BarbriSFCourseDetails

Course Details

This CLE course will guide litigators and other counsel through how the digital practice of law affects certain ethical duties and how they can comply with those duties. The program will quickly move beyond technology competence in Model Rule of Professional Responsibility (MR) 1.1, confidentiality (MR 1.6), and data security to address how digital operations impact MR 3.3, 3.4, 4.1, 5.1, 5.2, and 7.1 and the appropriate responses and mitigations.

Faculty

Description

The legal ethics requirement of competence in "relevant technology" goes beyond securing email, cloud computing, and avoiding unsecured wi-fi.

Since most discovery is e-discovery, making accurate representations about evidence and the case to the client, opposing counsel (MR 3.4), or the court (MR 3.3) requires knowledge of ESI types and sources and production format. Counsel must also grasp the significance of proportionality factors like data volume, cost, and burden of production. These duties are front and center in discovery conferences, requests, and related motions.

Attorneys directing others' work must comply with MR 5.1 and 5.3 to ensure reasonable processes are in place and that all lawyers and staff comply with their legal ethics duties. Failure in this area can result in inadequate discovery, inefficiencies, client dissatisfaction, and sanctions.

Listen as our experienced panel explores how the duties of candor, fairness, and supervision intersect with technology competence compliance.
The panel will explain how technology impacts lawyers' ethical duties and offer strategies for compliance.

Outline

  1. Overview of MR 1.1 regarding technology
  2. Technology and the duty of candor to the court (MR 3.3)
  3. Technology and the duty of fairness to others (MR 3.4)
  4. Technology and the duties of supervision (MR 5.1 and 5.3)
  5. Technology and misrepresentation of legal services (MR 7.1)

Benefits

The panel will review these and other important issues:

  • What is the duty of technology competence?
  • What level of understanding is required and how is it attained?
  • When do motions to expand or limit discovery violate the duty of candor to the court?
  • What is required to supervise eDiscovery staff and vendors under MR 5.2?