Pennsylvania CLE Course Catalog

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:

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

AI Deep Dive for Attorneys: AI Taxonomy and Terminology - Live Webcast

Price: $24.99

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:

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

AI Deep Dive for Attorneys: Computer Vision - Live Webcast

Price: $24.99

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:

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

AI Deep Dive for Attorneys: Large Language Models - Live Webcast

Price: $24.99

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:

Course 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

AI Deep Dive for Attorneys: Machine Learning - Live Webcast

Price: $24.99

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:

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

Aliant Law - Economic Crime Conference

Price: $29.99

This program features an expert panel of attorneys from across the world who discuss global trends in sanctions and Asset Recovery, particularly in relation to the Ukraine-Russia war. This second Aliant Law International Economic Crime Conference provides valuable information for attorneys who represent U.S. businesses impacted by sanctions on Russia, both here and globally. Attorneys from the UK, Italy, India, and France identify which countries have, or have not been affected, in various sectors, such as the financial sector, shipping, aviation and energy. Remedies or compliance measures, such as asset-recovery (seizure of ships/aviation), anti-money laundering statutes in numerous countries. and whistle-blower remedies are examined. The panelists also discuss immigration and human rights issues and specific remedies implemented (or not) in many countries. This program is of great value for lawyers who value the expertise of colleagues from other countries and how they asses the relative impacts of this conflict on the global legal landscape for businesses and other clients across the globe and in the U.S., and recommendations they have on how to best provide protective legal measures for their clients.

Credits:

Course Agenda:

• The Present
• Current Magnitude
• Effect on Biz Sector
• Energy Impacts
• Energy Sector
• Financial Sector
• Export Controls
• Aviation
• Block, Freeze, Seize
• How to Respond

• L.D. n. 231/2001
• Sanctions
• Precautionary Measures
• Warning
• Conclusion

• Statutory Details
• 2 Categories of Requesting States
• Extradition Process for Category 1 Territories
• Category 2 Territories
• Category 2 Territories - Type B
• Extradition Process for Category 2 Territories
• Extradition Hearing
• Secretary of State's Decision
• Bars to Extradition
• The Transitional Period
• No Supervisory Jurisdiction by CJEU
• End of Dual Criminality Assumptions?
• Extradition of Nationals
• ECHR

• Key Provisions
• Registration of Overseas Entities
• What Steps Does and Overseas Entity Need to Take?
• What is a Registrable Beneficial Owner?
• Requirements
• Civil Asset Recovery - Unexplained Wealth Orders
• Key Changes to the UWO
• Unlawful Conduct

Course Presenter(s):

• Jacob Stein, Esq

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:

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

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:

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

Artificial Intelligence and Electronic Discovery - Live Webcast

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:

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

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:

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

Client Confidentiality and Ethical Electronic Data Discovery

Price: $19.99

This course, "Client Confidentiality and Ethical Electronic Data Discovery," provides a comprehensive exploration of ABA Model Rule 1.6 and its implications for legal professionals handling electronically stored information (ESI). It emphasizes the duty of attorneys to protect client confidences, highlighting key ethical challenges posed by emerging technologies, data discovery, and e-discovery processes. Participants are introduced to strategies for safeguarding sensitive information, such as metadata management, secure cloud storage, encryption, and the use of ethical screening software. The course also addresses practical measures for managing confidentiality in situations involving litigation holds, third-party vendors, social media data, and privilege logs, offering actionable solutions for reducing risks. By underscoring the importance of technological competence, the curriculum equips attorneys to navigate complex legal landscapes while upholding their ethical obligations. From proactive planning to disaster recovery, this course fosters a thorough understanding of how to balance transparency with confidentiality and prevent inadvertent disclosures. Through this knowledge, attorneys can enhance their professional integrity, client trust, and compliance with ABA ethical standards in an increasingly digital legal environment.

Credits:

Course Agenda:

• Rule 1.6 Overview
• Balancing confidentiality and transparency
• Metadata disclosure
• Cloud storage practices
• Encryption standards
• Data breach notification
• Device security protocols
• Third-party vendors
• Cross-border data transfers
• Email attachments and confidentiality
• Secure file-sharing platforms
• Social media data in discovery
• Preventing inadvertent waiver of privilege
• Litigation holds and client communications
• Spoliation risks
• Remote work challenges
• Data minimization strategies
• Ethical screening software
• Collaboration tools in discovery
• Outsourcing document review
• Retrospective metadata cleanup
• Client education on data security
• Emerging technologies (AI, machine learning)
• BYOD (bring your own device) policies
• Dark web monitoring
• Phishing and social engineering
• Privilege logs in e-discovery
• Disaster recovery plans
• Whistleblower data and confidentiality
• Using analytics tools

Course Presenter(s):

• Berry Crawford

Coming to America and Staying: Immigration Law Basics

Price: $19.99

At the forefront of the news and a subject that is intensely controversial for both foreigners and citizens is the topic of Immigration laws in the United States. However, many people do not know the inner workings of the system or what the immigration laws of the United States really means for people trying to come in legally to the USA. This lecture will cover those basics and give the attendee the status of where we are today when it comes to the topic of Immigration.

Credits:

Course Agenda:

• Immigration and Nationality Act
• Family Based Immigration
• Employment Based Immigration
• Refugees and Asylum
• Other forms of relief
• US Citizenship
• U-VISA
• What happens if you don?t follow the rules?
• Prosecutorial Discretion
• The Future Of DACA
• What is the current status of DACA?
• Conclusions

Course Presenter(s):

• Russell Jackman, Esq.

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:

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

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:

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.

Continued Progress in Diversity and Inclusion in the Legal Profession

Price: $19.99

Steven A. Nielsen objectively addresses progress made and new challenges faced by the legal profession in the areas of diversity and inclusion. This program includes a through review of multiple newly published articles and surveys, discernable trends, and valuable resources available. Topics include bullying as a form of gender discrimination, and ageism and mental health as other forms of perceived bias. He includes information on new programs that provide loan counseling and cross-cultural competency in ABA accredited law schools, the Diverse Lawyers Trial Academy which aims to further "first chair" opportunities for women, the Community Fund for Black Bar applicants and the AccessLex Center for Legal Education Excellence.

Mr. Nielsen reviews new data from the ABA on diversity and the need to promote minority associates. He notes a general cultural shift, such as in California where an ethnic studies course is required to graduate high school. He also discusses efforts by large law firms to now allow numerous hours per year of pre-approved Diversity and Inclusion work to count toward billable hours and bonuses and suggests a number of courses of action to improve discussion of diversity, equity and inclusion issues in law firms.

Credits:

Course Agenda:

• Diversity and Inclusion, and now Equity - Have we seen progress?
• Can C-suite diversity officers really make a difference?
• SEC Approves Nasdaq Listing Rules Regarding Board Diversity
• LinkedIn debuts Top Voices in Racial Equity
• Workplace Bullying
• Loan counseling and cross-cultural competency programing
• What does the past literature tell us?
• What does the current literature tell us?
• A Summary of the Current Trends
• Is Mental Health a Point of Diversity?
• Bias - A Proposed Big Picture View
• A Proposed Big Picture Approach
• Group Bias
• Discriminating
• How do we reduce bias?
• Bias in Action

Course Presenter(s):

• Steven A Nielsen

Cyber Security Concerns and Solutions for the Law Office

Price: $19.99

The increases computer usage since the onset of the Pandemic plus new challenges created by new technologies has created significant threats towards attorneys and their clients. This program helps attorneys meet their ethical ABA model rule 1.1 requirements while getting vital information to help them safeguard their practice and their clients.

Credits:

Course Agenda:

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:

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

Electronic Discovery and the Cloud in the Practice of Law

Price: $19.99

This course about electronic discovery and the cloud in practice of law will explore ten topics that are relevant to attorneys. First, the course will explore legal implications of cloud storage in electronic discovery. Next, the course will investigate data privacy challenges in cloud-based electronic discovery. The course will then explore preservation obligations in cloud-stored electronic evidence. After this, the course will investigate accessing and securing cloud data in legal investigations. Next, the material will cover compliance with esi protocols in cloud environments. The course will then turns towards impact of gdpr on U.S. cloud discovery practices. Next, the course will investigate authenticity verification of cloud-stored legal documents. The course will then explore cloud service provider agreements in ESI management. The course will next investigate legal ethics in using cloud platforms for ediscovery. Lastly, the material will cover cost-effective cloud solutions for small law firms.

Credits:

Course Agenda:

• Legal implications of cloud storage in electronic discovery.
• Data privacy challenges in cloud-based electronic discovery.
• Preservation obligations in cloud-stored electronic evidence.
• Accessing and securing cloud data in legal investigations.
• Compliance with ESI protocols in cloud environments.
• Impact of GDPR on U.S. cloud discovery practices.
• Authenticity verification of cloud-stored legal documents.
• Cloud service provider agreements in ESI management.
• Legal ethics in using cloud platforms for eDiscovery.
• Cost-effective cloud solutions for small law firms.

Course Presenter(s):

• Berry Crawford

Ethical Considerations when Marketing and Advertising Legal Services

Price: $19.99

In this course we will look at the ethical considerations that should be followed when lawyers engage in marketing and advertising. First, we examine the history and context of marketing and advertising by attorneys. Next, we look at the ABA Model Rules of Professional Conduct and determine which rules are most relevant to attorney marketing and advertising. Lastly, we explore real world scenarios of these principles in action by investigating specific cases where these issues arose.

Credits:

Course Agenda:

• Overview of Marketing
• ABA Model Rules of Professional Conduct
• Communications Concerning a Lawyer?s Services
• Communications Concerning a Lawyer?s Services: Specific Rules
• Solicitation of Clients
• Case Law

Course Presenter(s):

• David Graulich, Esq.

Ethics and the Court of Public Opinion

Price: $19.99

Calculated to increase awareness of significant issues impacting the integrity of the legal profession and public trust, the course examines high profile examples of wrongful behavior and traditional notions of moral character. From select sections of the Model Rules of Conduct and terms and concepts from the ethical tradition, it is an informed analysis of questionable decision making under difficult circumstances requiring practitioners to employ the highest standards of care, to preserve the rights and remedies of those they serve and promote the credibility of the justice system.

Credits:

Course Agenda:

Attorneys will benefit from the examination of the Model Rules of Conduct, increase awareness of issues and trends involving professional responsibility, and visit the harmful impact questionable behavior has on the public trust. To better deliver the constitutional imperative and improve their advocacy for the rights and remedies of those they serve, the result delivers a prescription for credibility of the judicial process and integrity of the justice system for practitioners in the United States. The overall value aspires to preserve civil rights, promote dignity of the profession, increase public trust, and improve quality of life.

Course Presenter(s):

• Greg Woods, J.D.

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:

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

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:

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

Neurobiology, Mindfulness and Mental Health in the Practice of Law

Price: $19.99

Practicing attorneys tend to suffer from mental health symptoms and disorders at a higher rate than society at large. The pressures and dynamics of this profession can be and often are intense. In this course we look at mindfulness practice as a proven solution to deal with these challenges. We look at mental health and mindfulness through the lens of their underlying neurological correlates and explore how mindfulness is an evidenced-based solution. We close the course with practical considerations in applying mindfulness principles to law practice.

Credits:

Course Agenda:

• The Extent of Mental Health Issues in the Practice of Law
• How To define Mental Health
• The Core Neurological Basis of Depression and Anxiety
• Is there a Solution?
• How Mindfulness Works
• Bringing Mindfulness into the Practice of Law

Course Presenter(s):

• Berry Crawford

Preparing Your First Appeal: From Opening Brief to Oral Argument

Price: $19.99

This course provides a comprehensive overview of the appellate process in civil law, emphasizing its significance for solo and small practice litigators. It covers fundamental aspects such as what decisions can be appealed, the distinctions between trial and appellate courts, and the procedural rigor required in appellate practice. The discussion includes key considerations for deciding whether to appeal, ethical responsibilities in advising clients, and the importance of timely communication. It also addresses practical elements like filing notices of appeal, the structure of opening briefs, and the critical role of oral arguments. Additionally, this course highlights the necessity of understanding local court rules, maintaining a high-level tone, and being precise with citations. It underscores the importance of protecting a trial win and provides insights through the case study of Pinter-Brown v. Regents of the University of California, illustrating the complexities and strategic considerations inherent in the appellate process.

Credits:

Course Agenda:

• The Appeal Process
• When Should an Advocate File an Appeal?
• When You Protect a Win on Appeal
• Logistics and Deadlines
• Writing the Opening Brief
• Standard of Review
• Be Sure to Specify What You are Asking For
• Protecting a Win
• Oral Argument
• Pinter-Brown v. Regents of the University of California

Course Presenter(s):

• David Graulich, Esq.

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:

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

Rule 1.1 Competence - A Case Law Exploration

Price: $19.99

The American Bar Association (ABA) Model Rules of Professional Conduct, first adopted in 1983, represent a comprehensive framework for ethical legal practice in the United States. ABA Rule 1.1: Competence is a fundamental ethical requirement in the American Bar Association's Model Rules of Professional Conduct that mandates lawyers to provide competent representation to their clients. Competence means having the legal knowledge, skill, thoroughness, and preparation reasonably necessary for the representation. This rule underscores the importance of lawyers maintaining their legal skills through continuous study and education. It ensures that clients receive professional and adequate legal services, protecting their legal rights and interests. Violations of this rule can lead to disciplinary actions against lawyers, emphasizing the rule's critical role in maintaining the integrity and quality of the legal profession. This course will explore different facets of this rule by examining important cases such as Strickland v. Washington (1984), Nix v. Whiteside (1986), and Roe v. Flores-Ortega (2000).

Credits:

Course Agenda:

• ABA Model Rules of Professional Conduct Overview
• Rule 1.1: Competence Overview Discussion
• Strickland v. Washington (1984)
• Nix v. Whiteside (1986)
• Strickland v. Washington (1984)
• Roe v. Flores-Ortega (2000)
• Padilla v. Kentucky (2010)
• Rompilla v. Beard (2005)
• Wiggins v. Smith (2003)
• Bell v. Cone (2002)
• Mickens v. Taylor (2002)
• Florida v. Nixon (2004)
• Williams v. Taylor (2000)
• United States v. Cronic (1984)
• Togstad v. Vesely, Otto, Miller & Keefe (1980)
• Jones v. Barnes (1983)
• Cuyler v. Sullivan (1980)
• Burger v. Kemp (1987)
• Smith v. Murray (1986)
• Evitts v. Lucey (1985)
• Kimmelman v. Morrison (1986)

Course Presenter(s):

• Victor Perri, Esq

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:

Course Agenda:

• 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.

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:

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.

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:

Course Agenda:

Course Presenter(s):

• Michael J. DeBlis III, Esq.

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:

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.

Succession Planning and the Practice of Law

Price: $19.99

What are a lawyer?s ethical obligations to engage in succession planning? NOTE: While this program primarily uses California Rules and developments to illustrate the issues involved in this important area, the guidance and ethical examples provided are relevant to attorneys in every state, and comparable Opinions and Statutes are found in nearly every jurisdiction.

This discussion-format talk with Russell Jackman, Esq. and Don McCrae, Owner of Your Business Legacy, a specialist in helping attorneys close their practices, addresses the issues that are commonly dealt with by attorneys who may be considering closing their practices, retiring, or changing ownership to someone else. Don and Russ discuss strategies and ideas to deal with the challenges of closing up or migrating ownership of a law practice while still adhering to State Ethical Requirements.

Credits:

Course Agenda:

• What is succession planning?
• Why succession plan?
• Ethical and Moral Responsibilities to Succession Plan
• What are the Risks of NOT Succession Planning?
• Who should succession plan?
• When should I start succession planning?
• Succession planning goals
• The succession planning process
• How do I know my successor will succeed when I?m gone?

Course Presenter(s):

• Russell Jackman, Esq.
• Don McCrea, PhD

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:

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

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:

Course Agenda:

Course Presenter(s):

• Diane Camacho