We use cookies or similar technologies to improve user experience, analyze website traffic, enable and maintain log-in and personalization settings, connections with selected partners and for marketing purposes (managing advertising space and recommend products of interest to you). You can block or adjust saving cookies at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browser you ‘ACCEPT’ saving cookies. Learn more in our Privacy Policy.

Legal Ethics 2022: Policies and Procedures for a Successful Practice

Product ID: CA3313R29
Presented By: State Bar of Wisconsin PINNACLE

Your colleague’s keeper?

Government lawyers. In-house counsel. Attorneys at large firms. Solo and small firm practitioners. No matter how you practice law, you’re not practicing alone. And lawyers aren’t just responsible for their own conduct; they’re potentially on the hook for the behavior of those they supervise. So, how do you ensure the people you work with are complying with the Rules of Professional Conduct?

At Legal Ethics 2022: Policies and Procedures for a Successful Practice, you’ll examine your obligation to ensure everyone in your practice is acting ethically. You’ll receive guidance on what policies and procedures your office should have in place when it comes to:

  • Opening, closing, organizing, and managing files
  • Checking for conflicts of interest
  • Responsibility for calendaring deadlines and events
  • Proper billing practices
  • Use of law firm technology
  • Social media
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar
Course manual (PDF)
Course manual (PDF) and Audio (MP3)
MP3

Pricing

Member $269.00

Non-Member $349.00

Credits

3 CLE, 3 EPR, 1 LAU

Date and Time

Thursday, May 25, 20238:30 AM - 12:05 PM CT

Add to Calendar 5/25/2023 8:30:00 AM 5/25/2023 12:05:00 PM America/Chicago Legal Ethics 2022: Policies and Procedures for a Successful Practice

Your colleague’s keeper?

Government lawyers. In-house counsel. Attorneys at large firms. Solo and small firm practitioners. No matter how you practice law, you’re not practicing alone. And lawyers aren’t just responsible for their own conduct; they’re potentially on the hook for the behavior of those they supervise. So, how do you ensure the people you work with are complying with the Rules of Professional Conduct?

At Legal Ethics 2022: Policies and Procedures for a Successful Practice, you’ll examine your obligation to ensure everyone in your practice is acting ethically. You’ll receive guidance on what policies and procedures your office should have in place when it comes to:

  • Opening, closing, organizing, and managing files
  • Checking for conflicts of interest
  • Responsibility for calendaring deadlines and events
  • Proper billing practices
  • Use of law firm technology
  • Social media
aagOTNdBczOPpqCrTmAF60877

No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Your colleague’s keeper?

Government lawyers. In-house counsel. Attorneys at large firms. Solo and small firm practitioners. No matter how you practice law, you’re not practicing alone. And lawyers aren’t just responsible for their own conduct; they’re potentially on the hook for the behavior of those they supervise. So, how do you ensure the people you work with are complying with the Rules of Professional Conduct?

At Legal Ethics 2022: Policies and Procedures for a Successful Practice, you’ll examine your obligation to ensure everyone in your practice is acting ethically. You’ll receive guidance on what policies and procedures your office should have in place when it comes to:

  • Opening, closing, organizing, and managing files
  • Checking for conflicts of interest
  • Responsibility for calendaring deadlines and events
  • Proper billing practices
  • Use of law firm technology
  • Social media
Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

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

Book Sale – Save 20%

Wisconsin Ethics Opinions

Save 20% on theWisconsin Ethics Opinions.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.It’s your go-to source for the ethics guidance you’re looking for to help you stay within the bounds of professional conduct as defined by the Wisconsin Supreme Court.

Use discount code CA3313 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

0 Customer Reviews
5 star
0%
4 star
0%
3 star
0%
2 star
0%
1 star
0%

Customer Reviews

Share your thoughts with other customers by being the first to review this product and or seminar.