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Audio & Reference Manual

Ethical Considerations of Outsourcing in the Legal Industry

Gain a better grasp of your ethical obligations when outsourcing legal tasks while satisfying your duty to confidentiality.

Digital data has continued to explode, both in terms of volume and types of data (e.g., social media, IoT, etc.). While this creates evidentiary potential, attorneys will often need the assistance of an eDiscovery vendor to properly serve clients. This content details how attorneys can engage eDiscovery vendors while meeting the myriad ethical duties that may be implicated. This includes discussion on how to properly select and supervise a vendor, how to ethically utilize cloud software/applications and how to avoid impermissible fee splitting. After learning this information, you will be confident that they can serve their clients best interests while not running afoul of their ethical obligations.

Runtime: 85 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Background:

  • Outsourcing in the Legal Industry With a Focus on eDiscovery Services and Its Role in Litigation
  • Acceptance of Legal Process Outsourcing
  • Ethical Rules Implicated

The Duty of Competence

  • How to Properly Select a Vendor, Either Domestic or Foreign
  • How to Properly Supervise Vendors and Temporary Attorneys

The Duty of Disclosure

  • Methods by Which Attorneys Can Satisfy the Duty of Disclosure

The Duty of Confidentiality

  • How to Outsource Work While Satisfying the Duty to Confidentiality
  • How to Properly Utilize Cloud Software and Applications

Other Ethical Issues

  • Potential Conflicts of Interest and How to Avoid Them
  • How to Avoid Impermissible Fee Splitting
  • Can a Vendor Work on Both Sides of a Case?
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on February 7, 2017.

Call 1-866-352-9540 for further credit information.

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

Audio & Reference Manual

  • AK CLE 1.5 including Ethics 1.5
     
  • Arizona CLE 1.5 including Ethics 1.5
     
  • CA MCLE 1.5 including Ethics 1.5
     
  • CT CLE 1.5 including Ethics 1.5
     
  • FL CLE 2.0 including Ethics 2
     
  • GA CLE 1.5 including Ethics 1.5
     
  • HI CLE 1.5 including Ethics 1.5
     
  • IL CLE 1.5 including Professional Responsibility 1.5
     
  • ME CLE 1.5 including Ethics 1.5
     
  • MT CLE 1.5 including Ethics 1.5
     
  • NJ CLE 1.8 including Ethics 1.8
     
  • NM CLE 1.5 including Ethics 1.5
     
  • NV CLE 1.5 including Ethics 1.5
     
  • NY CLE 1.5 including Ethics and Professionalism 1.5
     
  • OR CLE 1.5
     
  • UT CLE 1.5 including Ethics 1.5
     
  • VT CLE 1.5 including Ethics 1.5
     
  • WA CLE 1.5 including Ethics 1.5
     
  • WV MCLE 1.8 including Ethics 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

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

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Greg Mitchell

Greg Mitchell

UnitedLex Corporation

  • Counsel for UnitedLex Corporation, a multinational litigation support services provider
  • Presents regularly on eDiscovery, data privacy and outsourcing issues
  • Member of the Missouri Bar
  • J.D. degree, University of Missouri School of Law
  • Can be contacted at greg.mitchell@unitedlex.com or 913-302-9948
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 399800
Published 2017
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