How to Ethically Use Public Records Data for Case

$0.00

Research is a critical part of practicing law, most importantly finding accurate information as quickly as possible. With a variety of free and paid search tools available it is important to understand the difference between traditional legal research tools and public records or investigative data.

In this session we provide an overview of the differences in records information and examples of when investigative data aided in case research or impacted the result. Attendees will also view as series of sample searches, types of reports available and billing guidelines for invoicing clients.

Due to the sensitive nature of information included in public records search platforms, law firms are issued credentials before access is provided. The final portion of the program provides best practices for the ethical use of public records data, staff access management and reporting to ensure compliance.

Event Details

Course Type

General Credits

1

Ethics Credits

1

Course Instructor

Chelsey Lambert, Esq.

Course Description

Where traditional legal research ends, public records data begins. Tracers’ data has been used by law firms for over 23 years; however, there is still a great need for education focused on the advantages of using public records data as a supplement to traditional legal research tools. An educational webinar or video on the topic can be provided upon request.

Research is a critical part of practicing law, most importantly finding accurate information as quickly as possible. With a variety of free and paid search tools available it is important to understand the difference between traditional legal research tools and public records or investigative data.

In this session we provide an overview of the differences in records information and examples of when investigative data aided in case research or impacted the result. Attendees will also view as series of sample searches, types of reports available and billing guidelines for invoicing clients.

Due to the sensitive nature of information included in public records search platforms, law firms are issued credentials before access is provided. The final portion of the program provides best practices for the ethical use of public records data, staff access management and reporting to ensure compliance.

Syllabus

  • Legal Research Types Overview
  • Public Records and Investigative Use Cases
    1. Example Search Types
    2. Example Search Reports
    3. People Search
    4. Comprehensive People Search
    5. Asset Search
    6. Social Media Report
  • Ethical Best Practices
    1. Credentials Required
    2. Employee Search Access
    3. Administrative Tools
    4. Billing Reports and Invoicing

Instructor

Chelsey Lambert, Esq.