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Overview
The Essentials of Confidentiality, Competence, Client Communications, and More
Get familiar with what it takes to operate ethically in daily practice as a paralegal. Join our experienced faculty as they walk you through best practices for handling fees, maintaining ethical client communications, and more. Don't miss this chance to review the basics and hone your skills - register today!
- Know how to avoid conflicts of interest in daily practice.
- Discuss the ethical hurdles and risks associated with using technology in the law firm.
- Be able to properly preserve client confidentiality.
Abbreviated Agenda
- Maintaining Competence, Integrity, and Diligence
- Preserving Client Confidentiality
- Ethical Client Communication Practices
- Handling Fees and Client Property
- Ethical Issues Related to Technology and Social Media
- Avoiding Unauthorized Practice of Law (UPL)
- Conflicts of Interest
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
2 Total | 02-28-2026 |
| Indiana Paralegal CLE |
|
2 Total | |
| Montana CLE Credit for Paralegals |
|
2 Total | 02-28-2026 |
| New Mexico Paralegal Division, State Bar of |
|
2 Total | 02-28-2026 |
| Texas State Bar of Paralegal Division |
|
2 Total | 02-28-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Maintaining Competence, Integrity, and Diligence
-
Preserving Client Confidentiality
-
Ethical Client Communication Practices
-
Handling Fees and Client Property
-
Ethical Issues Related to Technology and Social Media
-
Avoiding Unauthorized Practice of Law (UPL)
-
Conflicts of Interest
Who Should Attend
This basic level program is designed to provide attendees with the essentials of handling common ethics issues in daily practice. Those who should attend include:
- Paralegals
- Legal Technicians
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Raymond Grasing
is an attorney with The Law Firm of Grasing & Associates. He has more than 25 years of trial experience in New York. Mr. Grasing knows how to try a case in a straight forward convincing manor, and how to pare down the facts and issues to their essential parts to help a jury reach the correct decision. His understanding of the law, gained through his trial experience, provides his clients with a distinct competitive advantage, whether or not their case gets to trial. Mr. Grasing practices in the areas of commercial litigation, personal injury, construction disputes, insurance coverage disputes, insurance coverage, collections, subrogation, arson, and fraud cases. He earned his B.A. degree from the State University of New York at Stonybrook and his J.D. degree from Brooklyn Law School.
Speaker bio
Mark West
is a sole practitioner in San Gabriel, where he practices in plaintiff personal injury and wrongful death, products liability law, medical malpractice, and business civil litigation. He has published several articles and frequently lectures. Mr. West is admitted to practice in the Northern, Central and Southern U.S. District Courts in California; Ninth Circuit Court of Appeals; and Supreme Court of the United States. He has also been admitted pro hac vice in the state and U.S. District Court for Nevada, and the U.S. District Court for Minnesota. Mr. West is a member of the American and Los Angeles County bar associations, State Bar of California, Consumer Attorneys Association of Los Angeles, Consumer Attorneys of California (past legislative district coordinator), and the American Trial Lawyers Association. He earned his B.S. degree from New Hampshire College (now Southern New Hampshire University) and his J.D. degree from Southwestern University School of Law.
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.
Have more questions? Please Contact Us
