WHY WE CAN’T REVIEW LEGAL DOCUMENTS
Published April 19, 2023
As a community association manager, you are
responsible for overseeing and managing the operations of an
association. Board members rely heavily on their expertise and
knowledge to ensure the smooth functioning of the association.
However, there are times when board members may ask a CAM to assist
them in tasks outside their job responsibilities.
One such task is reviewing legal documents for
the association. While it may seem like a simple task, it is not
something that community association managers are permitted to do.
This is because reviewing legal documents requires legal expertise
and knowledge, which only a licensed attorney can provide.
Certain ethical and legal obligations bind
community association managers. We are not licensed to provide legal
advice or services, and doing so could put our license and
reputation at risk. It is essential to understand that giving legal
advice or services without a license is illegal and could lead to
If a board member asks you to review legal
documents, you must inform them that you are not permitted to do so.
Instead, it would be best if you recommended that they consult with
a licensed attorney specializing in community association law. This
will protect your license and reputation and ensure that the
association receives the best possible legal advice.
It is also important to note that if a community
association manager recommends a particular provider for legal
services, it is for a reason. When recommending a provider, they do
so based on their knowledge and experience in the industry.
To put it in perspective, it would be like asking
a dentist to perform brain surgery. While both are in the medical
field, they require vastly different skill sets and knowledge. Just
like a dentist would recommend a neurosurgeon for brain surgery, a
community association manager would recommend a licensed attorney
for legal services.
In conclusion, as community association managers,
we must understand and uphold our ethical and legal obligations.
Reviewing legal documents is not within the scope of our job
responsibilities, and it is important to recommend a licensed
attorney for such tasks. By doing so, we are protecting our license
and reputation and ensuring that the association receives the best
possible legal advice.