Tips to handle a non-legal boss that cuts you off relevant matters?

Entered to the company as its first in-house counsel

The legal issues were previously handled by the CFO with help of outside counsel. 1st year was hard because he was territorial about legal matters, but I reported directly to the board so it wasn't a true issue

2nd year: The CEO retires, and the new one decides to put me under the CFO in the organigram. Now I'm back to square one bc this guy cuts me off any relevant issue!

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I am in the exact same scenario but it has slowly improved. My CFO also wanted to review all matters. Since I am the only attorney, I essentially overloaded his inbox with legal issues that needed review so he realized that he did not have the time to review everything so I keep a shared OneNote folder that he can see what I am working on without the need to micro manage.

There is still the issue of some legal matters that he will go directly to outside counsel so I further developed the rapport with outside counsel such that they cc’d me on any correspondence that I am not initiating so at least I am in the loop. It was a bit dicey during COVID-19 as there was a lot going behind my back but mostly due to the nature of the beast (e.g. not knowing how to counsel the business in uncertain times).

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Thank you very much for your experience!

I think it is a great solution the one related to getting involved with the outside counsel so they are the ones keeping you on the loop.

I didn't mention but I also did the same with our local attorneys for main HQ and now I'm on top of local matters, haven't achieved that level of confidence with our external counsel for our branches in other countries but will surely work on that matter.

Thank you very much again!!

Following. And also glad I’m not alone in these dilemmas.

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Uh, have you chatted with the CFO about this? The CEO? Are you the only lawyer? Is mitigating risk your job? Think about whether this works fir you ethically and whether you can provide competent counsel.

Also, set up a 3x/week standing 1:1 with CFO so he has time to loop you.

There is no reason this could not be both really. If your face time is limited, especially in light of COVID-19, it could be a good use of time to discuss the less task-oriented discussion points such as “big picture” topics. That is also when you have an opportunity to show your eagerness to think strategically for the business.

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