Ethical Considerations in Outsourcing

MCLE Credits: 1.0
Ethics Credits Included: 1.0

Wednesday, May 12, 12:00 p.m. - 1:00 p.m. ET
  • Live Webcast
  • Live Telephone
Learn more about Virginia CLE webcast format
Learn more about Virginia CLE telephone format
Wednesday, June 30, 12:00 p.m. - 1:00 p.m. ET
  • Webcast with Live Q&A
  • Telephone with Live Q&A
MCLE Credit: 1.0 (Ethics: 1.0)
Live-Interactive Credit: 1.0 (all dates, all formats) Live Interactive MCLE Credit Symbol
Registration Fee: $89

Information

Why Attend?

  • Understand the four ethical categories of outsourcing: supervision of non-lawyers, client communication, confidentiality, and billing and fees
  • Learn about significant amendments approved by the Virginia Supreme Court to LEO 1850, “Outsourcing of Legal Services,” first published in 2010, effective January 12, 2021

We all have the same 24 hours in a day, yet why do some lawyers seem to accomplish so much while others leave the office each day wondering “what just happened?”

As lawyers, the most significant value that you bring to your practice and to your clients is your ability to think and strategize. Your clients are paying you for your ability to help them solve legal problems. One option available to help you efficiently maximize your time is outsourcing portions of the cases, but you need to understand how to do it correctly and, more important, ethically.

Join us for this program to learn what may ethically be outsourced in an age in which a firm can get assistance with almost everything, from accounting, legal research, brief writing, ordering records, summarizing records, digesting depositions, remote administrative assistants and paralegals, remote receptionists, website texting services, expert searches, trial presentations, case reviews, and information technology management.

Topics to be covered include:

  • What outsourcing should be disclosed to clients?
  • What role does client consent play in the process? 
  • What costs can be passed on to clients?
  • How does client consent for outsourcing differ from consent for conflicts of interest?
  • What is the effect of amendments effective January 2021 to LEO 1850, which governs ethical outsourcing?
 

Discounts available for Virginia CLE webcast-telephone-live seminars Follow link to learn about the Virginia CLE Online Bundle with savings up to 45% Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about discount for New Virginia Lawyers (first 3 years) Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about coupons for lawyers in First Year in Virginia practice Follow link to learn about Government Employee discount Follow link to learn about Legal Aid discount

Registration Deadlines:
Webcast: 10 minutes prior to seminar. If you register for a webcast the day of the seminar, your e-mail receipt will include a link to launch the seminar and download the materials.
Telephone: Online registration ends at 11:59 p.m. the day preceding the seminar
Call (800) 979-8253 to register up to one hour prior to the seminar

Cancellation Policy: Cancellation/transfer requests will be honored until 5:00 p.m. the day preceding the seminar. You will, however, be charged $40 if you cancel or transfer your registration to a different seminar after the link to the materials has been e-mailed by Virginia CLE.

Full refunds or transfers are available up to two days after a webcast in the unlikely event that you experience technical difficulties.

MCLE Credit Caveat: The MCLE Board measures credits by the time you spend in attendance. If you enter a seminar late or leave it early, or both, you must reflect those adjustments accurately in the credits you report on your credit reporting form. A code will be given at the end of the seminar, which must be written on your MCLE form.


Can't Attend?
E-mail distance_ed@vacle.org to be notified when/if this program is made available as an online or USB seminar.
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Schedule

COURSE SCHEDULE (May12) (Eastern Time)

12:00 Ethical Considerations in Outsourcing
1:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

COURSE SCHEDULE (June 30) (Eastern Time)

12:00 Ethical Considerations in Outsourcing
1:00 Adjourn
  • Q&A will be handled via chat room for Webcast attendees.
  • Q&A will be handled via e-mail for telephone seminar attendees.

Faculty

FACULTY

Anthony Greene, MichieHamlett / Charlottesville
R. Lee Livingston, MichieHamlett / Charlottesville

ABOUT THE SPEAKERS

R. Lee Livingston, MichieHamlett / Charlottesville

Lee Livingston practices civil litigation, personal injury law, medical malpractice, and defamation law.  He served as president of the Virginia Trial Lawyers Association in 2017-2018.  He is former chair of the Virginia State Bar Litigation Section Board of Governors and the Virginia State Bar Mandatory Continuing Legal Education Board. 

Mr. Livingston teaches Trial Advocacy and Professional Liability Law at the University of Virginia School of Law.  He is co-author of Evidence for the Trial Lawyer, a Matthew-Bender (Lexis) publication.  He has served on the Virginia Supreme Court’s Appellate Rules Advisory Committee and Electronic Filing Study Committee, and the Virginia Model Jury Instructions Committee.  He is a member of the Boyd-Graves Conference and chairs its evidence committee. 

Mr. Livingston is listed in Best Lawyers in America and was named Lawyer of the Year—2012, Medical Malpractice, and Lawyer of the Year—2015, 2017, and 2019, Personal Injury, Charlottesville, Virginia.  He is "AV-preeminent" rated by Martindale Hubbell and he has been honored for selection by Richmond magazine as a top 100 Virginia "Super Lawyer" and a top 50 "Super Lawyer" in Richmond, Virginia.  He was awarded the Professor W. McKinley Smiley Jr. Lighthouse Award by the Southern Trial Lawyers Association in 2019.

Anthony Greene, MichieHamlett / Charlottesville

Tony Greene represents clients in various areas of personal injury law. After graduation from the University of Virginia with his bachelors in economics, he worked for the International Justice Mission as a Human Rights intern in the Philippines. It was then that he discovered his passion for helping others and improving their lives. While attending law school he worked as a legal intern at the United States attorney’s Office—Western District of Virginia, the Federal Trade Commission in Washington, DC, and the Louisa County Commonwealth’s Attorney’s Office in Louisa, Virginia. He received his J.D. from the University of Virginia School of Law and after passing the bar exam began working in Georgia.

Mr. Greene’s previous work saw him representing clients in mass tort litigation cases and class action lawsuits. Most notably, he worked on a 9-figure antitrust conspiracy case helping to manage reports as well as preparing witnesses for depositions and hearing testimonies. He also oversaw and managed federal condemnation proceedings for a natural gas pipeline company in which he drafted dispositive briefings, written discovery, and depositions.

Since moving back to Charlottesville, Mr. Greene enjoys cheering for all things UVA athletics and getting outdoors with his wife and two sons.

Locations, Dates and Fees

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