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Overview
A Self-Audit That Stands Between a Malpractice Claim and You
Malpractice exposure hides in the client you should've turned away, the deadline tracked in one calendar, the AI citation nobody checked. This course delivers a broad-scope audit across client selection, competency, operations, and technology, with a scoring framework benchmarked to what carriers reward. Leave with protocols you can implement now. Register today!
- Get a ready-to-use self-audit for your practice.
- Learn the documentation habits that make a file defensible.
- Walk away with a framework for supervising GenAI output.
- Benchmark your firm against what carriers flag as high-risk.
Abbreviated Agenda
- Client Selection & Relationship Management
- The "Lawyer Hopper" Filter
- Expectation Calibration
- Fee Delinquency Protocol
- The Non-Engagement Letter
- Substantive & Practice Area Competency
- The "Dabbling" Ban
- Independent Verification Protocols
- Legal Research Currency
- Peer Review System
- Operational Infrastructure & Docketing
- Centralized Conflict Checking
- Dual-Calendar Docketing
- CYA Documentation
- Formal Off-Boarding
- Technology & Cyber Security
- Generative AI Guardrails
- Out-of-Band Wire Verification
- Basic Cyber Hygiene
- Hybrid Work Supervision
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Alaska CLE |
|
1 Total |
| Alabama CLE |
|
1 Total |
| Arkansas CLE |
|
1 Total |
| Arizona CLE |
|
1 Total |
| California CLE |
|
1 Total |
| Colorado CLE |
|
1 Total |
| Connecticut CLE |
|
1 Total |
| Delaware CLE |
|
1 Total |
| Florida CLE |
|
1 Total |
| Georgia CLE |
|
1 Total |
| Hawaii CLE |
|
1 Total |
| Iowa CLE |
|
1 Total |
| Idaho CLE |
|
1 Total |
| Illinois CLE |
|
1 Total |
| Indiana CLE |
|
1 Total |
| Kansas CLE |
|
1 Total |
| Kentucky CLE |
|
1 Total |
| Louisiana CLE |
|
1 Total |
| Maine CLE |
|
1 Total |
| Minnesota CLE |
|
1 Total |
| Missouri CLE |
|
1.2 Total |
| Northern Mariana Islands CLE |
|
1 Total |
| Mississippi CLE |
|
1 Total |
| Montana CLE |
|
1 Total |
| North Carolina CLE |
|
1 Total |
| North Dakota CLE |
|
1 Total |
| Nebraska CLE |
|
1 Total |
| New Hampshire CLE |
|
1 Total |
| New Jersey CLE |
|
1.2 Total |
| New Mexico CLE |
|
1 Total |
| Nevada CLE |
|
1 Total |
| New York CLE |
|
1 Total |
| Ohio CLE |
|
1 Total |
| Oklahoma CLE |
|
1 Total |
| Oregon CLE |
|
1 Total |
| Pennsylvania CLE |
|
1 Total |
| Rhode Island CLE |
|
1 Total |
| South Carolina CLE |
|
1 Total |
| Tennessee CLE |
|
1 Total |
| Texas CLE |
|
1 Total |
| Utah CLE |
|
1 Total |
| Virginia CLE |
|
1 Total |
| Vermont CLE |
|
1 Total |
| Washington CLE |
|
1 Total |
| Wisconsin CLE |
|
1 Total |
| West Virginia CLE |
|
1.2 Total |
| Wyoming CLE |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
0 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
What's Your Legal Malpractice Risk Profile? A Handy Checklist
- Client Selection & Relationship Management
- The "Lawyer Hopper" Filter
- Expectation Calibration
- Fee Delinquency Protocol
- The Non-Engagement Letter
- Substantive & Practice Area Competency
- The "Dabbling" Ban
- Independent Verification Protocols
- Legal Research Currency
- Peer Review System
- Operational Infrastructure & Docketing
- Centralized Conflict Checking
- Dual-Calendar Docketing
- CYA Documentation
- Formal Off-Boarding
- Technology & Cyber Security
- Generative AI Guardrails
- Out-of-Band Wire Verification
- Basic Cyber Hygiene
- Hybrid Work Supervision
- Client Selection & Relationship Management
Who Should Attend
This legal ethics guide is designed for attorneys. Compliance officers and paralegals will also benefit.
Speakers
Speaker bio
Siobhan Leger
is the owner of Leger Law Group, LLC, where her practice focuses mainly on estate planning, special needs planning, successions, trust administration, Medicaid planning, and veteran's aid and attendance advocacy. She is a VA accredited attorney and a volunteer attorney with Wills for Heroes, an organization that provides pro bono estate planning services to veterans and first responders. Ms. Leger is also a member of various professional organizations, including the National Academy of Elder Law Attorneys; Elder Law, Disability Planning and Bioethics Group, American Bar Association; National Academy of Family Law Attorneys; and Louisiana State Bar Association. She earned her J.D. degree from the Paul M. Hebert Law Center at Louisiana State University and her B.A. degree from Louisiana State University.
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