Understand the ethical rules that apply to the use of technology and electronic information.
Lawyers and non-lawyers have important ethical duties and responsibilities when representing clients and working on client files, including competence, communication, client intake, identifying conflicts of interest, managing client files, and closing the client file. This course assists lawyers and non-lawyers in identifying and avoiding or minimizing the ethical risks while properly representing clients and will also provide suggested solutions and best practices.Agenda
Competence- ABA Model Rule 1.1
- Lawyer/Paralegal Technology CLE
- Using Zoom® and Alexa and Other Devices
- Technology Disclaimers in Fee Agreements
- Filing Court Documents Electronically (E-Portal)
- Remote Online Access to Client and Firm Files
- Electronic File Storage and Cloud Computing
- Digital Storage Devices
- Metadata
- Sending Lawyer Liability
- Receiving Lawyer Requirements
- Outsourcing and Protecting Confidentiality
Risk of Using Emails and Reply All
Using Expert and Specialist
- Use of Expert and Specialist in Lawyer Advertising
- Use of Expert in Firm’s Domain Name
- Websites Must Comply With Bar Rules
- Receipt of Unsolicited Information Through Website
Speaker(s)
Joseph A. Corsmeier, Esq.The Law Office of Joseph A. Corsmeier, P.A.
- Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
- Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida
- Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney disqualification, and other matters and has testified as an expert in both federal and Florida courts
- Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
- Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
- Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
- Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clearwater and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010
- Adjunct professor of paralegal ethics at St. Petersburg College
- J.D. Degree, Mercer University, Walter F. George School of Law; B.A. Degree, Florida State University
