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AI, Ethics, and the Modern Lawyer (PA Ethics)
with Daniel Siegel
Artificial intelligence tools are now embedded in legal research, drafting, document review, and client communications, raising significant ethical concerns. This program examines AI use under the Pennsylvania Rules of Professional Conduct, including competence (Rule 1.1), confidentiality (Rule 1.6), communication with clients (Rule 1.4), supervision of lawyers and nonlawyers (Rules 5.1–5.3), and candor to the tribunal (Rule 3.3). The course focuses on avoiding improper delegation of legal judgment to AI and implementing ethical guardrails for responsible use.
Smarter Legal Workflows with Adobe Acrobat: From Fundamentals to AI
with Daniel Siegel & Pamela Myers
Adobe Acrobat is one of the most powerful—and underutilized—tools in legal practice. This program teaches lawyers how to move beyond basic PDF viewing and develop efficient, repeatable workflows for pleadings, exhibits, records, and discovery, including automation and AI features. While primarily substantive, the course also addresses risk reduction and accuracy in document handling.
Workers’ Compensation Fee Reviews: Law, Strategy, and Pitfalls
with Daniel Siegel & Christa Frank High
Workers’ compensation medical fee reviews are highly technical and frequently mishandled. This program provides a practical overview of Pennsylvania’s fee review process, including statutory and regulatory requirements, standing issues, evidentiary burdens, and procedural traps. Strategic considerations and the intersection of fee review disputes with litigation and appeals are also addressed.
Cybersecurity for Lawyers: What Can Go Wrong—and How to Prevent It (PA Ethics)
with Daniel Siegel
Cybersecurity failures directly implicate lawyers’ ethical duties. This program connects real-world cyber threats—such as ransomware, phishing, and vendor breaches—to the Pennsylvania Rules of Professional Conduct, including competence (Rule 1.1), confidentiality (Rule 1.6), communication with clients regarding breaches (Rule 1.4), and supervision of staff and vendors (Rules 5.1–5.3). The focus is on practical steps lawyers must take to protect client information and comply with ethical obligations.
Fee Agreements, Trust Accounts, and Technology: Traps for the Unwary (PA Ethics)
with Daniel Siegel
Modern billing systems, electronic payments, and practice management software have transformed how lawyers handle money—but Pennsylvania’s ethics rules still apply. This program examines ethical obligations relating to fees and client funds under Rules 1.5 (Fees) and 1.15 (Safekeeping Property), as well as supervision obligations under Rules 5.1–5.3. Common technology-driven mistakes that lead to disciplinary action are highlighted.
Generative AI for Lawyers: Practical Tools, Real Use Cases
with Daniel Siegel
This program cuts through AI hype and focuses on realistic, lawyer-controlled use of generative AI for drafting, analysis, and document review. While primarily substantive, the course emphasizes accuracy, verification, and integration into existing workflows without displacing professional judgment.
Appellate Practice for Trial Lawyers: Preserving Issues and Winning on Appeal
with Daniel Siegel
Many appeals fail due to mistakes made at the trial level. This program teaches trial lawyers how to preserve issues, create an adequate record, understand standards of review, and avoid procedural errors that undermine appellate success.
Attorney Discipline and Ethics Defense: What Every Lawyer Should Know (PA Ethics)
with Daniel Siegel
An insider’s guide to the Pennsylvania attorney disciplinary system, from grievance through final disposition. This program addresses the ethical duties implicated in discipline matters, including competence (Rule 1.1), confidentiality (Rule 1.6), communication (Rule 1.4), misconduct (Rule 8.4), and obligations during investigations. The course also focuses on risk mitigation and avoiding the most common causes of discipline.