{¶ 1} Plaintiff-appellant Billie Sue Amos appeals from the trial court’s order granting the motion of the defendants-appellees, Lane N. Cohen and his law firm, Clements, Mahin & Cohen, LLP, to disqualify Geoffrey P. Damon as her counsel in the trial оf her legal-malpractice claim against Cohen. In her single assignment of error, she contends that the trial court wrongly disqualified Damon after Cohen proposed to call him as a fact witness at trial. We hold that the trial сourt’s written decision correctly applied DR 5-102(A) and that the court did not abuse its discretion when it ordered Damon’s disqualification.
{¶ 2} On June 20, 1996, Amos suffered injuries when she slipped and fell on water in the bathroom at the Motel 6 in Sharonville, Ohio. The motel manager claimed that during the night, occupants on the floor above had plugged a shower drain, causing water to leak into the bathroom in Amos’s room.
{¶ 3} A West Virginia attorney referred Amos to Cohen. He agreеd to represent Amos and filed a complaint for damages on her behalf. In June 1999, however, he voluntarily dismissed her complaint without prejudice under Civ.R. 41(A). By a letter dated November 24, 1999, Cohen terminated the attorney-client relаtionship, stating, “I simply do not see a viable avenue toward showing liability.” His recommendation was that, perhaps, the case should “settle for a nominal sum.”
{¶ 4} After Amos refiled her complaint for personal injuries pro se within the оne-year savings statute, R.C. 2305.19, Damon succeeded Cohen as her counsel. On November 16, 2000, Damon also filed a complaint for attorney malpractice against Cohen and his law firm. On April 18, 2001, while discovery was still in progress, Damon vоluntarily dismissed Amos’s malpractice action against Cohen under Civ.R. 41(A). On April 8, 2002, he refiled the malpractice action against Cohen.
*495 {¶ 5} In her complaint for attorney malpractice, Amos alleged that Cohen’s failure to сonduct discovery and his decision to dismiss the action under Civ.R. 41(A) had resulted in the permanent loss of the responsible witnesses, documents, and evidence for use in her personal-injury action. As a consequence, she contended that the value of her claim for damages was reduced and that she was required to incur increased attorney fees and costs to achieve a settlement. Almost six months later, on October 1, 2002, Damon, with Amos’s approval, settled her slip-and-fall case against the motel.
{¶ 6} Although the motion is not in the record, the parties agree that, on November 19, 2002, Cohen moved for Damon’s disqualification in the malpractice action pursuant to DR 5-102(A). 1 Following a hearing on the motion, the trial court ordered Damon’s disqualification “to avoid a potential violation of the Code of Professional Responsibility.”
{¶ 7} An order disqualifying civil trial counsel is a final order that is immediately аppealable pursuant to R.C. 2505.02. See
Kala v. Aluminum Smelting & Refining Co., Inc.
(1998),
{¶ 8} The justification for the advocate-witnеss rule appears in the Ethical Considerations, which are aspirational in character and represent those objectives toward which every attorney should strive. EC 5-9 states that “[a]n advocate who becomes a witness is in the unseemly and ineffective position of arguing his own credibility.” See
155 N. High Ltd. v. Cincinnati Ins. Co.
(1995),
{¶ 9} When a trial attorney in a pending case requests permission to testify or is called to testify, the trial cоurt has a corresponding duty to supervise attorney conduct and to prevent potential violations of the Code of Professional Conduct. See
Mentor Lagoons, Inc. v. Rubin,
{¶ 10} In its thorough and well-reasoned memorandum decision in this case, the trial court applied the two-step Mentor Lagoons test. It concluded that Damon’s testimony was admissible, as Damon had personal knowledge “concerning what evidence, if any, was lost due to Cohen’s alleged negligence, what efforts were made to retrieve such evidence, what bearing such evidence would have on Plaintiffs case, whether Plaintiff was comparatively negligent, and how Mr. Cohen’s alleged negligence may have impacted Plaintiffs ability to recover damages.” The trial court observed that Amos and Damon did not object to the admissibility of his testimony. In applying the second step of the Mentor Lagoons anаlysis, the trial court held that Damon’s testimony might potentially have been prejudicial to Amos on the issues of liability and damages and that “none of the exceptions in DR 5-101(B) apply.”
{¶ 11} Damon argues that Cohen’s motion was a bad-faith strаtegy to deprive Amos of her counsel of choice solely to gain a tactical advantage. The argument lacks merit, as once the trial court learned that Damon would be called to testify as a witness, it was inсumbent upon the court to make an independent determination under DR 5-101(A). The trial court had this responsibility even if opposing counsel had not moved to disqualify Damon. See
Mentor Lagoons, Inc. v. Rubin,
{¶ 12} Amos and Damon also argue that Cohen’s motion to disquаlify Damon was not timely and that Cohen’s failure to raise this issue in 2000, while the initial complaint for attorney malpractice was pending, is proof that Cohen was merely trying to gain a tactical advantage. Motions to disqualify counsel should be viewed with caution because of a party’s right to counsel of his or her choice. See
155 N. High Ltd. v. Cincinnati Ins. Co.,
{¶ 13} Amos maintains that the evidence sought from Damon was otherwise available from herself or from Motel 6. Her reliance on
Wasserman, Wasserman, Bryan & Landry v. Midwestern Indemn. Co.
(Nov. 21, 1986), 6th Dist. No. L-86-135,
{¶ 14} Damon’s zealous efforts to represent his client are commendable, but he could not serve as both advocate and witness in violation of the Code of Professional Responsibility. His testimony on behalf of Amos, as Cohen argues, was necessary to prove her claim with respect to liability and damages. Damon’s identification of the lost witnesses and documents caused by Cohen’s alleged failure to conduct disсovery and his own efforts to locate them, his active part in the settlement negotiations of Amos’s personal-injury case, and his evaluation of the settlement value because of Cohen’s alleged negligence wеre all necessary to prove Amos’s malpractice claim. These facts were known only to Damon and were not within the direct knowledge of either Amos or another source. His testimony, as the trial court corrеctly held, was, therefore, admissible and could have been prejudicial to his client’s claim if Damon had to defend his own handling of her case.
{¶ 15} Amos and Damon next contend that DR 5-101(B)(4) would have allowed Damon to testify without violating the Code of Professional Responsibility. This exception states that a lawyer “may testify * * * [a]s to any matter, if refusal would work a substantial hardship on the client because of the distinctive value of the lawyer or the firm as counsel in the particular case.” The burden is on the attorney who invokes this exception to prove that his or her services in the case would work a substantial hardship on the client and that his or her services would provide a distinctivе value. See 155 N. High Ltd. v. Cincinnati Ins. Co., syllabus.
*498 {¶ 16} In opposition to Cohen’s motion to disqualify Damon, Amos filed her own affidavit with the trial court, claiming substantial hardship because she had unsuccessfully “interviewed approximately fifty lawyers either in person or оver the telephone.” Because no attorney would represent her, she claimed, she was forced to refile her personal-injury complaint pro se. She asked the trial court to allow Damon to continue as her attorney because “I believe that there are very few attorneys who will take on an attorney malpractice case.”
{¶ 17} Despite a party’s right to representation by counsel of his or her choice, the phrase “substantial hardship on the client because of the distinctive value of the lawyer” in DR 5-101(B)(4) contemplates more than intimate familiarity with the case or the risk of added expenses. See
155 N. High Ltd. v. Cincinnati Ins. Co.,
syllabus. Rather, an attorney must show that he or she possesses some expertise in a specialized area such as patent law. See id.,
{¶ 18} The assignment of error is overruled. Accordingly, we hold that the trial court did nоt abuse its discretion when it disqualified Damon from representing Amos. The judgment of the trial court is affirmed.
Judgment affirmed.
Notes
. On January 21, 2003, Damon filed a motion to withdraw as counsel for Amos because of the "failure of the Plaintiff to cooperate with counsel.” Damon withdrew the motion at the March 6, 2003 hearing.
