How to Leverage Technology to Effectively and Ethically Delegate Non-Legal Work

Level: Advanced
Runtime: 61 minutes
Recorded Date: February 06, 2020
Click here to share this program
Download PDF


        • Delegating Work to Software and Services
        • Business Process Improvements for Modern Practices
        • Ethical Obligations in Modern Practice
        • Business Ethics Considerations when Automating the Follow-up
        • Intake & Onboarding
        • Document Creation Technology
        • Problems
        • Ethical Considerations
                - Duty of Technology Competence
                - Utilizing of Legal Assistant Services
                - Unauthorized Practice of Law
        • The Challenges of Legal Research
        • Can Artificial Intelligence help?
        • Understanding the limits of A.I.

Runtime: 1 hour, 1 minute
Recorded: February 6, 2020


Many attorneys are spread thin, with limited resources. Many attorneys want to know how they can leverage technology to efficiently and ethically run a professional, productive, and profitable law firm in today's modern legal marketplace. We will cover the responsibilities of lawyers and non-lawyer assistance including discussion of the Rules of Professional Conduct 5.1-5.5 and comment 8 of RPC 1.1.

This program was recorded on February 6th, 2020.

Provided By

American Bar Association


Valerie M. McConnell

Director of User Support

Valerie M. McConnell is the Director of User Support at Casetext. Previously, she was a Litigation Attorney at the McArthur Law Firm.

Valerie received her JD from Stanford University Law School in 2010.

Tucker Cottingham

CEO & Co-Founder

Tucker is the co-founder and CEO of Lawyaw, an experienced attorney, and a former law firm partner. He helped build and manage one of the top rated transactional law firms in San Francisco, and started his career representing clients in state and federal court litigation.

Tucker is passionate about building technology that serves humanity. He wants to help encourage our higher nature by empowering us to spend as much time as possible connecting with people and being human.

He started Lawyaw so that he could create more hours in the day and spend more time on the things that mattered most: 1:1 time with clients, digging into challenging legal issues, growing his client base, and spending more time with his family.

Tucker currently serves on the Board of the Legal Resources Technology Council for the American Bar Association and was selected as a 2018 Rising Star by Super Lawyers.

Maddy Martin

Head of Growth & Education
Smith Ai Inc.

Maddy Martin is the Head of Growth & Education at Smith Ai, Inc.

Similar Courses

Card image cap
55 minutes
#ItsMyLane: Legal & Medical Ethics When Doctors Speak Out on Public Policy
From gun violence to abortion to medical marijuana, physicians feel increasing pressure to speak out on public policy issues. At the same time, public advocacy activities may expose physicians to licensure risks, prosecution, and even the threat of violence. Lawyers who advise physicians on such issues also face ethical and professional responsibility challenges, especially where there are legal and practical constraints on physicians' abilities to advocate for certain positions. Explore current controversies affecting physicians and public policy, and learn about the professional obligations of the lawyers who advise them.

American Bar Association


Add to Cart
Card image cap
93 minutes
'Scared. Ashamed. Crippled': Overcoming Mental Health Disabilities in Law
Feeling overwhelmed by your workload? Thinking about taking a mental health break from practice but worried about the stigma or impact it may have on your partnership track? Join Reed Smith counsel Mark Goldstein as he provides insight on how he was able to be a lawyer while coping with mental health disabilities. This very intimate discussion will also offer tips for attorneys who are currently struggling with mental health issues.

American Bar Association


Add to Cart
Card image cap
60 minutes
A Cultural Competency Primer for the Young Lawyer
Get a brief overview of what cultural competency is, what implicit bias is, how it impacts the legal profession, and tips that you can begin implementing immediately to start working towards becoming culturally competent.

American Bar Association


Add to Cart
Card image cap
58 minutes
ABC Panel: Ethical Pitfalls in Technology, Fee Applications and Practicing in Court
This panel of ABC-certified judges will discuss the applicable rules of professional conduct and other authority implicated in electronic filing, the use of email, “phishing” scams and hacking, and technology issues raised by today’s pandemic practice.

American Bankruptcy Institute


Add to Cart
Previous Next