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Ethical and Loss Prevention Issues Regarding Electronic Communications and Security

Learn about the risks present and what steps you can take to protect your clients' information.

Attorneys, no matter what jurisdiction they work in, have heightened obligations to protect client confidence and client property. For a law firm, a data breach presents the risk of ethical risks beyond the economic and reputational risks faced by other organizations. Proper handling of a client matter requires that an attorney not only understand the substantive law associated with the client matter but also has a duty to protect clients' confidences and property. With a couple of simple rules and an understanding of where the risks exist, you can protect yourself and your clients' assets. This presentation seeks to explain what risks are present and what steps you can take, with little effort and often at no expense, to protect your clients' information.

86 minutes
Course Exam
Certificate of Completion
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Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview

Attorney Ethical Obligations Regarding Data

  • ABA Model Ethics Rules
    • Competency
    • Confidentiality
    • Safeguarding Client Property
  • Examples of State Enactments/Opinions

Objects Which Are Covered by Ethical Obligations

  • Paper Files
  • Email
  • Faxes
  • Data

Practical Compliance Steps

  • Password Hygiene
  • Multi-Factor Authentication (MFA)
  • Password Management System
  • Other Security Measures
  • Encryption Tools
  • Wiping Old Equipment

Impact of Non-Compliance

Conclusion

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Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Maine, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on September 9, 2026.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.25 including Ethics 1.5
     
  • Alaska attorneys may receive 1.25 hour(s) of continuing legal education, including 1.50 hour(s) of ethics credit for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.4 including Ethics 1.4
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.4 hour(s) of credit, including 1.4 hour(s) of ethics credit.
     
  • AR CLE 1.25 including Ethics 1.25
     
  • This course has been approved for 1.25 hour(s) of CLE by the Arkansas CLE Board, including 1.25 hour(s) of ethics credit.
     
  • Arizona CLE 1.25 including Ethics 1.25
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services/Noggin Guru for auditing purposes. This activity may qualify for up to 1.25 hour(s) toward your annual CLE requirement for the State Bar of Arizona, including 1.25 hour(s) of professional responsibility.
     
  • CA MCLE 1.25 including Ethics 1.25
     
  • Lorman Education Services/Noggin Guru is a State Bar of California approved MCLE sponsor and this course qualifies for 1.25 CLE hour(s) of participatory credit, of which includes 1.25 hour(s) of ethics credit.
     
  • CT CLE 1.0 including Ethics 1
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s) including 1.00 hour(s) of ethics credit.
     
  • FL CLE 2.0 including Ethics 2; Technology 2
     
  • This course has been approved by The Florida Bar for 2.0 hour(s) of CLE credit, including 2.00 hour(s) of ethics credit. This course has been approved by The Florida Bar Certification Plan in the areas of Technology for 2.00 hours. Course classification: Intermediate level.
     
  • GA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.0 CLE hour(s), including 1.0 ethics hour(s).
     
  • HI CLE 1.25 including Ethics 1.25
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.25 CLE credit hour(s) including 1.25 ethics credit hour(s).
     
  • IL CLE 1.25 including Legal Ethics 1.25
     
  • This course was approved for a total of 1.25 hour(s) of MCLE Credit by the Illinois MCLE Board. Of that total, credit(s) were approved as Professional Responsibility credit by the Illinois Commission on Professionalism.
     
  • IN CLE 1.5 including Ethics 1.5
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.5 hour(s) of Distance Education CLE credit which includes 1.5 hour(s) of ethics.
     
  • MO CLE 1.7
     
  • This program has been approved by the Missouri Bar for 1.7 hour(s) of CLE.
     
  • ND CLE 1.25 including Ethics 1.25
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.25 hour(s) of CLE credit, including 1.25 hour(s) of ethics credit.
     
  • NH MCLE 1.4 including Ethics 1.4
     
  • Lorman Business Center, LLC., is approved as an annual NHMCLE sponsor. This program has been approved by the New Hampshire Minimum Continuing Legal Education Board for 1.4 hours of CLE credit, of which includes 1.40 hour of ethics credit.
     
  • NJ CLE 1.7 including Ethics 1.7
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.7 hour(s) of total CLE credit. Of these, 1.7 qualify as hour(s) of credit for ethics/professional responsibility.
     
  • NM CLE 1.4 including Ethics 1.4
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.4 hour(s) of credit, including 1.4 hour(s) of ethics credit.
     
  • NV CLE 1.0 including Ethics 1
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.0 CLE hour(s), including 1.00 hour(s) of ethics credit.
     
  • NY CLE 1.5 including Ethics and Professionalism 1.5
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.5 credit hour(s) in the area(s) of Ethics and Professionalism for 1.50 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for credit for established attorneys only. Lorman Education- Noggin Guru, Inc. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply. Please note: This course is only approved for CLE credit in New York and is not eligible for CLE credit in any other jurisdiction.
     
  • OH CLE 1.5 including Professional Conduct 1.5
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.5 CLE credit hour(s), including Professional Conduct for 1.50 hours. To fulfill CLE requirements for self-study, web-based programs, you must complete 100% of the polling questions during the program. Your hours will be filed electronically within thirty (30) business days by Lorman Education Services provided you fulfilled 100% attendance and polling questions answered.
     
  • PA CLE 1.0 including Ethics 1
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hour(s) including 1.00 hour(s) of ethics, professionalism or substance abuse CLE credit.
     
  • UT CLE 1.0 including Ethics 1
     
  • This program has been approved by the Utah State Board of Continuing Legal Education for 1.0 CLE hour(s), including 1.00 hour(s) of ethics credit.
     
  • VT CLE 1.25
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.25 hour(s) of CLE credit, including 1.25 hour(s) of ethics credit.
     
  • WI CLE 1.5
     
  • This program qualifies for 1.5 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.8 including Ethics 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hour(s), including 1.8 hour(s) of ethics credit.
     
  • NALA 1.43 including Ethics 1.43
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.43 hour(s) including 1.43 hour(s) of ethics credit.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • AK CLE 1.5 including Ethics 1
     
  • Arizona CLE 1.5 including Ethics 1
     
  • CA MCLE 1.5 including Ethics 1
     
  • CT CLE 1.5 including Ethics 1
     
  • HI CLE 1.5
     
  • NM CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5 including Equity 1
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Patrick T. Cronin, Esq.

Patrick T. Cronin, Esq.

Accenture

Patrick Cronin

  • Senior Manager at Accenture, an international systems integrator. Accenture enables client teams to implement the processes and technology needed to achieve data excellence and drive business performance. Patrick’s focus is privacy and data governance
  • Served for 10 years as a principal with Eastern Computer Forensics, a forensic firm providing litigation support to law firms in data analysis, historic cell tower analysis, and forensic cell phone and hard drive analysis
  • Conducts regular seminars on data analysis and data visualization for attorneys
  • Admitted as an expert on data analytics topics in both criminal and civil proceedings
  • J.D., Rutgers University; B.S. in Computer Science, William Paterson University; Certificate in Forensic Analysis, Champlain College; Certificate in Data Analysis, Johns Hopkins University
  • Can be contacted at [email protected]
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Why Lorman?

Over 39 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 412652
Published 2026
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