Text, Email, and Ethics: Safeguarding Client Communication

Sarah E. Kay
Sarah E. Kay | Kay Family Law PLLC

Sarah E. Kay, through her firm Kay Family Law PLLC in Tampa, Florida, assists Florida's families as a Florida Supreme Court Certified Family Law and Appellate Mediator and a collaborative attorney.

On-Demand: January 10, 2025
This class is included in the myLawCLE All-Access Pass

Subscribe to myLawCLEs All-Access Pass...
Get this course, plus over 1,000+ of live webinars.
Learn More
MCLE Credit Information:

Select Your State Below to View CLE Credit Information

2 hour CLE
Tuition: $195.00
Training 5 or more people?

Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs

Program Summary

Are you confident in your use of email and text messaging with clients? In today’s digital age, these technologies are indispensable in legal practice—but they come with significant ethical risks.

Join our Continuing Legal Education program to explore the latest technology for client communication and learn best practices for ethical, secure interactions. Equip yourself with the knowledge to navigate potential hazards and maintain the highest standards of professional conduct.

Ready to enhance your digital communication skills? Sign up now and stay ahead in the ever-evolving legal landscape!

Key topics to be discussed:

  • Ethical Considerations for Attorney-Client Communication
  • Understanding Technology and Multi-Jurisdictional Concerns
  • Avoiding Miscommunications and Inadvertent Disclosure of Confidential Information
  • Understanding the Risks of Inadvertent Disclosures and Public Wi-Fi
  • Use of AI powered tools like ChatGPT in Client Communication

Closed-captioning available

Speakers

Sarah E. Kay_myLawCLESarah E. Kay | Kay Family Law PLLC

Sarah E. Kay, through her firm Kay Family Law PLLC in Tampa, Florida, assists Florida’s families as a Florida Supreme Court Certified Family Law and Appellate Mediator and a collaborative attorney. She also extends her expertise to solo and small firms throughout Florida with freelance research, writing, and consulting services.

Sarah’s leadership is exemplary. Notably, she served as the Chair of The Family Law Section of The Florida Bar during its 50th anniversary year (2023-2024), as President of the Hillsborough Association for Women Lawyers (2017-2018), President of the Hillsborough County Bar Association Leadership Institute Class of 2013, and Co-Chair of the Hillsborough County Bar Association 5k Pro Bono River Run Committee in 2013 and 2014.

Her commitment to learning is evidenced by her advanced degrees and certifications. Sarah is Board Certified in Marital & Family Law by The Florida Bar and is a Fellow of the American Academy of Matrimonial Lawyers (AAML). She holds a Juris Doctor degree, a Master’s in Education, and a Master’s in Business Administration. Additionally, she has earned professional certifications in Special Education Advocacy from William & Mary Law School, Fundamentals of Neurodiversity from FSU, Trauma & Resilience Levels 1 & 2 from FSU, Rebound & Recovery Cognitive Behavioral Education & Intervention for Early Childhood from FSU, and Conflict Resolution from Cornell.

Sarah is passionate about speaking, writing, and consulting on technology, alternative dispute resolution, the practice of law, and cases involving special needs children.

Agenda

I. Ethical Considerations for Attorney-Client Communication | 2:00pm – 2:20pm

  • Ethical Considerations for Client Communication
  • Strategies For Safeguarding Client Confidentiality in Attorney-Client Communications Through Technology and Processes
  • The Importance of Maintaining Accurate and Complete Records with Client Communications
  • Available Technology for Client Communications
  • Best Practices in Client Communication

II. Understanding Technology and Multi-Jurisdictional Concerns | 2:20pm – 2:40pm

  • The Importance of Understanding Technology Used to Communicate with Clients
  • Strategies For Staying Up to Date with Technological Advancements
  • Understanding The Legal Implications of Practicing Law Across Multiple Jurisdictions
  • Strategies For Navigating Multi-Jurisdictional Concerns in Remote Work Settings

III. Avoiding Miscommunications and Inadvertent Disclosure of Confidential Information | 2:40pm – 3:00pm

  • The Dangers of Misusing “CC” And “Reply All” Features in Email
  • Strategies For Avoiding Miscommunications and Unintended Disclosures
  • Strategies For Promptly Notifying Clients of An Inadvertent Disclosure of Confidential Information

Break | 3:00pm – 3:10pm

IV. Understanding the Risks of Inadvertent Disclosures and Public Wi-Fi | 3:10pm – 3:40pm

  • The risks of inadvertent disclosures and public Wi-Fi
  • Strategies for recognizing and addressing inadvertent disclosures
  • Strategies for secure communication over public Wi-Fi

V. Use of AI powered tools like ChatGPT in Client Communication | 3:40pm – 4:10pm

  • How to use AI-powered tools like ChatGPT in Client Communications
  • Understanding the ethical risks when using AI-powered tools like ChatGPT
  • Strategies for secure communication and data protection when using AI-powered tools like ChatGPT

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Register Now

#1 CLE Access Program

  • Over 1,000 Live CLE Webinars each year
  • All CLE webinars broadcasted in last 12 months
  • Programs covering over 35 practice areas
  • Hot topics & changes in the law
  • All formats: Live, Replay, and On-demand
  • Accreditation in every state

Access every CLE webinar,
every format, all year long!

myLawCLE All-Access Pass

only $395 yearly


Preview
More CLE Webinars
Upcoming CLE Webinars
Social Security Law: Adapting to the Latest Changes
Social Security Law: Adapting to the Latest Changes Tue, February 25, 2025
Live Webcast
Abating Tax Penalties (2025 Edition)
Abating Tax Penalties (2025 Edition) Wed, February 26, 2025
Live Webcast
Insurance and Bad Faith Litigation in Fire Loss Cases
Insurance and Bad Faith Litigation in Fire Loss Cases Wed, February 26, 2025
Live Webcast
Deep Dive into Using RFPs, RFIs, and RFQs Effectively
Deep Dive into Using RFPs, RFIs, and RFQs Effectively Wed, February 26, 2025
Live Webcast
IRS Offers-in-Compromise (2025 Edition)
IRS Offers-in-Compromise (2025 Edition) Wed, February 26, 2025
Live Webcast
IRS Enforcement: Tax Liens & Tax Levies (2025 Edition)
IRS Enforcement: Tax Liens & Tax Levies (2025 Edition) Thu, February 27, 2025
Live Webcast
Playing Defense at 30(b)(6) Depositions (2024 Edition)
Playing Defense at 30(b)(6) Depositions (2024 Edition) Thu, February 27, 2025
On-Demand
Live Replay
Obtaining and Using Social Media Evidence (2025 Edition)
Obtaining and Using Social Media Evidence (2025 Edition) Fri, February 28, 2025
On-Demand
Live Replay
Telephone Consumer Protection Act 101 (2025 Edition)
Telephone Consumer Protection Act 101 (2025 Edition) Fri, February 28, 2025
Live Webcast
Protecting Employees in the Workplace – 101
Protecting Employees in the Workplace – 101 Wed, March 5, 2025
Live Webcast
Annual Mini-Medical School (2025 Edition)
Annual Mini-Medical School (2025 Edition) Thu, March 6, 2025
Live Webcast
Deposing the Financial Expert (2025 Edition)
Deposing the Financial Expert (2025 Edition) Fri, March 14, 2025
Live Webcast