Legal Ethics: Avoiding Common Email Mistakes

Agenda / Content Covered

All times are shown in Eastern time

1. Attorney Duties, Statutes, and Case Law Regarding Email
   2:00 - 2:30, William J. Delaney
2. Creating Email Accounts and Storing Data
   2:30 - 3:00, Joseph M. Russell
   1. "The Bad and The Ugly" of Passwords
   2. Dropping the Ball on Emails: Task Management Tools, Organization Tips, and Best Practices
   3. Email Management and Software Programs Every Attorney Needs to Know
   4. Printing Emails: Legal Hazards
   5. Cloud Storage and Data Security: Dos and Don'ts
3. Mistakes To Avoid When Sending and Receiving Emails
   3:00 - 4:00, William J. Delaney
   1. Inadvertently Forming an Attorney-Client Relationship
   2. Horrid Attachments Practices
   3. How to Avoid Auto-Fill Disasters
   4. Pitfalls and Perils of Disclaimers
   5. Inadvertent Transmissions and Metadata
   6. Dangers Posed by Using "CC" and "Reply All"
   7. Using Email on Your Phone: Public Wi-Fi Pitfalls and Other Traps for the Unwary
4. Failing to Respond Appropriately to a Hack or Virus
   4:15 - 5:15, Joseph M. Russell
   1. Best Practices for Preventing a Cyberattack
      1. Email Encryption Tech You Need to Know
      2. VPN and Remote Work: Top Considerations
      3. Cybersecurity Policies: What They Must Contain
      4. Tips for Training Staff and Educating Clients
   2. Recognizing That You've Been Hacked: Key Steps to Take
   3. Failure to Address Email Hacks and Viruses Properly: Top Risks

Accreditation Details:

WILLIAM J. DELANEY is a member of The Delaney Law Firm LLC. Mr. Delaney is a lifetime fellow of the Rhode Island Bar Foundation, as well as a fellow of the American Bar Association. He is a member of the Rhode Island Supreme Court's MCLE Committee;and the Massachusetts, New Hampshire, Vermont, New York State, Pennsylvania, and Connecticut bar associations. He earned his A.B. degree from the University of Notre Dame, his M.B.A. degree from Rensselaer Polytechnic Institute, his J.D. degree from Albany Law School of Union University, and his L.L.M. degree from the Morin Center, Boston University School of Law.

JOSEPH M. RUSSELL is a shareholder in the Milwaukee office of von Briesen & Roper, s.c., where he is a member of the litigation and risk management practice group. Mr. Russell has litigated a wide variety of cases in state and federal courts throughout the country, including commercial, environmental, mass tort, product liability, franchise, consumer fraud, healthcare, trade secrets, campaign finance, and civil rights cases. He is also the firm’s ethics counsel. In this role, he addresses ethics issues for the firm, including research and analysis of complicated ethical and risk management issues. He regularly speaks on ethics to various groups. Mr. Russell is a member of the American Bar Association, the State Bar of Wisconsin (member, Ethics Committee), the Milwaukee Bar Association (chair, Government Law Section), the Seventh Circuit Bar Association, and the Eastern District of Wisconsin Bar Association. His bar admissions include Wisconsin; Illinois; U.S. Court of Appeals for the Seventh Circuit; U.S. District Court, Eastern and Western districts of Wisconsin; Northern District of Illinois; District of Colorado; and the U.S. Supreme Court. Mr. Russell earned his B.A. degree, magna cum laude, Phi Beta Kappa, from Georgetown University; his M. Phil. degree from Trinity College, University of Dublin; his M.A. degree from the University of Wisconsin; and his J.D. degree from Northwestern University School of Law (senior manuscript editor, Northwestern Law Review, Moot Court Committee).