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The Researching Paralegal

~ Articles and Research for Legal Professionals

The Researching Paralegal

Category Archives: Legal Ethics

CLIENT GRIEVANCES – HOW TO AVOID THEM AND WHAT TO DO WHEN YOU HAVE ONE

31 Saturday Oct 2020

Posted by Celia C. Elwell, RP in Law Office Management, Legal Ethics, Rules of Professional Responsibility, Supervising Support Staff

≈ Comments Off on CLIENT GRIEVANCES – HOW TO AVOID THEM AND WHAT TO DO WHEN YOU HAVE ONE

Tags

Attorney Discipline, David Bright, Malpractice, St. Mary's Journal on Legal Malpractice and Ethics

Avoiding Grievances: 25 Things You Can Do, David Bright, St. Mary’s Journal on Legal Malpractice and Ethics, 270 (2016) (with hat tip to William P. Statsky)

https://commons.stmarytx.edu/cgi/viewcontent.cgi?article=1063&context=lmej

I was taught that the biggest client complaint to bar associations was lack of communication. Failing to return calls, respond to emails or correspondence, and requests for updates on the status of the case were the best ways to earn a grievance. Incompetence, lack of representation, and disputes over fees and costs were not far behind.

Mr. Bright’s essay, from the Texas perspective, is nonetheless an excellent refresher and reminder for all of us. Paralegals and legal support staff – do not think you are off the hook. You represent your attorney and employer. These ethical considerations are important for you as they are for your attorney. -CCE

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Ways to Improve Your Performance.

16 Sunday Sep 2018

Posted by Celia C. Elwell, RP in Billing, Diligence, Job Performance, Law Office Management, Legal Ethics, Management, Time Management

≈ Comments Off on Ways to Improve Your Performance.

Tags

Cordell Parvin, Cordell Parvin Blog, Job Performance, William Statsky

Associates: Top 10 Questions to Ask Your Supervising Attorney, by Cordell Parvin, Cordell Parvin Blog (with hat tip to William Statsky)

https://bit.ly/2oPQqmf

Let’s go with the premise that, whenever a supervisor gives you an assignment, you are familiar with office procedures, court rules, or whatever basics you need to perform the work. This post has two sections: (1) questions to ask before starting an assignment, and (2) questions to ask after completion.

Even if you already know some or all of the answers to the first, asking the second set of questions will help you get valuable feedback to improve your performance. – CCE

“[A]t the Beginning of a Project:

  1. When would you like me to complete this project?
  2. Describe what you have been told to do and then ask: Have I missed anything?
  3. How many hours are you expecting me to take on the project?
  4. Are there any materials I should review?
  5. Would it be helpful if I gave you my initial findings/conclusions?

At the end of the project:

  1. Have I covered all the areas you wanted?
  2. Is there anything more I can do to help you with this?
  3. Can you give me some feedback on my work?
  4. Are there any areas where you think I could improve?
  5. Can I help you with any other projects now?”

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Six Judges Let The Benchslaps Fly.

19 Tuesday Jun 2018

Posted by Celia C. Elwell, RP in Acronyms, Appellate Law, Benchslap, Humor, Intellectual Property, Judges, Legal Ethics, Legal Writing, Oral Argument, Patent Law, Proofreading

≈ Comments Off on Six Judges Let The Benchslaps Fly.

Tags

Benchslap, Lawyerist.com©, Lisa Needham

Six Benchslaps to Brighten Your Day, by Lisa Needham, Lawyerist.com

https://lawyerist.com/six-benchslaps-will-brighten-day/

As Ms. Needham describes it, “[f]or the unfamiliar, benchslap originally referred to one judge snarking at another, but now refers to any time a member of the bench crushes an attorney with wit, rage, or both.” It is also an excellent example of what not to do. -CCE

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Why Automatic Deletion of Spam Email Causing Failure to File a Timely Appeal Is Not Excusable Neglect.

30 Saturday Sep 2017

Posted by Celia C. Elwell, RP in Calendar/Docketing, Emails, Law Office Management, Legal Ethics, Legal Technology, Office Procedures, Technology

≈ 1 Comment

Tags

Appellate Procedure, Email Configuration, Excusable Neglect, Spam

(With hat tip to William P. Statsky)

My home email software has a spam folder where unwanted emails go to die – eventually. I must deliberately choose to send an email to the spam folder. Then, I must decide whether let it remain in perpetual limbo as spam, block it, or delete it.

Imagine the number of emails routinely sent and received by most law firms.  My computer’s email setup would not be practical.  But, when it comes to email configuration, there are good choices and bad ones. A Florida law firm rejected recommended safeguards to snag spam and allow someone, other than the computer, to decide whether to delete the email. That decision, along with others, turned out to be a bad call.

Here are the facts. The trial court’s court clerk served an order by email on the parties. The order awarded a significant amount of attorney fees to the appellee. The appellant claimed it did not receive the emailed order, which is why it failed timely to file an appeal. What happened? The firm’s email system automatically deleted the court clerk’s email and attached order as spam.

The appellant appealed and asked the court to vacate the original order and reenter the order to allow the appellant to appeal. Its email deletion error was “excusable neglect.” Not so said that trial court, and the Florida’s First District Court of Appeal affirmed.

The appellate court gave several specific reasons for rejecting the appellant’s argument.  First, the review of the court clerk’s email logs confirmed that the email with the court’s order was served and received by the law firm’s server. Second, the law firm’s email configuration made it impossible to determine whether the firm’s server received the email. Third, the law firm’s former IT specialist’s advice against this configuration flaw was deliberately rejected by the law firm because its alternative cost more money.

The trial court concluded the law firm made a conscious decision to use a defective email configuration merely to save money, which was not “excusable neglect.”

Another nail in the coffin was testimony by the appellee’s attorney. His firm assigned a paralegal to check the court’s website every three weeks to safeguard that his firm would not miss any orders or deadlines.  The court held that the appellant had a duty to check the court’s electronic docket.

What’s the moral here? Lawyers must configure their computer systems to prevent this costly error. And they must employ a “meaningful procedure” to prevent the series of events that caused this fatal error.

I rather liked the idea of the paralegal assigned to check the court’s online file. In this instance, the paralegal checked it every three weeks. I would modify this depending on the notice time required by your court’s rules.

I recommend reading the entire opinion for its analysis on “excusable neglect.” You can find the opinion here: http://bit.ly/2xI3gGB. -CCE

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Law Firm Email Encryption – Are You Ethically Compliant?

11 Thursday May 2017

Posted by Celia C. Elwell, RP in Clouds, Confidentiality, Emails, Ethics Opinions, Law Office Management, Legal Ethics, Legal Technology, Rules of Professional Responsibility, Technology, Technology

≈ Comments Off on Law Firm Email Encryption – Are You Ethically Compliant?

Tags

ABA Ethics Opinion, Email, Encryption, Jim Calloway's Law Practice Tips Blog

ABA Issues New Ethics Opinion on Encryption of Attorney-Client Email, Jim Calloway’s Law Practice Tips Blog

http://bit.ly/2qy8J2a

Does your state have an ethics opinion about encryption of your firm’s email? Do you use encryption? Do you use a secure cloud based platform? If you are not sure, don’t you think you should check?

Most law firms frequently use email over fax and regular mail to communicate with their clients, their expert witnesses, and opposing counsel. What is your obligation to ensure confidentiality of your firm’s email, and are you meeting it?

The ABA’s ethics opinion is instructive, as well as the Texas ethics legal opinion referred to by Mr. Calloway at the end of his post. -CCE

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Do You Use the Cloud for Document Storage or Production? Read This First.

28 Tuesday Feb 2017

Posted by Celia C. Elwell, RP in Attorney Work Product, Attorney-Client Privilege, Clouds, Confidentiality, Discovery, Dropbox, Emails, Encryption, Evidence, Insurance Defense, Legal Ethics, Legal Technology, Litigation, Passwords, Privilege and Confidentiality, Requests for Production, Sanctions, Subpoena Duces Tecum

≈ Comments Off on Do You Use the Cloud for Document Storage or Production? Read This First.

Tags

ABA Journal, Attorney-Client Privilege, Cloud Storage, Confidentiality, Debra Cassens Weiss, Discovery, File Sharing, Legal Ethics, Work Product Doctrine

Upload To File-Sharing Site Was Like Leaving Legal File On A Bench, Judge Says; Privilege Is Waived, by Debra Cassens Weiss, ABA Journal©

http://bit.ly/2mxwEcF

Many use the cloud for file storage and sharing when attachments are too big to send by email. If you use the cloud for storage, file-sharing or transfer, document management, project management, or anything similar, here is a cautionary tale.

The plaintiff insurance company sued the defendants, and sought a declaratory judgment on the defendants’ claim of loss by fire. The plaintiff’s investigator uploaded the entire claims file, including surveillance footage, to a drop-box cloud, Box, Inc. The link had no encryption or password. Access to the link alone allowed anyone to see the file.

He then sent the link by email to the plaintiff insurance company, who sent it to the insurance company’s attorneys, who inadvertently sent it the defendants’ counsel in response to a subpoena duces tecum.

The defendants’ counsel looked at it, but didn’t tell the plaintiff they had seen the privileged and confidential information. Inevitably, the defense sent the information back on a thumb drive to the plaintiff’s attorneys during discovery.

After vigorous arguments about confidentiality, work-product doctrine, attorney-client privilege, and disqualification of defense counsel, the facts and court’s reasoning make this an interesting read. -CCE

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What’s the Top Complaint Against Lawyers?

11 Thursday Aug 2016

Posted by Celia C. Elwell, RP in Law Office Management, Legal Ethics, Management, Professional Civility, Rules of Professional Responsibility

≈ Comments Off on What’s the Top Complaint Against Lawyers?

Tags

Bencher’s Bulletin, Carolyn Anderson, Legal Ethics, The Law Society of British Columbia

Top Complaint Against Lawyers Is Rude or Uncivil Behaviour, by Carolyn Anderson, Bencher’s Bulletin, The Law Society of British Columbia

https://www.lawsociety.bc.ca/page.cfm?cid=2219

Before you read the article, just for fun guess what rude or uncivil behavior comes to mind? Profanity? Naw! Profanity in a law office is almost an unwritten law in the office manual. Failing to return calls or respond to letters or emails from clients? That’s always been a favorite. You’re getting warmer! -CCE

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Get Your Head Out of the Sand.

07 Sunday Aug 2016

Posted by Celia C. Elwell, RP in Continuing Legal Education, Ethics Opinions, Legal Ethics, Legal Technology, Recent Links and Articles, Rules of Professional Responsibility, Technology

≈ Comments Off on Get Your Head Out of the Sand.

Tags

LawSites Blog, Legal Ethics Opinions, Robert Ambrogi, Technology Competence

Another Two States Adopt Ethical Duty of Technology Competence, by Robert Ambrogi, LawSites Blog

http://bit.ly/2b22uwA

Ambrogi includes a link to all states that have adopted an ethical duty of technology competence. My state is not yet one of them, but there is still no excuse.If your state has not yet adopted this ethical requirement, it is only a matter of time.

I know there are so much technology out there that it is hard to know exactly what you’re supposed to know and what you can pass by. But it’s your duty to find out, and not rely on staff to do it for you. -CCE

As I continue to track the states that have adopted the ethical duty of technology competence, I have two more to add, bringing the total to 23.

Continue reading →

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We Should Know Better.

07 Sunday Aug 2016

Posted by Celia C. Elwell, RP in Confidentiality, Legal Ethics, Rules of Professional Responsibility

≈ Comments Off on We Should Know Better.

Tags

California Bar Association, Casey Sullivan, Confidentiality, Findlaw, Legal Ethics

Don’t Reveal Embarrassing Client Info, Cal. Bar Warns, by Casey C. Sullivan, Esq., FindLaw (with hat tip to William P. Statsky)

http://bit.ly/2aFqJOQ

I hope that everyone learned in paralegal or law school that you don’t talk in elevators, restaurants, and any other public place about clients and other embarrassing facts you may pick up along the way.  I once worked in a building with a popular restaurant on the top floor. We were close enough to the courthouse that lawyers often went there for lunch. It was amazing how many settlement discussions I heard in the elevator. It wasn’t hard to guess which case it was either.

We all have great war stories. Funny things that happened in court or depositions – things like that. Yes, truth is often funnier than fiction. Maybe thinking of it from the client’s perspective is helpful. If you were the client, would you want your attorney making your case the butt of a joke or story told in public? – CCE

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Canada Revokes Paralegal’s License.

13 Wednesday Jul 2016

Posted by Celia C. Elwell, RP in Malpractice, Rules of Professional Responsibility

≈ Comments Off on Canada Revokes Paralegal’s License.

Tags

Federation of Law Societies of Canada, Legal Ethics, Legal Profession Prof Blog, Legal Techicians, Mike Frisch, Paralegals, William P. Statsky

Paralegal License Revoked, by Mike Frisch, Legal Profession Prof Blog (with hat tip to William P. Statsky)

http://bit.ly/29ASMw6

There has been increasing discussion in the United States about creating class of paralegal often called “legal technicians.” Some states already have them. There are arguments pro and con on both sides. The underlying idea is to find a way to provide legal services at a lower rate making legal services more affordable.

But here’s the sticker. There are rules and laws to address situations where lawyers commit malpractice. Are there similar provisions for legal technicians and, if so, what are they? How do they protect consumers, is there any kind if discipline, and who is responsible for that oversight and discipline?

Canada might be good example to help answer some of these questions. What do you think? -CCE

Unlike its American counterparts, the Law Society of Upper Canada has and exercises disciplinary authority over paralegals,

The Law Society Tribunal revoked a paralegal’s license.

‘[M]r. Djukic’s actions clearly brought discredit upon the paralegal profession. Through his work as an immigration consultant and his standing as a paralegal, Mr. Djukic was able to meet and, ultimately, to persuade members of two families to provide him with monies totaling more than $900,000.’

Continue reading →

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New Jersey Lawyers Use Paralegal to Spy on Facebook and Cross the Ethical Line.

30 Saturday Apr 2016

Posted by Celia C. Elwell, RP in Attorney Discipline, Legal Ethics, Social Media, Supervising Support Staff

≈ Comments Off on New Jersey Lawyers Use Paralegal to Spy on Facebook and Cross the Ethical Line.

Tags

Facebook, Findlaw, Jonathan R. Tung, Legal Ethics, Paralegal Ethics, William P. Statsky

NJ Lawyers Get Sanctioned for Facebook Spying, by Jonathan R. Tung, Esq., Strategist, The FindLaw Law Firm Business Blog (with hat tip to William P. Statsky)

http://bit.ly/1X0X44k

When news came out that two New Jersey defense attorneys had spied on a plaintiff through Facebook, there was obvious buzz within the legal community over bright-line rules and attorney ethics. Just what qualifies as an ‘unauthorized’ communication? Lawyers should always take steps to tread carefully in these ‘novel ethical issues.’ First impression or not, you don’t want to end up being the poster child.

Continue reading →

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The Oklahoma Supreme Court Sanctions Attorney for Computer Illiteracy.

31 Thursday Mar 2016

Posted by Celia C. Elwell, RP in Attorney Discipline, Bankruptcy Court Rules, Bankruptcy Law, Diligence, Legal Ethics, Oklahoma Supreme Court, Sanctions, Technology

≈ Comments Off on The Oklahoma Supreme Court Sanctions Attorney for Computer Illiteracy.

Tags

Attorney Discipline, Bankruptcy Court, Computer LIteracy, Legal Profession Blog, Mike Frisch, Oklahoma, William P. Statsky

Oklahoma Accepts Computer Illiteracy As Mitigation: Censure Imposed, by Mike Frisch, Legal Profession Blog (with hat tip to William P. Statsky!)

http://bit.ly/1MFG9S8

No doubt you have seen posts here and elsewhere that discuss whether computer competency is now required due diligence for attorneys. The Oklahoma Supreme Court bench-slammed an older attorney for his lack of computer literacy. But, before you make up your mind, read the dissent. -CCE

 

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Free Research Guides from PACE Law School Library.

17 Thursday Mar 2016

Posted by Celia C. Elwell, RP in Administrative Law, Corporate Law, Criminal Law, Elder Law, Environment Law, Immigration Law, Intellectual Property, International Law, Law Libraries, Legal Ethics, Research, Trial Tips and Techniques

≈ Comments Off on Free Research Guides from PACE Law School Library.

Tags

Legal Research Guides, Pace Law School Library

Research Guides, Pace Law School Library

http://libraryguides.law.pace.edu/index.php

Administrative Law, Bar Exam, Copyright and IP Law, Corporate, Business & Securities Law, Criminal Law and Procedure, Environmental and Energy Law, Health and Elder Law, Immigration Law, International and Foreign Law, Land Use Law, and more. Definitely worth a look. -CCE

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Gender Discrimination During Deposition Earns Judge’s Benchslap.

16 Saturday Jan 2016

Posted by Celia C. Elwell, RP in Attorney Discipline, Benchslap, Depositions, Discovery, Judges, Legal Ethics, Professional Civility, Rules of Professional Responsibility

≈ Comments Off on Gender Discrimination During Deposition Earns Judge’s Benchslap.

Tags

Above the Law (blog), Benchslap, Depositions, Gender Discrimination, Staci Zaretsky

Lawyer Receives Stern Benchslap And Amazing Sanction For Sexist Deposition Comment, by Staci Zaretsky, Above The Law Blog 

http://bit.ly/1RNcs34

As we’ve thoroughly documented in these pages, women who practice law are often subjected to demeaning and degrading comments from their male colleagues, for no other reason than because they’re women. One federal judge had finally had enough of this type of disrespectful behavior, so he took a lawyer to task for making a sexist remark during a deposition. . . .

Continue reading →

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Chief Justice Urges Judges To Impose More Management Over Their Cases.

01 Friday Jan 2016

Posted by Celia C. Elwell, RP in Diligence, Discovery, E-Discovery, Federal Judges, Interrogatories, Judges, Legal Ethics, Requests for Admissions, Requests for Production, Rules of Professional Responsibility

≈ Comments Off on Chief Justice Urges Judges To Impose More Management Over Their Cases.

Tags

Case Management, Chief Justice Roberts, Discovery Abuse, Judges, Procedural Posturing

Chief Justice Wants Less Gamesmanship By Lawyers, by Lyle Denniston, SCOTUSblog

http://bit.ly/1JkhNf7

Justice Roberts’ words apply to state courts as well. Ignoring client’s cases, unnecessary and burdensome discovery disputes, and repeated continuances do nothing to endear the legal profession to their clients or the public. -CCE

Speaking in soft but plain words, Chief Justice John G. Roberts, Jr., used his year-end report on Thursday night to urge lawyers who practice in federal courts to take steps to help improve the efficiency, and reduce the cost, of trying cases.  Roberts also added some strong encouragement for judges who preside over federal civil trials to take greater control of the management of cases, rather than leaving the process to the tactics of the competing lawyers. . . .

Continue reading →

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Non-Ethical Billing – Busted!

02 Wednesday Dec 2015

Posted by Celia C. Elwell, RP in Arbitration, Attorney Fees and Costs, Billing, Legal Ethics

≈ Comments Off on Non-Ethical Billing – Busted!

Tags

Arbitration, Copy Cat Affidavits, Double Billing, Legal Ethics

Lawyer Ordered to Pay Back $633,000 in Fees, by Thomas J. Crane, San Antonio Employment Law Blog

 http://bit.ly/1jzMPn2

The right to confront one’s accusers in trial is a fundamental principle of our judicial system. Or, is it? One lawyer learned that confronting one’s accusers is not so fundamental, after all.

Ernesto Martinez, Jr. was accused of double billing. That is, he was accused of billing two different sets of clients for the same 17.5 hours of work in one day. So, he was in effect boiling for 35 hours of work in one normal 24 hour day. At least according to Wikipedia, there are only 24 hours in an average day. . . .

Continue reading →

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Is It Wrong To Research Your Judge And Jury? Is It Wrong If You Don’t?

27 Tuesday Oct 2015

Posted by Celia C. Elwell, RP in Ethics Opinions, Judges, Legal Ethics, Legal Technology, Research, Rules of Professional Responsibility

≈ Comments Off on Is It Wrong To Research Your Judge And Jury? Is It Wrong If You Don’t?

Tags

Anna Massoglia, Duty To Prepare, Online Research, Social media, The Lawyerist Blog

The Do’s and Don’ts of Researching Judges and Juries Online, by Anna Massoglia, The Lawyerist Blog

http://tinyurl.com/p7f4hlg

It makes sense to research potential jurors, and social media makes it easier than ever. But courts have only recently begun to issue guidance now that researching jurors and other courtroom players online is becoming an increasingly common practice.

Researching judges, too, has its advantages. Some jurisdictions, like California, allow you to strike a judge once per case without establishing bias. Although there are limitations and technicalities on these rules, they can give you a say in who decides cases — making it important to know your judge. . . .

Continue reading →

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Proposed New York State Bar Discipline Reforms With A Focus on Prosecutorial Misconduct.

29 Tuesday Sep 2015

Posted by Celia C. Elwell, RP in Attorney Discipline, Ethics Opinions, Legal Ethics, Rules of Professional Responsibility

≈ Comments Off on Proposed New York State Bar Discipline Reforms With A Focus on Prosecutorial Misconduct.

Tags

Legal Ethics, Legal Profession Blog, Mike Frisch, Plea Bargaining, Prosecutorial Misconduct

Reforms Proposed For New York Bar Disciplinary System, by Mike Frisch, Legal Profession Blog

http://tinyurl.com/pl3atls

A comprehensive series of reform proposals have been set forth in a recent report evaluating the New York State bar disciplinary system by the Commission on Statewide Attorney Discipline.

Two proposals strike me as particularly important and, in my view, should be adopted throughout these United States . . . .

Continue reading →

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Your Electronic Communications and Record Keeping Requirements.

21 Monday Sep 2015

Posted by Celia C. Elwell, RP in Ethics Opinions, Law Firm Web Sites, Law Office Management, Legal Blogs, Legal Ethics, Legal Technology, Rules of Professional Responsibility, Technology, Technology

≈ Comments Off on Your Electronic Communications and Record Keeping Requirements.

Tags

Anna Massoglia, Law Office Management, Lawyerist Blog, Legal Ethics, Record Keeping Requirements, Websites

Deleting Your Website Can Come Back to Bite You in the Assets, by Anna Massoglia, Lawyerist Blog

http://tinyurl.com/nzda7hh

Chances are, you are all too aware that record-keeping is a tedious but necessary evil in the legal profession. There’s also a good chance that you have a website. According to the 2014 ABA Technology Survey Report, 84% of law firms do.

Record-keeping requirements include more than just client files and financial transactions. Many state rules also apply to other electronic communications — including websites.

It is not true that something released to the internet is ‘out there’ forever — especially when it comes to those attempting to comply with record-keeping requirements. . . .

Continue reading →

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Social Media – E-Discovery Waiting To Be Plucked.

19 Saturday Sep 2015

Posted by Celia C. Elwell, RP in E-Discovery, Evidence, Legal Ethics, Social Media

≈ Comments Off on Social Media – E-Discovery Waiting To Be Plucked.

Tags

Allen Mihecoby CLAS RP®, Canadian Lawyer, Dera J. Nevin, E-Discovery, Evidence, Social media

Social Media E-Discovery: Its Time Is Here, by Dera J. Nevin, Canadian Lawyer (with hat tip to Allen Mihecoby, CLAS, RP®)

http://www.canadianlawyermag.com/5732/Social-media-e-discovery-its-time-is-here.html

Social media is an important source of discovery in an increasing range of cases and can often yield the most important evidence. Social media and its derivatives are prevalent with many people using social media as their dominant communications channel, preferring some in-app messaging tools to e-mail. Corporations, too, are using these media to target and communicate with their customers. Ignore these sources and you leave potentially game-changing evidence on the table. . . .

Continue reading →

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Big Brother Pilot Program Comes To Watchell Lipton Rosen & Katz.

22 Saturday Aug 2015

Posted by Celia C. Elwell, RP in Law Office Management, Legal Ethics, Legal Technology, Management, Office Procedures, Time Management

≈ Comments Off on Big Brother Pilot Program Comes To Watchell Lipton Rosen & Katz.

Tags

Big Brother, BNA Bloomberg Blog, Casey Sullivan, Law Office Management, Legal Technology, Wachtell Lipton Rosen & Katz

Wachtell Lipton To Start Tracking Employee Work Status, by Casey Sullivan, BNA Bloomberg Blog

https://bol.bna.com/wachtell-lipton-to-start-tracking-employee-work-status/

This firm has a philosophy – treat its lawyers like grown ups with no billable hour requirement and other perks. Now they appear to have a problem finding their attorneys.

Who gets the job of tracking the attorneys? Their assistants, of course. Will this encourage a great working relationship between the assistants and their supervising attorneys? Probably not.

How long do you think this pilot program will last, and will other firms follow their example? -CCE

Wachtell, Lipton, Rosen & Katz will start a pilot program next week, requiring its assistants to report the status and location of the firm’s attorneys each morning, according to an internal memo leaked to the legal blog Above the Law.

Still unknown: how Wachtell plans to use the information it gathers?

From the memo: ‘The lack of awareness of the status and/or location of our colleagues results in staffing and work-related complications and other concerns.’

It also explained the process. The assistants would have an icon on their computers that would include a variety of options, such as ‘working from home,’ ‘traveling on business,’ and ‘leave of absence,’ and they will be required to input the status and location of their assigned attorneys. . . .

Continue reading →

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Big Law Firms Miss $1.5 Billion Dollar Mistake.

07 Friday Aug 2015

Posted by Celia C. Elwell, RP in 2nd Circuit Court of Appeals, Diligence, Lawyer Supervision, Legal Ethics, Malpractice, Paralegals/Legal Assistants, Rules of Professional Responsibility, Supervising Support Staff

≈ Comments Off on Big Law Firms Miss $1.5 Billion Dollar Mistake.

Tags

Above the Law, Due Diligence, Joe Patrice, Legal Ethics, William P. Statsky

Mayer  Brown & Simpson Thacher Make Epic Screwup, by Joe Patrice, Above The Law (with hat tip to William P. Statsky)

http://abovethelaw.com/2015/01/mayer-brown-simpson-thacher-make-epic-screwup/

It is rare indeed to find such a dearth of responsibility among so many fine legal professionals. If you can, follow the bouncing ball. –CCE

Mistakes happen. It’s why pencils have erasers. But it’s also why law firms install tier after tier of increasingly senior professionals to second-guess every ounce of work product. It’s remarkably effective — and fairly lucrative on an hourly basis.

Unfortunately, the flip side of a tiered system is a tendency toward over-delegation. And that’s how an unwary paralegal ends up costing a bank millions. . . .

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Legal Ethics and Conflicts of Interest – What Is Your Professional Duty?

19 Sunday Jul 2015

Posted by Celia C. Elwell, RP in Confidentiality, Confidentiality, Conflict of Interest, Ethics, Lawyer Supervision, Legal Ethics, Paralegals/Legal Assistants, Rules of Professional Responsibility, Supervising Support Staff

≈ Comments Off on Legal Ethics and Conflicts of Interest – What Is Your Professional Duty?

Tags

Client Confidentiality, Conflict of Interest, Legal Ethics

Regardless of whether you are a lawyer, judge, or paralegal, have you kept a list of every case on which you have worked? Does it include all the parties or only your client?

Christine Simmons recently posted an interesting article in the New York Law Journal in which the Court disqualified a White Plains attorney’s representation of his client. The attorney’s paralegal had, in the past, been involved with the opposing party. For this reason, the Court ruled to vacate the settlement due to tainted negotiations.

So back to my original question – when you were hired, did anyone ask you to look at the firm’s active client list to determine whether you had a conflict of interest? Shouldn’t this especially be the case if your practice is limited to only one or two specific areas of law where you often get repeat business from your clients?

Often, when a firm signs on a new client, it will run a conflict check through its database. It likely also sends an email to all the attorneys asking whether any have a conflict with this particular client. Are support staff and/or the IT Department included in this inquiry? Shouldn’t they if they will have access to the file or any communication with the client, regardless of what role they play in the preparation of the case?

Although every legal professional, lawyer and paralegal, are aware of their ethical obligation to confidentiality and conflicts of interest, how many of us have a complete list of every client and/or parties in each case we have ever worked? Should we? -CCE

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Avoid Juror Contact And An Ethical Violation.

14 Tuesday Jul 2015

Posted by Celia C. Elwell, RP in Legal Ethics, Litigation, Rules of Professional Responsibility, Trial Tips and Techniques

≈ Comments Off on Avoid Juror Contact And An Ethical Violation.

Tags

Jurors, Jury Tampering, Legal Ethics, Mistrials, Trial Tips & Techniques

Attorney-Juror Contact: What to Do When Running into a Juror Outside of the Courtroom, by Jessica Baer, M.A., Litigation Insights

http://www.litigationinsights.com/case-strategies/attorney-juror-contact-outside-courtroom/

This post makes an excellent point about avoiding contact or the appearance of tainting the jury. If you should find yourself inadvertently in the presence of juror in a courtroom hallway, bathroom, or elevator, avoid eye contact, look down, and appear deep in thought, as if you are not aware they are there. Then get out of there as quietly and quickly as possible. -CCE

Opening statements had just ended and members of the trial team were beginning to return from their lunch breaks. The attorney we were working with for this shadow jury and I got on the elevator in the parking garage and he began telling me about the upcoming witness testimony. As people (some of whom presumably could be jurors) piled into the elevator on the next floor, the attorney stopped our conversation, looked over at me and whispered, “I’ll take the stairs to get some exercise.” I knew what he meant. . . .

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How Many Types of Metadata Can You Name?

27 Saturday Jun 2015

Posted by Celia C. Elwell, RP in Diligence, Legal Ethics, Legal Technology, Metadata, Technology

≈ Comments Off on How Many Types of Metadata Can You Name?

Tags

Bow Tie Law Blog, Joshua Gilliland, Legal Technology, Metadata

Production of System Metadata, by Joshua Gilliland, Bow Tie Law Blog

https://bowtielaw.wordpress.com/2015/06/27/production-of-system-metadata/

Have you ever been bit because you ignored metadata? Hands?

The legal profession is embracing technology to the point where it is considered a lawyer’s duty to know it, understand it, and use it. Paralegals and other legal staff, I am talking to you too.

Do you know what metadata is or how many types there are? This post is a good illustration of why all types of metadata should be on your radar. -CCE

A New York state judge confronted the issue of producing system metadata in a medical malpractice case where the plaintiff had to have a foot amputated due to post surgical complications. Vargas v Lee (Sup.Ct.) 2015 NY Slip Op 31048(U), ¶¶ 3-5. The case is direct and thoughtful on the issue of system metadata. . . .

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