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Overview
What Top Paralegals Do to Uphold Professional Ethics Standards
Picture this: You're responding to a client's email to thank them for sending information for a case and to let them know you're passing along their email to the attorney. However, after you hit “Send,” you realize that you mistyped the attorney's name and accidentally forwarded sensitive information to the wrong person. What should you do?
If you've ever found yourself in an ethical dilemma like this, you're not alone - and this course was designed to help you prevent and navigate those tough moments. Join our experienced faculty as they dole out best practices for ensuring ethical compliance in your everyday role. From guidelines for recovering after a missed deadline to tips for addressing risky requests that border on UPL, you can't afford to miss this course - register today!
- Uncover practical guidance for safeguarding client confidentiality.
- Discuss the ethical dos and don'ts of using AI in paralegal practice.
- Find out how to identify and address conflicts of interest.
- Discover best practices for advertising paralegal services.
Abbreviated Agenda
- Maintaining Confidentiality (Including Inadvertent Disclosures)
- Ethical Issues With Social Media, Artificial Intelligence (AI), and Technology
- Spotting and Resolving Conflicts of Interest
- The Ethical Dos and Don'ts of Advertising Paralegal Services
- What to Do If You Miss a Deadline or Make a Mistake
- When a Lawyer Delegates a Task to You That Borders on UPL: What to Do
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
2 Total | 10-16-2027 |
| Delaware Certified Paralegal Program |
|
2 Total | 10-16-2026 |
| Florida Registered Paralegal |
|
2 Total | 10-16-2026 |
| Indiana Paralegal CLE |
|
2 Total | 10-16-2026 |
| NALA |
|
2 Total | 10-16-2026 |
| Montana CLE Credit for Paralegals |
|
2 Total | 10-16-2027 |
| North Carolina Continuing Paralegal Education |
|
2 Total | 10-16-2026 |
| New Mexico Paralegal Division, State Bar of |
|
2 Total | 10-16-2027 |
| Ohio Certified Paralegals |
|
2 Total | 10-16-2026 |
| NFPA |
|
2 Total | 10-16-2026 |
| Texas State Bar of Paralegal Division |
|
2 Total | 10-16-2027 |
| Washington Paralegal Association |
|
2 Total | 10-16-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Maintaining Confidentiality (Including Inadvertent Disclosures)
-
Ethical Issues With Social Media, Artificial Intelligence (AI), and Technology
-
Spotting and Resolving Conflicts of Interest
-
The Ethical Dos and Don'ts of Advertising Paralegal Services
-
What to Do If You Miss a Deadline or Make a Mistake
-
When a Lawyer Delegates a Task to You That Borders on UPL: What to Do
Who Should Attend
This intermediate level course offers attendees practical pointers for maintaining ethical standards in your legal support role. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Jason Hicks
is an assistant county attorney with Guilford County, North Carolina. He is licensed in both Tennessee and North Carolina. Over the course of his career, Mr. Hicks has practiced family/divorce law, probate and litigation, as well as elder law, juvenile law, and local government law. He is a member of the District 24 (North Carolina); Putnam County (Tennessee); and Tennessee, North Carolina, and American bar associations. Mr. Hicks is currently the president of the North Carolina DSS Attorney's Association. He is past president of the Putnam County Bar Association and Upper Cumberland Trial Lawyers Association. Mr. Hicks is also the past vice president of the Tennessee Bar Association-Young Lawyers Division. He is a frequent speaker at legal education seminars, having presented over forty CLE presentations. Mr. Hicks is a barrister member of the Guilford Chapter, American Inn of Courts. He earned his B.A. degree from The University of Tennessee, Knoxville and his J.D. degree from Faulkner University, Thomas Goode Jones School of Law.
Speaker bio
Lynndolyn Mitchell
is the owner of the Law Office of Lynndolyn T. Mitchell P.C. in Rockville, Maryland. She has been representing clients from all economic and social backgrounds in juvenile, family, misdemeanor criminal, and traffic matters in Maryland, Virginia and the District of Columbia for more than 30 years. Ms. Mitchell has served as a senior assistant public defender in Virginia Beach in the Juvenile Division and Felony Trial Division, and deputy public defender in the Juvenile Division of the Riverside County Public Defender's Office. She has represented juveniles in delinquency and dependency matters in California, Virginia and Maryland. Ms. Mitchell served an assistant adjunct professor for the University of Maryland Global Campus (Formerly UMUC) in the disciplines of paralegal studies and criminal justice. She has extensive experience representing military families in all aspects of family law matters. Ms. Mitchell is a member of Maryland State Bar Association's Solo Small Firm Section, served as co-chair of the Education Law Section, and has served as a member of the School Board at Montrose Christian School in Rockville. She is admitted to practice in Virginia, District of Columbia, Maryland and Montgomery County. Ms. Mitchell earned her B.A. degree from the University of Irvine and her J.D. degree from Antioch School of Law, Washington, D.C. She has handled pro bono education law matters for the Maryland Disability Law Center.
Speaker bio
Louis Cohan
founded Cohan Law Group, L.L.C., and has been a trial lawyer for more than 30 years. He has been recognized for his trial experience by admission into the American Board of Trial Advocates. Mr. Cohan has litigated more than $900 million in claims for his clients and recently secured a Verdict in excess of $66 million in a fraud case. He has done work in breach of contract, fraud, injunctive relief, punitive damages, employment, trade secrets, real estate, construction and construction defects, and civil rights litigation. Mr. Cohan's practice is concentrated on business litigation and employment litigation, as well as civil litigation. He earned his B.S. degree from the University of Georgia and his J.D. degree from Emory School of Law. Mr. Cohan has served as chair of the Litigation Section, the largest section of the Atlanta Bar Association. He has also chaired the Small Firm Section of the Atlanta Bar Association. Mr. Cohan has served on the Board of Directors for the Atlanta Bar Association; and has chaired the Atlanta Bar Foundation, the charitable arm of the Atlanta Bar Association. He has received awards and recognition for his community and legal work. These awards include Super Lawyer, Legal Elite, Martindale-Hubbell's preeminent AV rating, American Board of Trial Advocates, America's Top 100 Attorneys, and the Celebrating Service Award. For many years, Mr. Cohan has chaired the Legal Run Around 5k road race, raising money for the children of injured and fallen Atlanta Police Department officers.
Top FAQs
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.
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 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
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.
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