Virginia CLE Course Catalog

Online, Anywhere, Anytime

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Individual CLE Courses

Continuing Legal Education Online Courses with MCLEZ are for Virginia attorneys who want to make the most of their time and money. Easily earn Virginia MCLE 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 fulfill your entire Virginia MCLE requirement, see our Virginia Bundles page under State CLE Bundles.

All courses offered to Virginia attorneys have been approved by the Virginia State Bar. MCLEZ.COM is a Virginia State Bar approved online provider of CLE. Find us on the Virginia State Bar list of Approved Online Sponsors, or call 804-775-0577.

Virginia CLE Courses

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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, 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, NY - Ethics: 1.0 Credits, OK - Legal 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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An Introduction to E-discovery and AI - Live Webcast

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:

NJ - General: 1.0 Credits, VA - General: 1.0 Credits

Course 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
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Anxiety and Substance Abuse in the Legal Profession - Live Webcast

Price: $24.99

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:

AL - On-Demand: 1.0 Credits, CA - Prevention and Detection Competence: 1.0 Credits, CT - General: 1.0 Credits, MT - Self Study: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, PA - Live-Interactive: 1.0 Credits, VA - Well-being: 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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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:

CA - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, VA - General: 1.0 Credits

Course 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
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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:

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, KY - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - Cybersecurity: 1.0 Credits, TX - General: 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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Diversity Inclusion and Implicit Bias in Attorney Performance Evaluations - Live Webcast

Price: $24.99

This course explores the critical issues of diversity, inclusion, and implicit bias in attorney performance evaluations within legal organizations. It addresses how implicit biases, unconscious attitudes or stereotypes, can significantly affect fairness in performance reviews, particularly regarding gender, race, communication styles, leadership perceptions, and intersectional identities. Throughout, it emphasizes the importance of identifying biases through quantitative and qualitative methods, promoting transparency, and implementing structured evaluation frameworks and regular bias training. Additionally, the course highlights the negative impact biases have on career trajectories, promotions, compensation decisions, and perceptions of competence and credibility. Effective strategies to mitigate bias include employing standardized metrics, diverse evaluation panels, anonymous assessments, and technology-driven solutions like artificial intelligence. Ultimately, the course advocates for accountability and proactive measures to foster equitable evaluations and inclusive organizational cultures.

Credits:

CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NY - Diversity and Inclusion: 1.0 Credits, PA - Live-Interactive: 1.0 Credits, VA - General: 1.0 Credits

Course Agenda:

  • Identifying Implicit Bias in Attorney Performance Reviews
  • Gender Bias and Performance Assessment in Law Firms
  • Racial Bias in Associate-to-Partner Promotion Decisions
  • Impact of Implicit Bias on Perceived Competence and Credibility
  • Strategies to Mitigate Implicit Bias during Performance Evaluations
  • Bias in Assessing Communication Styles in Lawyers
  • Subjectivity versus Objectivity in Legal Performance Reviews
  • Intersectional Bias: Evaluating Lawyers with Multiple Marginalized Identities
  • Implicit Bias and Performance Expectations for Attorneys of Color
  • Bias and Its Effect on Career Trajectories of Minority Attorneys
  • Cultural Bias in Defining Legal Leadership Qualities
  • Effects of Implicit Bias Training on Legal Supervisors and Evaluators
  • Implicit Bias in Client Feedback and Its Influence on Lawyer Evaluations
  • The Role of Implicit Bias in Assigning High-Profile Cases
  • Impact of Bias in Compensation Decisions Based on Evaluations
  • Implicit Bias and Perceptions of Professionalism in Legal Settings
  • Performance Evaluation Metrics and Their Susceptibility to Bias
  • Implicit Bias in Peer Reviews and 360-degree Evaluations
  • Bias and the Assessment of Attorney Potential versus Proven Results
  • Addressing Implicit Bias in Mentoring and Development Feedback
  • Evaluating the Effectiveness of Anonymous Evaluations to Reduce Bias
  • Implicit Bias and Stereotypes Affecting Lawyers with Disabilities
  • Influence of Implicit Bias on Assessment of Work-Life Balance Choices
  • Challenges in Evaluating Cross-Cultural Competence in Attorneys
  • Implicit Bias and the Over-scrutiny of Marginalized Attorneys? Mistakes
  • Best Practices for Fair and Inclusive Performance Reviews in Legal Organizations
  • Implicit Bias in Evaluation of Leadership and Managerial Skills
  • Comparing Implicit Bias Impact Across Small, Mid-sized, and Large Law Firms
  • The Role of Technology and AI in Reducing Bias in Performance Evaluations
  • The Long-term Consequences of Biased Performance Evaluations in Legal Careers
  • Creating Accountability Systems for Bias Reduction in Legal Performance Assessments

Course Presenter(s):

  • Berry Crawford
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eDiscovery Project Management and Cost Control - Live Webcast

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:

NJ - General: 1.0 Credits, VA - General: 1.0 Credits

Course 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
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eDiscovery with Slack, Teams, and the Cloud - Live Webcast

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:

VA - 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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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:

CA - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, VA - Ethics: 1.0 Credits

Course 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
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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:

CA - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, VA - Ethics: 1.0 Credits

Course 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
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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:

CA - Wellness Competence: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 Credits, VA - Well-being: 1.0 Credits

Course 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
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Mobile Device Discovery in Litigation - Live Webcast

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:

VA - 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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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:

AZ - General: 1.0 Credits, CA - Elimination of Bias: 1.0 Credits, IL - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NY - General: 1.0 Credits, VA - General: 1.0 Credits

Course 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
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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, AL - On-Demand: 2.0 Credits, AZ - General: 2.0 Credits, CA - General: 2.0 Credits, CT - General: 2.0 Credits, FL - 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, OK - Distance Learning: 2.5 Credits, PA - Distance Learning: 2.0 Credits, TN - General: 2.18 Credits, TX - General: 2.0 Credits, UT - Self Study: 2.0 Credits, VA - 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, AL - On-Demand: 1.5 Credits, AZ - General: 1.5 Credits, CA - General: 1.5 Credits, CT - General: 1.5 Credits, FL - 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, OK - Distance Learning: 1.5 Credits, PA - Distance Learning: 1.5 Credits, TN - General: 1.43 Credits, TX - General: 1.5 Credits, UT - Self Study: 1.5 Credits, VA - 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.
An image showing a gavel and a keyboard

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, AL - On-Demand: 1.8 Credits, AZ - General: 2.0 Credits, CA - General: 2.0 Credits, CT - General: 2.0 Credits, FL - 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, OK - Distance Learning: 2.0 Credits, PA - Distance Learning: 2.0 Credits, TN - General: 1.77 Credits, TX - General: 2.0 Credits, UT - Self Study: 1.5 Credits, VA - General: 1.5 Credits

Course Agenda:

    Course Presenter(s):

    • Michael J. DeBlis III, Esq.
An image showing a gavel and a keyboard

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, FL - 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, OK - Distance Learning: 2.5 Credits, PA - Distance Learning: 2.5 Credits, TN - General: 2.33 Credits, TX - General: 2.5 Credits, UT - Self Study: 2.5 Credits, VA - 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 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:

CA - Civility: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, TX - Ethics: 1.0 Credits, VA - General: 1.0 Credits

Course 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