Ethics & Specialty Credits

4.29

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

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Alabama CLE Approved 3 Total
Arkansas 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
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana 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 Carolina 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
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah 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
$329

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

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
Alabama CLE Approved 3 Total
Arkansas 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
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Louisiana 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 Carolina 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
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah 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
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.

View full profile
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

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us