In-House CLE

  • Customized continuing legal education for lawyers and staff on such topics as: ethical billing practices, drafting of conflict waivers, terminating client representations, motions to withdraw, data retention requirements, confidentiality obligations, changes in the Ethical Rules, trends in lawyer discipline and malpractice claims, avoiding ethics violations when using technology, tips for ethical marketing, avoiding the unauthorized practice of law, and trust account requirements.
  • Ethics training for summer associate classes, lateral hires, law firm consultants, and vendors on ethics regulations including confidentiality obligations of everyone working with a law firm, data and document security, social media ethics restrictions, rules of professional conduct requirements for billing, and transitioning lateral clients to new firms.
  • Guiding in-house marketing personnel and outside SEO consultants and advertising agencies for compliance with lawyer ethics requirements in national marketing campaigns and training of website/internet marketing personnel about legal ethics restrictions on terminology and required website disclaimers.
  • Providing entertaining and informative legal ethics CLE programs for bar associations, law firms, and national conferences.