationships that, if met, will result in a waiver of the deductible and Claims History Levy Surcharge if a claim arises from the mentorship relationship. However, please be aware that, as noted above, LAWPRO® coverage may not be available for all claims arising from a CAN relationship. Any excess coverage will be under the terms of the relevant excess insurance policy.

      LAWPRO® requires that:
      • Mentorship relationships be confirmed in writing
      • Mentors have no contact with the mentee’s clients that would create a lawyer-client relationship
      • ​The mentee understands that they are personally responsible for satisfying themselves of the soundness of any suggestions, recommendations, or advice-like comments made by the mentor.  

      For further information, please review LAWPRO®’s Managing a Mentoring Relationship booklet, available through practicePRO®.

      LAWPRO® also provides $250,000 base run-off insurance which may be available to respond to claims covered under the policy for some lawyers who qualify for an exemption from insurance. See LAWPRO®’s website for more information.
    • Do other Professional Liability Insurers support CAN Engagements?

      Paralegals (other than those required to be insured under the LAWPRO® program) obtain their Errors and Omissions insurance from a variety of insurers. For more information on the availability of coverage with respect to their participation in CAN, paralegal CAN Volunteers may wish to contact their professional liability insurers and provide them with copies of the CAN Application and Agreement and Request for Time with a Coach (or Advisor) Form and Agreement (as applicable). 

  • FAQs from CAN Volunteers
    • What supports are available to me as a CAN Volunteer?
      Through the CAN Volunteer Community webpage, CAN has created a convenient, centralized location for CAN Volunteers to access information relevant to their roles.  There you will find the latest CAN News, a calendar of events, access to a LinkedIn CAN Volunteer discussion page, self-guided multi-media orientation and training materials, and a library of archived resources, including webcasts on a variety of topics relevant to your CAN Volunteer role.  Each year, CAN develops, or jointly offers, complimentary professionalism programs designed with CAN Volunteers in mind.  Plus, the CAN Team is ready to answer any questions you may have.
       
    • How do I access the CAN Volunteer Community Webpage?
      Once approved, CAN Volunteers are authorized users of the CAN Community page based on their Law Society Licensee number.  If you are logging in for the first time, enter your Law Society Licensee Number, leave the password field blank, and click the “Forgot Password” button.  A link to create a password will be sent to the email address you used to apply to CAN.  This link will expire within 24 hours and can only be used once. 

      If you have difficulties accessing the CAN Community page, contact CAN.
       
    • How do I update my contact information or other aspects of my CAN Volunteer profile?
      If you have new contact information or would like to make changes to the practice area(s) or practice management topic(s) listed on your profile, please contact CAN.  Current and accurate information helps us make better matches.
       
    • Should my Participant send me a completed Participant Pre-Call Worksheet in advance of our Advisor Engagement call?
      As a general rule, CAN recommends against this practice to reduce the risk of inadvertent disclosure of confidential information by the Participant and to avoid the creation of a potential conflict of interest for the Advisor. 
       
      Participants should not disclose any confidential client information or documentation to you unless: (1) it is strictly necessary for the Advisor Engagement; (2) they have obtained and documented client consent in accordance with the Rules and Paralegal Rules (3) they have provided notice to you so you can determine whether it is appropriate to proceed, and if so, take steps to comply with your obligation to conduct an appropriate conflict check; and (4) you have confirmed with the Participant that you are willing to receive such information, including the completed Pre-Call Worksheet.
       
      Advisors should consider addressing confidentiality with the Participants at the start of each Advisor Engagement to ensure that the parties are working with a shared understanding. 
       
    • My Participant wants to send me confidential client information in the context of a CAN Engagement. Is this permitted?
      All CAN Volunteers and Participants must comply with their obligations to their clients under Rule 3.3 of the Rules and Rule 3.03 of the Paralegal Rules. The Participant must not disclose confidential information unless permitted by the Rules or Paralegal Rules, and must ensure that privilege is preserved.

      Confidential information means all information concerning the business and affairs of the client acquired in the course of the professional relationship. Contextual information about the client’s situation, even if the client is not identified, may still be considered confidential under the Rules or Paralegal Rules.

      Where confidential information needs to be disclosed by the Participant for a meaningful discussion between the CAN Volunteer and Participant, the Participant must obtain and document the client’s consent to disclose the confidential information to the CAN Volunteer in accordance with the Rules or Paralegal Rules, and must not disclose any more confidential information than is necessary for the discussion.
       
      Once client consent has been obtained, the Participant should inform the CAN Volunteer that confidential information needs to be disclosed for a meaningful discussion to occur.  This allows the CAN Volunteer to determine whether it is appropriate to proceed, and, if so, to take steps to comply with his or her obligation to conduct an appropriate conflict check.
       
    • My Participant is looking for legal advice. What should I do?
    • My Participant wants me to help with a personal legal or disciplinary matter in the context of a CAN Engagement. Is this permitted?
    • My Participant wants to retain me to provide private coaching services. Is this permitted?
      The CAN Coach or Advisor Application Form and Agreement prohibits CAN Volunteers from receiving any compensation for their participation in the CAN Engagement. 

      Where a CAN Engagement results in a Participant seeking a private coaching retainer with a CAN Volunteer, CAN expects the following from the CAN Volunteer:
       
      • All six sessions of the CAN Engagement will be completed
      • The Participant will be advised that
        • They are under no obligation to accept a private coaching contract
        • They are eligible for unlimited pro bono CAN Coaching Engagements subject to CAN Volunteer availability
        • The new private coaching relationship is outside of the CAN Engagement
        • The professional liability coverage that may have been applicable to the CAN Engagement may no longer apply.
       
      The CAN Volunteer and Participant are strongly encouraged to properly document the new paid private coaching arrangement and to consult with their professional liability insurers to determine what, if any, coverage applies.
       
    • My Participant wants to retain me on a personal matter unrelated to a CAN Engagement. Is this permitted?
      Yes.  The Participant can retain you to act for them on a personal matter unrelated to a CAN Engagement.
       
    • My Participant wants to retain me to help them with the client matter that gave rise to the CAN Engagement with which I assisted. Is this permitted?
      No.  The CAN Coach or Advisor Application Form and Agreement prohibits CAN Volunteers from receiving any compensation for their participation in the CAN Engagement.  Therefore, there are limits on the types of referrals that are possible when they arise in the context of a CAN Engagement.  In addition to these contractual limits, all referrals are governed by the Rules and Paralegal Rules
       
    • My Participant wants me to meet their client in the context of a CAN Engagement. Is this permitted?
      No. CAN Engagements are not intended to include any contact with a client of a Participant.  This requirement is included in both the CAN Volunteer Application and Agreement Form and in the Participant’s Request for Time forms.

      If a CAN Volunteer determines that the Request is beyond the scope of a CAN Engagement, they should convey their concern and end the Engagement with the Participant, and then contact CAN.
       
    • My Participant wants to refer to me a client matter unrelated to a CAN Engagement. Is this permitted?
      Subject to compliance under the Rules  and Paralegal Rules, yes. A CAN Volunteer may accept a referral from a Participant for a client matter unrelated to the CAN Engagement.
       
    • My Participant wants to refer to me the client matter that gave rise to the CAN Engagement with which I assisted. Is this permitted?
      The CAN Coach or Advisor Application Form and Agreement prohibits CAN Volunteers from receiving any compensation for their participation in the CAN Engagement. Therefore, there are limits on the types of referrals that are possible when they arise in the context of a CAN Engagement. In addition to these contractual limits, withdrawal from representation and referrals are governed by the Rules and Paralegal Rules.
       
      Sometimes as a result of a CAN Engagement, a Participant determines that they are required to withdraw from the matter by the Rules and Paralegal Rules. In such instances, it is open to the Participant to provide the name of the CAN Volunteer they consulted as a potential option for consideration by their now former client.
       
      In such a circumstance, the Participant must first document their withdrawal from representation and comply with any other applicable obligations.  If the client selects the CAN Volunteer as their new legal representative, it is strongly recommended that the newly retained licensee clearly document the new retainer and ensure that they go through a formal file opening process, collecting any information required directly from the client.
    • In the course of a CAN Engagement, I have become concerned about the competence, capacity, or conduct of my Participant. Do I have a Duty to Report?
      You may have a duty to report. It will depend on the circumstances. Participation in the CAN program as a CAN Volunteer or Participant does not affect the application of Rule 7.1-3 of the Rules or Rule 9.01(2) of the Paralegal Rules.  In considering whether you have a duty to report, CAN Volunteers are encouraged to consult the Practice Management Helpline.
       
    • In the course of a CAN Engagement, I have learned about an error or omission made by my Participant. What should I do?
      Where a CAN Volunteer becomes aware of an error or omission made by a Participant, the CAN Volunteer should remind the Participant of his or her obligation to report a real or potential claim(s). The CAN Volunteer should refer the Participant to Rule 7.8 of the Rules or Rule 3.02(21) of the Paralegal Rules and the obligations set out in the Participant’s professional indemnity policy. Participants may wish to contact the confidential Practice Management Helpline.
       
    • How do I take a break from volunteering with CAN?
      CAN understands that flexibility is important.  If you need to take time off as a CAN Volunteer, for any reason, please contact CAN and we will place your profile temporarily on hold.
       
    • How do I withdraw from volunteering with CAN?
      If you decide CAN is not the right fit for you, please contact CAN and we will remove your name from the Roster.  If you are willing, CAN would welcome the opportunity to conduct an exit interview with you to learn more about your experience and to support our continuous improvement efforts. 
       
  • FAQs from Participants
    • I am looking for a mentor, is CAN able to help?
      CAN is a modern and responsive way to gain access to a network of peers and more seasoned practitioners for shorter term relationships focussed on improving practice outcomes.  CAN is not a traditional mentorship program, but Participants consistently report that CAN Engagements help them move closer to their goals.  CAN’s structure complements mentorship and networking programs run by legal associations and organizations across the province.  Try CAN to see if you experience any benefit to having multiple developmental relationships with others in your profession.
       
    • How can I make the most of my CAN Engagement?
      Read this short article and make the most of your time.
    • What is the difference between Coaching and Advising?
      CAN recognizes that you may need different types of support at different times.  Learn more here.
       
    • Do I have to pay a fee to Request Time with a Coach or Advisor?
      No.  CAN is funded through the annual fees you pay to the Law Society.
       
    • Who can submit a Request for Time?
      CAN is a support available to any lawyer or paralegal licensed by the Law Society. 
       
    • How often can I make a Request for Time?
      You can submit a Request for Time as often as you wish.  Subject to CAN Volunteer availability there is no limit.
       
    • Should I send the Advisor my completed Pre-Call Worksheet for my Advisor Engagement?
      You should not disclose any confidential client information or documentation to your Advisor, unless: (1) it is strictly necessary for the Advisor Engagement; (2) you have obtained and documented client consent in accordance with the Rules and Paralegal Rules; and (3) you have provided notice to the Advisor so they can determine whether it is appropriate to proceed, and if so, take steps to comply with his or her obligation to conduct an appropriate conflict check; and (4) you have confirmed with the Advisor that they are willing to receive it.
       
      CAN strongly recommends that you complete the Pre-Call Worksheet for each Advisor Engagement to ensure that you turn your mind to your duty of confidentiality and to help you make the most of your limited time with your Advisor.  Advisors expect that you will have prepared for the call and your professional reputation is built through each connection you make.  CAN recommends that you only send the completed Pre-Call Worksheet to your Advisor if you have already taken the steps outlined above, and that you do not disclose any more information than is necessary for the Engagement.
    • Why does CAN ask me to identify whether my Request relates to a General and Client-Specific Inquiry?
      Both the Request for Time with an Advisor Form and the Pre-Call Worksheet for Advisor Engagements ask you to identify if your inquiry is general or client-specific in nature.  This question is posed to help you and the CAN Volunteer comply with your obligations under the Rules and Paralegal Rules by highlighting the kind of information you will need to divulge in the course of the CAN Engagement. 

      A general inquiry can be answered without the disclosure of confidential information. Examples of such inquiries may include clarification on the current state of the law in a specific area, or queries relating to a certain legal procedure.
       
      Client-specific inquires arise of out of facts that are specific to your client and can only be answered with the disclosure of confidential information. Confidential information means all information concerning the business and affairs of the client acquired in the course of the professional relationship. Contextual information about the client’s situation, even if the client is not identified, may still be considered confidential under the Rules or Paralegal Rules.
       
    • I have a client-specific inquiry and need to disclose confidential client information to have my question answered in the CAN Engagement. Is this permitted?
      All CAN Volunteers and Participants must comply with their obligations to their clients under Rule 3.3 of the Rules and Rule 3.03 of the Paralegal Rules. The Participant must not disclose confidential information unless permitted by the Rules or Paralegal Rules, and must ensure that privilege is preserved.

      Confidential information means all information concerning the business and affairs of the client acquired in the course of the professional relationship. Contextual information about the client’s situation, even if the client is not identified, may still be considered confidential under the Rules or Paralegal Rules.  If you have any questions about what constitutes confidential information or how best to comply with your obligations, you can contact the Practice Management Helpline.

      Where confidential information needs to be disclosed by the Participant for a meaningful discussion between the CAN Volunteer and Participant, the Participant must obtain and document the client’s consent to disclose the confidential information to the CAN Volunteer in accordance with the Rules or Paralegal Rules, and must not disclose any more confidential information than is necessary for the discussion.
       
      Once client consent has been obtained, the Participant should inform the CAN Volunteer that confidential information needs to be disclosed for a meaningful discussion to occur.  This allows the CAN Volunteer to determine whether it is appropriate to proceed, and, if so, to take steps to comply with his or her obligation to conduct an appropriate conflict check.
       
    • My question relates to both a Professionalism matter, and a question of a substantive or procedural law. Where should I start?
      CAN encourages you to start with the Practice Management Helpline (“PMH”) if your matter involves a question about the Rules and Paralegal Rules or any other professionalism and practice management topics within PMH’s mandate including:
       
      • paralegal scope of practice under By-Law 4
      • client identification and verification obligations of By-Law 7.1 and
      • trust account and record keeping requirements of By-Law 9.

      If, after your call, you have substantive or procedural questions, then complete a Request for Time with an Advisor.  Where an issue intersects with PMH’s mandate, the CAN Team will typically ask that you consider starting there before proceeding with a CAN match. 
       
    • My question intersects with my personal health and wellness. Where should I start?
      Many Participants include work-life balance as a topic of focus for CAN Coaching Engagements and Coaches are available to support the implementation of healthy strategies.

      For personal health and wellness issues, you may also wish to consider the confidential services available through the Member Assistance Program at 1-855-403-8922 (24 hrs a day/ 7 days a week).
       
    • My CAN Volunteer and I want to continue our working relationship past the end of the CAN Engagement. Is this permitted?
      Yes.  If a CAN Volunteer and a Participant are both interested in continuing their connection without CAN’s involvement, they are welcome to do so. This may include an arrangement to discuss any new developments that relate to the original inquiry, an agreement to provide support for the duration of a particular client matter, or a more traditional mentorship relationship.

      The CAN Volunteer and Participant should structure and document their relationship to meet LAWPRO®’s risk management criteria. For guidance on what to discuss when setting the terms of a mentoring relationship, please review LAWPRO®’s Managing a Mentoring Relationship booklet mentioned above. Though it was designed for lawyers, the information it contains may also be useful to paralegals.
    • My Coach is willing to extend the CAN Engagement past the three-month mark. Is this permitted?
      CAN has adopted a time frame for CAN Coaching Engagements of  six sessions, with 1.5 hour initial session followed by five sessions on alternating weeks, which would be complete in approximately three months. 

      This timeframe helps to distinguish CAN’s short-term, outcome-oriented approach and it encourages “sprints” of focused activity. It also provides CAN with a means of responding to the volume of requests received because the defined end of the Engagement allows us to re-assign CAN Volunteers to new Participants.  

      While CAN has introduced a framework to support a focused intention, the CAN Volunteer and Participant can work together to find a timeline that works best for them. CAN Volunteers may wish to contact CAN and let them know of the extension of time, to avoid being assigned to a fresh Engagement.
       
Terms or Concepts Explained