Meet Your CLE Requirements and Get Real-World Compliance Tips
Texting and e-mail are an indelible part of our personal and professional lives, yet their use still constantly raises new ethical questions and creates new grey areas. Are you taking all the necessary precautions to protect yourself and your clients? Don't be lulled into a false sense of security and into an easily preventable mistake. Let our experienced attorney faculty bring you up to speed on the ethical implications of client communications by text. Gain real-world ethical guidance for setting up e-mail, sending and receiving messages, using apps and public WiFi, and more - register today!
- Determine when it's ok to use texts to contact clients.
- Enhance your knowledge of different e-mail functions that help secure data.
- Learn how to incorporate texts into the case file.
- Retrieve electronic information without overstepping legal or ethical boundaries.
- Find out how attorney e-mails can be used in discovery.
- Explore the legal and ethical implications of using apps.
- Navigate interesting, real-world ethical dilemmas.
This is a rebroadcast of the original webcast delivered by Charles F. Luce Jr. on August 28, 2019. Faculty will be available to answer your questions after the program.
Session: 1:00 PM - 4:15 PM Eastern Standard Time
Break: 2:15 - 2:30
Presenter: Charles F. Luce Jr.
- Setting Up E-mail Accounts and Storing Data (Duty of Confidentiality)
1:00 - 1:30
- Do Attorneys Have a Duty to be Reachable to Clients by E-mail and Text?
- Data Security and Cloud Storage
- Creating and Storing Passwords (Can You Use Password Managing Software?)
- Deciding What E-mail to Delete and When
- Sending and Receiving E-mail: Essential How-to's
1:30 - 2:15
- Attachments, Disclaimers, Auto-Complete, and Multiple Recipients
- Handling E-mail Not Intended for You
- Using E-mail on Your Phone: Apps and Public WiFi
- Using the Same Account for Personal and Professional E-mail
- Attorney E-mails in Discovery: What You Need to Know
- Maintaining Legal Ethics When Texting
2:30 - 3:15
- Can Attorneys Text Prospective Clients?
- Are Texts from Clients and Your Responses Part of the Client File?
- How to Record Texts in Case Records
- Guarding Client Confidentiality: What Data NOT to Send in a Text
- Potential Loss of Privilege When Texts are Accessed by Third Party
- Messenger Apps: Which are Safest and What Precautions to Take When Using Each
3:15 - 3:40
- E-mail Hacks and Attacks
3:40 - 4:15
- A Taxonomy of Hacks and Attacks
- Why Vigilance Matters: Hold the Schadenfreude
- What to Do When it Happens to You
- Pre-Planning Prevents You Know What
- Warning Clients of Potential Breach of Confidentiality
- Mitigating Damage
- Handling Complaints
This legal ethics guide is designed for attorneys. It will also benefit law firm administrators and paralegals.