Lawyer Ethics in Supervising Paralegals and Non-Lawyer Staff and Law Office Management (On-Demand)

$169.00

This program will provide important information to lawyers (and non-lawyers) regarding the ethics of law office management and supervision of non-lawyers. Proper and ethical management the law office is extremely important and paralegals and non-lawyers can be a crucial part of a law firm’s legal team and participate in the provision of legal services to clients. Paralegals can perform multiple tasks and projects under the supervision of a licensed attorney. Paralegals also assist in managing the law office and in recognizing and preventing (or mitigating) ethics violations. This webinar will identify crucial ethics issues and traps for the unwary and either prevent issues from occurring or manage issues when they occur.

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Event Details

Course Type

Original Date Of Course

Course Instructor

Joseph Corsmeier, Esq.

Ethics Credits

2

Course Description

This program will provide important information to lawyers (and non-lawyers) regarding the ethics of law office management and supervision of non-lawyers. Proper and ethical management the law office is extremely important and paralegals and non-lawyers can be a crucial part of a law firm’s legal team and participate in the provision of legal services to clients. Paralegals can perform multiple tasks and projects under the supervision of a licensed attorney. Paralegals also assist in managing the law office and in recognizing and preventing (or mitigating) ethics violations. This webinar will identify crucial ethics issues and traps for the unwary and either prevent issues from occurring or manage issues when they occur.

Principles

  • Ethics and Law Office Management
  • Identifying and resolving ethics and risk management issues, properly screen potential clients and avoid conflicts of interest
  • Understanding the importance of client file and records management
  • Avoiding ethics and social media pitfalls
  • Understanding the vital importance of paralegal and non-lawyer compliance with the Bar Rules and paralegal bonuses

Syllabus

  1. Keys to Ethics and Law Office Management
  2. Client Intake Process
  3. Staff Supervision
  4. File Management
  5. Fees and Fee agreements
  6. Billing & Client Account Management
  7. File Closing and Records Management

Instructor

Joseph Corsmeier, Esq.

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