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

Level: Advanced
Runtime: 61 minutes
Recorded Date: February 06, 2020
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        • 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
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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.

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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.

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Maddy Martin

Head of Growth & Education
Smith Ai Inc.

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

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