Aphelion Legal Solutions’ manager and member of the board, Mike Geske, in conjunction with Pincus Professional Education, presented a CLE seminar on Outsourcing Legal Work on December 11, 2012. The recorded program and comprehensive, written course materials are available for $129. The course materials provide links to all the primary and secondary authorities covered in the seminar and reliable sources of additional guidance.
Mr. Geske’s seminar covers the ethics of outsourcing legal work offshore and domestically, focusing on the most recent state and local ethics opinions, case law, and other authorities that address how to outsource legal work without engaging in or aiding or abetting the unauthorized practice of law, including:
- How the outsourced legal work must be supervised;
- What client information must be protected and how;
- When and how outsourcing must be disclosed to the client;
- How to avoid conflicts of interest when outsourcing legal work; and
- How to bill the outsourced work appropriately.
In addition, the seminar shows how domestic and international privacy laws can affect outsourced legal work. How to choose an outsourcing vendor is also covered, along with negotiating and entering a contractual relationship with the vendor. Finally, the seminar covers the basic rules about appropriately protecting outsourced legal work from discovery and best practices for maintaining confidentiality.
The seminar has already has been approved for 1.0 hour of MCLE credit in California, Illinois and Washington, for 1.0 hour of ethics credit in California and Washington, and for 1.0 hour of professional responsibility credit in Illinois. Pincus Professional Education will provide assistance to attorneys seeking CLE credit in other jurisdictions.