(Action Items 2A, 2B, and 2I are mandatory. Elect a minimum of 2 additional actions from this section.)
Elected
| Worksheet | Action | Completion Date |
|---|---|---|
| 2A | Discuss practices to maintain client confidentiality. | |
| 2B | Discuss how to screen for, recognize and avoid conflicts of interest. | |
| 2C | Discuss role and responsibilities of paralegals, secretaries and other office personnel, and how to establish good working relationships with others in same office that are support staff, colleagues or senior partners. | |
| 2D | Discuss the responsibilities of the client and the lawyer in decision-making, and the best ways to involve a client in their case. | |
| 2E | Discuss preparation and proper behavior during discovery. | |
| 2F | Discuss how to prepare for negotiation of a legal matter, when and how negotiation is initiated, how to involve the client, ethical and professionalism obligations of negotiators, skills needed to be an effective negotiator and how to acquire them. | |
| 2G | Discuss common malpractice and grievance traps and how to recognize and avoid common pitfalls. | |
| 2H | Discuss potential resources and procedures for dealing with complicated ethical issues, including conflict of interests. | |
| 2I | Discuss appropriate ways to handle situations where lawyer believes another lawyer has committed an ethical violation; the obligation to report misconduct; the appropriate way to handle a situation where the new lawyer is asked by a senior member of the firm/organization to do something that is unethical or unprofessional. Discuss and review the 17th Circuit Court’s Statement of Professional Aspirations and purpose of the Peer Review Council. | |
| 2J | Discuss the grievance process and a lawyer’s duty to cooperate with a disciplinary investigation. | |
| Alternative Action | ||
| Alternative Action |
Yes
Yes
Yes