The New Hybrid Law Office, Blending Remote and In-Person Work Together: Includes ethical concerns and issues with client communications

Hope A. Comisky
Jessica L. Mazzeo
Clare S. Roubion
Hope A. Comisky | Griesing Mazzeo Law
Jessica L. Mazzeo | Griesing Mazzeo Law
Clare S. Roubion | Louisiana Legal Ethics, LLC

On-Demand: June 25, 2024

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2.5 hour CLE
Tuition: $245.00
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Program Summary

Step into our engaging webinar, where we'll dive deep into the world of managing a hybrid law office, blending remote and in-person work seamlessly while staying professional. We'll share practical strategies for handling different tasks and making sure your team runs smoothly, no matter where they are. Whether it's setting up meetings or organizing case files, we'll provide tips to help you navigate this new way of working with confidence. Plus, we'll delve into the world of remote client communications, particularly through text messaging. You'll learn how to chat with clients effectively while following ethical and legal rules. Discover the right and wrong ways to communicate via text, including how to keep things confidential and maintain professionalism every step of the way.

Session I - Management of the Hybrid Law Office: Practical and ethical considerations – Hope A. Comisky and Jessica L. Mazzeo

Legal work through the hybrid office plan is much more prevalent after its success during the Covid-19 pandemic. Work can be performed efficiently in a remote location. Communication is key to successful collaboration and a reliable work product.

Hybrid work is here to stay. This course will provide the key elements for you to do it the right way.

Key topics to be discussed:

  • Ethical requirements for communication and collaboration to meet diligence and competence requirements
  • Practical recommendations to enable you to achieve these standards
  • Impact outside of administration – tax and employment law considerations for hybrid offices
  • Best practices

Session II - Remote Client Communications: Effective and ethical text messaging practices for lawyers – Clare S. Roubion

The communication between a lawyer and a client is one of the cornerstones of a successful and effective representation relationship. Today much of the communication between lawyers and clients occurs through technology. Whether a lawyer is drafting a quick email or firing off a text to a client, lawyers must remain vigilant of their ethical obligations to their clients. This session will cover best practices and how the relevant Rules of Professional Conduct impact communicating with clients through text messages.

Key topics to be discussed:

  • State guidance and best practices for texting with clients
  • Survey of recent of cases and advisory opinions addressing lawyers communicating with clients through text messages
  • Relevant Rules of Professional Conduct and how these rules impact communicating with clients through text messages
  • Maintaining work life balance when communicating with clients through text messages

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Hope-A.-Comisky_Griesing-Law,-LLC_FedBarHope A. Comisky | Griesing Mazzeo Law

Hope A. Comisky is a Member of Griesing Mazzeo Law, LLC and Chair of the Firm’s Employment and Ethics & Professional Responsibility practice groups. She also serves as General Counsel for the Firm, handling professional responsibility matters and risk management initiatives. Hope is a top-ranked employment attorney and an experienced arbiter with over thirty-five years of employment and litigation experience. She counsels clients on employment issues, provides training to managers and staff, and offers strategic advice on employment litigation matters. She also counsels lawyers and law firms on professional responsibility matters and risk management initiatives.

 

Jessica L. Mazzeo_FedBarJessica L. Mazzeo | Griesing Mazzeo Law

Jessica L. Mazzeo, Esquire is a serial entrepreneur who has co-founded four businesses. As Member and Chief Operating Officer of Griesing Mazzeo Law, a full service business law firm headquartered in Philadelphia, PA, Jessica focuses on overseeing and implementing all of the Firm’s business operations while establishing policies that promote and retain the Firm’s culture and strategic vision. Jessica, a member of the firm’s Employment Practices Group, counsels clients on overall employee issues and employment best practices and advises on legal strategies that align with business goals. Jessica and the team at Griesing Mazzeo Leadership serve as an outsourced human resources department with an emphasis on cultural belonging that provides one-on-one professional development and coaching for individuals as well as employment-focused and DEI&B training for corporations. Bossible is a strategic partner that empowers clients through tailored services and supportive education using an innovative process all with growth in mind and EZCTA helps businesses comply with the recent Corporate Transparency Act. A thought leader on DEI&B, employee issues, business generation and overall business management, Jessica writes a column for The Legal Intelligencer and speaks around the country. Jessica currently serves on the NAMWOLF Communications Committee and was also a staff volunteer for NAMWOLF from 2012-2019. She was the 2020-2021 Chair of the Diversity and Inclusion Committee of the Association of Legal Administrators and was also previously a volunteer for the Women’s Business Enterprise Council East from 2014 to 2021. She received her B.B.A. from Temple University and her J.D. from Widener University Delaware School of Law.

 

Clare-S.-Roubion_Louisiana-Legal-Ethics,-LLC_FedBarClare S. Roubion | Louisiana Legal Ethics, LLC

Clare Roubion graduated cum laude from Louisiana State University in 2011, and magna cum laude from Louisiana State University Law Center in 2014, where he was inducted into Order of the Coif and served as a member of the LSU Law Review. After graduation, she worked as a public defender for the Fifteenth Judicial District Court in Lafayette Louisiana and the Research and Writing Attorney for the Office of the Federal Public Defender for the Middle and Western District of Louisiana.

Clare now practices with Louisiana Legal Ethics, LLC. She is engaged in a limited law practice and in law-related consulting, principally in the areas of legal ethics, lawyer discipline, and judicial discipline. Her practice includes handling disciplinary matters before the Louisiana Supreme Court, the Louisiana Attorney Disciplinary Board and the Louisiana Judiciary Commission, legal malpractice cases, lawyer disqualification motions and lawyer fee disputes. She lives in Lafayette, Louisiana with her husband and two sons. Clare Roubion can be reached by telephone at (337) 258-0101, and by email at [email protected].

Agenda

Session I – Management of the Hybrid Law Office: Practical and ethical considerations | 10:00am – 11:00am

  • Ethical requirements for communication and collaboration to meet diligence and competence requirements
  • Practical recommendations to enable you to achieve these standards
  • Impact outside of administration – tax and employment law considerations for hybrid offices
  • Best practices

Break | 11:00am – 11:10am

Session II – Lawyer Texting: Best Practices When Communicating with Clients Through Text Messaging | 11:10am – 12:50pm

  • State guidance and best practices for texting with clients
  • Survey of recent of cases and advisory opinions addressing lawyers communicating with clients through text messages

Break | 12:10pm – 12:20pm

  • Relevant Rules of Professional Conduct and how these rules impact communicating with clients through text messages
  • Maintaining work life balance when communicating with clients through text messages
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