Ethics & Specialty Credits

PA Specific

4.9

Stay Organized, Stay Ethical: A Productivity System for New Pennsylvania Lawyers

Credits Available
Credit Status Total
New Jersey CLE Approved 2.4 Total
New York CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total
OnDemand
1 hours 55 minutes
Joshua Camson
With Joshua Camson from Montgomery County Public Defender's Office
Recorded March 17, 2026.
Product ID 102206

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Course Includes
$99

OnDemand Video

Course Book Download

Overview

Build on the Concepts Introduced in Bridge the Gap

Build a law practice that supports ethical compliance instead of undermining it. In this follow-up to the Pennsylvania Bridge the Gap program, our experienced faculty helps new attorneys transform professional responsibility standards into everyday habits. Use personal task systems and case management software to alleviate stress, enhance reliability, and mitigate the risk of missed deadlines and ethical complaints. Gain practical skills for real-world success - register today!

  • Explore the interplay of organization, productivity, and ethical risk.
  • Discover common reasons why new lawyers get into ethical trouble.
  • Delve into core “Getting Things Done” (GTD) concepts.
  • Review best practices for implementing ongoing ethical safeguards.

While this program builds on the concepts introduced in Bridge the Gap, it is designed as a post-Bridge the Gap learning experience focused on applying professional responsibility principles through effective organization and workflow systems.

Abbreviated Agenda

  1. Productivity, Organization, and Ethical Risk
    1. Building on Bridge the Gap: Connecting Organizational Habits to Rules 1.1, 1.3, 1.4, and 5.3
    2. Pennsylvania Disciplinary Board Data: Common Patterns for Newly Admitted Attorneys
    3. Why Most Disciplinary Complaints Stem From Workflow Failures, Not Bad Intent
  2. Why Good Lawyers' Systems Fail
    1. The Limits of Memory-Based Practice and Why Mental Tracking is Not a System
    2. The Stress Cycle: How Overload and Avoidance Lead to Silence and Complaints
    3. The “Bad Files” Problem and Pennsylvania's 60-Day File Activity Standard
  3. Introduction to the Getting Things Done (GTD) Framework
    1. Overview of GTD and Why Its Structure Aligns With the Demands of Legal Practice
    2. Step 1 - Capture: Building a Single Trusted Inbox for Every Obligation
    3. Steps 2 & 3 - Clarify and Organize: The GTD Decision Workflow; Next Actions, Projects, Calendar, Waiting For, and Reference Lists
  4. Applying GTD: A Day-in-the-Life Scenario
    1. Walkthrough: One Client Email Processed From Arrival Through the Weekly Review
    2. Managing Competing Deadlines and Rule 1.4 Communication Obligations in a Single Workflow
    3. The Difference Between Reactive Practice and Working From a Trusted System
  5. Email, Calendar, and Communication Management
    1. Inbox Zero: A Four-Folder Email Structure Designed to Prevent Rule 1.4 Failures
    2. Calendar Discipline: Protecting Deadline Entries From Task-List Drift
    3. Processing Communications in Batches Versus Monitoring Continuously
  6. The Weekly Review as an Ongoing Ethics Safeguard
    1. GTD Step 4 - Reflect: The Weekly Review as a Rule 1.3 and 1.4 Compliance Checkpoint
    2. Using the Waiting For List as a Rule 5.3 Supervision and Delegation Tracking Tool
    3. Catching Dormant Files and Approaching Deadlines Before They Become Bar Complaints
  7. Building Your System: Tools, Objections, and Next Steps
    1. Minimum Viable Productivity System: The Four Essential Components for New Attorneys
    2. How Personal Task Systems Relate to and Interact With Case Management Software
    3. Addressing Common Objections; Five Specific Action Items to Implement Before the Next Workday

Related Topics

Product ID 102206

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 2.4 Total
New York CLE Approved 2 Total
Pennsylvania CLE Approved 2 Total

Credit Details by Jurisdiction

CLE Credits
New Jersey CLE Approved · 2.4 Total Credits
  • 1.2 Ethics/Professionalism

Earn Until

OnDemand - New Jersey CLE - 2.4: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.40 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 2.4: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.40 hours of alternative format CLE credit. Of these, 1.20 qualifies as hours of alternative learning format credit for ethics/professionalism.

New York CLE Approved · 2 Total Credits
  • 1 Law Practice Management
  • 1 Ethics/Professionalism

Earn Until

OnDemand - New York CLE - 2: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.0 credit hours. 1.0 hour can be applied to the law practice management requirement and is approved for newly admitted attorneys. 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 - 2: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.0 credit hours. 1.0 hour can be applied to the law practice management requirement and is approved for newly admitted attorneys. 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.

Pennsylvania CLE Approved · 2 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 1.0 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 - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 1.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.

Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Stay Organized, Stay Ethical: A Productivity System for New Pennsylvania Lawyers

    1. Productivity, Organization, and Ethical Risk
      1. Building on Bridge the Gap: Connecting Organizational Habits to Rules 1.1, 1.3, 1.4, and 5.3
      2. Pennsylvania Disciplinary Board Data: Common Patterns for Newly Admitted Attorneys
      3. Why Most Disciplinary Complaints Stem From Workflow Failures, Not Bad Intent
    2. Why Good Lawyers' Systems Fail
      1. The Limits of Memory-Based Practice and Why Mental Tracking is Not a System
      2. The Stress Cycle: How Overload and Avoidance Lead to Silence and Complaints
      3. The “Bad Files” Problem and Pennsylvania's 60-Day File Activity Standard
    3. Introduction to the Getting Things Done (GTD) Framework
      1. Overview of GTD and Why Its Structure Aligns With the Demands of Legal Practice
      2. Step 1 - Capture: Building a Single Trusted Inbox for Every Obligation
      3. Steps 2 & 3 - Clarify and Organize: The GTD Decision Workflow; Next Actions, Projects, Calendar, Waiting For, and Reference Lists
    4. Applying GTD: A Day-in-the-Life Scenario
      1. Walkthrough: One Client Email Processed From Arrival Through the Weekly Review
      2. Managing Competing Deadlines and Rule 1.4 Communication Obligations in a Single Workflow
      3. The Difference Between Reactive Practice and Working From a Trusted System
    5. Email, Calendar, and Communication Management
      1. Inbox Zero: A Four-Folder Email Structure Designed to Prevent Rule 1.4 Failures
      2. Calendar Discipline: Protecting Deadline Entries From Task-List Drift
      3. Processing Communications in Batches Versus Monitoring Continuously
    6. The Weekly Review as an Ongoing Ethics Safeguard
      1. GTD Step 4 - Reflect: The Weekly Review as a Rule 1.3 and 1.4 Compliance Checkpoint
      2. Using the Waiting For List as a Rule 5.3 Supervision and Delegation Tracking Tool
      3. Catching Dormant Files and Approaching Deadlines Before They Become Bar Complaints
    7. Building Your System: Tools, Objections, and Next Steps
      1. Minimum Viable Productivity System: The Four Essential Components for New Attorneys
      2. How Personal Task Systems Relate to and Interact With Case Management Software
      3. Addressing Common Objections; Five Specific Action Items to Implement Before the Next Workday

Who Should Attend

This program is designed for new Pennsylvania attorneys who want to build on the skills introduced in the Bridge the Gap learning experience. Paralegals may also benefit.

Speakers

Joshua Camson
Joshua
Camson
Montgomery County Public Defender's Office
Speaker bio
Joshua Camson

Joshua Camson

Montgomery County Public Defender's Office
Joshua Camson

is the Deputy Chief Public Defender of Montgomery County. Before moving to government work, he was a partner and the director of litigation with Miller, Turetsky, Rule & McLennan. Mr. Camson has been representing clients in criminal, civil and administrative cases across Pennsylvania for over a decade. He earned his B.A. degree from the University of Pittsburg and his J.D. degree from the University of Pittsburgh School of Law. Mr. Camson is a member of the Pennsylvania Bar Association, where he regularly presents CLEs at PBA functions and serves as a member of the PBA Ethics and Professional Responsibility Committee. In addition, he is a member of the Montgomery Bar Association (Young Lawyers Section) and American Counsel Association, and serves as chairman of the ABA Standing Committee on Professionalism. Mr. Camson is admitted to practice in Pennsylvania Supreme Court, Eastern District of Pennsylvania, Western District of Pennsylvania and the New Jersey Supreme Court.

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