Ethics & Specialty Credits

4.3

The Lawyer's Guide to Texting, Emailing, and the Rules of Ethics

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
Georgia CLE Approved 3 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 Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee 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
OnDemand
2 hours 57 minutes
Dean Dietrich
J. Vincent Perryman
With Dean R. Dietrich from Weld Riley, S.C. + 1 other
Recorded January 30, 2025.
Product ID 99553

Buy This Course

Course Includes
$299

OnDemand Video

Course Book Download

Overview

Ethical Risks Posed By Texting Clients, Using Messenger Apps, Working in the Remote Firm, and More

Whether you're a new attorney, or you're a seasoned lawyer with years of experience, you don't want to miss this course! Our faculty guide you through the ethical dos and don'ts of emailing and texting in the law office. From best practices for protecting confidentiality to practical guidance for working with vendors, enrich your knowledge - register today!

  • Review essential guidelines for texting clients.
  • Discover the legal essentials of using social media in the law office.
  • Uncover practical guidance for sending and receiving emails.
  • Examine best practices for working in the virtual firm.

*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. Staying Ethical While Texting: Legal Best Practices
  2. Guidelines for Ethically Setting Up, Storing, Sending, and Receiving Emails
  3. Insights on Social Media Use: Responding to Online Reviews, Conducting Research, etc.
  4. Best Practices in Using Messenger Apps
  5. Ethical Do's and Don'ts of the Virtual Law Firm

Related Topics

Product ID 99553

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
Georgia CLE Approved 3 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 Approved 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee 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

Credit Details by Jurisdiction

OnDemand Video

CLE Credits
Alaska CLE Approved · 3 Total Credits
  • 3 MECLE Ethics

Earn Until

OnDemand - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 0.0 hours of MCLE credit and 3.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Video Download - Alaska CLE - 3: This program may qualify for up to 3.0 hours of technology-delivered credit, which includes 0.0 hours of MCLE credit and 3.0 hours of MECLE credit. Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions.

Arizona CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility Interactive CLE credit.

Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 3.0 hours toward your annual CLE Interactive CLE requirement for the State of Arizona, including 3.0 hour of professional responsibility Interactive CLE credit.

California CLE Approved · 3 Total Credits
  • 3 Legal Ethics

Earn Until

OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of participatory credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 3.0 hours of self-study credit, of which 3.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

Colorado CLE Approved · 4 Total Credits
  • 3.6 Professional Responsibility

Earn Until

OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.60 professional responsibility credit.

Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program may qualify for up to 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 3.60 professional responsibility credit.

Connecticut CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for up to 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Delaware CLE - 3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 3.0 hours of eCLE credit, including 3.0 hour of ethics.

Georgia CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.

Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program may qualify for up to 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 3.0 hour of distance learning ethics.

Hawaii CLE Approved · 3 Total Credits
  • 3 Ethics/Professional Responsibility

Earn Until

OnDemand - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.

Video Download - Hawaii CLE - 3: NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 3.0 hours of credit for the state of Hawaii, which includes 3.0 hour of ethics or professional responsibility education.

Idaho CLE Approved · 3 Total Credits
  • 3 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.

Video Download - Idaho CLE - 3: Approved for 3.0 hours of self-study continuing legal education credit in the state of Idaho, which includes 3.0 self-study legal ethics or professional responsibility credit.

Illinois CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Video Download - Illinois CLE - 3: This program has been approved by the Illinois MCLE Board for 3.0 hours of recorded technology CLE credit, which includes approval for 3.0 hour of legal ethics, civility, professionalism CLE credit by the Illinois Supreme Court Commission on Professionalism.

Maine CLE Approved · 3 Total Credits

Earn Until

OnDemand - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Video Download - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Minnesota CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Video Download - Minnesota CLE - 3: Approved for up to 3.0 hours of standard on-demand CLE credit, including 3.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.

Montana CLE Approved · 3 Total Credits
  • 3 Professional Fitness and Integrity

Earn Until

OnDemand - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

Video Download - Montana CLE - 3: This program may qualify for up to 3.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 3.0 hour of professional fitness and integrity credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.

North Dakota CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.

Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim up to 3.0 North Dakota self-study CLE credit hours, or 3.0 hour of self-study ethics credit, on the Report of Compliance.

Nebraska CLE Approved · 3 Total Credits
  • 3 Professional Responsibility

Earn Until

OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 3.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for up to 3.0 distance learning CLE credits, including 3.0 hour of professional responsibility credit. No more than 5.0 hours of distance learning CLE credit may be earned during a reporting period.

New Hampshire CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

Video Download - New Hampshire CLE - 3: NHMCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. NBI, Inc. believes this course meets the requirements of NH Supreme Court Rule 53 toward the annual NHMCLE requirement.

New Mexico CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 3.0 hours of self-study ethics credit.

Video Download - New Mexico CLE - 3: This program has been approved by the State Bar of New Mexico/MCLE. This program may qualify for up to 3.0 hour of self-study credit, including 3.0 hours of self-study ethics credit.

Nevada CLE Approved · 3 Total Credits
  • 3 Ethical Considerations

Earn Until

OnDemand - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.

Video Download - Nevada CLE - 3: This course has been approved by the Nevada Board of Continuing Legal Education. This program may qualify for up to 3.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 3.0 hour of alternative format ethical considerations.

New York CLE Approved · 3.5 Total Credits
  • 3.5 Cybersecurity, Privacy and Data Protection-Ethics

Earn Until

OnDemand - New York CLE - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied toward the Cybersecurity, Privacy, and Data Protection or 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 - 3.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 3.50 credit hours. 3.50 hours can be applied toward the Cybersecurity, Privacy, and Data Protection or 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.

Oklahoma CLE Approved · 3.5 Total Credits
  • 3.5 Legal Ethics

Earn Until

OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.

Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program may qualify for up to 3.50 of On Demand CLE credit hours, which includes 3.50 hour of legal ethics.

Oregon CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 0.0 hours of general continuing legal education credit and 3.0 hour of ethics credit.

Video Download - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program may qualify for up to 0.0 hours of general continuing legal education credit and 3.0 hour of ethics credit.

Pennsylvania CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Video Download - Pennsylvania CLE - 3: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 3.0 hours of distance learning credit, including 0.0 hours of substantive law, practice and procedure CLE credit and 3.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.

Tennessee CLE Approved · 3 Total Credits
  • 3 Ethics/Professionalism

Earn Until

OnDemand - Tennessee CLE - 3: CLE credit on this course has been applied for to the Tennessee Commission on Continuing Legal Education.

Vermont CLE Approved · 3 Total Credits
  • 3 Ethics

Earn Until

OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program may qualify for up to 3.0 hours of self-study credit, including 3.0 hour of self-study ethics credit. No more than 10.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn professionalism credit with self-study.

Washington CLE Approved · 3 Total Credits
  • 3 Ethics/Professional Responsibility

Earn Until

OnDemand - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.

Video Download - Washington CLE - 3: This program may qualify for up to 3.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure and 3.0 hour of ethics and professional responsibility.

Wisconsin CLE Approved · 3.5 Total Credits

Earn Until

OnDemand - Wisconsin CLE - 3.5: Approved for up to 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

Video Download - Wisconsin CLE - 3.5: Approved for up to 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.

West Virginia CLE Approved · 3.6 Total Credits
  • 3.6 Ethics

Earn Until

OnDemand - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Video Download - West Virginia CLE - 3.6: This program may qualify for up to 3.60 hours of pre-recorded credit, which includes 3.60 hour of pre-recorded ethics credit, under the West Virginia Rules for Mandatory Continuing Legal Education. No more than 12.0 hours of pre-recorded CLE credit may be earned during a reporting period.

Course Book (PDF Download)

CLE Credits
Maine CLE Approved · 3 Total Credits

Earn Until

Course Book - Maine CLE - 3: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 3.0 hours of self-study CLE credit. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics or harassment and discrimination credit with self-study.

Missouri CLE Approved · 3.6 Total Credits

Earn Until

Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 3.60 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.

Northern Mariana Islands CLE Approved · 3 Total Credits

Earn Until

Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Staying Ethical While Texting: Legal Best Practices

    1. Pros and Cons of Attorneys Texting Clients
    2. Documenting Text Messages in Case Records: Why It Matters
    3. Best Practices for Safeguarding Client Confidentiality: What You CANNOT Text
    4. Privilege Problems Posed by Third-Party Access - Explained
    5. Using Electronic Devices for Both Personal and Professional Purposes
    6. Managing Client Expectations and Establishing Boundaries

  2. Guidelines for Ethically Setting Up, Storing, Sending, and Receiving Emails

    1. Beginning an Attorney-Client Relationship via Email: What You Need to Know
    2. Metadata
    3. Confidentiality, Data Security, and Cloud Storage
    4. Primer on Deleting Emails and Working With Vendors
    5. Ethical Issues Related to Inadvertently Sending or Receiving Emails
    6. Sending Emails to Multiple Recipients and Using “Reply All:” Essential Guidelines

  3. Insights on Social Media Use: Responding to Online Reviews, Conducting Research, etc.

  4. Best Practices in Using Messenger Apps

  5. Ethical Do's and Don'ts of the Virtual Law Firm

Who Should Attend

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

Speakers

Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
J. Vincent Perryman
J. Vincent
Perryman
The Law Offices of J. Vincent Perryman
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 35 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 currently serves as president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

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Speaker bio
J. Vincent Perryman

J. Vincent Perryman

The Law Offices of J. Vincent Perryman
J. Vincent Perryman

opened his own firm after working with a well-established Memphis law firm focused on estate planning and taxation. His goal is to add value to each client's life through honest and thoughtful legal representation. Mr. Perryman is admitted to practice in Tennessee, and is a member of the Memphis Bar Association, Tennessee Bar Association and Leo Bearman, Sr. American Inn of Court. He earned his B.S. degree from the University of Memphis, his LL.M. degree from the University of Washington and his J.D. degree from the University of Memphis, Cecil C. Humphreys School of Law.

View full profile
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