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Ethical Ways on How to Handle Digital Documents

Gain an understanding of how to ethically handle digital documents while maintaining confidentiality of client information.

Lawyers have always needed to organize enormous amounts of information and documents - those we receive from clients, from opposing parties, from co-counsel and collaborators, and our own documentation. We are obligated to preserve many of those kinds of information, securely, for a long or even indefinite period of time. But a client file is no longer just a folder stuffed full of documents. It contains multitudes of information generated by, and able to be stored in many different platforms. In this presentation, we'll look from several angles at how lawyers can ethically cope with the challenges of modern document handling. We'll discuss what the Model Rules of Professional Conduct require, and how cutting-edge technology can help lawyers not just comply, but thrive.

62 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 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

What's a Client File at This Point?

  • Ensure That Materials Sent to You Make It in to the File
  • Not Just Keeping in Outlook
  • Storage Capacity Issues
  • File Retention Policies in Your Jurisdiction - Il SCR 769

Difficulty of Storing Materials Produced by Clients Across Different Platforms

  • Ethical Rules Involved: 1.1, 1.3, 1.4, 1.16, 5.3
  • Communications - Emails, Texts, Whatsapp et al.
  • Production Issues - Simply Retrieving and Reproducing
  • Litigation Hold Issues

Keeping Lawyer's Own Communications With Clients Organized and Retrievable

  • Technological Methods to Enhance Compliance With Rule 1.4
  • Text Messages - Convenient, but...
  • Recapping Texts With Follow-up Emails: Pro and Con
  • Emojis and Other Non-Verbal Communication

Client Portals: The End-All Be-All?

  • Client Comfort With Format
  • Portal vs. Dropbox et al.
  • AI Aspects of Portals or Other Document Storage Solutions?
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Why Lorman?

Over 37 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, Ohio, 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 May 30, 2024.

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

  • AK CLE 1.0 including Ethics 1
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education, including 1.00 hours 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 1.1 including Ethics 1.1
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours' credit, including 1.1 hour of ethics credit.
     
  • AR CLE 1.0 including Ethics 1
     
  • This course has been approved for 1.0 hours of CLE by the Arkansas CLE Board, including 1.00 hour of ethics credit.
     
  • Arizona CLE 1.0 including Ethics 1
     
  • 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 for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona, including 1.00 hour of professional responsibility.
     
  • CA MCLE 1.0 including Ethics 1
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor. This course qualifies for 1.0 CLE hours of participatory credit, of which includes .
     
  • 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 1.5 including Technology 1.5; Ethics 1.5
     
  • This course has been approved by The Florida Bar for 1.5 hour(s) of CLE credit, including 1.50 hour(s) of ethics credit and 1.50 hour(s) of Technology credit. This course has also been approved by The Florida Bar Certification Plan in the areas of Technology for 1.50 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 hours, including 1.0 ethics hour.
     
  • HI CLE 1.0 including Ethics 1
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.0 CLE credit hours including 1.00 ethics hour.
     
  • IL CLE 1.0 including Legal Ethics 1
     
  • This course was approved for a total of 1.0 hours of MCLE Credit by the Illinois MCLE Board. The Illinois Commission on Professionalism has also approved this course for the following credit: Legal Ethics for 1.00 hour.
     
  • IN CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Indiana Commission for Continuing Legal Education. Participating attorneys are eligible to receive up to 1.1 hours of Distance Education CLE credit which includes 1.1 hour(s) of ethics.
     
  • ND CLE 1.0 including Ethics 1
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • NH MCLE 1.0 including Ethics 1
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for 61 minutes of ethics credit.
     
  • NJ CLE 1.3 including Ethics 1.3
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.3 hours of total CLE credit. Of these, 1.3 qualify as hours of credit for ethics/professional responsibility.
     
  • NM CLE 1.0 including Ethics 1
     
  • This program has been approved by the New Mexico Minimum Continuing Legal Education Board for 1.0 hours of credit, including 1.0 hour 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 hours, including 1.00 hour of ethics credit.
     
  • NY CLE 1.0 including Ethics and Professionalism 1
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 1.0 credit hours in the area(s) of Ethics and Professionalism for 1.00 hour. 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 Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • 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 including 1.00 hour of ethics, professionalism or substance abuse CLE credit.
     
  • RI CLE 1.0 including Ethics 1
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • TN CLE 1.02 including Dual 1.02
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.02 hours of credit, including 1.02 hours of dual credit.
     
  • VT CLE 1.0 including Ethics 1
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit including 1.00 hour(s) of ethics credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WI CLE 1.0
     
  • This program qualifies for 1.0 hour(s) of ondemand CLE through the WI Board of Bar Examiners.
     
  • WV MCLE 1.3 including Ethics 1.3
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.3 MCLE hours, including 1.3 hour of ethics credit.
     
  • NALA 1.0 including Ethics 1
     
  • 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: 1.0 hour(s) including 1.00 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 1.0 including Ethics 1
     
  • Arizona CLE 1.0 including Ethics 1
     
  • CA MCLE 1.0 including Ethics 1
     
  • CT CLE 1.0 including Ethics 1
     
  • HI CLE 1.0 including Ethics 1
     
  • NJ CLE 1.3 including Ethics 1.3
     
  • NM CLE 1.0 including Ethics 1
     
  • NY CLE 1.0 including Ethics and Professionalism 1
     
  • VT CLE 1.0 including Ethics 1
     
  • WA CLE 1.0 including Ethics 1
     
  • WV MCLE 1.3 including Ethics 1.3
     
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 37 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

James A. Doppke, Jr.

James A. Doppke, Jr.

Robinson Stewart Montgomery & Doppke LLC

  • Partner at the firm of Robinson Stewart Montgomery & Doppke LLC
  • Disciplinary prosecutor at the Illinois Attorney Registration and Disciplinary Commission for 14 years
  • Private practitioner representing lawyers in disciplinary matters since 2013
  • Consultant for lawyers on ethical issues, professional relationships, and alternative business structures
  • Expert witness on ethical issues in legal malpractice cases
  • Presenter and participant at numerous MCLE events, including those focusing on technolo-gy, e-discovery, and artificial intelligence
  • Frequent guest on Technically Legal podcast
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Why Lorman?

Over 37 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: 410508
Published 2024
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