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Embedding Client Confidentiality Into the Legal Workplace (Ethics credit)

November 17, 2023 @ 12:30 pm - 1:30 pm

 

Our presenters are Denise Blommel and Lynda Shely.

 

Creating the Culture of Confidentiality

Embedding Client Confidentiality Into the Legal Workplace

Lynda and Denise will expand upon “The Lawyer as Employer” by sharing ethical and employment responsibilities you have with your staff to:

  • Train attorneys and staff about:
    • The definition of Firm confidential information;
    • The expanse of Client confidential information;
    • The difference between their ethical duty of “confidentiality” and what little the “attorney/client privilege” protects;
    • Their rights under federal and state labor laws concerning sharing information.
  • Implement protocols (e.g. employee handbooks, confidentiality agreements) for confidentiality to be assured in:
    • Remote work;
    • Technology and data;
    • Dealing with the public, clients, and each other.
  • Understand liability of the Firm in situations where:
    • Client confidentiality is breached;
    • Staff discipline is imposed for breach;

Bring your questions and see you there!

 

Materials covered (click to download):

11-17-23 Bios for Denise, Lynda

2023 Law Firm Confidentiality Agreement

2023.Employment and Labor Update FINAL

Confidentiality is not Attorney Client Privilege 2023

2023 11 17 CLE CERTIFICATE

2023 11 17 Sign In Sheet

Details

  • Date: November 17, 2023
  • Time:
    12:30 pm - 1:30 pm

Venue

  • Aztec Conference Room
  • 9375 E. Shea Blvd., Suite 100
    Scottsdale, Arizona 85260 United States
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