Live Webinar

65-minute live streaming program
  • May 30
  • 1:00 - 2:05 pm EST

Ethical Ways on How to Handle Digital Documents

May 30

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.

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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

Live Webinar Registration

  • AK CLE 1.0 including Ethics 1
     
  • Alaska attorneys may receive 1.0 hours of continuing legal education 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 State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.0 including Ethics 1
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit, of which includes 1.00 hour 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 1.5 including Ethics 1.5; Technology 1.5
     
  • This course has been approved by The Florida Bar for 1.5 hours of CLE credit, including 1.50 hour of ethics credit. This course has 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 credit hours.
     
  • IA CLE 1.0 including Ethics 1
     
  • Ethical Ways on How to Handle Digital Documents is accredited under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide up to a maximum of 1.0 hours of credit, including 1.00 hour of ethics credit toward the mandatory continuing legal education requirements under the Iowa rule.
     
  • 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. Of that total, credit was approved as Professional Responsibility credit by the Illinois Commission on Professionalism.
     
  • 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.
     
  • MN CLE 1.0 including Ethics 1
     
  • This program has been approved by the Minnesota Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • MO CLE 1.3 including Ethics 1.3
     
  • This program has been approved by the Missouri Bar for 1.3 hours of CLE, including 1.3 hour of ethics credit.
     
  • MS CLE 1.1 including Ethics 1.1
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.1 credit hours, including 1.1 hour of ethics credit.
     
  • ND CLE 1.0 including Ethics 1
     
  • This program has been reviewed by the North Dakota Commission for Continuing Legal Education and approved for 1.0 hours of CLE credit, including 1.00 hours 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 course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). This Program contains 60 minutes of legal 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 hours 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 hours 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 both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • OH CLE 1.0 including Professional Conduct 1
     
  • This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 1.0 CLE credit hours, including Professional Conduct for 1.00 hour. Please note: In order to receive OH CLE credit for this audio conference you MUST use the streaming option and enable and complete the required progress checks. This course is considered Self-Study. No more than twelve (12) hours of self-study CLE credit for any biennial reporting period may be earned by an Attorney or Judge under Regulation 409.2.
     
  • 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 1.08 including Dual 1.08
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.08 hours of credit, including 1.08 hours of dual credit.
     
  • VT CLE 1.0 including Ethics 1
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hours of CLE credit, including 1.00 hour of ethics credit.
     
  • WA CLE 1.0 including Ethics 1
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of credit, including 1.00 hour of ethics credit.
     
  • WI CLE 1.0 (Pending)
     
  • This program has been submitted to the Board of Bar Examiners for consideration of use toward the Wisconsin Mandatory CLE requirement. Approval pending.
     
  • 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 hours 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.
     

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

Who should attend?

This live webinar is designed for attorneys. Other legal professionals may also benefit from attending.

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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.

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Product ID: 410508
Published 2024
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