ETHICS: Unauthorized Practice of Law (UPL) Traps in Everyday Paralegal Work
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Tue, Feb 23, 00:00 AM – 00:00 PM
Tue, Feb 23, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
Overview
Know Where the Line Is Before You Cross It
Can you explain what a legal document means without giving legal advice? What if you know exactly how the attorney would answer the client's question? And if AI generates the answer, can you pass it along? The line between helpful and unauthorized practice isn't always obvious. This practical ethics course tackles the UPL questions paralegals encounter in everyday practice, from client communications, intake, drafting, and negotiations to litigation, remote work, and AI. Explore what can be delegated, what crosses the line, and how to handle the gray areas that don't come with an easy answer. Put your instincts to the test with realistic hypotheticals and learn when to proceed, when to stop, and when to bring in the attorney. Register today!
- Distinguish legal information from legal advice in everyday client communications.
- Spot UPL pitfalls in common transactional and litigation tasks.
- Recognize the limits on paralegal involvement in settlement discussions and negotiations.
- Navigate emerging UPL concerns involving remote work, AI, and online communications.
Abbreviated Agenda
- UPL Rules Every Paralegal Needs to Know
- “Can I Answer That?” Client Communications, Legal Advice, and Holding Out
- Intake, Fees, and Engagement: Dos and Don'ts
- Most Common UPL Missteps in Transactional Practice
- Top UPL Pitfalls in Litigation
- Settlement Discussions and Negotiations: What Can Be Delegated?
- Modern UPL Traps: Remote Work, AI, and Online Communications
- UPL Hypotheticals: What Would You Do?
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
1 Total |
| Delaware Certified Paralegal Program |
|
1 Total |
| Florida Registered Paralegal |
|
1 Total |
| Indiana Paralegal CLE |
|
1 Total |
| NALA |
|
1 Total |
| Montana CLE Credit for Paralegals |
|
1 Total |
| North Carolina Continuing Paralegal Education |
|
1 Total |
| New Mexico Paralegal Division, State Bar of |
|
1 Total |
| Ohio Certified Paralegals |
|
1 Total |
| NFPA |
|
1 Total |
| Texas State Bar of Paralegal Division |
|
1 Total |
| Washington Paralegal Association |
|
1 Total |
Credit Details by Jurisdiction
Live Webinar Registration
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
- 1 Ethics
Live - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
- 1 Ethics
Live - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 1 Total Credits
- 1 Ethics
Live - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 1 Total Credits
- 1 Ethics
Live - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 1 Total Credits
- 1 Ethics
Live - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 1 Total Credits
- 1 Ethics
Live - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of paralegal CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Pending · 1 Total Credits
- 1 Professional Responsibility
Live - North Carolina Continuing Paralegal Education - 1: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Pending · 1 Total Credits
- 1 Ethics
Live - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Ohio Certified Paralegals Approved · 1 Total Credits
- 1 Ethics
Live - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 1 Total Credits
- 1 Ethics
Live - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
- 1 Ethics
Live - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 1 Total Credits
Live - Washington Paralegal Association - 1: Approved for 1.0 CLE credits by the Washington State Paralegal Association (WSPA).
OnDemand Video
Paralegal
Credits
California MCLE Paralegal Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
Delaware Certified Paralegal Program Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 1.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.
Florida Registered Paralegal Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NALA and NFPA.
Indiana Paralegal CLE Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
Video Download - Indiana Paralegal CLE - 1: This course qualifies for 1.0 hours of distancing learning continuing education, including 1.0 hour of ethics and satisfies the CLE requirement for Indiana State Bar Association Paralegal Members and Indiana Registered Paralegals (IRP).
NALA Pending · 1 Total Credits
- 1 Ethics
OnDemand - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Video Download - NALA - 1: This program has been submitted for credit with the NALA Certifying Board. Approval pending.
Montana CLE Credit for Paralegals Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
Video Download - Montana CLE Credit for Paralegals - 1: This course has been approved for 1.0 hours of self-study CLE credit, including 1.0 hour of ethics, by NALA The Paralegal Association Certifying Board. The Montana Association of Legal Assistants (MALA) and the Paralegal Section of the State Bar of Montana will honor this credit approval.
North Carolina Continuing Paralegal Education Pending · 1 Total Credits
- 1 Professional Responsibility
OnDemand - North Carolina Continuing Paralegal Education - 1: This course has been submitted to the North Carolina State Bar Board of Paralegal Certification. Approval Pending. This course is not sponsored by the Board of Paralegal Certification.
New Mexico Paralegal Division, State Bar of Pending · 1 Total Credits
- 1 Ethics
OnDemand - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Video Download - New Mexico Paralegal Division, State Bar of - 1: Pending approval of credit by the Paralegal Division of the State Bar of New Mexico.
Ohio Certified Paralegals Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
NFPA Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Video Download - NFPA - 1: This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 1.0 hours of Continuing Legal Education self-study credit, including 1.0 hour of ethics.
Texas State Bar of Paralegal Division Approved · 1 Total Credits
- 1 Ethics
Earn Until
OnDemand - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Video Download - Texas State Bar of Paralegal Division - 1: This course qualifies for 1.0 self-study CLE credit hours, including 1.0 ethics credit hour, toward the eligibility requirements of The Paralegal Division of the State Bar of Texas.
Washington Paralegal Association Approved · 1 Total Credits
Earn Until
OnDemand - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Video Download - Washington Paralegal Association - 1: Approved for 1.0 CLE self-study credits by the Washington State Paralegal Association (WSPA).
Select Jurisdiction
Paralegal
Agenda
-
ETHICS: Unauthorized Practice of Law (UPL) Traps in Everyday Paralegal Work
- UPL Rules Every Paralegal Needs to Know
- “Can I Answer That?” Client Communications, Legal Advice, and Holding Out
- Intake, Fees, and Engagement: Dos and Don'ts
- Most Common UPL Missteps in Transactional Practice
- Top UPL Pitfalls in Litigation
- Settlement Discussions and Negotiations: What Can Be Delegated?
- Modern UPL Traps: Remote Work, AI, and Online Communications
- UPL Hypotheticals: What Would You Do?
Who Should Attend
This basic level course will provide practical guidance for recognizing and avoiding unauthorized practice of law (UPL) pitfalls in everyday paralegal work. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
William Hartzell
is a paralegal with O'Connor, Carnathan & Mack. He works with case management from client intake all the way through to trial and appeals. Mr. Hartzell took a lead role in standardizing the firm's electronic file name conventions, and in migrating the firm's IT to a cloud-based system. He earned his B.A. degree from Berklee College of Music and his paralegal certificate from Northeastern University. Mr. Hartzell is a frequent speaker on his areas of practice, including legal ethics, evidence and trial preparation.
Top FAQs
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