Ethics & Specialty Credits

4.0

Using Technology to Conduct Conflicts Checks: An Ethics Guide

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
58 minutes
Rachel Rose
With Rachel V. Rose from Rachel V. Rose Attorney at Law, PLLC
Recorded September 13, 2024
Product ID 99042

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Overview

Pros and Cons of Integrating Conflict-Checking Software Into the Law Firm

What are the most popular conflict-checking technology options? Are there any limitations of these tools? And just how secure is client data stored in the conflict-checking system? In this introductory program, our expert attorney faculty explore the ethical dos and don’ts of using conflict-checking systems in your daily practice. Enrich your knowledge - register today!

  • Explore different types of conflict-checking software for the law firm.
  • Demonstrate best practices for integrating conflict-checking technology into your legal practice.
  • Examine best practices for maintaining client confidentiality and mitigating data privacy risks.

*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. Ethical Rules on Conflicts Checks
  2. Conducting a Conflicts Check: Why It Matters
  3. Different Types of Conflict-Checking Tools: Benefits/Limitations
  4. Tips for Integrating Conflict-Checking Software Within the Law Firm - and With Case Management Systems
  5. Verifying the Reliability of the Conflict-Checking Technology: Key Steps to Take
  6. Confidentiality and Data Privacy Risks in Using Conflict-Checking Technology
  7. Communicating With Clients About the Use of Conflict-Checking Software (and Any Conflicts That Arise)

Related Topics

Product ID 99042

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Using Technology to Conduct Conflicts Checks: An Ethics Guide

    1. Ethical Rules on Conflicts Checks
    2. Conducting a Conflicts Check: Why It Matters
    3. Different Types of Conflict-Checking Tools: Benefits/Limitations
    4. Tips for Integrating Conflict-Checking Software Within the Law Firm - and With Case Management Systems
    5. Verifying the Reliability of the Conflict-Checking Technology: Key Steps to Take
    6. Confidentiality and Data Privacy Risks in Using Conflict-Checking Technology
    7. Communicating With Clients About the Use of Conflict-Checking Software (and Any Conflicts That Arise)

Who Should Attend

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

Speakers

Rachel V Rose
Rachel V.
Rose
Rachel V. Rose Attorney at Law, PLLC
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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