Individual CLE Courses
Continuing Legal Education Online Courses with MCLEZ are for Oklahoma attorneys who want to make the most of their time and money. Easily earn Oklahoma Online CLE credit through courses which have been produced in a variety of legal subjects that matter to you.
If you are new to MCLEZ, try a course for free before you make your purchase with our Free CLE program. To easily fulfill all of your allowable online CLE hours, see our Oklahoma Bundles page under State CLE Bundles.
MCLEZ provides distance computer-based legal education programs that meet the criteria established in the Rules of the Oklahoma Supreme Court for Mandatory Continuing Legal Education, Rule 7, Regulation 4 and have been pre-approved by the Oklahoma Supreme Court Mandatory Continuing Legal Education Commission for online CLE credit.
Oklahoma Supreme Court MCLE Commission phone # 405-416-7009
Oklahoma CLE Courses
AI Deep Dive for Attorneys: Large Language Models
Price: $19.99
This course, "AI Deep Dive for Attorneys: Large Language Models," provides attorneys with a comprehensive understanding of Large Language Models (LLMs), covering their definition, training processes, and implications for legal practice. Participants learn how LLMs use neural networks trained on vast text datasets to perform versatile language-based tasks, such as drafting legal documents, conducting research, and automating routine tasks, thereby significantly impacting fields like customer service, education, journalism, and especially law. The course emphasizes critical ethical considerations, including attorney-client confidentiality, data privacy (GDPR compliance), bias and fairness in outputs, and intellectual property rights. Additionally, it explores practical strategies for attorneys to integrate LLMs responsibly into their workflows, addressing challenges such as hallucinations (misinformation), admissibility of AI-generated evidence, malpractice risks, cybersecurity concerns, and compliance with evolving regulatory frameworks. Ultimately, the course equips attorneys with essential AI literacy skills, enabling them to balance innovation with professional ethics and competence as AI technologies continue to transform the legal landscape.
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, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - 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, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Overview of Large Language Models
- How Large Language Models are Trained
- Large Language Models and the Practice of Law
- Attorney-Client Privilege and Confidentiality with Large Language Models
- Understanding and Detecting Large Language Model Hallucinations
- Admissibility of Evidence Generated by Large Language Models
- Legal Considerations in Training and Licensing LLMs
- Bias and Fairness Challenges in Large Language Models: Legal Implications
- Intellectual Property Rights in AI-Generated Text from Large Language Models
- LLM-Assisted Electronic Discovery Benefits and Risks
- Data Privacy and GDPR Compliance When Using Large Language Models
- Attorney Duty of Competence and AI Literacy: Understanding Large Language Models
- Liability for Errors or Misrepresentations Made by Large Language Models
- Transparency and Explainability in Large Language Model Decision-Making
- Cross-Examining Expert Testimony Relying on Large Language Models
- Regulatory Frameworks Affecting Attorney Use of Large Language Models
- Ethical Guidelines for Drafting Legal Documents Using Large Language Models
- Managing Potential Malpractice Risks from Large Language Model Dependence
- Legal Industry Standards for Integrating Large Language Models in Practice
- Large Language Models and the Automation of Legal Research and Writing
- Client Consent and Disclosure Requirements for LLM Use in Legal Services
- Challenges in Authorship Attribution and Plagiarism Detection with LLMs
- Antitrust Concerns Related to Market Dominance by Large Language Model Providers
- Risks of Unauthorized Practice of Law by AI Large Language Models
- Large Language Models in Judicial Decision-Making and Case Predictions
- Ethical Implications of Using LLMs in Jury Selection and Trial Strategy
- Large Language Model-Generated Misinformation and Defamation Liability
- Comparative International Legal Approaches to Large Language Model Regulation
- Practical Strategies for Attorneys: Best Practices for Leveraging Large Language Models
- Assessing and Mitigating Cybersecurity Risks Associated with Large Language Models
- Implications of Large Language Models on Legal Education and Attorney Training
- Future Legal Trends in Regulating the Development of Large Language Models
Course Presenter(s):
- Berry Crawford
- Dr. Russ Biagio Altman
An Introduction to E-discovery and AI
Price: $19.99
This course gives attorneys a practical, court-aware foundation in the electronic discovery process and how modern artificial intelligence tools, including Technology-Assisted Review, change preservation, review, and production decisions. It defines electronic discovery and the lifecycle of identifying, preserving, collecting, processing, reviewing, and producing electronically stored information, then walks through the Electronic Discovery Reference Model as a framework for managing that work efficiently. The course also explains where machine learning and natural language processing fit into discovery workflows, including how Technology-Assisted Review learns iteratively from human-coded examples and what that means for defensibility and transparency. Finally, it covers key Federal Rules of Civil Procedure concepts that drive day-to-day discovery practice, along with the duty to preserve, litigation holds, and proportionality so attorneys can better manage risk, cost, and vendor oversight in both litigation and firm operation
Credits:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, MT - 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, OK - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- What is E-Discovery?
- What type of AI is Relevant to E-Discovery?
- The Ethical Duty of Technology Competence
- What is Electronically Stored Information?
- Introduction to Technology-Assisted Review
- The Electronic Discovery Reference Model
- Key Federal Rules for E-Discovery
- The Duty to Preserve and Legal Holds
- Understanding Proportionality and Scope
- How AI Improves on Keyword Search
- Understanding Predictive Coding
- The Power of Continuous Active Learning
- Using AI for Early Case Assessment
- AI in Data Processing and Culling
- The Role of the Subject Matter Expert
- Sampling and Validation Protocols
- Finding Privilege Documents with AI
- Automating PII and PHI Redactions
- AI Challenges with Modern Data like Slack and Teams
- AI Analysis of Audio and Video Files
- AI in Digital Forensics Investigations
- Using AI for Internal Investigations
- AI-Assisted Deposition Preparation
- The Ethical Duty of Confidentiality with AI Vendors
- Defending Your TAR Process in Court
- Negotiating AI Use in ESI Protocols
- Addressing the AI "Black Box" Problem
- Recognizing and Mitigating Algorithmic Bias
- Risks of AI Hallucinations in Legal Tech
Course Presenter(s):
- Berry Crawford
Critical Soft Skills for Attorneys
Price: $19.99
This comprehensive course is designed to equip legal professionals with the essential interpersonal and self-management abilities necessary to navigate the high-pressure environment of law. The curriculum covers a wide spectrum of communication skills, ranging from maintaining composure and clarity under pressure to active listening and accurate issue-framing. It emphasizes emotional intelligence through modules on regulating emotions during conflict, building rapport through empathy, and delivering bad news with care. Beyond client interactions, the course addresses professional advancement and efficiency by exploring time and project management, collaboration across roles, and the nuances of managing up with senior stakeholders. Ultimately, the training aims to foster a sustainable and successful practice by teaching attorneys how to handle ambiguity, engage in business development, maintain integrity, and mentor junior colleagues.
Credits:
AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, MT - 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, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits, VA - General: 1.0 CreditsCourse Agenda:
- Clear, concise communication under pressure
- Active listening and accurate issue-framing
- Asking better questions and clarifying expectations
- Emotional regulation during conflict and criticism
- Empathy and rapport-building with clients
- Delivering bad news with clarity and care
- Negotiation mindset and relationship management
- De-escalation and conflict resolution skills
- Assertiveness without aggression
- Giving feedback that improves performance
- Receiving feedback without defensiveness
- Collaboration across roles: staff, experts, and co-counsel
- Managing up with partners and senior stakeholders
- Professional presence and credibility signaling
- Time management and prioritization discipline
- Project management for legal matters
- Adaptability when facts, law, or strategy changes
- Client expectation setting and boundary management
- Persuasion and storytelling for non-lawyer audiences
- Writing clarity and audience-aware tone
- Meeting facilitation and decision-driving
- Difficult conversations: performance, money, and behavior
- Cultural competence and inclusive communication
- Networking and relationship maintenance
- Business development conversations without awkwardness
- Judgment and risk calibration
- Managing ambiguity and uncertainty
- Resilience and stress tolerance
- Integrity and trust-building habits
- Mentoring and coaching junior attorneys
Course Presenter(s):
- Brian Emerson
eDiscovery Project Management and Cost Control
Price: $19.99
This course provides a comprehensive guide to managing the electronic discovery process with a focus on operational efficiency and financial oversight. It covers essential strategies ranging from initial project scoping, early case assessment (ECA), and legal hold execution to advanced technical topics like data mapping, custodian identification, and the use of analytics for review reduction. You will learn how to navigate complex challenges such as cross-border data transfer, privilege review workflows, and spoliation risk, while also mastering practical skills in budget forecasting, vendor management, and the implementation of alternative fee arrangements (AFAs). By emphasizing the integration of technology?including Technology Assisted Review (TAR) and metrics dashboards?this course equips legal and IT professionals with the tools to streamline workflows, ensure defensibility, and significantly reduce the costs associated with litigation and data production.
Credits:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, MT - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Scoping and defining the eDiscovery project
- Early case assessment workflows
- Legal hold strategy and execution
- Data mapping and custodian identification
- Stakeholder roles and responsibility matrix
- Project timelines and critical path planning
- Estimating data volumes and effort
- Budget forecasting and burn-rate tracking
- Vendor selection and management
- Alternative fee arrangements and eDiscovery
- Data collection planning and chain of custody
- Remote and mobile device collection logistics
- Defensible preservation and spoliation risk control
- Processing parameters and cost drivers
- De-duplication and email threading decisions
- Search strategy and iterative refinement
- Technology assisted review planning and validation
- Quality control sampling and error-rate monitoring
- Privilege review workflows and logging efficiency
- Redaction standards and production-ready formatting
- Proportionality arguments and cost shifting
- Meet-and-confer preparation and negotiation tactics
- Discovery protocols and ESI stipulations
- Rolling productions and production tracking
- Cross-border data issues and transfer constraints
- Information security and access controls
- Metrics dashboards and status reporting
- Change management when scope expands
- Post-mortem lessons learned and playbooks
- Using analytics to reduce review populations
Course Presenter(s):
- Berry Crawford
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 CreditsCourse 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
Ethical Consideration in eDiscovery and Technology Assisted Review
Price: $19.99
This CLE course provides attorneys with an in-depth understanding of how the American Bar Association?s Model Rules of Professional Conduct apply to modern eDiscovery practices. Participants explore how technology-assisted review (TAR) intersects with key ethical duties such as competence, diligence, confidentiality, client communication, and supervision. Through detailed discussions of Rules 1.1 through 8.4, the course emphasizes the importance of informed oversight, transparency, and continuous education when using machine-learning tools in discovery. Attendees gain practical insight into mitigating risks, maintaining fairness, and ensuring ethical compliance while leveraging TAR?s efficiencies in contemporary litigation
Credits:
AL - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - 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, OK - Legal Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, VA - Ethics: 1.0 CreditsCourse Agenda:
- Definition of Technology Assisted Review
- Rule 1.1: Competence and Technology Assisted Review
- Rule 1.2: Scope of Representation and Allocation of Authority and Technology Assisted Review
- Rule 1.3: Diligence and Technology Assisted Review
- Rule 1.4: Communications and Technology Assisted Review
- Rule 1.6: Confidentiality of Information and Technology Assisted Review
- Rule 1.7: Conflict of Interest: Current Clients and Technology Assisted Review
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Technology Assisted Review
- Rule 1.9: Duties to Former Clients and Technology Assisted Review
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Technology Assisted Review
- Rule 1.13: Organization as Client and Technology Assisted Review
- Rule 1.15: Safekeeping Property and Technology Assisted Review
- Rule 1.16: Declining or Terminating Representation and Technology Assisted Review
- Rule 2.1: Advisor and Technology Assisted Review
- Rule 3.1: Meritorious Claims and Contentions and Technology Assisted Review
- Rule 3.2: Expediting Litigation and Technology Assisted Review
- Rule 3.3: Candor Toward the Tribunal and Technology Assisted Review
- Rule 3.4: Fairness to Opposing Party and Counsel and Technology Assisted Review
- Rule 4.1: Truthfulness in Statements to Others and Technology Assisted Review
- Rule 4.2: Communication with Person Represented by Counsel and Technology Assisted Review
- Rule 4.3: Dealing with Unrepresented Person and Technology Assisted Review
- Rule 4.4: Respect for Rights of Third Persons and Technology Assisted Review
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Technology Assisted Review
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Technology Assisted Review
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Technology Assisted Review
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Technology Assisted Review
- Rule 5.7: Responsibilities Regarding Law-Related Services and Technology Assisted Review
- Rule 8.3: Reporting Professional Misconduct and Technology Assisted Review
- Rule 8.4: Misconduct and Technology Assisted Review
Course Presenter(s):
- Berry Crawford
Ethical Considerations in Email Discovery
Price: $19.99
This CLE course, titled Ethical Considerations in Email Discovery, examines the intersection of the ABA Model Rules of Professional Conduct and the technical demands of managing electronic evidence. The curriculum guides legal professionals through the lifecycle of email discovery, from preservation and collection to review and production, while highlighting specific ethical duties such as competence, confidentiality, and diligence. Key topics include the necessity of understanding metadata and storage systems, the supervision of non-lawyer assistance, and the management of conflicts of interest that may arise within voluminous email data. By analyzing rules concerning candor toward the tribunal and fairness to opposing counsel, the course aims to help attorneys build defensible processes that minimize risk and uphold professional integrity in the digital age.
Credits:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 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, OK - Legal Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, UT - Ethics: 1.0 Credits, VA - Ethics: 1.0 CreditsCourse Agenda:
- Email Discovery Overview
- Rule 1.1: Competence and Email Discovery
- Rule 1.2: Scope of Representation and Allocation of Authority and Email Discovery
- Rule 1.3: Diligence and Email Discovery
- Rule 1.4: Communications and Email Discovery
- Rule 1.6: Confidentiality of Information and Email Discovery
- Rule 1.7: Conflict of Interest: Current Clients and Email Discovery
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Email Discovery
- Rule 1.9: Duties to Former Clients and Email Discovery
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Email Discovery
- Rule 1.13: Organization as Client and Email Discovery
- Rule 1.15: Safekeeping Property and Email Discovery
- Rule 1.16: Declining or Terminating Representation and Email Discovery
- Rule 2.1: Advisor and Email Discovery
- Rule 3.1: Meritorious Claims and Contentions and Email Discovery
- Rule 3.2: Expediting Litigation and Email Discovery
- Rule 3.3: Candor Toward the Tribunal and Email Discovery
- Rule 3.4: Fairness to Opposing Party and Counsel and Email Discovery
- Rule 4.1: Truthfulness in Statements to Others and Email Discovery
- Rule 4.2: Communication with Person Represented by Counsel and Email Discovery
- Rule 4.3: Dealing with Unrepresented Person and Email Discovery
- Rule 4.4: Respect for Rights of Third Persons and Email Discovery
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Email
- Discovery
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Email Discovery
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Email Discovery
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Email Discovery
- Rule 5.7: Responsibilities Regarding Law-Related Services and Email Discovery
- Rule 8.3: Reporting Professional Misconduct and Email Discovery
- Rule 8.4: Misconduct and Email Discovery
- Negotiating ESI Protocols for Modern Data
Course Presenter(s):
- Berry Crawford
Ethical Considerations of Discovering Data in the Cloud
Price: $19.99
This course explores the ethical nuances of cloud-based eDiscovery, defined as the process of identifying, preserving, and reviewing Electronically Stored Information within decentralized cloud environments such as SaaS and IaaS platforms. The course applies the ABA Model Rules of Professional Conduct, ranging from Rule 1.1 on Competence to Rule 8.4 on Misconduct, to address unique challenges like data commingling, multi-tenancy, and cross-border jurisdictional issues. Through this ethical framework, the course provides attorneys with strategies for requesting and responding to discovery requests while managing critical duties such as client confidentiality, conflicts of interest, and the supervision of non-lawyer assistance. Additionally, the material covers topics such as the necessity of maintaining candor toward the tribunal and avoiding misconduct while navigating the complexities of dynamic digital evidence.
Credits:
AL - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OK - Legal Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, UT - Ethics: 1.0 CreditsCourse Agenda:
- Overview of Cloud Based Discovery
- Rule 1.1: Competence and Cloud Based Discovery
- Rule 1.2: Scope of Representation and Allocation of Authority and Cloud Based Discovery
- Rule 1.3: Diligence and Cloud Based Discovery
- Rule 1.4: Communications and Cloud Based Discovery
- Rule 1.6: Confidentiality of Information and Cloud Based Discovery
- Rule 1.7: Conflict of Interest: Current Clients and Cloud Based Discovery
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Cloud Based Discovery
- Rule 1.9: Duties to Former Clients and Cloud Based Discovery
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Cloud Based Discovery
- Rule 1.13: Organization as Client and Cloud Based Discovery
- Rule 1.15: Safekeeping Property and Cloud Based Discovery
- Rule 1.16: Declining or Terminating Representation and Cloud Based Discovery
- Rule 2.1: Advisor and Cloud Based Discovery
- Rule 3.1: Meritorious Claims and Contentions and Cloud Based Discovery
- Rule 3.2: Expediting Litigation and Cloud Based Discovery
- Rule 3.3: Candor Toward the Tribunal and Cloud Based Discovery
- Rule 3.4: Fairness to Opposing Party and Counsel and Cloud Based Discovery
- Rule 4.1: Truthfulness in Statements to Others and Cloud Based Discovery
- Rule 4.2: Communication with Person Represented by Counsel and Cloud Based Discovery
- Rule 4.3: Dealing with Unrepresented Person and Cloud Based Discovery
- Rule 4.4: Respect for Rights of Third Persons and Cloud Based Discovery
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Cloud Based Discovery
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Cloud Based Discovery
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Cloud Based Discovery
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Cloud Based Discovery
- Rule 5.7: Responsibilities Regarding Law-Related Services and Cloud Based Discovery
- Rule 8.3: Reporting Professional Misconduct and Cloud Based Discovery
- Rule 8.4: Misconduct and Cloud Based Discovery
Course Presenter(s):
- Berry Crawford
Fundamentals of Attorney Well-Being
Price: $19.99
This CLE course equips lawyers with a practical, evidence-informed toolkit for sustaining attorney well-being while maintaining high performance in demanding legal environments. The course defines well-being as a multidimensional skill set, then explains how stress physiology can erode concentration, judgment, and health, and how to distinguish burnout from depression and anxiety so participants can respond appropriately. From there, it delivers concrete, usable strategies on sleep fundamentals, sustainable boundaries and availability norms, time and attention management systems that reduce chronic overload, emotional regulation in conflict-heavy practice, managing perfectionism and fear of mistakes, and interrupting rumination and worry. The program also covers mindfulness without mystique, micro-breaks and recovery routines, flexible exercise and nutrition habits for long days and travel, substance use risk warning signs, building social support outside the firm, healthy communication and assertiveness, handling difficult clients without emotional spillover, secondary trauma and compassion fatigue, creating psychological safety on teams, digital hygiene for email and notifications, coping with trial and deal surges, financial stress as a well-being factor, effective use of therapy, coaching, and employee assistance programs, preventing isolation in remote and hybrid practice, ergonomics and injury prevention, values-based career alignment, recognizing when professional help is needed, crisis planning for acute stress, and building a long-term well-being plan with accountability.
Credits:
AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Wellness Competence: 1.0 Credits, CT - General: 1.0 Credits, IL - Mental Health - Substance Abuse : 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, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 Credits, VA - Well-being: 1.0 CreditsCourse Agenda:
- Defining Well-Being
- Understanding stress physiology in legal work
- Recognizing burnout versus depression versus anxiety
- Sleep basics for cognitive performance and judgment
- Building sustainable work boundaries and availability norms
- Time management systems that reduce chronic overload
- Attention management and reducing constant task switching
- Emotional regulation skills for conflict-heavy practice
- Managing perfectionism and fear of mistakes
- Rumination and worry: tools to interrupt the mental loop
- Mindfulness fundamentals for attorneys without the mystique
- Micro-breaks and recovery routines during the workday
- Exercise habits that fit unpredictable schedules
- Nutrition strategies for long days and travel
- Substance use risks in the legal profession and early warning signs
- Building social support outside the firm
- Healthy communication and assertiveness at work
- Dealing with difficult clients without emotional spillover
- Secondary trauma and compassion fatigue in client-facing work
- Creating psychological safety within teams
- Resilience skills without glorifying overwork
- Digital hygiene: email, notifications, and after-hours disconnect
- Managing trial and deal surges without long-term harm
- Financial stress management as a well-being factor
- Using therapy, coaching, and employee assistance programs effectively
- Preventing isolation in remote and hybrid practice
- Ergonomics and injury prevention for desk-based work
- Meaning and purpose: values-based career alignment
- Recognizing when you need professional help and how to seek it
- Crisis planning for acute stress and mental health emergencies
- Building a long-term well-being plan and accountability system
Course Presenter(s):
- Berry Crawford
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 CreditsCourse 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
Recognition and Elimination of Age Bias
Price: $19.99
This course provides a comprehensive exploration of recognizing and eliminating age bias within the legal profession. Participants will learn to identify subtle implicit bias patterns, often encoded in language and cultural narratives, and understand how common stereotypes can distort professional judgment regarding leadership and innovation. The curriculum details critical legal duties under the Federal Age Discrimination in Employment Act (ADEA) as well as significant state-level variations in places like California and New York. Attendees will gain practical, evidence-based strategies for every stage of the employment lifecycle, including crafting age-neutral job descriptions, diversifying recruiting channels, anonymizing resume screening, and structuring interviews with validated rubrics to ensure objective, merit-based evaluations. Furthermore, the course offers actionable guidance on managing multi-generational teams, conducting neutral workplace investigations, and utilizing workforce data to detect and interrupt biased decision paths.
Credits:
AK - Voluntary: 1.0 Credits, AL - On-Demand: 1.0 Credits, AZ - General: 1.0 Credits, CA - Elimination of Bias: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, KY - General: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - General: 1.0 Credits, UT - Self Study: 1.0 Credits, VA - General: 1.0 CreditsCourse Agenda:
- Recognizing implicit bias patterns linked to age
- Common age stereotypes that distort judgment
- How age bias differs from legitimate performance concerns
- Key legal duties under federal age discrimination law
- State law variations that expand age protections
- Identifying bias risks in job descriptions and postings
- Recruiting channels that skew applicant age mix
- Screening resumes without age proxy shortcuts
- Structuring interviews to reduce age-based assumptions
- Avoiding biased interview questions and prompts
- Using validated rubrics and scoring for interviews
- Evaluating experience without penalizing tenure
- Preventing age bias in promotion and advancement decisions
- Training and development access and equal opportunity
- Performance reviews and the dangers of subjective criteria
- Managing performance fairly across age groups
- Reducing age bias in discipline and termination decisions
- Reductions in force and adverse impact awareness
- Age bias in compensation and benefits decisions
- Recognizing age-related harassment and microaggressions
- Handling complaints with neutrality and consistency
- Conducting workplace investigations without age assumptions
- Documenting decisions with objective job-related facts
- Using workforce data to detect age disparity signals
- Designing policies that interrupt biased decision paths
- Implementing decision checklists for high-risk actions
- Client counseling to surface hidden age assumptions
- Litigation risk factors and defensible decision making
- Training managers to notice and correct bias in real time
- Building a culture that values multi-generational teams
Course Presenter(s):
- Berry Crawford
The Importance of Civility in the Legal Profession
Price: $19.99
This CLE course examines civility as a core professional and ethical obligation in legal practice, distinguishing it from mere courtesy and exploring how civil conduct underpins effective advocacy, judicial efficiency, and public trust in the justice system. Drawing on real-world litigation contexts?including courtroom advocacy, written practice, discovery disputes, negotiations, client management, and digital communication?the course analyzes how incivility escalates conflict, increases costs, undermines ethical compliance, and harms lawyer well-being, while also addressing power dynamics, bias, and high-conflict practice areas. Participants will gain practical strategies for maintaining zealous advocacy without crossing into incivility, responding skillfully to uncivil conduct, meeting judicial expectations, and integrating civility into professional identity, mentorship, and firm culture, reframing civility not as a ?soft skill? but as a foundational competence essential to justice, professionalism, and long-term success in the legal profession.
Credits:
AL - On-Demand: 1.0 Credits, AZ - Professional Responsibility: 1.0 Credits, CA - Civility: 1.0 Credits, CT - General: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Distance Education: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, UT - Civility: 1.0 Credits, VA - General: 1.0 CreditsCourse Agenda:
- Defining Civility vs. Courtesy in Legal Practice
- The Long-Term Career and Reputation Costs of Incivility
- Why Civility Is an Ethical Obligation, Not a Soft Skill
- Civility and the Lawyer?s Duty to the Court
- Zealous Advocacy Without Incivility: Drawing the Line
- Incivility as a Risk Factor for Ethical Violations
- Judicial Expectations and Sanctions Related to Incivility
- Civility in Written Advocacy: Briefs, Emails, and Filings
- Civility During Depositions and Discovery Disputes
- Incivility in Motion Practice and Litigation Tactics
- Client-Driven Incivility: Managing Pressure from Clients
- Power, Status, and Hierarchy in Legal Incivility
- Gender, Race, and Bias in Perceived Incivility
- Civility in Negotiation and Settlement Discussions
- Professional Identity Formation and Civility
- Civility and Lawyer Well-Being
- The Psychological and Emotional Costs of Incivility
- Civility in High-Conflict Practice Areas
- Incivility in Law Firm Culture and Training
- Civility and Mentorship Responsibilities
- Civility in Remote Practice and Digital Communication
- Social Media, Public Commentary, and Professional Civility
- Civility and Access to Justice
- When Civility Conflicts with Moral Courage
- Responding Skillfully to Incivility from Opposing Counsel
- De-escalation Skills for Lawyers
- Restorative Approaches to Professional Conflict
- Bar Discipline Cases Involving Incivility
- Teaching Civility in Law Schools and CLE Programs
- Reframing Civility as a Core Professional Competence
Course Presenter(s):
- Berry Crawford