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Overview
Are You Making Client Communication Mistakes That Could Cost You Your License?
Imagine this: You're in the process of sending an email to your client regarding their case. You have a trial tomorrow, so you rush as you finish typing up your thoughts. You quickly enter the client's name is the recipient field, you hit send, and you're out the door. It's not until later that day that you check your email again... only to find out you accidentally sent the email intended for your client to opposing counsel with the same first name.
One minor mishap can have devastating consequences. That's where this troubleshooting course comes in. Join our expert instructors as they break down the top four hidden dangers in client communications and best practices for preventing them. Don't get caught in a legal snare - register today!
- Discover the pitfalls and perils of breaches of confidentiality and privilege.
- Examine best practices for clearly communicating client expectations.
- Steer clear of social media and electronic communication landmines.
- Find out how to spot implicit admissions in client communications.
Abbreviated Agenda
- Breaches of Attorney-Client Privilege and Confidentiality - and How to Avoid Them
- Clearly Communicating and Managing Client Expectations Throughout Representation
- Glossing Over Risks in Electronic Communications and Social Media
- How to Spot Unintended Concessions and Implicit Admissions in Client Communications - and Adjust Your Case Strategy Accordingly
Credit Details
Credit Details by Jurisdiction
OnDemand Video
CLE
Credits
Alaska CLE Reciprocity · 3 Total Credits
- 3 MECLE Ethics
Earn Until
OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program may qualify for up to 3.0 hours of credit, which includes 0.0 hours of MCLE credit and 3.0 hours of MECLE credit.
Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program may qualify for up to 3.0 hours of credit, which includes 0.0 hours of MCLE credit and 3.0 hours of MECLE credit.
Arizona CLE Approved · 3 Total Credits
- 3 Professional Responsibility
Earn Until
OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility.
Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility.
California CLE Approved · 3 Total Credits
- 3 Legal Ethics
Earn Until
OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 4 Total Credits
- 3.6 Professional Responsibility
Earn Until
OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.6 professional responsibility credit.
Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.6 professional responsibility credit.
Connecticut CLE Approved · 3 Total Credits
- 3 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 3.0 hour of ethics.
Florida CLE Approved · 3.5 Total Credits
- 3.5 Professional Responsibility
Earn Until
OnDemand - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 3.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Video Download - Florida CLE - 3.5: Approved by The Florida Bar, this program qualifies for 3.50 general hours of CLER self-study credit including 3.50 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Georgia CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.
Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.
Hawaii CLE Approved · 3 Total Credits
- 3 Ethics/Professional Responsibility
Earn Until
OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.
Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.
Idaho CLE Approved · 3 Total Credits
- 3 Legal Ethics/Professional Responsibility
Earn Until
OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.
Illinois CLE Approved · 3 Total Credits
- 3 Professional Responsibility
Earn Until
OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.
Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.
Maine CLE Approved · 3 Total Credits
Earn Until
OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit
Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit
Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit
Minnesota CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 3: Approved for 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 3.6 Total Credits
Earn Until
OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Montana CLE Approved · 3 Total Credits
- 3 Professional Fitness and Integrity
Earn Until
OnDemand - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 3: This program qualifies for 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit.
North Dakota CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.
Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.
Nebraska CLE Approved · 3 Total Credits
- 3 Professional Responsibility
Earn Until
OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
New Hampshire CLE Approved · 3 Total Credits
- 3 Ethics/Professionalism
Earn Until
OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.
New Mexico CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.
Video Download - New Mexico CLE - 3: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.
Nevada CLE Approved · 3 Total Credits
- 3 Ethical Considerations
Earn Until
OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.
New York CLE Approved · 3.5 Total Credits
- 3.5 Ethics/Professionalism
Earn Until
OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hour can be applied toward the Ethics/Professionalism requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Oklahoma CLE Approved · 3.5 Total Credits
- 3.5 Legal Ethics
Earn Until
OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.
Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.
Oregon CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 3.0 hour of ethics credit.
Video Download - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 0.0 hours of general continuing legal education credit and 3.0 hour of ethics credit.
Pennsylvania CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Tennessee CLE Approved · 3 Total Credits
- 3 Ethics/Professionalism
Earn Until
OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 3.0 hour of ethics/professionalism (EP) credit.
Vermont CLE Approved · 3 Total Credits
- 3 Ethics
Earn Until
OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit.
Washington CLE Approved · 3 Total Credits
- 3 Ethics/Professional Responsibility
Earn Until
OnDemand - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.
Video Download - Washington CLE - 3: This program qualifies for 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.
Wisconsin CLE Approved · 3.5 Total Credits
Earn Until
OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners.
West Virginia CLE Approved · 3.6 Total Credits
- 3.6 Ethics
Earn Until
OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 3 Total Credits
- 3 Ethics
OnDemand - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 3 Total Credits
Earn Until
Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 3.0 hours of self-study CLE credit
Missouri CLE Approved · 3.6 Total Credits
Earn Until
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Agenda
-
Breaches of Attorney-Client Privilege and Confidentiality - and How to Avoid Them
- Dangers Posed by Discussing Cases in Public Places
- Confidentiality Cracks: The Shared Office Space
- Failure to Establish Confidentiality in Oral Conversations With Clients
- Loose Lips in the Office: Attorney-Client Privilege in Group Settings and With Third Parties
- Dropping the Ball on Documentation
-
Clearly Communicating and Managing Client Expectations Throughout Representation
-
Glossing Over Risks in Electronic Communications and Social Media
- Failure to Educate Clients on the Risks of Disclosing Case Info on Social Media
- Text Messaging Mistakes to Crack Down On
- Speaking Without a Shield: The Risks of Leaving Voicemails
- Email Blunders to Bypass: Safeguard Your Career and Your Clients
- Technology Safeguards You'll Wish You Knew About Sooner
-
How to Spot Unintended Concessions and Implicit Admissions in Client Communications - and Adjust Your Case Strategy Accordingly
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Anastasia Tramontozzi
is a criminal defense lawyer with the Winston-Salem office of Dummit Fradin, Attorneys at Law. She graduated with high honors and earned a double degree in philosophy and political science from The College of The Holy Cross in Massachusetts. Ms. Tramontozzi studied international relations and philosophy at St. Andrews University in Scotland throughout her junior year. Before attending Elon Law School in Greensboro, North Carolina, she worked as a paralegal for a real estate law firm in Massachusetts. Additionally, Ms. Tramontozzi spent a number of years as a legal research assistant for a personal injury firm in Melrose, Massachusetts. She is dually licensed in North Carolina and Massachusetts.
Speaker bio
Thomas J. McClure
, of McClure Law Offices, has a general practice serving individuals, families and small businesses. Early in his career, he gained valuable experience at the Milwaukee City Attorney's Office and Milwaukee County District Attorney's Office, and then in private practice with an "A" rated Milwaukee litigation firm. A trial attorney by training with numerous civil and criminal jury trials in his career, Mr. McClure brings a wealth of experience to his clients at the local, state and national levels in civil, criminal, administrative, and appellate law. He is licensed to practice in all Wisconsin courts; Federal Western and Eastern district courts in Wisconsin; Federal Seventh Circuit Court of Appeals in Chicago; and the United States Supreme Court in Washington, D.C. Mr. McClure earned his B.A. degree from St. Norbert College and his J.D. degree from Marquette University Law School.
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