Ethics & Specialty Credits

4.07

Technology: Is It Eroding the Protection of Privilege and Confidentiality?

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
2 hours 57 minutes
David Lowe
Rachel Rose
With David A. Lowe from Keegan, Juban, Lowe & Robichaux, LLC + 1 other
Recorded September 10, 2024
Product ID 99011

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Overview

Master the Dos and Don'ts of Leveraging Technology While Upholding Legal Privilege

Are you up to speed on emerging challenges to attorney-client confidentiality and privilege? How are the courts addressing the risks of AI and other modern technology? Finally, what are some best practices for maintaining attorney-client privilege in the digital age? In this advanced-level program, join our distinguished practitioners as they discuss technology's impact on attorney-client privilege and confidentiality. Don't pass up this opportunity to hone your knowledge - register today!

  • Understand the risks posed by using technology in legal practice.
  • Hear the latest decisions on the use of technology in the legal profession.
  • Find out how regulatory agencies are responding to the misuse of technology.
  • Explore what's next in terms of advancements in legal technology.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Steven Sorenson.

*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. Which Technologies Are Threatening Confidentiality and Attorney-Client Privilege?
  2. What Are the Courts Saying About the Dangers of Modern Technology?
  3. How Have the Regulatory Agencies Responded?
  4. What Is Yet to Come - and How to Respond

Related Topics

Product ID 99011

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Which Technologies Are Threatening Confidentiality and Attorney-Client Privilege?

    1. Electronic Communication: Email and Encryption, Dangers of Cloud-Based Storage, etc.
    2. AI: Defining the Risks, Communicating With Clients on AI Usage and Risks, and Duties to Court if Using AI
    3. Advent of Courtroom Hackers and Related Risks (Cell Phones, Duty to Monitor and Report, etc.)
    4. Role of Electronic Surveillance of Client, Opposition, Court, Jurors, and the Attorney's Office

  2. What Are the Courts Saying About the Dangers of Modern Technology?

    1. Recent Decisions on the Use and Misuse of Technology
      1. Intercepted Email
      2. Improper Discovery Techniques
      3. Misuse of Technology in Jury Selection
    2. Ability of Courts to Detect Improper Use of AI

  3. How Have the Regulatory Agencies Responded?

    1. Discipline for Misuse of Technology
    2. Malpractice Related to Failure to Use Modern Technology Properly

  4. What Is Yet to Come - and How to Respond

    1. What Are the Experts Saying About the Future of Confidentiality and Privilege?
    2. Handling the Risks of Expanded Use of Livestreamed Testimony
    3. The Risks With the Potential Use of Holograms
    4. Developing Office Policies Concerning Research and Development
    5. Ethics of Merging Legal and Tech Services in Regard to Confidentiality and Attorney-Client Privilege

Who Should Attend

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

Speakers

David A Lowe
David A.
Lowe
Keegan, Juban, Lowe & Robichaux, LLC
Rachel V Rose
Rachel V.
Rose
Rachel V. Rose Attorney at Law, PLLC
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, corporate matters, employment law, personal injury, and successions. Mr. Lowe 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. He has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. Mr. Lowe is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. He earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.

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Speaker bio
Rachel V Rose

Rachel V. Rose

Rachel V. Rose Attorney at Law, PLLC
Rachel Rose

, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.

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