Ethics & Specialty Credits

4.45

The Ethics of Client Communication in the Digital Era

Credits Available
Credit Status Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Upon Request 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Approved 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Approved 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
OnDemand
2 hours 4 minutes
Dean Dietrich
Lynndolyn Mitchell
With Dean R. Dietrich from Weld Riley, S.C. + 1 other
Recorded May 06, 2026.
Product ID 101897

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Overview

Protect Your Reputation From Electronic Communication Missteps

Put an end to digital uncertainty! In this condensed course, our knowledgeable faculty presents best practices for managing email, social media, and text communications while preventing ethical pitfalls. Delve into essential guidelines for securing client communications while working remotely, explore best practices for preventing inadvertent attorney-client relationships, and more. Build confidence in your practice - register today!

  • Uncover guidance for safeguarding confidentiality in the remote firm.
  • Minimize legal risks when communicating with clients via social media.
  • Discover the dos and don'ts of documenting client text messages.
  • Identify key steps to take following an inadvertent disclosure.

*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. Remote Communication Ethics: Protect Clients, Minimize Pitfalls
  2. Ethics at the Intersection of Social Media and Client Communication
  3. Attorney-Client Communication via SMS and Text Messages
  4. Upholding Ethical Standards in Email Interactions With Clients

Related Topics

Product ID 101897

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 2 Total
Alabama CLE Approved 2 Total
Arkansas CLE Approved 2 Total
Arizona CLE Approved 2 Total
California CLE Approved 2 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 2 Total
Delaware CLE Approved 2 Total
Florida CLE Approved 2.5 Total
Georgia CLE Approved 2 Total
Hawaii CLE Approved 2 Total
Iowa CLE Upon Request 2 Total
Illinois CLE Approved 2 Total
Indiana CLE Approved 2 Total
Kansas CLE Approved 2 Total
Kentucky CLE Approved 2 Total
Maine CLE Approved 2 Total
Minnesota CLE Approved 2 Total
Missouri CLE Approved 2.4 Total
Northern Mariana Islands CLE Approved 2 Total
Mississippi CLE Approved 2 Total
Montana CLE Approved 2 Total
North Carolina CLE Approved 2 Total
North Dakota CLE Approved 2 Total
Nebraska CLE Approved 2 Total
New Hampshire CLE Approved 2 Total
New Jersey CLE Approved 2.4 Total
New Mexico CLE Approved 2 Total
Nevada CLE Approved 2 Total
New York CLE Approved 2 Total
Ohio CLE Approved 2 Total
Oklahoma CLE Approved 2.5 Total
Oregon CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
Rhode Island CLE Approved 2 Total
South Carolina CLE Approved 2 Total
Tennessee CLE Approved 2 Total
Texas CLE Approved 2 Total
Utah CLE Approved 2 Total
Virginia CLE Approved 2 Total
Vermont CLE Approved 2 Total
Washington CLE Approved 2 Total
Wisconsin CLE Approved 2 Total
West Virginia CLE Approved 2.4 Total
Wyoming CLE Approved 2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Remote Communication Ethics: Protect Clients, Minimize Pitfalls

    1. Safeguarding Client Communications When Working in Public Spaces or From Home
    2. Teams and Zoom: Are They Secure Enough for Confidential Client Matters?
    3. Managing Client Identity Verification and Privacy in Remote Meetings
    4. How Secure Should Home Wi-Fi and Devices Be?
    5. Cloud Storage: Ethics of Accessing Client Files Remotely

  2. Ethics at the Intersection of Social Media and Client Communication

    1. Avoiding Inadvertent Attorney-Client Relationships via Social Media
    2. Obtaining Information on Adversaries, Clients, and Jurors via Social Media
    3. Communicating With Clients Through Social Media: OK or Not OK?
    4. Following, “Friending,” or Connecting With Clients: What You Need to Know
    5. When Clients Post Confidential Case Details Online: What to Do

  3. Attorney-Client Communication via SMS and Text Messages

    1. Documenting/Archiving Client Texts for Ethical Recordkeeping
    2. Redirecting Clients Who Text About Matters Requiring Formal Communication
    3. Ensuring Confidentiality When Using Third-Party Apps (e.g., WhatsApp, Signal)
    4. Lost/Stolen Phones: Ethical Duties Concerning Client Data Stored in Texts
    5. Engagement Agreements: Outlining How You Will Communicate With Clients

  4. Upholding Ethical Standards in Email Interactions With Clients

    1. Metadata and Encryption: What You Must Know
    2. Inadvertent Disclosures: What to Do When an Email Is Sent to the Wrong Person
    3. Availability and Response Time: Managing Client Expectations
    4. Ensuring Emails Remain Confidential: Security Measures to Take
    5. Informed Consent

Who Should Attend

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

Speakers

Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
Lynndolyn T Mitchell
Lynndolyn T.
Mitchell
Law Office of Lynndolyn T. Mitchell P.C.
Speaker bio
Dean R Dietrich

Dean R. Dietrich

Weld Riley, S.C.
Dean Dietrich

, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 40 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich is a past president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

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Speaker bio
Lynndolyn T Mitchell

Lynndolyn T. Mitchell

Law Office of Lynndolyn T. Mitchell P.C.
Lynndolyn Mitchell

is the owner of the Law Office of Lynndolyn T. Mitchell P.C. in Rockville, Maryland. She has been representing clients from all economic and social backgrounds in juvenile, family, misdemeanor criminal, and traffic matters in Maryland, Virginia and the District of Columbia for more than 30 years. Ms. Mitchell has served as a senior assistant public defender in Virginia Beach in the Juvenile Division and Felony Trial Division, and deputy public defender in the Juvenile Division of the Riverside County Public Defender's Office. She has represented juveniles in delinquency and dependency matters in California, Virginia and Maryland. Ms. Mitchell served an assistant adjunct professor for the University of Maryland Global Campus (Formerly UMUC) in the disciplines of paralegal studies and criminal justice. She has extensive experience representing military families in all aspects of family law matters. Ms. Mitchell is a member of Maryland State Bar Association's Solo Small Firm Section, served as co-chair of the Education Law Section, and has served as a member of the School Board at Montrose Christian School in Rockville. She is admitted to practice in Virginia, District of Columbia, Maryland and Montgomery County. Ms. Mitchell earned her B.A. degree from the University of Irvine and her J.D. degree from Antioch School of Law, Washington, D.C. She has handled pro bono education law matters for the Maryland Disability Law Center.

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