Paralegal’s Guide to Ethical Use of Technology – Live

Competence

• ABA Model Rule 1.1
• Lawyer/Paralegal Technology CLE
• Using Zoom® and Alexa and Other Devices
• Technology Disclaimers in Fee Agreements
• Filing Court Documents Electronically (E-Portal)

Remote Digital Access and Storage

• Remote Online Access to Client and Firm Files
• Electronic File Storage and Cloud Computing
• Digital Storage Devices

Confidentiality

• Metadata
• Sending Lawyer Liability
• Receiving Lawyer Requirements
• Outsourcing and Protecting Confidentiality

Lawyer Ethics and Paralegal and Lawyer Use of Social Media

Risk of Using Emails and Reply All

Using Expert and Specialist

• Use of Expert and Specialist in Lawyer Advertising
• Use of Expert in Firm’s Domain Name

Lawyer Websites and Practice Over the Internet

• Websites Must Comply With Bar Rules
• Receipt of Unsolicited Information Through Website

Remote Digital Access and Storage

• Remote Online Access to Client and Firm Files
• Electronic File Storage and Cloud Computing
• Digital Storage Devices

Confidentiality

• Metadata
  • Sending Lawyer Liability
  • Receiving Lawyer Requirements
• Outsourcing and Protecting Confidentiality

Lawyer Ethics and Paralegal and Lawyer Use of Social Media

Risk of Using Emails and Reply All

Using Expert and Specialist

• Use of Expert and Specialist in Lawyer Advertising
• Use of Expert in Firm’s Domain Name

Lawyer Websites and Practice Over the Internet

• Websites Must Comply With Bar Rules
• Receipt of Unsolicited Information Through Website

• • NALA 1.0 including Ethics 1
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.0 hour(s) including 1.00 hour(s) of ethics credit.
  • NFPA (Pending)
  • This program has been submitted to the National Federation of Paralegal Associations for 1.0 hours of NFPA continuing education credit. Approval pending.

  This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Joseph A. Corsmeier, Esq.

The Law Office of Joseph A. Corsmeier, P.A.

• Partner in the Law Office of Joseph A. Corsmeier, P.A.
• Representation of lawyers in disciplinary matters before the Florida Bar; appeals, and oral argument before the Supreme Court of Florida; lawyer admission proceedings before the Florida Board of Bar Examiners; representation of professionals (physicians, nurses, real estate agents/brokers, CPAs, et al.) before all State of Florida Boards and Agencies in licensure admission and disciplinary matters, expert analysis and opinion on legal ethics, malpractice, and professionalism issues
• Qualified and provided expert testimony in state and federal courts on multiple occasions on attorney ethics and malpractice issues in Circuit Court litigation matters; analysis and defense of Unlicensed Practice of Law (UPL) issues and representation in UPL matters before The Florida Bar; workers’ compensation and representation of law enforcement unions in labor, grievance, and other matters, including appeals of final agency actions.
• Member of the American Bar Association, Professionalism Section; the Association of Professional Responsibility Lawyers; and the Clearwater and St. Petersburg Bar Associations
• Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
• Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, and the Middle District of Florida
• Adjunct professor of paralegal ethics at St. Petersburg College
• J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
• Can be contacted at 727-799-1688 or jcorsmeier@jac-law.com