2021 Avoiding Malpractice & Staying Ethically Compliant: The Good, The Bad & The Ugly Of Legal Technology

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Legal technology is a two-edged sword; it may either create or prevent misconduct! The majority of the leading causes of malpractice and grievance concerns are connected to organization, communication, and law firm administration. As a result, they are mostly avoidable. How can you effectively disclose sensitive information to clients? How should you discuss papers with opposing counsel? How should court documents be redacted? When utilized correctly, technology can help with all of these issues. Learn how to avoid frequent mistakes while leveraging technology by incorporating malpractice avoidance measures into your workflow. This lecture addresses these themes and more, as well as the lawyer’s responsibility under ABA Model Rules 1.1, 1.6, 5.1, 5.2, and 5.3 for correct understanding and use of these technologies.

Affinity Consulting’s Jeffrey R. Schoenberger is an attorney and senior consultant. Jeffrey worked as an Equal Justice Works / AmeriCorps Legal Fellow at the Legal Aid Society of Southwest Ohio before joining Affinity. His business concentrated on representing homeowners in foreclosure proceedings, renters in eviction proceedings, and people in divorce proceedings. Jeffrey worked with over 130 troubled homeowners in their counseling and litigation activities while at Legal Aid, and he represented over 90 tenants in eviction and living conditions advocacy. Finally, he presented workshops on the fast growing government and private sector foreclosure avoidance initiatives for non-profit housing counselors. Jeffrey specializes at Affinity in practice management advice services for bar organizations, including as content development, CLE presentations, and one-on-one member consultations. He is also Affinity’s official “Apple/Mac/iOS” expert, with extensive understanding of all things Apple. Jeffrey graduated from Yale University with a B.A. in History and a J.D. from the University of Virginia. In 2008, he was admitted to the Ohio Bar. He is a member of the Columbus Bar Association, the Ohio State Bar Association, and the Cincinnati Bar Association.

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