Law Office Management and Ethics for Paralegals (Retired)

$0.00

Paralegals are a very important part of the law firm’s legal team and participate in almost all aspects of the provision of legal services to clients. Paralegals can perform multiple tasks and projects under the supervision of a licensed attorney. Paralegals also are on the front lines in addressing and managing law office ethics and preventing Bar rule violations.

Under the Bar Rules, lawyers must properly supervise paralegals and take reasonable steps to insure that paralegals comply with the Bar rules.

This webinar will assist paralegals and the lawyers who supervise them to identify crucial ethics issues and traps for the unwary to either prevent problems from occurring or properly manage any issues if or when they occur.

 

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Event Details

Course Type

Course Instructor

Joseph Corsmeier, Esq.

Original Date Of Course

General Credits

0

Ethics Credits

0

Course Description

Paralegals are a very important part of the law firm’s legal team and participate in almost all aspects of the provision of legal services to clients. Paralegals can perform multiple tasks and projects under the supervision of a licensed attorney.  Paralegals also are on the front lines in addressing and managing law office ethics and preventing Bar rule violations.

Under the Bar Rules, lawyers must properly supervise paralegals and take reasonable steps to insure that paralegals comply with the Bar rules.

This webinar will assist paralegals and the lawyers who supervise them to identify crucial ethics issues and traps for the unwary to either prevent problems from occurring or properly manage any issues if or when they occur.

1 General 1 Ethics CLE Credit

Syllabus

  1. How to handle client intake
  2. How to avoid conflicts of interest
  3. How to preserve client confidentiality
  4. How to avoid ethics and social media pitfalls
  5. How to manage client matters and files
  6. How to handle file closing and records management/retention
  7. Non-lawyers and ethics rules
  8. Ethical Fees and Fee Agreements

Instructor

Joseph A. Corsmeier, Esq.