Dean R. Dietrich
Weld Riley, S.C.
Wausau
Lindsey D. Draper (Milwaukee only)
Wauwatosa
Aviva Meridian Kaiser
State Bar of Wisconsin
Madison
Timothy J. Pierce
State Bar of Wisconsin
Madison
Stacie H. Rosenzweig (Milwaukee only)
Halling & Cayo, S.C.
Milwaukee
Timothy C. Samuelson
Office of Lawyer Regulation
Madison
Christopher C. Shattuck
State Bar of Wisconsin
Madison
Julie Spoke (Madison only)
Office of Lawyer Regulation
Madison
8:00 a.m. : Registration
8:30 a.m. : Commencing the Representation
- File Management
- Where and how are files, both active and closed, stored
- How are files numbered
- What is included in the file and how is the file organized
- Opening A File
- What are the procedures for opening a file
- Checking for Conflicts
- What information should be included in the conflict database
- Who is responsible for entering the information into the database
- Who is responsible for checking for conflicts
- Master Calendar
- What information should be entered on the Master Calendar
- Who is responsible for entering the information
- Will calendar alerts be sent out and who is responsible for sending out the alerts
9:20 a.m. : Ending the Representation
- Closing A File
- Send a closing letter to the client
- If retaining the files electronically, return original documents to the client
- File Retention and Destruction
- How long will the file be retained and in which format
10:10 a.m. : Break
10:25 a.m. :Billing for Services
- What must be included in an Engagement Agreement
- Who is responsible for the various billing tasks
- What is the billing cycle
- What is billable
- Proper contents of a bill
10:40 a.m. :Managing the Law Practice in the New Age
- Technology
- What types of training will be required
- Password requirements
- Use of firm’s technology for personal use
- Email
- Confidentiality obligations
- Dealing with the missent communication
- Reply All and Autocomplete
- Social Media
- Personal posts and marketing posts
- Duty of competence with social media
11:00 a.m. : Business Continuity and Disaster Recovery
11:15 a.m. : Lawyer Well-Being in the Office Setting
- Policies and procedures that can foster lawyer-wellbeing
- Managing expectations
- Duties of supervision of others
12:05 p.m. : Program Concludes
Following program start times, webcast replay schedule may vary slightly from above listed times.
- Analyze real-life ethical scenarios and assess how you would and should respond
- Receive ethics guidance from stalwarts of the State Bar’s Committee on Professional Ethics
- Understand and meet ethical obligations related to filing, billing, technology, and more
- Discover and implement policies that foster well-being in the workplace
- All lawyers
- Paralegals
- Legal assistants
- Law office managers
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Wisconsin Ethics Opinions
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Use discount code CA3313 when you order online or by calling (800) 728-7788.
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