Georgia CLE Course Catalog

Online, Anywhere, Anytime

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Individual CLE Courses

Continuing Legal Education Online Courses with MCLEZ are for Georgia attorneys who want to make the most of their time and money. Easily earn Georgia Online CLE credit through courses which have been produced in a variety of legal subjects that matter to you.

MCLEZ provides online continuing legal education courses that have been individually pre-approved for online CLE credit by the Georgia Commission on Continuing Lawyer Competency.

Georgia Commission on Continuing Lawyer Competency phone # (404) 527-8710

Georgia CLE Courses

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ABA Ethics Rule 1.1 and Electronic Data Discovery

Price: $19.99

This course explores the intersection of ABA Model Rule 1.1 and Electronic Discovery (E-Discovery), emphasizing the need for attorneys to stay technologically competent in a rapidly evolving digital landscape. It delves into the ethical and legal obligations attorneys must uphold when handling electronically stored information (ESI), including best practices for data preservation, metadata management, cybersecurity, and cross-border discovery challenges. The course examines the growing role of artificial intelligence, predictive coding, and cloud storage in modern litigation, highlighting both the efficiencies they provide and the risks they present. Special attention is given to privacy laws, ethical considerations in data collection, and the importance of defensible deletion strategies. By integrating discussions on proportionality principles, cost-shifting, and spoliation risks, this course equips attorneys with the necessary tools to navigate digital evidence effectively while ensuring compliance with ABA ethical standards. Ultimately, it underscores the importance of ongoing legal education and collaboration with technology experts to maintain competence and uphold the integrity of the legal profession.

Credits:

CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, GA - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits

Course Agenda:

  • ABA Rule 1.1 Overview
  • Defining Technological Competence Under ABA Rule 1.1
  • Ethical Considerations in E-Discovery for Legal Professionals
  • Preservation Obligations and Best Practices in E-Discovery
  • Metadata: Importance, Risks, and Ethical Handling
  • Privacy Rights and Data Protection Regulations in E-Discovery
  • Cross-Border E-Discovery Challenges and Data Transfer Restrictions
  • Emerging E-Discovery Software Tools and Platforms
  • Cloud Storage Implications for Preserving and Collecting ESI
  • Social Media Data Collection and Litigation Strategy
  • BYOD (Bring Your Own Device) Policies and Their Impact on E-Discovery
  • Cost-Shifting and Proportionality Principles in E-Discovery
  • Spoliation, Sanctions, and the Duty to Preserve Electronic Evidence
  • Artificial Intelligence and Predictive Coding (TAR) in Document Review
  • Early Case Assessment (ECA) Techniques and Technology
  • Defensible Deletion and Information Governance
  • Chain of Custody Protocols for Digital Evidence
  • Maintaining Client Confidentiality in a Technologically Advanced Practice
  • Cybersecurity Best Practices for Law Firms Handling ESI
  • Data Collection Techniques: Forensic vs. Non-Forensic Approaches
  • E-Discovery in Criminal vs. Civil Litigation
  • Global Regulatory Frameworks Affecting E-Discovery
  • Search Methodologies: Keyword Search vs. Conceptual Search
  • Effective Review Management and Workflow Solutions
  • Collaboration Tools, Virtual Meetings, and Remote Data Collection
  • Metadata Redaction and Production Protocols
  • Ethical Responsibilities When Outsourcing E-Discovery Tasks
  • Proactive Legal Project Management for E-Discovery Readiness
  • Quality Control Measures in Technology-Assisted Review
  • Attorney Continuing Education (CLE) Requirements for Tech Competency
  • Future Trends in E-Discovery and Technological Evolution in Legal Practice

Course Presenter(s):

  • Berry Crawford
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ABA Ethics Rule 3.3 and Electronic Data Discovery

Price: $19.99

The course provides an in-depth exploration of ABA Model Rule 3.3 and its critical application to electronic discovery, emphasizing the attorney?s duty of candor toward the tribunal. It examines ethical obligations to disclose adverse legal authority and correct misrepresentations in both traditional and digitally stored evidence, addressing challenges such as metadata integrity, preservation of electronic evidence, and the complexities introduced by advanced technologies like AI, blockchain, and predictive coding. Additionally, the course discusses practical issues including client fraud, improper handling of encrypted or cloud-based data, and the ethical pitfalls of automated document review, ensuring that legal professionals are well-equipped to maintain the accuracy, transparency, and integrity of digital evidence in modern litigation.

Credits:

AK - Ethics: 1.0 Credits, AL - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, GA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, KY - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TN - Dual: 1.0 Credits, TX - Ethics: 1.0 Credits, VA - Ethics: 1.0 Credits

Course Agenda:

  • Ethical obligations under Rule 3.3 in electronic discovery
  • Duty to disclose adverse legal authority in e-discovery cases
  • Consequences of failing to correct false statements in digital evidence
  • The impact of metadata on candor toward the tribunal
  • Attorney responsibilities in preserving electronic evidence
  • Long term storage of data in tape format and Rule 3.3 compliance
  • The duty to correct misrepresentations in electronically filed pleadings
  • Ethical challenges in redacting electronic evidence
  • The intersection of artificial intelligence and candor in e-discovery
  • The role of predictive coding and transparency under Rule 3.3
  • The duty to report client fraud involving electronic data
  • The implications of deepfake evidence in legal proceedings
  • Bias in Machine Learning Models
  • The role of blockchain technology in ensuring truthfulness in e-discovery
  • How privilege reviews impact attorney candor obligations
  • The ethical implications of automated document review tools
  • Duty to disclose changes in electronically stored information
  • Challenges of maintaining integrity in cloud-based evidence
  • The influence of social media evidence on candor obligations
  • Forensic analysis and its role in ensuring honest e-discovery practices
  • The use of email threading and its impact on candor obligations
  • The responsibility of attorneys in handling encrypted evidence
  • The duty to correct client misrepresentations about digital records
  • How Rule 3.3 applies to data breaches and disclosures
  • The ethical concerns of using ephemeral messaging in litigation
  • The implications of self-collection of ESI on candor obligations
  • The role of expert witnesses in ensuring truthfulness in e-discovery
  • Duty to address inadvertent disclosure of privileged electronic documents
  • The ethical concerns of automated contract analysis and Rule 3.3
  • The impact of emerging technologies on the duty of candor in legal proceedings

Course Presenter(s):

  • Berry Crawford
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AI Deep Dive for Attorneys: AI Taxonomy and Terminology

Price: $19.99

This course, "AI Deep Dive for Attorneys: AI Taxonomy and Terminology," provides an in-depth exploration of artificial intelligence (AI), emphasizing its relevance to the legal profession. It defines AI broadly, covering various subsets such as machine learning, generative text, image, and video AI, as well as supervised, unsupervised, semi-supervised, reinforcement, and self-supervised learning. The course discusses practical applications in legal contexts, from enhancing document analysis and evidence management to predictive legal analytics. It also addresses potential legal issues related to privacy, intellectual property, liability, algorithmic bias, and compliance. By examining specific AI technologies including facial recognition, object detection, self-driving cars, drones, robotic assistants, virtual assistants, and AI-powered recruitment and trading agents, the course underscores both the transformative potential and the legal challenges associated with AI integration into law practice.

Credits:

AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 Credits

Course Agenda:

  • A Definition of Artificial Intelligence
  • A Definition of Machine Learning
  • The Difference Between Machine Learning and Artificial Intelligence
  • Generative Text AI
  • Generative Image AI
  • Generative Video AI
  • Code Generation AI
  • Supervised Learning AI
  • Unsupervised Learning AI
  • Semi-supervised Learning AI
  • Reinforcement Learning AI
  • Self-supervised Learning AI
  • Predictive AI
  • Descriptive AI
  • Prescriptive AI
  • Anomaly Detection AI
  • Translation AI
  • Image Classification Computer Vision AI
  • Object Detection Computer Vision AI
  • Facial Recognition Computer Vision AI
  • Action Recognition Computer Vision AI
  • Optical Character Recognition Computer Vision AI
  • Medical Image Analysis Computer Vision AI
  • Self-Driving Car Computer Vision AI
  • Drone Computer Vision AI
  • Human-like Robotic AI
  • Warehouse and Logistics AI Robots
  • AI-powered Virtual Assistants
  • Customer Support Chatbots
  • AI Recruitment Agents
  • Trading Agents

Course Presenter(s):

  • Berry Crawford
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AI Deep Dive for Attorneys: Computer Vision

Price: $19.99

This course, An AI Deep Dive for Attorneys: Computer Vision, provides legal professionals with a comprehensive understanding of how computer vision, a branch of artificial intelligence, intersects with legal practice. It begins by introducing the fundamentals of computer vision and its growing relevance in law, especially in areas such as surveillance, intellectual property, discovery, and digital evidence. The course explores technical concepts including neural networks and deep learning while addressing legal challenges related to evidence admissibility, privacy, algorithmic bias, and ethical concerns. It also covers practical applications in forensic investigations, litigation, document verification, and regulatory compliance, equipping attorneys with the knowledge to navigate and leverage these technologies effectively in their legal work.

Credits:

AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 Credits

Course Agenda:

    li>Introduction to Computer Vision: A Brief Overview for Attorneys
  • Understanding Image and Video Analysis in Legal Discovery
  • Ethical Considerations in Using Computer Vision Evidence
  • Authentication of Visual Evidence Using AI Techniques
  • The Role of Computer Vision in Forensic Investigations
  • How AI-Assisted Facial Recognition Influences Privacy Law
  • Computer Vision in Surveillance and Legal Implications
  • Understanding Deepfake Detection in Litigation
  • Admissibility of Computer Vision-Generated Evidence in Court
  • Intellectual Property Issues in AI-Based Computer Vision Software
  • Liability Concerns in Autonomous Vehicles Using Computer Vision
  • Legal Challenges of Algorithmic Bias in Computer Vision Systems
  • Explaining AI Decisions: Transparency and Interpretability in Computer Vision
  • Computer Vision for Document and Signature Verification in Legal Practice
  • Privacy Implications of Using AI Video Analytics in the Workplace
  • Computer Vision and Digital Evidence Chain-of-Custody Issues
  • Case Law Review: Significant Rulings on Computer Vision Evidence
  • Regulation of Computer Vision Technology under Current Privacy Laws
  • Understanding the Limitations and Risks of Computer Vision in Discovery
  • AI Computer Vision and GDPR Compliance for Multinational Cases
  • Practical Guide: Evaluating the Reliability of AI Computer Vision Tools
  • Computer Vision and Its Role in Environmental and Property Litigation
  • Cross-Examination of Expert Witnesses on Computer Vision Technology
  • The Future of Electronic Discovery (eDiscovery) with Computer Vision
  • Addressing Jury Perceptions of Computer Vision Evidence
  • Balancing Evidentiary Value and Privacy Rights in AI-driven Investigations
  • Understanding Computer Vision Data Retention and Spoliation Issues
  • Legal Frameworks for Drone-Based Computer Vision Applications
  • Computer Vision Technology in Insurance Claims and Fraud Detection
  • Navigating Attorney-Client Privilege Issues with AI-Assisted Computer Vision
  • International Perspectives: Comparing Global Approaches to Regulating Computer Vision Technology Role of Lawyer
  • Assistance Programs (LAPs) in Intervention and Recovery
  • Influence of Competitive and Adversarial Legal Environments on Anxiety
  • Mindfulness, Resilience Training, and Anxiety Reduction Strategies
  • Economic Costs and Consequences of Substance Abuse in Legal Firms
  • Connection between Attorney Anxiety, Substance Abuse, and Suicide Risk
  • Improving Awareness, Education, and Advocacy for Mental Health in the Legal Community

Course Presenter(s):

  • Berry Crawford
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AI Deep Dive for Attorneys: Machine Learning

Price: $19.99

This course, AI Deep Dive for Attorneys: Machine Learning, provides a comprehensive introduction to machine learning (ML) and its transformative implications in the legal field. It begins with foundational concepts, exploring the core principles, workflows, and models of ML, while distinguishing it from traditional programming. Tailored specifically for legal professionals, the course emphasizes the growing significance of ML in areas such as legal research, contract review, eDiscovery, and predictive analytics. It delves into key ethical and legal considerations, including data privacy, algorithmic bias, attorney-client privilege, and regulatory compliance with laws like GDPR. Participants are guided through real-world legal applications, challenges in evidentiary standards, liability concerns, and cross-examination of ML-based expert witnesses. The course also examines ML's impact on workplace surveillance, insurance, criminal justice, antitrust, and financial services. Throughout, attorneys are encouraged to develop technical fluency, adopt ethical best practices, and stay abreast of evolving legal frameworks to effectively navigate and leverage ML tools in modern legal practice.

Credits:

AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • Introduction to Machine Learning: Key Concepts for Attorneys
  • Ethical Responsibilities for Attorneys Using Machine Learning
  • Understanding Predictive Analytics in Legal Practice
  • Machine Learning in Electronic Discovery (eDiscovery): Opportunities and Risks
  • Privacy and Data Protection Issues Related to Machine Learning Applications
  • Evaluating the Reliability of Machine Learning-Generated Evidence
  • Liability Issues Arising from Machine Learning Errors
  • Legal Challenges in Algorithmic Bias and Discrimination
  • Intellectual Property Rights in Machine Learning Models and Outputs
  • Case Law Review: Significant Decisions Involving Machine Learning
  • Machine Learning and Compliance with GDPR and Data Protection Laws
  • Attorney-Client Privilege and Machine Learning-Processed Communications
  • Explainability and Transparency of Machine Learning Systems in Litigation
  • Machine Learning Applications in Contract Review and Automation
  • Liability and Ethical Issues in AI-Driven Decision-Making Systems
  • Regulatory Landscape for Machine Learning Technology
  • Practical Guide: Due Diligence for Attorneys Reviewing Machine Learning Tools
  • Cybersecurity Risks Associated with Machine Learning Models
  • Machine Learning in Criminal Sentencing and Bail Decisions
  • Antitrust Implications of Machine Learning Algorithms in Market Competition
  • Machine Learning in Insurance Claims Management and Fraud Detection
  • Risks and Liability Issues for Autonomous Vehicles Using Machine Learning
  • Managing Machine Learning Spoliation and Data Preservation Issues
  • Cross-Examining Machine Learning-Based Expert Witnesses
  • Navigating Attorney Competence Requirements with Machine Learning Technologies
  • Legal and Ethical Implications of Machine Learning in Workplace Surveillance
  • Machine Learning and Automated Decision-Making under Consumer Protection Law
  • Juror Perceptions of Machine Learning Evidence in Trials
  • Contractual Considerations When Licensing Machine Learning Solutions
  • International Approaches to Regulating Machine Learning and AI Systems
  • Machine Learning Tools for Compliance Monitoring and Risk Management
  • Legal Strategies for Challenging Machine Learning Algorithms in Court
  • Future of Legal Practice: Preparing Attorneys for Increased Machine Learning Integration

Course Presenter(s):

  • Berry Crawford
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Anxiety and Substance Abuse in the Legal Profession

Price: $19.99

The course explores the significant issue of anxiety-driven substance abuse among legal professionals, highlighting factors such as chronic workplace stress, demanding billable-hour systems, cultural stigma surrounding mental health, and competitive legal environments. It examines commonly abused substances, including alcohol, prescription medications, and illegal drugs, as coping mechanisms for unmanaged anxiety. Additionally, the course delves into the severe consequences of substance abuse, including ethical violations, disciplinary actions, compromised client outcomes, and impaired decision-making. It emphasizes the critical role of supportive workplace policies, specialized treatment programs, lawyer assistance programs, mindfulness and resilience strategies, and proactive advocacy and education to address these challenges and promote healthier practices within the legal community​

Credits:

AZ - General: 1.0 Credits, CA - Prevention and Detection Competence: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, IN - Distance Education: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - Substance Abuse: 1.0 Credits, NY - Substance abuse: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • Prevalence of Anxiety Disorders among Attorneys
  • Types of Substances Commonly Abused by Lawyers
  • Legal and Disciplinary Consequences for Substance-Abusing Lawyers
  • Link Between High-Stress Legal Environments and Substance Abuse
  • Impact of Billable Hours and Productivity Pressure on Anxiety
  • Mental Health Stigma in the Legal Field
  • Role of Burnout and Compassion Fatigue in Substance Abuse
  • How Anxiety Influences Lawyers' Decision-Making and Performance
  • Law School Environment and Early Onset of Anxiety Disorders
  • Anxiety Disorders and Substance Abuse among Judges
  • Gender Differences in Anxiety-driven Substance Abuse among Attorneys
  • The Role of Peer Pressure and Social Norms within Legal Circles
  • Treatment and Recovery Options for Lawyers with Substance Abuse Issues
  • Workplace Policies and Their Impact on Mental Health and Addiction
  • Ethical Implications of Anxiety-Related Substance Abuse in the Legal Profession
  • Bar Associations' Role in Addressing Anxiety and Substance Abuse
  • Impact of Lawyer Anxiety and Substance Abuse on Client Outcomes
  • Self-medication Practices among Attorneys Experiencing Anxiety
  • Role of Isolation and Lack of Support Systems in Anxiety-driven Substance Abuse
  • Impact of Anxiety and Substance Abuse on Career Progression in Law
  • Coping Mechanisms and Preventative Strategies for Attorneys
  • Relationship between Anxiety Disorders, Substance Abuse, and Professional Malpractice
  • The Intersection of Anxiety Disorders, Substance Abuse, and Depression among Lawyers
  • The Influence of Firm Culture on Attorney Mental Health
  • High-profile Case Anxiety and its Relation to Substance Abuse
  • Role of Lawyer Assistance Programs (LAPs) in Intervention and Recovery
  • Influence of Competitive and Adversarial Legal Environments on Anxiety
  • Mindfulness, Resilience Training, and Anxiety Reduction Strategies
  • Economic Costs and Consequences of Substance Abuse in Legal Firms
  • Connection between Attorney Anxiety, Substance Abuse, and Suicide Risk
  • Improving Awareness, Education, and Advocacy for Mental Health in the Legal Community

Course Presenter(s):

  • Berry Crawford
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Artificial Intelligence and Electronic Discovery

Price: $19.99

This course about Electronic Discovery and Artificial Intelligence in Practice of Law will explore ten topics that are relevant to attorneys. First, the course will explore ai-powered document review for legal discovery efficiency. Next, the course will investigate predictive coding in e-discovery: accuracy and ethical implications. The course will then explore using machine learning to identify privileged information. After this, the course will investigate automating legal hold notices with artificial intelligence. Next, the material will cover evaluating ai algorithms for relevance in e-discovery processes. The course will then turn towards impact of ai on e-discovery costs and time management. Next, the course will investigate challenges of integrating ai in small law firms' e-discovery. The course will then explore regulatory compliance for ai use in legal e-discovery. Lastly, the material will cover data privacy concerns in ai-driven e-discovery procedures.

Credits:

AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • AI-Powered Document Review for Legal Discovery Efficiency
  • Predictive Coding in E-Discovery: Accuracy and Ethical Implications
  • Using Machine Learning to Identify Privileged Information
  • Automating Legal Hold Notices with Artificial Intelligence
  • Evaluating AI Algorithms for Relevance in E-Discovery Processes
  • Impact of AI on E-Discovery Costs and Time Management
  • Challenges of Integrating AI in Small Law Firms? E-Discovery
  • Regulatory Compliance for AI Use in Legal E-Discovery
  • Data Privacy Concerns in AI-Driven E-Discovery Procedures

Course Presenter(s):

  • Berry Crawford
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Attorney Civility and Professionalism

Price: $19.99

Why is this important? The adversarial process can be taken to extremes, to where it may become an internal aspect of a firm's culture. This obstructs the kind of cooperation that can ease and expedite workloads. It's also been shown to create a level of stress that is extremely unhealthy; including life-threatening issues. Furthermore, we've all heard the expression ?you catch more flies with honey,? and yet the singular adversarial approach works against this. We need to recognize that this approach is only one tool in the toolbox, and you have access to many more. In addition, adding these tools will positively impact your success, health, and income.

Credits:

AZ - Professional Responsibility: 1.0 Credits, CA - Civility: 1.0 Credits, CT - Ethics: 1.0 Credits, GA - Professionalism: 1.0 Credits, IN - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits

Course Agenda:

  • I. The Problem - Working too hard for stable income.
  • II. The Solution - supercharging our negotiating skills.
  • III. Implementation
  • A. Mind Prep ? The Empty Cup (synopsis of the Koan)
  • 1. Tempo / Pace - The Cues.
  • 2. Primary Processing Center (fear, need, control)
  • 3. Thinking vs. Emotions in decision-making
  • IV. Summary
  • A. Adjusted Responses

Course Presenter(s):

  • Russell Jackman, Esq.
  • Ian Blei
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Common HR Concerns in the Workplace

Price: $19.99

In "Common HR Concerns in the Workplace," HR specialist and business consultant Ginny Kuehl, and attorney Russell Jackman discuss specific HR issues affecting law offices, identify issues of Violence and Sexual Harassment in the Workplace in all businesses and provide a review of OSHA and other rules and regulations of which lawyers should be aware. They offer valuable advice on how to recognize and address workplace Violence and Sexual Harassment situations so as to minimize risks for employers and employees alike.

Credits:

AZ - General: 1.0 Credits, CA - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • Sexual Harassment/Hostile Work Environment/ Bullying
  • Can be a claim for hostile work environment and lead to workplace violence
  • Negative Health Consequences of Bullying
  • WOKPLACE VIOLENCE & A PREVENTION PLAN
  • Root Causes
  • A good predictor of future behavior is past behavior ? be aware
  • Behaviors of concern
  • WOKPLACE VIOLENCE PREVENTION PLAN
  • Who is Covered?
  • Create a Workplace Violence Prevention Plan
  • Incorporate Injury and Illness Prevention Program Requirements
  • Train Employees
  • Record Incidents of Violence
  • Properly Maintain Records

Course Presenter(s):

  • Russell Jackman, Esq.
  • Ginny Kuhel
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Computer Security Trends for Attorneys and Law Offices

Price: $19.99

In keeping with the intent of the ABA Rules, it is important for all attorneys to stay up to date on matters of material importance to their practice, this discussion updates our previous program informing attorneys about the ongoing trends in Legal Technology for Computer Security Trends. This will include discussion about the 2023 ABA Resolutions 608-610, the increasing use of AI for both positive and negative uses in the legal realm, the upcoming transition from windows 10 to windows 11 and some tips/trends to keep an eye on in the near future.

Credits:

AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits

Course Agenda:

  • Trends in Computer Security in the Mid 2020?s
  • ABA Meeting 2023 ? Resolutions 608-610
  • Other trends in computer security
  • Survey Results Show AI Dominates
  • The use of AI brings many benefits to firms
  • Safeguards for AI
  • The Rise of Quantum Computing and Its Impact on Cybersecurity
  • Windows 10 Transition to Windows 11
  • Conclusions: Top Cybersecurity Tips for Attorneys

Course Presenter(s):

  • Russell Jackman, Esq.
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Cybersecurity for Attorneys

Price: $19.99

This comprehensive course, "Cyber Security for Attorneys," addresses the legal profession's increasing dependence on digital infrastructure and the critical need to protect sensitive client data from sophisticated cyber threats. Participants will explore the ethical duty of technological competence and understand why law firms are prime targets for hackers. The curriculum covers common threats such as phishing, ransomware, and wire transfer fraud, while providing practical guidance on defensive measures like multi-factor authentication, email encryption, and secure remote work practices. The course also details essential strategies for developing firm-wide cybersecurity policies, creating incident response plans, managing vendor security, and complying with data breach notification laws.

Credits:

AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - Cybersecurity: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 Credits, VA - General: 1.0 Credits

Course Agenda:

  • What is Cyber Security?
  • The Ethical Duty of Technological Competence
  • Protecting Client Confidences in the Digital Age
  • Why Law Firms Are a Prime Target for Hackers
  • Understanding Top Cyber Threats Like Phishing and Ransomware
  • Wire Transfer Fraud and Protecting Trust Accounts
  • Password Policies and Multi-Factor Authentication
  • Secure Client Communication with Email Encryption
  • Mobile Device Security for Laptops and Smartphones
  • The Dangers of Public Wi-Fi and Remote Work
  • Cloud Computing Ethics and Due Diligence
  • Vendor Security Management for IT Providers
  • Creating a Firm-Wide Cybersecurity Policy
  • Developing an Incident Response Plan for a Breach
  • Attorney-Client Privilege During a Data Breach
  • Data Breach Notification Laws and Client Duties
  • Cyber Insurance Coverage for Law Firms
  • Cybersecurity Issues in E-Discovery
  • Spotting Insider Threats Both Malicious and Accidental
  • Physical Security for the Modern Law Office
  • Emerging Threats Like AI and Deepfakes
  • Ethical Hacking and Penetration Testing for Firms
  • Safe Use of Social Media for Attorneys
  • Document Management and Secure Deletion Policies
  • Securing Your Home Network for Remote Practice
  • Responding to Electronic Ethics Audit Requests
  • Digital Forensics Basics for Lawyers
  • Cybersecurity Clauses in Client Engagement Letters
  • Training Staff and Attorneys on Security Awareness

Course Presenter(s):

  • Berry Crawford
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Economic Analysis in Employment Matters

Price: $19.99

Dr. Jouganatos discusses the appropriate benefits to include in loss calculations, the discount rate, wage growth rate, earnings basis, present value calculations, mitigation issues including inferior employment, and hearsay problems as well as adverse tax consequences of a lump-sum award or settlement. Methods of computing loss of benefits and pensions, are discussed, among other issues. He also discusses his approach when undertaking cases. Through this course, attorneys will have a greater understanding of the elements of economic analysis in employment matters.

Credits:

AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits

Course Agenda:

  • Compensatory Damages
  • Loss of earnings (all forms of compensation) past and future Benefits, including pension.
  • No loss of Social Security possible
  • The Calculations
  • Historic Loss ('back pay')
  • Present Value of Future Loss ('front pay')
  • The Main Components
  • Worklife
  • Discount Rate
  • Net discount rate
  • Tax issue
  • Wage growth rate
  • Inflation rate
  • Salary or compensation basis
  • Other Issues
  • Pension
  • Health Benefits
  • Social Security
  • Unused vacation
  • Mitigation of loss
  • Taxes
  • Punitive Damages
  • Economic analysis only in assessing defendant's financial condition
  • Credit Score Damage

Course Presenter(s):

  • George Jouganatos
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eDiscovery with Slack, Teams, and the Cloud

Price: $19.99

This course provides legal professionals with essential strategies for managing electronic discovery in modern collaboration environments. The course contrasts traditional email-based discovery with the unique challenges of dynamic chat platforms , addressing the complexities introduced by Slack, Microsoft Teams, and cloud storage. Participants will learn to navigate critical issues such as the preservation of ephemeral messages, emojis, and GIFs ; maintaining context in fragmented conversations ; and handling hyperlinks and attachments. The curriculum covers practical applications including updating legal hold notices , implementing preservation in Microsoft 365 , using platform-specific APIs and tools like Microsoft Purview , authenticating chat data for admissibility , and negotiating modern ESI protocols. The program also emphasizes the ethical duty of technological competence while addressing key legal principles like proportionality , privilege , and cross-border data privacy.

Credits:

AZ - Professional Responsibility: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • A Brief Overview of eDiscovery
  • A Brief Overview of Slack
  • A Brief Overview of Microsoft Teams
  • A Comparison of Microsoft Teams and Slack
  • Why Email-Based eDiscovery Fails for Chat
  • The Rise of Cloud Storage as a Data Source
  • Challenges of Ephemeral and Edited Messages
  • Ethical Duties and Technological Competence
  • Proportionality in the Age of Massive Data Volumes
  • Updating Legal Hold Notices for Slack and Teams
  • Implementing Preservation in Microsoft 365
  • Using Microsoft Purview for eDiscovery
  • Using Slack's Legal Hold and Discovery APIs
  • Preserving Reactions Emojis and GIFs
  • The Problem of Context in Fragmented Chats
  • Data Mapping a Cloud Environment
  • Technology Assisted Review for Chat
  • Native Collection vs Third-Party Tools
  • Dealing with Hyperlinks and Chat Attachments
  • Cross-Border Data Privacy and Cloud Transfers
  • Search Strategies for Channels and Direct Messages
  • Normalizing JSON Exports for Review
  • Reviewing Data in Threaded Conversations
  • Redacting and Tagging Chat Data
  • Identifying Privilege in Informal Chats
  • Authenticating Chat for Admissibility
  • Production Formats that Preserve Context
  • Negotiating ESI Protocols for Modern Data

Course Presenter(s):

  • Berry Crawford
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Ethics of Bankruptcy in the Practice of Law

Price: $19.99

This course about ethical issues of bankruptcy in the practice of law will explore ten topics that are relevant to attorneys. First, the course will explore conflicts of interest in bankruptcy client representation. Next, the course will investigate disclosure requirements for attorneys in bankruptcy cases. The course will then explore ethical dilemmas in advising clients about bankruptcy fraud. After this, the course will investigate transparency and honesty in bankruptcy petitions filed by lawyers. Next, the material will cover attorney fees and ethical concerns in bankruptcy proceedings. The course will then turn towards duty of competence in handling bankruptcy matters. Next, the course will investigate confidentiality issues in bankruptcy practice. The course will then explore attorney responsibility in reporting client misconduct in bankruptcy. The course will next investigate fraudulent transfers and lawyer ethical boundaries. Lastly, the material will cover misrepresentation of bankruptcy exemptions by legal practitioners.

Credits:

AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, GA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, ND - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits

Course Agenda:

  • ABA Rules 1.1, 1.6 and 1.7
  • Conflicts of Interest in Bankruptcy Client Representation
  • Disclosure Requirements for Attorneys in Bankruptcy Cases
  • Ethical Dilemmas in Advising Clients About Bankruptcy Fraud
  • Transparency and Honesty in Bankruptcy Petitions Filed by Lawyers
  • Attorney Fees and Ethical Concerns in Bankruptcy Proceedings
  • Duty of Competence in Handling Bankruptcy Matters
  • Confidentiality Issues in Bankruptcy Practice
  • Attorney Responsibility in Reporting Client Misconduct in Bankruptcy
  • Fraudulent Transfers and Lawyer Ethical Boundaries
  • Misrepresentation of Bankruptcy Exemptions by Legal Practitioners

Course Presenter(s):

  • Victor Perri, Esq
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Implicit Bias and Bias Identification Strategies

Price: $19.99

Attorney Steven Nielsen focuses on bias-reduction strategies to address how unintended biases regarding race, ethnicity, gender identity, sexual orientation, socioeconomic status, or other characteristics undermine confidence in the legal system. Among specific Implicit (or "Subconscious") Biases he addresses are "Heightism," and "Elitism." He discusses the impact these biases have on the legal profession and society writ large.

Credits:

AZ - General: 1.0 Credits, CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NV - General: 1.0 Credits, NY - Diversity and Inclusion: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • Initial Discussion ? Biases
  • Definitions of Bias
  • Why does humanity face this challenge?
  • Advantages of being in a group
  • The Robber?s Cave Experiment
  • Types of Implicit or unconscious bias
  • Explicit Bias
  • Impact of Implicit, Explicit and Systemic Bias on the Legal System
  • Actionable steps licensees can take to recognize and address their own implicit biases
  • Height Discrimination ? Heightism
  • Elitism Bias
  • Ageism
  • Distinguished Surname Bias or, simply, Name Bias
  • Caste Bias
  • Financial Bias
  • The protected classes are just a start
  • Can we learn to withhold judgment ?

Course Presenter(s):

  • Steven A Nielsen
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Mobile Device Discovery in Litigation

Price: $19.99

This course, "Mobile Device Discovery in Litigation", provides legal professionals with a comprehensive guide to navigating the complexities of Electronic Data Discovery (EDD) involving mobile devices. The curriculum addresses the unique challenges mobile devices pose due to their personal nature, diverse data types, and the proliferation of apps. Key topics include identifying relevant devices and data sources, comparing collection methods, managing company-owned devices versus BYOD policies, and crafting effective legal holds. Participants will explore strategies for preserving and discovering challenging data types, including text messages, disappearing messages, cloud backups, location data, and data from social media and health apps. The course also delves into critical legal issues such as the dangers of client self-collection, spoliation, proportionality arguments, privacy concerns, the Fifth Amendment, authenticating evidence, hearsay objections, and working effectively with digital forensics experts.

Credits:

AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • What is Electronic Data Discovery?
  • Why Mobile Devices Are a Unique ESI Challenge
  • Identifying Relevant Devices and Data Sources
  • Understanding Different Collection Methods
  • Company-Owned Devices vs BYOD Policies
  • Crafting Effective Legal Hold Notices for Mobile Data
  • The Scope of Preservation for Text Messages
  • Dangers of Client Self-Collection and Spoliation
  • Working With Digital Forensics Experts
  • Proportionality Arguments in Mobile Discovery
  • Preserving Data from Messaging Apps like WhatsApp and Signal
  • Discovering Ephemeral and Disappearing Messages
  • The Role of iCloud and Google Drive Backups
  • Finding and Using Location Data (GPS)
  • Text Message Review and Production Formats
  • Strategies for Redacting Privileged Information
  • Privacy Concerns and Personal Data on Devices
  • Authenticating Mobile Evidence for Trial
  • Hearsay Objections for Text Messages
  • Using Mobile Metadata Effectively
  • Direct Examination of a Forensic Expert
  • Cross-Examining an Opposing Expert
  • Seeking Discovery from Third-Party Apps
  • International Data Privacy Implications
  • The Fifth Amendment and Passcode Compulsion
  • Understanding Data from Health and Fitness Apps
  • Discovery of Social Media App Data
  • Voicemail and Call Log Preservation
  • Emerging Trends in Mobile Technology and Law

Course Presenter(s):

  • Berry Crawford
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Reducing Substance Abuse with Mindfulness for Attorneys

Price: $19.99

This course about Reducing Substance Abuse with Mindfulness for Attorneys will explore ten topics that are relevant to attorneys. First, the course will explore mindfulness meditation to reduce stress and substance abuse among U.S. attorneys. Next, the course will investigate incorporating mindfulness techniques in legal practice to combat substance dependency. The course will then explore mindful breathing exercises to alleviate substance cravings for lawyers. After this, the course will investigate ethics and responsibilities: attorneys practicing mindfulness to prevent substance abuse. Next, the material will cover mindfulness-based stress reduction for attorneys battling substance dependence. The course will then turn towards law firm culture: encouraging mindfulness to mitigate substance abuse risks. Next, the course will investigate mindfulness training for lawyers on sustainable recovery from substance abuse. The course will then explore jury trials: using mindfulness to manage anxiety and reduce substance dependency. The course will next investigate integrating mindfulness into continuing legal education for substance abuse prevention. Lastly, the material will cover attorney wellness programs: mindfulness as a tool to combat substance abuse.

Credits:

AZ - General: 1.0 Credits, CA - Prevention and Detection Competence: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, IN - Distance Education: 1.0 Credits, MT - Substance Abuse: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - Substance Abuse: 1.0 Credits, NY - Substance abuse: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits

Course Agenda:

  • The Scope of the Problem of Substance Abuse in the Legal Profession
  • Mindfulness Meditation to Reduce Stress and Substance Abuse Among U.S. Attorneys
  • Incorporating Mindfulness Techniques in Legal Practice to Combat Substance Dependency
  • Mindful Breathing Exercises to Alleviate Substance Cravings for Lawyers
  • Ethics and Responsibilities: Attorneys Practicing Mindfulness to Prevent Substance Abuse
  • Mindfulness-Based Stress Reduction for Attorneys Battling Substance Dependence
  • Law Firm Culture: Encouraging Mindfulness to Mitigate Substance Abuse Risks
  • Mindfulness Training for Lawyers on Sustainable Recovery from Substance Abuse
  • Jury Trials: Using Mindfulness to Manage Anxiety and Reduce Substance Dependency
  • Integrating Mindfulness into Continuing Legal Education for Substance Abuse Prevention
  • Attorney Wellness Programs: Mindfulness as a Tool to Combat Substance Abuse

Course Presenter(s):

  • Berry Crawford
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Storytelling in the Courtroom

Price: $29.99

As a trial lawyer, what do you really need in order to win your case? Attention ? the jury's attention. I don't mean that in the narcissistic "everyone look at me" sense. When I say every trial lawyer wants more attention, what I mean is that before you can build a rapport with the jury and earn their trust, you have to fight a war ? the war for the jury's attention. "Attention" and "connection" are the key elements needed to win the minds and hearts of the jury.

Credits:

AK - Voluntary: 2.0 Credits, AZ - General: 2.0 Credits, CA - General: 2.0 Credits, CT - General: 2.0 Credits, GA - Self Study: 2.0 Credits, IL - General: 2.0 Credits, IN - Distance Education: 2.0 Credits, KY - General: 2.0 Credits, MO - Self Study: 2.0 Credits, MT - Self Study: 2.0 Credits, ND - Self Study: 2.0 Credits, NH - General: 2.0 Credits, NJ - General: 2.0 Credits, NV - General: 2.0 Credits, NY - General: 2.0 Credits, PA - Distance Learning: 2.0 Credits, TX - General: 2.0 Credits

Course Agenda:

Mixing Law & Art
  • My Story
  • Left Brain/Right Brain? What's the difference?
  • The Case for Storytelling
  • Tips for Building Credibility with the Jury
  • Lesson Learned from "8 Mile"
  • Purpose of Opening
  • Storytelling as the Device for Opening Statement

Course Presenter(s):

  • Michael J. DeBlis III, Esq.
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Storytelling in the Courtroom: Volume 1 - Part II

Price: $29.99

Like it or not, we are in the midst of an attention war. We need to confront the reality that the jury's attention can no longer be taken for granted. We have to change our way of thinking to focus on gaining attention before we can leave lasting impressions. The jury's attention must be the currency that every trial lawyer trades in. In this presentation, I will talk about how storytelling can help lawyers to cut through all of the noise and distractions of everyday life in order to connect to the jury on a human level.

Credits:

AK - Voluntary: 1.5 Credits, AZ - General: 1.5 Credits, CA - General: 1.5 Credits, CT - General: 1.5 Credits, GA - Self Study: 1.5 Credits, IL - General: 1.25 Credits, IN - Distance Education: 1.5 Credits, KY - General: 1.5 Credits, MO - Self Study: 1.5 Credits, MT - Self Study: 1.5 Credits, ND - Self Study: 1.5 Credits, NH - General: 1.5 Credits, NJ - General: 1.5 Credits, NV - General: 1.5 Credits, NY - General: 1.5 Credits, PA - Distance Learning: 1.5 Credits, TX - General: 1.5 Credits

Course Agenda:

  • Reducing Trial to Its Bare Bones
  • Shifting Sands - How I View "My" Jury
  • Opening Statement as Story
  • Theory & Theme
  • Organization for Opening
  • Cast of Characters
  • Perspective
  • Two Basic Modes

Course Presenter(s):

  • Michael J. DeBlis III, Esq.
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Storytelling in the Courtroom: Volume 1 - Part III

Price: $29.99

Stories are told in two basic modes: (1) narrative summary and (2) scenes. Narrative summary is an overview. It?s an expository way of moving the audience along in the story. It?s very much ?telling.? Most Nineteenth Century novels begin with narrative summary. For example, ?It was the best of times, it was the worst of times.? It?s more conceptual than cinematic.

Credits:

AK - Voluntary: 2.0 Credits, AZ - General: 2.0 Credits, CA - General: 2.0 Credits, CT - General: 2.0 Credits, GA - Self Study: 2.0 Credits, IL - General: 1.75 Credits, IN - Distance Education: 2.0 Credits, KY - General: 1.75 Credits, MO - Self Study: 2.0 Credits, MT - Self Study: 2.0 Credits, ND - Self Study: 1.5 Credits, NH - General: 2.0 Credits, NJ - General: 2.0 Credits, NV - General: 1.5 Credits, NY - General: 2.0 Credits, PA - Distance Learning: 2.0 Credits, TX - General: 2.0 Credits

Course Agenda:

  • Two Basic Modes
  • Narrative Summary
  • Scene Mode
  • Specificity - The Secret Sauce
  • Raising the Stakes
  • The Language of Opening Statement
  • Power Language
  • Words Not to Stress
  • Use Powerful Imagery
  • Stick with the action - avoid abstractions!
  • Emphasis & Impact Devices
  • The Voice
  • Voice Training
  • The Imagination
  • The Breath
  • Kristin Linklater
  • Speaking on the Breath
  • Effective Voice Principles for the Courtroom

Course Presenter(s):

  • Michael J. DeBlis III, Esq.
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Storytelling in the Courtroom: Volume 1 - Part IV

Price: $29.99

Kristin Linklater, one of the great voice instructors, puts it like this:?There?s a desire to speak?an impulse. It runs down the spinal column and through the central nervous system galvanizing simultaneously the breathing mechanism and the laryngeal mechanism into an activity that creates a vibration which is immediately amplified by surrounding resonating surfaces into voice. At the same time the impulse activates movements of lips and tongue that deliver words."

Credits:

AK - Voluntary: 2.5 Credits, AZ - General: 2.5 Credits, CA - General: 2.5 Credits, CT - General: 2.5 Credits, GA - Self Study: 2.5 Credits, IL - General: 2.25 Credits, IN - Distance Education: 2.5 Credits, MO - Self Study: 2.5 Credits, MT - Self Study: 2.5 Credits, ND - Self Study: 2.5 Credits, NH - General: 2.5 Credits, NJ - General: 2.5 Credits, NV - General: 2.5 Credits, NY - General: 2.5 Credits, PA - Distance Learning: 2.5 Credits, TX - General: 2.5 Credits

Course Agenda:

      Kristin Linklater
        Speaking on the Breath
          Effective Voice Principles for the Courtroom
            The Sounding Body: Voice as Movement
              The Power of Silence
                Meisner on Silence
                  Tips: Emphasis & Impact Devices
                    We Have Five Senses, Not One - Don?t forget to actively engage the five senses!
                      How I Brainstorm a Case
                        Preparation Essentials for Trying a Criminal Case
                          Storytime
                            Disengaging

                          Course Presenter(s):

                          • Michael J. DeBlis III, Esq.
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The ABCs of the Remote Law Practice

Price: $19.99

Join lawyers Jacob Stein, Diane Camacho, Larry Cohn, and Michael Bono as they delve into the world of remote law practice in this enlightening discussion. Discover the advantages and practical tips for running a successful remote law firm, including:

  • Benefits such as reduced overhead costs and reaching a wider client base.
  • Overcoming common obstacles like breaking old habits and dispelling misconceptions about professionalism.
  • Effective communication strategies for both individual and group meetings.
  • Innovative business development tactics like hosting webinars and networking through joint ventures.
  • Financial management essentials, including trust account separation and utilizing specialized software for bookkeeping and reporting.
  • Embracing technology with cloud storage, practice management software, and document automation tools.
  • Leveraging AI legal research and drafting tools like Co-Counsel, Spellbook, and GAVL to boost efficiency. Gain valuable insights from the speakers' own experiences as they share tips for embracing technology and ensuring the security and effectiveness of remote law practices.

Credits:

AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.25 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.25 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits

Course Agenda:

  • Best accounting practices, with a focus on software that allows for remote approval of trust, AP and billing actions
  • Technology for remote lawyers and firms, including document storage, why VPNs are bad, and best software
  • Establishing a strong communication structure
  • Developing a unified structure and delegating in a remote setting
  • New economic models for remote law firms (virtual and distributed firms)
  • The advantages of the new models over the traditional law firm model
  • Leveraging AI for enhanced document management, legal research and contract analysis in remote law practices
  • Optimizing client engagement and service delivery through AI-driven virtual assistance and predictive analytics
  • Bolstering remote law practices with AI-powered e-discovery and knowledge management

Course Presenter(s):

  • Jacob Stein, Esq
  • Diane Camacho
  • Michael Bono
  • Lawrence Kohn
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Trust Account Basics

Price: $19.99

This session will cover the practical aspects of managing Client Trust Accounts in a law firm and what profitability measures lawyers should be reviewing.

  • Client Trust Account Protection Program [CTAPP]
  • What reports should you have for your trust account?
  • How should your trust account be reconciled?
  • Common mistakes

Credits:

AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IN - Distance Education: 1.0 Credits, ND - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Distance Learning: 1.0 Credits

Course Agenda:

1. CTAPP a. Certification Changes i. Self-assessments ii. Who is and Who is not required to complete CTAPP 2. IOLTA- Interest on Lawyers? Trust Accounts a. California?s Rules of professional conduct b. Safekeeping funds and Property of Clients c. Who?s money is it? d. How the money will be used? e. More: i. Fees ii. Comingling iii. Opening and closing iv. Record Keeping 1. Record Keeping FIRM 2. Record Keeping CLIENT f. Even More: i. 5 Most Common Mistakes

Course Presenter(s):

  • Diane Camacho