Text, Email, and Ethics: Safeguarding Client Communication

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

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

On-Demand: January 10, 2025

2 hour CLE

Tuition: $195.00
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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

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Approved for Self-Study Credits
2 General

Arkansas

Approved for CLE Credits
2 General

Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 Ethics / Professionalism

District of Columbia

No MCLE Required
2 CLE Hours

Delaware

Pending CLE Approval
2 General

Florida

Approved for CLE Credits
2.5 General

Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2.4 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 NLS Credit

Kansas

Pending CLE Approval
2 Law Practice Management

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 Law Office Management

Massachusetts

No MCLE Required
2 CLE Hours

Maryland

No MCLE Required
2 CLE Hours

Maine

Pending CLE Approval
2 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
2 CLE Hours

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Approved for Self-Study Credits
2 General

Montana

Pending CLE Approval
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
120 Ethics / Professionalism Minutes

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Approved for Self-Study Credits
2 Professional Conduct

Oklahoma

Approved for Self-Study Credits
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

South Dakota

No MCLE Required
2 CLE Hours

Tennessee

Approved for Self-Study Credits
2 General

Texas

Approved for CLE Credits
2 General

Utah

Pending CLE Approval
2 General

Virginia

Not Eligible
2 General Hours

Vermont

Approved for CLE Credits
2 Law Practice Programming

Washington

Approved via Attorney Submission
2 Other (Office Management) Hours

Receive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 Law Practice Management

West Virginia

Pending CLE Approval
2.4 General

Wyoming

Pending CLE Approval
2 General

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