Ethics & Specialty Credits

4.35

Diligence by Design: Where Ethical Obligations Meet Contract Review Excellence

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
1 hours 2 minutes
Eric Lanter
With Eric Lanter from Offit Kurman, Attorneys At Law
Recorded August 25, 2025.
Product ID 100711

Buy This Course

Course Includes
$199

OnDemand Video

Course Book Download

Overview

Apply Model Rule 1.3 (Diligence) Correctly

Let's face it - contract review can be a minefield of ethical challenges. Missed a clause? Failed to catch ambiguous language? The consequences can range from embarrassing to career-threatening. This practical CLE tackles the everyday headaches attorneys face when balancing thoroughness against tight deadlines and budget constraints. We'll cut through the theory and focus on what really matters: how to protect your clients and yourself, whether you are managing the mountain of contracts crossing your desk or reviewing your first one. Get real-world strategies that satisfy your ethical obligations without requiring superhuman effort. Register today!

  • Define boundaries that protect everyone while meeting ethical obligations.
  • Don't choose between right and on budget - get tips for maintaining standards without billing clients into oblivion.
  • Avert danger - focus limited time on clauses most likely to create problems.
  • Make technology work for (not against) you - navigate AI tools for contract review.

Abbreviated Agenda

  1. Model Rule 1.3: Diligence and Its Interpretation in Transactional Contexts
  2. Scope of Representation and Diligence Requirements
  3. Creating Standardized Review Procedures and Documentation Practices to Demonstrate Diligence
  4. Engagement Letters That Address Contract Review Expectations
  5. When to Recommend Specialized Counsel
  6. Notable Disciplinary Cases Related to Indequate Contract Review
  7. Legal Tech and AI in Contract Review

Related Topics

Product ID 100711

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Upon Request 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Upon Request 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total

Credit Details by Jurisdiction

CLE Credits
Alaska CLE Reciprocity · 1 Total Credits
  • 1 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Video Download - Alaska CLE - 1: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 1.0 hours of credit, which includes 0.0 hours of MCLE credit and 1.0 hour of MECLE credit.

Arkansas CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Video Download - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 hours of on demand continuing legal education credit, including 1.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.

Arizona CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 1.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of participatory credit, of which 1.0 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 - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 hours of self-study credit, of which 1.0 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 · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 1.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 1.0 hour of ethics.

Florida CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Video Download - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 general hours of CLER self-study credit including 1.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Video Download - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 1.0 hour of distance learning ethics.

Hawaii CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 1: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for 1.0 hours of credit for the state of Hawaii, which includes 1.0 hour of ethics or professional responsibility education.

Idaho CLE Upon Request · 1 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the state of Idaho.

Video Download - Idaho CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the state of Idaho.

Illinois CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 1: This program has been approved by the Illinois MCLE Board for 1.0 hours of recorded technology CLE credit, which includes approval for 1.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Kansas CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Kansas CLE - 1: Approved by Kansas CLE for 1.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.

Video Download - Kansas CLE - 1: Approved by Kansas CLE for 1.0 hours of prerecorded format continuing legal education credit, which includes 1.0 hour of ethics and professionalism credit.

Maine CLE Approved · 1 Total Credits

Earn Until

OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit

Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit

Minnesota CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 1: Approved for 1.0 hours of standard on-demand CLE credit, including 1.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Montana CLE Upon Request · 1 Total Credits
  • 1 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

Video Download - Montana CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Montana Commission of CLE.

North Dakota CLE Upon Request · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Video Download - North Dakota CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Bar.

Nebraska CLE Approved · 1 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 1.0 hour of professional responsibility credit.

New Hampshire CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 1: 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 - 1: 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 · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Nevada CLE Approved · 1 Total Credits
  • 1 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 1.0 hour of alternative format ethical considerations.

New York CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 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 - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 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 · 1 Total Credits
  • 1 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 1.0 hour of legal ethics.

Oregon CLE Upon Request · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Oregon CLE - 1: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Video Download - Oregon CLE - 1: NBI is an approved sponsor with Oregon MCLE. Upon course completion and credit request submittal, an application will be submitted to Oregon MCLE.

Pennsylvania CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Video Download - Pennsylvania CLE - 1: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 1.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Tennessee CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 1.0 hour of ethics/professionalism (EP) credit.

Vermont CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 1.0 hour of self-study ethics credit.

Washington CLE Approved · 1 Total Credits
  • 1 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 1: This program qualifies for 1.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 1.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 1 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

Video Download - Wisconsin CLE - 1: Approved for 1.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners.

West Virginia CLE Approved · 1.2 Total Credits
  • 1.2 Ethics

Earn Until

OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 1.20 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Diligence by Design: Where Ethical Obligations Meet Contract Review Excellence

    1. Model Rule 1.3: Diligence and Its Interpretation in Transactional Contexts
    2. Scope of Representation and Diligence Requirements
    3. Creating Standardized Review Procedures and Documentation Practices to Demonstrate Diligence
    4. Engagement Letters That Address Contract Review Expectations
    5. When to Recommend Specialized Counsel
    6. Notable Disciplinary Cases Related to Indequate Contract Review
    7. Legal Tech and AI in Contract Review

Who Should Attend

This legal course is for attorneys engaged in transactional practice, contract drafting, and review. Paralegals will also benefit.

Speakers

Eric Lanter
Eric
Lanter
Offit Kurman, Attorneys At Law
Speaker bio
Eric Lanter

Eric Lanter

Offit Kurman, Attorneys At Law
Eric Lanter

is counsel with Offit Kurman, Attorneys At Law in the firm's Commercial Litigation Practice Group. As a zealous attorney dedicated to his clients, he frequently represents clients in civil litigation involving claims of breach of contract, negligence, fraud, breach of fiduciary duty, conversion, and tortious interference. Mr. Lanter earned his B.S. degree from the University of Cincinnati and his J.D. degree from St. John's University School of Law. He is a member of the New York City Bar Association, Commercial Law and Uniform State Laws Committee. Mr. Lanter is admitted to practice in New York, New Jersey, U.S. District Court for the Southern and Eastern districts of New York, U.S. Court of Appeals for the Second Circuit, and U.S. District Court for the District of New Jersey.

View full profile
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