Individual CLE Courses
Continuing Legal Education Online Courses with MCLEZ are for Texas attorneys who want to make the most of their time and money. Easily earn Texas 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 easily fulfill your entire Texas MCLE requirement, see our Texas Bundles page under State CLE Bundles.
All MCLEZ courses offered to Texas attorneys have been approved by the State Bar of Texas. Our Sponsor ID # is 12883. For more information, please visit the State Bar of Texas Website, or call 512-427-1463.
Texas CLE Courses
ABA Ethics Rule 1.1 and Electronic Data Discovery
Price: $19.99
This course explores the intersection of ABA Model Rule 1.1 and Electronic Discovery (E-Discovery), emphasizing the need for attorneys to stay technologically competent in a rapidly evolving digital landscape. It delves into the ethical and legal obligations attorneys must uphold when handling electronically stored information (ESI), including best practices for data preservation, metadata management, cybersecurity, and cross-border discovery challenges. The course examines the growing role of artificial intelligence, predictive coding, and cloud storage in modern litigation, highlighting both the efficiencies they provide and the risks they present. Special attention is given to privacy laws, ethical considerations in data collection, and the importance of defensible deletion strategies. By integrating discussions on proportionality principles, cost-shifting, and spoliation risks, this course equips attorneys with the necessary tools to navigate digital evidence effectively while ensuring compliance with ABA ethical standards. Ultimately, it underscores the importance of ongoing legal education and collaboration with technology experts to maintain competence and uphold the integrity of the legal profession.
Credits:
CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse 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
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 CreditsCourse 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
AI Deep Dive for Attorneys: AI Taxonomy and Terminology
Price: $19.99
This course, "AI Deep Dive for Attorneys: AI Taxonomy and Terminology," provides an in-depth exploration of artificial intelligence (AI), emphasizing its relevance to the legal profession. It defines AI broadly, covering various subsets such as machine learning, generative text, image, and video AI, as well as supervised, unsupervised, semi-supervised, reinforcement, and self-supervised learning. The course discusses practical applications in legal contexts, from enhancing document analysis and evidence management to predictive legal analytics. It also addresses potential legal issues related to privacy, intellectual property, liability, algorithmic bias, and compliance. By examining specific AI technologies including facial recognition, object detection, self-driving cars, drones, robotic assistants, virtual assistants, and AI-powered recruitment and trading agents, the course underscores both the transformative potential and the legal challenges associated with AI integration into law practice.
Credits:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- 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
Price: $19.99
This course, An AI Deep Dive for Attorneys: Computer Vision, provides legal professionals with a comprehensive understanding of how computer vision, a branch of artificial intelligence, intersects with legal practice. It begins by introducing the fundamentals of computer vision and its growing relevance in law, especially in areas such as surveillance, intellectual property, discovery, and digital evidence. The course explores technical concepts including neural networks and deep learning while addressing legal challenges related to evidence admissibility, privacy, algorithmic bias, and ethical concerns. It also covers practical applications in forensic investigations, litigation, document verification, and regulatory compliance, equipping attorneys with the knowledge to navigate and leverage these technologies effectively in their legal work.
Credits:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
Price: $19.99
This course, "AI Deep Dive for Attorneys: Large Language Models," provides attorneys with a comprehensive understanding of Large Language Models (LLMs), covering their definition, training processes, and implications for legal practice. Participants learn how LLMs use neural networks trained on vast text datasets to perform versatile language-based tasks, such as drafting legal documents, conducting research, and automating routine tasks, thereby significantly impacting fields like customer service, education, journalism, and especially law. The course emphasizes critical ethical considerations, including attorney-client confidentiality, data privacy (GDPR compliance), bias and fairness in outputs, and intellectual property rights. Additionally, it explores practical strategies for attorneys to integrate LLMs responsibly into their workflows, addressing challenges such as hallucinations (misinformation), admissibility of AI-generated evidence, malpractice risks, cybersecurity concerns, and compliance with evolving regulatory frameworks. Ultimately, the course equips attorneys with essential AI literacy skills, enabling them to balance innovation with professional ethics and competence as AI technologies continue to transform the legal landscape.
Credits:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, FL - Technology: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Overview of Large Language Models
- How Large Language Models are Trained
- Large Language Models and the Practice of Law
- Attorney-Client Privilege and Confidentiality with Large Language Models
- Understanding and Detecting Large Language Model Hallucinations
- Admissibility of Evidence Generated by Large Language Models
- Legal Considerations in Training and Licensing LLMs
- Bias and Fairness Challenges in Large Language Models: Legal Implications
- Intellectual Property Rights in AI-Generated Text from Large Language Models
- LLM-Assisted Electronic Discovery Benefits and Risks
- Data Privacy and GDPR Compliance When Using Large Language Models
- Attorney Duty of Competence and AI Literacy: Understanding Large Language Models
- Liability for Errors or Misrepresentations Made by Large Language Models
- Transparency and Explainability in Large Language Model Decision-Making
- Cross-Examining Expert Testimony Relying on Large Language Models
- Regulatory Frameworks Affecting Attorney Use of Large Language Models
- Ethical Guidelines for Drafting Legal Documents Using Large Language Models
- Managing Potential Malpractice Risks from Large Language Model Dependence
- Legal Industry Standards for Integrating Large Language Models in Practice
- Large Language Models and the Automation of Legal Research and Writing
- Client Consent and Disclosure Requirements for LLM Use in Legal Services
- Challenges in Authorship Attribution and Plagiarism Detection with LLMs
- Antitrust Concerns Related to Market Dominance by Large Language Model Providers
- Risks of Unauthorized Practice of Law by AI Large Language Models
- Large Language Models in Judicial Decision-Making and Case Predictions
- Ethical Implications of Using LLMs in Jury Selection and Trial Strategy
- Large Language Model-Generated Misinformation and Defamation Liability
- Comparative International Legal Approaches to Large Language Model Regulation
- Practical Strategies for Attorneys: Best Practices for Leveraging Large Language Models
- Assessing and Mitigating Cybersecurity Risks Associated with Large Language Models
- Implications of Large Language Models on Legal Education and Attorney Training
- Future Legal Trends in Regulating the Development of Large Language Models
Course Presenter(s):
- Berry Crawford
- Dr. Russ Biagio Altman
AI Deep Dive for Attorneys: Machine Learning
Price: $19.99
This course, AI Deep Dive for Attorneys: Machine Learning, provides a comprehensive introduction to machine learning (ML) and its transformative implications in the legal field. It begins with foundational concepts, exploring the core principles, workflows, and models of ML, while distinguishing it from traditional programming. Tailored specifically for legal professionals, the course emphasizes the growing significance of ML in areas such as legal research, contract review, eDiscovery, and predictive analytics. It delves into key ethical and legal considerations, including data privacy, algorithmic bias, attorney-client privilege, and regulatory compliance with laws like GDPR. Participants are guided through real-world legal applications, challenges in evidentiary standards, liability concerns, and cross-examination of ML-based expert witnesses. The course also examines ML's impact on workplace surveillance, insurance, criminal justice, antitrust, and financial services. Throughout, attorneys are encouraged to develop technical fluency, adopt ethical best practices, and stay abreast of evolving legal frameworks to effectively navigate and leverage ML tools in modern legal practice.
Credits:
AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, GA - Self Study: 1.0 Credits, IL - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
Anxiety and Substance Abuse in the Legal Profession
Price: $19.99
The course explores the significant issue of anxiety-driven substance abuse among legal professionals, highlighting factors such as chronic workplace stress, demanding billable-hour systems, cultural stigma surrounding mental health, and competitive legal environments. It examines commonly abused substances, including alcohol, prescription medications, and illegal drugs, as coping mechanisms for unmanaged anxiety. Additionally, the course delves into the severe consequences of substance abuse, including ethical violations, disciplinary actions, compromised client outcomes, and impaired decision-making. It emphasizes the critical role of supportive workplace policies, specialized treatment programs, lawyer assistance programs, mindfulness and resilience strategies, and proactive advocacy and education to address these challenges and promote healthier practices within the legal community
Credits:
AZ - General: 1.0 Credits, CA - Prevention and Detection Competence: 1.0 Credits, CT - General: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, IN - Distance Education: 1.0 Credits, NJ - General: 1.0 Credits, NV - Substance Abuse: 1.0 Credits, NY - Substance abuse: 1.0 Credits, TX - General: 1.0 CreditsCourse 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:
AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
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:
AK - Ethics: 1.0 Credits, AZ - Professional Responsibility: 1.25 Credits, CA - Ethics: 1.25 Credits, CT - Ethics: 1.25 Credits, FL - Ethics: 1.25 Credits, GA - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.25 Credits, IN - Ethics: 1.0 Credits, MT - Ethics: 1.0 Credits, NH - Ethics: 1.0 Credits, NJ - Ethics: 1.25 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.25 Credits, OK - Legal Ethics: 1.5 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.25 CreditsCourse 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
Common HR Concerns in the Workplace
Price: $19.99
In "Common HR Concerns in the Workplace," HR specialist and business consultant Ginny Kuehl, and attorney Russell Jackman discuss specific HR issues affecting law offices, identify issues of Violence and Sexual Harassment in the Workplace in all businesses and provide a review of OSHA and other rules and regulations of which lawyers should be aware. They offer valuable advice on how to recognize and address workplace Violence and Sexual Harassment situations so as to minimize risks for employers and employees alike.
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, IL - General: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse 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:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- 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.
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, NJ - General: 1.0 Credits, NY - Cybersecurity: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
Diversity, Inclusion and Implicit Bias in Attorney Performance Evaluations
Price: $19.99
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:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, IL - Diversity and Inclusion: 1.0 Credits, IN - Distance Education: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NY - Diversity and Inclusion: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
eDiscovery with Slack, Teams, and the Cloud
Price: $19.99
This course provides legal professionals with essential strategies for managing electronic discovery in modern collaboration environments. The course contrasts traditional email-based discovery with the unique challenges of dynamic chat platforms , addressing the complexities introduced by Slack, Microsoft Teams, and cloud storage. Participants will learn to navigate critical issues such as the preservation of ephemeral messages, emojis, and GIFs ; maintaining context in fragmented conversations ; and handling hyperlinks and attachments. The curriculum covers practical applications including updating legal hold notices , implementing preservation in Microsoft 365 , using platform-specific APIs and tools like Microsoft Purview , authenticating chat data for admissibility , and negotiating modern ESI protocols. The program also emphasizes the ethical duty of technological competence while addressing key legal principles like proportionality , privilege , and cross-border data privacy.
Credits:
CA - General: 1.0 Credits, IL - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- A Brief Overview of eDiscovery
- A Brief Overview of Slack
- A Brief Overview of Microsoft Teams
- A Comparison of Microsoft Teams and Slack
- Why Email-Based eDiscovery Fails for Chat
- The Rise of Cloud Storage as a Data Source
- Challenges of Ephemeral and Edited Messages
- Ethical Duties and Technological Competence
- Proportionality in the Age of Massive Data Volumes
- Updating Legal Hold Notices for Slack and Teams
- Implementing Preservation in Microsoft 365
- Using Microsoft Purview for eDiscovery
- Using Slack's Legal Hold and Discovery APIs
- Preserving Reactions Emojis and GIFs
- The Problem of Context in Fragmented Chats
- Data Mapping a Cloud Environment
- Technology Assisted Review for Chat
- Native Collection vs Third-Party Tools
- Dealing with Hyperlinks and Chat Attachments
- Cross-Border Data Privacy and Cloud Transfers
- Search Strategies for Channels and Direct Messages
- Normalizing JSON Exports for Review
- Reviewing Data in Threaded Conversations
- Redacting and Tagging Chat Data
- Identifying Privilege in Informal Chats
- Authenticating Chat for Admissibility
- Production Formats that Preserve Context
- Negotiating ESI Protocols for Modern Data
Course Presenter(s):
- Berry Crawford
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:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- 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 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, NJ - Ethics: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse Agenda:
- Definition of Technology Assisted Review
- Rule 1.1: Competence and Technology Assisted Review
- Rule 1.2: Scope of Representation and Allocation of Authority and Technology Assisted Review
- Rule 1.3: Diligence and Technology Assisted Review
- Rule 1.4: Communications and Technology Assisted Review
- Rule 1.6: Confidentiality of Information and Technology Assisted Review
- Rule 1.7: Conflict of Interest: Current Clients and Technology Assisted Review
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Technology Assisted Review
- Rule 1.9: Duties to Former Clients and Technology Assisted Review
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Technology Assisted Review
- Rule 1.13: Organization as Client and Technology Assisted Review
- Rule 1.15: Safekeeping Property and Technology Assisted Review
- Rule 1.16: Declining or Terminating Representation and Technology Assisted Review
- Rule 2.1: Advisor and Technology Assisted Review
- Rule 3.1: Meritorious Claims and Contentions and Technology Assisted Review
- Rule 3.2: Expediting Litigation and Technology Assisted Review
- Rule 3.3: Candor Toward the Tribunal and Technology Assisted Review
- Rule 3.4: Fairness to Opposing Party and Counsel and Technology Assisted Review
- Rule 4.1: Truthfulness in Statements to Others and Technology Assisted Review
- Rule 4.2: Communication with Person Represented by Counsel and Technology Assisted Review
- Rule 4.3: Dealing with Unrepresented Person and Technology Assisted Review
- Rule 4.4: Respect for Rights of Third Persons and Technology Assisted Review
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Technology Assisted Review
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Technology Assisted Review
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Technology Assisted Review
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Technology Assisted Review
- Rule 5.7: Responsibilities Regarding Law-Related Services and Technology Assisted Review
- Rule 8.3: Reporting Professional Misconduct and Technology Assisted Review
- Rule 8.4: Misconduct and Technology Assisted Review
Course Presenter(s):
- Berry Crawford
Ethical Considerations in Email Discovery
Price: $19.99
This CLE course, titled Ethical Considerations in Email Discovery, examines the intersection of the ABA Model Rules of Professional Conduct and the technical demands of managing electronic evidence. The curriculum guides legal professionals through the lifecycle of email discovery, from preservation and collection to review and production, while highlighting specific ethical duties such as competence, confidentiality, and diligence. Key topics include the necessity of understanding metadata and storage systems, the supervision of non-lawyer assistance, and the management of conflicts of interest that may arise within voluminous email data. By analyzing rules concerning candor toward the tribunal and fairness to opposing counsel, the course aims to help attorneys build defensible processes that minimize risk and uphold professional integrity in the digital age.
Credits:
CA - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse Agenda:
- Email Discovery Overview
- Rule 1.1: Competence and Email Discovery
- Rule 1.2: Scope of Representation and Allocation of Authority and Email Discovery
- Rule 1.3: Diligence and Email Discovery
- Rule 1.4: Communications and Email Discovery
- Rule 1.6: Confidentiality of Information and Email Discovery
- Rule 1.7: Conflict of Interest: Current Clients and Email Discovery
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Email Discovery
- Rule 1.9: Duties to Former Clients and Email Discovery
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Email Discovery
- Rule 1.13: Organization as Client and Email Discovery
- Rule 1.15: Safekeeping Property and Email Discovery
- Rule 1.16: Declining or Terminating Representation and Email Discovery
- Rule 2.1: Advisor and Email Discovery
- Rule 3.1: Meritorious Claims and Contentions and Email Discovery
- Rule 3.2: Expediting Litigation and Email Discovery
- Rule 3.3: Candor Toward the Tribunal and Email Discovery
- Rule 3.4: Fairness to Opposing Party and Counsel and Email Discovery
- Rule 4.1: Truthfulness in Statements to Others and Email Discovery
- Rule 4.2: Communication with Person Represented by Counsel and Email Discovery
- Rule 4.3: Dealing with Unrepresented Person and Email Discovery
- Rule 4.4: Respect for Rights of Third Persons and Email Discovery
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Email
- Discovery
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Email Discovery
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Email Discovery
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Email Discovery
- Rule 5.7: Responsibilities Regarding Law-Related Services and Email Discovery
- Rule 8.3: Reporting Professional Misconduct and Email Discovery
- Rule 8.4: Misconduct and Email Discovery
- Negotiating ESI Protocols for Modern Data
Course Presenter(s):
- Berry Crawford
Ethical Considerations of Discovering Data in the Cloud
Price: $19.99
This course explores the ethical nuances of cloud-based eDiscovery, defined as the process of identifying, preserving, and reviewing Electronically Stored Information within decentralized cloud environments such as SaaS and IaaS platforms. The course applies the ABA Model Rules of Professional Conduct, ranging from Rule 1.1 on Competence to Rule 8.4 on Misconduct, to address unique challenges like data commingling, multi-tenancy, and cross-border jurisdictional issues. Through this ethical framework, the course provides attorneys with strategies for requesting and responding to discovery requests while managing critical duties such as client confidentiality, conflicts of interest, and the supervision of non-lawyer assistance. Additionally, the material covers topics such as the necessity of maintaining candor toward the tribunal and avoiding misconduct while navigating the complexities of dynamic digital evidence.
Credits:
AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, NJ - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse Agenda:
- Overview of Cloud Based Discovery
- Rule 1.1: Competence and Cloud Based Discovery
- Rule 1.2: Scope of Representation and Allocation of Authority and Cloud Based Discovery
- Rule 1.3: Diligence and Cloud Based Discovery
- Rule 1.4: Communications and Cloud Based Discovery
- Rule 1.6: Confidentiality of Information and Cloud Based Discovery
- Rule 1.7: Conflict of Interest: Current Clients and Cloud Based Discovery
- Rule 1.8: Conflict of Interest: Current Clients: Specific Rules and Cloud Based Discovery
- Rule 1.9: Duties to Former Clients and Cloud Based Discovery
- Rule 1.10: Imputation of Conflicts of Interest: General Rule and Cloud Based Discovery
- Rule 1.13: Organization as Client and Cloud Based Discovery
- Rule 1.15: Safekeeping Property and Cloud Based Discovery
- Rule 1.16: Declining or Terminating Representation and Cloud Based Discovery
- Rule 2.1: Advisor and Cloud Based Discovery
- Rule 3.1: Meritorious Claims and Contentions and Cloud Based Discovery
- Rule 3.2: Expediting Litigation and Cloud Based Discovery
- Rule 3.3: Candor Toward the Tribunal and Cloud Based Discovery
- Rule 3.4: Fairness to Opposing Party and Counsel and Cloud Based Discovery
- Rule 4.1: Truthfulness in Statements to Others and Cloud Based Discovery
- Rule 4.2: Communication with Person Represented by Counsel and Cloud Based Discovery
- Rule 4.3: Dealing with Unrepresented Person and Cloud Based Discovery
- Rule 4.4: Respect for Rights of Third Persons and Cloud Based Discovery
- Rule 5.1: Responsibilities of Partners, Managers, and Supervisory Lawyers and Cloud Based Discovery
- Rule 5.2: Responsibilities of a Subordinate Lawyer and Cloud Based Discovery
- Rule 5.3: Responsibilities Regarding Nonlawyer Assistance and Cloud Based Discovery
- Rule 5.5: Unauthorized Practice of Law; Multijurisdictional Practice of Law and Cloud Based Discovery
- Rule 5.7: Responsibilities Regarding Law-Related Services and Cloud Based Discovery
- Rule 8.3: Reporting Professional Misconduct and Cloud Based Discovery
- Rule 8.4: Misconduct and Cloud Based Discovery
Course Presenter(s):
- Berry Crawford
Fundamentals of Attorney Well-Being
Price: $19.99
This CLE course equips lawyers with a practical, evidence-informed toolkit for sustaining attorney well-being while maintaining high performance in demanding legal environments. The course defines well-being as a multidimensional skill set, then explains how stress physiology can erode concentration, judgment, and health, and how to distinguish burnout from depression and anxiety so participants can respond appropriately. From there, it delivers concrete, usable strategies on sleep fundamentals, sustainable boundaries and availability norms, time and attention management systems that reduce chronic overload, emotional regulation in conflict-heavy practice, managing perfectionism and fear of mistakes, and interrupting rumination and worry. The program also covers mindfulness without mystique, micro-breaks and recovery routines, flexible exercise and nutrition habits for long days and travel, substance use risk warning signs, building social support outside the firm, healthy communication and assertiveness, handling difficult clients without emotional spillover, secondary trauma and compassion fatigue, creating psychological safety on teams, digital hygiene for email and notifications, coping with trial and deal surges, financial stress as a well-being factor, effective use of therapy, coaching, and employee assistance programs, preventing isolation in remote and hybrid practice, ergonomics and injury prevention, values-based career alignment, recognizing when professional help is needed, crisis planning for acute stress, and building a long-term well-being plan with accountability.
Credits:
CA - Wellness Competence: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- Defining Well-Being
- Understanding stress physiology in legal work
- Recognizing burnout versus depression versus anxiety
- Sleep basics for cognitive performance and judgment
- Building sustainable work boundaries and availability norms
- Time management systems that reduce chronic overload
- Attention management and reducing constant task switching
- Emotional regulation skills for conflict-heavy practice
- Managing perfectionism and fear of mistakes
- Rumination and worry: tools to interrupt the mental loop
- Mindfulness fundamentals for attorneys without the mystique
- Micro-breaks and recovery routines during the workday
- Exercise habits that fit unpredictable schedules
- Nutrition strategies for long days and travel
- Substance use risks in the legal profession and early warning signs
- Building social support outside the firm
- Healthy communication and assertiveness at work
- Dealing with difficult clients without emotional spillover
- Secondary trauma and compassion fatigue in client-facing work
- Creating psychological safety within teams
- Resilience skills without glorifying overwork
- Digital hygiene: email, notifications, and after-hours disconnect
- Managing trial and deal surges without long-term harm
- Financial stress management as a well-being factor
- Using therapy, coaching, and employee assistance programs effectively
- Preventing isolation in remote and hybrid practice
- Ergonomics and injury prevention for desk-based work
- Meaning and purpose: values-based career alignment
- Recognizing when you need professional help and how to seek it
- Crisis planning for acute stress and mental health emergencies
- Building a long-term well-being plan and accountability system
Course Presenter(s):
- Berry Crawford
Implicit Bias and Bias Identification Strategies
Price: $19.99
Attorney Steven Nielsen focuses on bias-reduction strategies to address how unintended biases regarding race, ethnicity, gender identity, sexual orientation, socioeconomic status, or other characteristics undermine confidence in the legal system. Among specific Implicit (or "Subconscious") Biases he addresses are "Heightism," and "Elitism." He discusses the impact these biases have on the legal profession and society writ large.
Credits:
AZ - General: 1.0 Credits, CA - Implicit Bias: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - Diversity Inclusion Elimination of Bias: 1.0 Credits, NV - General: 1.0 Credits, NY - Diversity and Inclusion: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse 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
Mobile Device Discovery in Litigation
Price: $19.99
This course, "Mobile Device Discovery in Litigation", provides legal professionals with a comprehensive guide to navigating the complexities of Electronic Data Discovery (EDD) involving mobile devices. The curriculum addresses the unique challenges mobile devices pose due to their personal nature, diverse data types, and the proliferation of apps. Key topics include identifying relevant devices and data sources, comparing collection methods, managing company-owned devices versus BYOD policies, and crafting effective legal holds. Participants will explore strategies for preserving and discovering challenging data types, including text messages, disappearing messages, cloud backups, location data, and data from social media and health apps. The course also delves into critical legal issues such as the dangers of client self-collection, spoliation, proportionality arguments, privacy concerns, the Fifth Amendment, authenticating evidence, hearsay objections, and working effectively with digital forensics experts.
Credits:
AZ - General: 1.0 Credits, CA - Technology: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- What is Electronic Data Discovery?
- Why Mobile Devices Are a Unique ESI Challenge
- Identifying Relevant Devices and Data Sources
- Understanding Different Collection Methods
- Company-Owned Devices vs BYOD Policies
- Crafting Effective Legal Hold Notices for Mobile Data
- The Scope of Preservation for Text Messages
- Dangers of Client Self-Collection and Spoliation
- Working With Digital Forensics Experts
- Proportionality Arguments in Mobile Discovery
- Preserving Data from Messaging Apps like WhatsApp and Signal
- Discovering Ephemeral and Disappearing Messages
- The Role of iCloud and Google Drive Backups
- Finding and Using Location Data (GPS)
- Text Message Review and Production Formats
- Strategies for Redacting Privileged Information
- Privacy Concerns and Personal Data on Devices
- Authenticating Mobile Evidence for Trial
- Hearsay Objections for Text Messages
- Using Mobile Metadata Effectively
- Direct Examination of a Forensic Expert
- Cross-Examining an Opposing Expert
- Seeking Discovery from Third-Party Apps
- International Data Privacy Implications
- The Fifth Amendment and Passcode Compulsion
- Understanding Data from Health and Fitness Apps
- Discovery of Social Media App Data
- Voicemail and Call Log Preservation
- Emerging Trends in Mobile Technology and Law
Course Presenter(s):
- Berry Crawford
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:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse 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:
AZ - General: 1.0 Credits, CA - Prevention and Detection Competence: 1.0 Credits, FL - General: 1.0 Credits, IL - Mental Health - Substance Abuse : 1.0 Credits, IN - Distance Education: 1.0 Credits, MT - Substance Abuse: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - Substance Abuse: 1.0 Credits, NY - Substance abuse: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - General: 1.0 Credits, VA - Well-being: 1.0 CreditsCourse 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
Reinvigorating the Lawsuit
Price: $19.99
Thomas Moukawsher, an experienced federal litigator and retired Connecticut complex litigation judge, shares lessons from his 40 years of trying cases in courts across the country. The lessons are based on Judge Moukawsher's 2023 book, The Common Flaw, Needless Complexity in the Courts and 50 Ways to Reduce It. The course confronts litigation flaws with practical solutions, beginning with the filing of the complaint and running through appeals court strategies and briefing.
Credits:
AZ - General: 1.0 Credits, CA - General: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, MT - Self Study: 1.0 Credits, NH - General: 1.25 Credits, NJ - General: 1.5 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, TN - General: 1.22 Credits, TX - General: 1.0 CreditsCourse Agenda:
- The best complaints are comprehensible rather than needlessly comprehensive.
- Why summary judgment is the best pre-trial motion.
- Prepare to present your case, not needless motions in limine.
- Use trial admissions to focus the trial on the dispute, not the undisputed.
- Eliminate needless exhibits. They smother the important ones.
- Don't waste money on needless expert testimony.
- Propose a time clock.
- Make a point, not a muddle with prior testimony.
- Cross examine crisply, crushingly or not at all.
- Humanize overstuffed, bewildering jury charges and interrogatories.
- Substitute longer closing arguments for post-trial briefs.
- Make your brief writing literary, not technical.
- Choose appellate issues on quality rather than quantity.
- Rethink the billable hour.
Course Presenter(s):
- Thomas G. Moukawsher
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:
AZ - Professional Responsibility: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - Ethics: 1.0 Credits, FL - Ethics: 1.0 Credits, IL - Professional Responsibility: 1.0 Credits, IN - Ethics: 1.0 Credits, ND - Ethics: 1.0 Credits, NH - General: 1.0 Credits, NJ - Ethics: 1.0 Credits, NV - Ethics: 1.0 Credits, NY - Ethics: 1.0 Credits, OK - Legal Ethics: 1.0 Credits, PA - Ethics: 1.0 Credits, TX - Ethics: 1.0 CreditsCourse 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:
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 CreditsCourse 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.
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 CreditsCourse 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:
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 CreditsCourse Agenda:
- Michael J. DeBlis III, Esq.
Course Presenter(s):
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 CreditsCourse Agenda:
- Michael J. DeBlis III, Esq.
- 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):
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:
AZ - General: 1.0 Credits, CA - Ethics: 1.0 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.0 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NV - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.0 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.0 CreditsCourse Agenda:
- 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:
AK - Voluntary: 1.0 Credits, AZ - General: 1.0 Credits, CA - General: 1.25 Credits, CT - General: 1.0 Credits, FL - General: 1.0 Credits, IL - General: 1.25 Credits, IN - Distance Education: 1.0 Credits, MO - Self Study: 1.0 Credits, ND - Self Study: 1.0 Credits, NH - General: 1.0 Credits, NJ - General: 1.0 Credits, NY - General: 1.0 Credits, OK - Distance Learning: 1.5 Credits, PA - Distance Learning: 1.0 Credits, TX - General: 1.25 CreditsCourse 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
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 CreditsCourse Agenda:
- Defining Civility vs. Courtesy in Legal Practice
- The Long-Term Career and Reputation Costs of Incivility
- Why Civility Is an Ethical Obligation, Not a Soft Skill
- Civility and the Lawyer?s Duty to the Court
- Zealous Advocacy Without Incivility: Drawing the Line
- Incivility as a Risk Factor for Ethical Violations
- Judicial Expectations and Sanctions Related to Incivility
- Civility in Written Advocacy: Briefs, Emails, and Filings
- Civility During Depositions and Discovery Disputes
- Incivility in Motion Practice and Litigation Tactics
- Client-Driven Incivility: Managing Pressure from Clients
- Power, Status, and Hierarchy in Legal Incivility
- Gender, Race, and Bias in Perceived Incivility
- Civility in Negotiation and Settlement Discussions
- Professional Identity Formation and Civility
- Civility and Lawyer Well-Being
- The Psychological and Emotional Costs of Incivility
- Civility in High-Conflict Practice Areas
- Incivility in Law Firm Culture and Training
- Civility and Mentorship Responsibilities
- Civility in Remote Practice and Digital Communication
- Social Media, Public Commentary, and Professional Civility
- Civility and Access to Justice
- When Civility Conflicts with Moral Courage
- Responding Skillfully to Incivility from Opposing Counsel
- De-escalation Skills for Lawyers
- Restorative Approaches to Professional Conflict
- Bar Discipline Cases Involving Incivility
- Teaching Civility in Law Schools and CLE Programs
- Reframing Civility as a Core Professional Competence
Course Presenter(s):
- Berry Crawford

