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Paralegal's Guide to Ethical Use of Technology

Understand the ethical rules that apply to the use of technology and electronic information.

Lawyers and non-lawyers have important ethical duties and responsibilities when representing clients and working on client files, including competence, communication, client intake, identifying conflicts of interest, managing client files, and closing the client file. This course assists lawyers and non-lawyers in identifying and avoiding or minimizing the ethical risks while properly representing clients and will also provide suggested solutions and best practices.

66 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 35 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

Competence

  • ABA Model Rule 1.1
  • Lawyer/Paralegal Technology CLE
  • Using Zoom® and Alexa and Other Devices
  • Technology Disclaimers in Fee Agreements
  • Filing Court Documents Electronically (E-Portal)

Remote Digital Access and Storage

  • Remote Online Access to Client and Firm Files
  • Electronic File Storage and Cloud Computing
  • Digital Storage Devices

Confidentiality

  • Metadata
    • Sending Lawyer Liability
    • Receiving Lawyer Requirements
  • Outsourcing and Protecting Confidentiality

Lawyer Ethics and Paralegal and Lawyer Use of Social Media

Risk of Using Emails and Reply All

Using Expert and Specialist

  • Use of Expert and Specialist in Lawyer Advertising
  • Use of Expert in Firm's Domain Name

Lawyer Websites and Practice Over the Internet

  • Websites Must Comply With Bar Rules
  • Receipt of Unsolicited Information Through Website
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Why Lorman?

Over 35 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

This course was last revised on June 8, 2022.

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

  • NALA 1.08 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: 1.08 hour(s) including 1.00 hour(s) of ethics credit.
     
  • NFPA 1.0
     
  • This program has been approved by the National Federation of Paralegal Associations for 1.0 hours of NFPA continuing education credit including 0.00 hours of ethics.
     

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

MP3 Download

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

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Why Lorman?

Over 35 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

Joseph A. Corsmeier, Esq.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

• Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.

• Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida

• Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney dis-qualification, and other matters and has testified as an expert in both federal and Florida courts

• Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics

• Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer

• Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Ap-peals for the Eleventh Circuit, and the Middle District of Florida

• Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clear-water and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010

• Adjunct professor of paralegal ethics at St. Petersburg College

• J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University

• Can be contacted at 727-799-1688 or [email protected]

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Why Lorman?

Over 35 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: 409317
Published 2022
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