Law Practice Management

4.29

E-Signatures, Electronic Contracts, and Modern Document Management for Lawyers

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 54 minutes
Marlon Primes
Eduardo Martinez
Michael Gorby
David Lowe
With Marlon A. Primes from Brennan, Manna & Diamond, LLC + 3 others
Recorded March 30, 2026.
Product ID 101665

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$389

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Overview

Protect Clients in the Digital Age

The way lawyers handle contracts has changed forever. Are you keeping up? In this program, you'll explore the laws that govern electronic contracts, methods for authenticating e-signatures, enforceability best practices, and today's top document management technology. Gain practical insights on navigating authentication challenges, remote online notarization, data security, and more. Upgrade your digital know-how - register today!

  • Review the current regulations and requirements under ESIGN and UETA.
  • Compare the various ways to authenticate e-signatures, from digital certificates to biometrics.
  • Strengthen electronic contract enforceability with strategies to prove intent and document integrity.
  • Unlock helpful features that are often underused in e-signature platforms.
  • Keep your practices ethical while adopting modern technology, from data security to supervisory duties.

*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

Abbreviated Agenda

  1. ESIGN and UETA Requirements and Exclusions
  2. Enforceability and Risk Management
  3. Authenticating E-Signatures: Legal Standards and Challenges
  4. Remote Online Notarization (RON)
  5. Getting the Most Out of Today's Technology
  6. Ethical Considerations in E-Signatures and Electronic Contracts
Product ID 101665

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Iowa CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. ESIGN and UETA Requirements and Exclusions

    1. Rules and Requirements
    2. States Variances and Federal Preemption
    3. What Transactions Types are Excluded From UETA?
    4. UCC Considerations
  2. Enforceability and Risk Management

    1. Lessons From Case Law
    2. Demonstrating Signer Intent and Consent
    3. Consent to Do Business Electronically: Required Disclosures
    4. Chain of Custody for E-Contracts: Audit Trails, Metadata, and More
    5. What Cryptography and Hashing Can Tell You
  3. Authenticating E-Signatures: Legal Standards and Challenges

    1. Types of E-Signatures: Simple vs. Advanced
    2. Matching Level of Authentication to the Level of Risk
    3. Digital Certificates and Public Key Infrastructures
    4. Using Timestamps and Access Control
    5. KBA, 2FA, SMS, and Email Authentication: Benefits and Risks
    6. Biometric and Photo ID Methods
    7. Overcoming Common Authentication Disputes
  4. Remote Online Notarization (RON)

    1. Governing Regulations
    2. What States Do Not Allow RON?
    3. RON vs. eNotarization, RIN, and Traditional Notarization
    4. RON Technology and Requirements
    5. Preparing Documents for RON
  5. Getting the Most Out of Today's Technology

    1. Comparing Leading E-Signature Platforms: Risks and Benefits
    2. Valuable Features: Version Control, Audit Trails, and More
    3. What Contract Lifecycle Management Software Can Do For You
    4. Top Legal Document Management Systems and What They Do
    5. AI-Powered Contract Drafting: Tools and Traps
  6. Ethical Considerations in E-Signatures and Electronic Contracts

    1. Data Security and Confidentiality
    2. Misrepresented or Unverified Identities
    3. Maintaining Ongoing Technology Competence
    4. Supervisory Duties Regarding Technology Use

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

Marlon A Primes
Marlon A.
Primes
Brennan, Manna & Diamond, LLC
Eduardo V Martinez
Eduardo V.
Martinez
Eduardo Martinez, Attorney at Law
Michael J Gorby
Michael J.
Gorby
Gorby Peters Law
David A Lowe
David A.
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Speaker bio
Marlon A Primes

Marlon A. Primes

Brennan, Manna & Diamond, LLC
Marlon Primes

is a partner in the Cleveland office of Brennan, Manna & Diamond, LLC. He is a distinguished former assistant U.S. attorney for the Northern District of Ohio, with over 30 years of experience. Mr. Primes has transitioned to serve as co-chair of BMD's business and tort litigation practice, and represents companies across the U.S. in high-stakes litigation. He has handled a wide variety of complex civil litigation in state, federal and appellate courts, including jury trials and appellate actions. Mr. Primes earned his B.S. degree from Ohio University and his J.D. degree from Georgetown University Law Center.

Speaker bio
Eduardo V Martinez

Eduardo V. Martinez

Eduardo Martinez, Attorney at Law
Eduardo Martinez

is in self-practice with a primary focus in mediation, as well as contractual and business law, which he also teaches. He retired as a Captain from the U.S. Navy after 30 years and still consults on matters of national security. Dr. Martinez is currently on staff at Angelo State University, where he teaches intelligence and security studies. He is also on the editorial board of the Journal of Homeland and National Security Perspectives. Dr. Martinez has written articles involving transportation security and maritime cyberterrorism. He is a former special assistant attorney general for the state of Mississippi, and admitted to all Mississippi state and federal courts, Fifth Circuit Court of Appeals, U.S. Court of Military Appeals, U.S. Court of International Trade, and U.S. Supreme Court. Dr. Martinez earned his B.A. degree in government from the University of Texas, his M.A. degree in legal studies from Antioch University, his M.S.S. degree from the U.S. Army War College and his J.D. degree from the Mississippi College School of Law.

Speaker bio
Michael J Gorby

Michael J. Gorby

Gorby Peters Law
Michael Gorby

is a founder and partner with Gorby Peters Law. He is a nationally recognized leader in complex corporate disputes, professional negligence cases, and liability issues that arise for property owners and managers, such as hotel chains, restaurants, shopping centers, apartment complexes, office buildings and other public venues. Since 1998, Mr. Gorby has served as the program chair for the Institute of Continuing Legal Education in Georgia (an affiliate of the University of Georgia), on the topic of premises liability. He is also the author of a popular legal treatise, Premises Liability in Georgia, which is published by Thomson Reuters/West, and which is now in its third edition. Mr. Gorby serves as an instructor/lecturer for Georgia Tech Procurement Assistance Center (GTPAC) in the area of procuring government contracts, and is also a registered mediator. He earned his B.A. degree from Georgia State University and his J.D. degree from the University of Georgia School of Law. 

Speaker bio
David A Lowe

David A. Lowe

Keegan, Juban, Lowe & Robichaux, LLC
David Lowe

is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, contracts, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court, as well as before the Louisiana Supreme Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

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