Tuning Up Your Office Systems, Client Relationships, And Operating Documents (Presented by Above the Law)

Claude E. Ducloux
Claude E. Ducloux | AffiniPay

Claude E. Ducloux is an Attorney licensed in Texas, Colorado and California who speaks regularly on Legal Ethics, Law Office Management, and Trial-Related topics. In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE, and has been invited to speak in more than 600 programs since January 2016, and serving as course director of numerous institutes and advanced courses.

On-Demand: March 26, 2025

1 hour CLE

Tuition: $395.00
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Program Summary

The shift to remote and hybrid work models may present challenges for law firms seeking a competitive advantage in the post-pandemic era; however, it can also present opportunities.

In “Conflicts, Contracts & Costs: Tuning Up Your Office Systems, Client Relationships & Operating Documents,” we’ll dive into the strategic implications of adapting ethical practices to a distributed environment. We’ll address the critical role of social media in modern legal practice, focusing on client education and risk mitigation.

Additionally, we’ll discuss how remote operations impact conflict management, fiduciary obligations, confidentiality, and financial wellness. By understanding and addressing these evolving ethical considerations, your firm can enhance its resilience and solidify its position in a dynamic legal market.

This program is presented by Affinipay

This Above the Law webinar is sponsored by Affinipay

Key topics to be discussed:

  • Conflicts of Interest: Techniques and Tips for Avoiding Conflicts
  • Contracts: Update and Modernize Your Office
  • Documenting Your Representation
  • Running and Fortifying the Cyber Office

Closed-captioning available

Speakers

Speaker_Claude E. Ducloux_myLawCLEClaude E. Ducloux | AffiniPay

Claude E. Ducloux is an Attorney licensed in Texas, Colorado and California who speaks regularly on Legal Ethics, Law Office Management, and Trial-Related topics. In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE, and has been invited to speak in more than 600 programs since January 2016, and serving as course director of numerous institutes and advanced courses. Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major Bar-related entity, as well as the Texas Bar Foundation.

Claude Ducloux Title – Attorney at Law, Board Certified in Civil Trial and Appellate Law, Texas Board of Legal Specialization; National Director of Education, Ethics & State Compliance – AffiniPay

Agenda

I. Conflicts of Interest: Techniques and Tips for Avoiding Conflicts | 1:00pm – 1:15pm

  • The situations that prohibit representation
  • The “encounter points” where conflicts arise
  • Today’s rules and best practices

II. Contracts: Update and Modernize Your Office | 1:15pm – 1:30pm

  • Things to add to your contracts
  • Privacy policies
  • File destruction clauses
  • File inspection duties
  • Cyber review

III. Documenting Your Representation | 1:30pm – 1:45pm

  • Billing and collecting
  • Maintaining ongoing client relationships
  • Responding to online critics

IV. Running and Fortifying the Cyber Office | 1:45pm – 2:00pm

  • Password management
  • Securing your network
  • User training
  • Maintaining active communications

Credits

Alaska

Approved for CLE Credits
1 General

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

Approved for Self-Study Credits
1 General

Arkansas

Approved for CLE Credits
1 General

Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 General

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 General

Florida

Approved via Attorney Submission
1 General Hours

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
1 General

Hawaii

Approved for CLE Credits
1.2 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Approved for Self-Study Credits
1 General

Indiana

Pending CLE Approval
1 NLS Credit

Kansas

Pending CLE Approval
1 Law Practice Management

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 Law Office Management

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Approved for Self-Study Credits
1 General

Missouri

Approved for Self-Study Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 General

North Dakota

Approved for CLE Credits
1 General

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

Pending CLE Approval
1 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
60 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
1.2 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
1 General

Nevada

Pending CLE Approval
1 General

New York

Approved for CLE Credits
1.2 General

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

Approved for Self-Study Credits
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for CLE Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Pending CLE Approval
1 General

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Approved for Self-Study Credits
1 General

Texas

Approved for CLE Credits
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hours

Vermont

Approved for CLE Credits
1 Law Practice Programming

Washington

Approved via Attorney Submission
1 Other (Office Management) Hours

Receive CLE credit in Washignton via attorney submission.
Wisconsin

Approved for Self-Study Credits
1 Law Practice Management

West Virginia

Pending CLE Approval
1.2 General

Wyoming

Pending CLE Approval
1 General

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