Celesq® Programs

Ethics 101: Maintaining an Ethical Law Practice

Program Number
Program Date
CLE Credits

This webinar will cover: 

  • Screening for conflicts of interest
  • Creating a file organization system and checklists for managing case deadlines; pleadings index; communication records/logs; time entries/billing logs; discovery; research; misc.
  • Copying client with all relevant documents related to representation and provide periodic updates.
  • Conduct periodic file reviews to maintain progression of the files.
  • Avoiding Conflicts of Interest; Simultaneous representation in same matter, representing multiple clients, and conflicts of interest in business transactions and relationships with clients (including loans) or acquiring an interest adverse to the client.
  • Preserving confidentiality: Absent an exception, confidential information must always be preserved even after the client dies. Beware of confidential information in e- filing. Closing Files and Records Management.
  • Withdrawal/termination of representation and protection of client's interest.
  • Drafting Fee agreements and charging fees.
  • Proper IOTA Trust Accounting.

Available in States

  • California
  • Colorado
  • Florida
  • Georgia
  • New Jersey
  • New York
  • Texas Self Study

Program Categories

  • Administrative Law & Regulations
  • Ethics & Professionalism
  • Federal Courts
  • Florida Eligible
  • Law Practice Management
  • Legal Management


  • Legal Ethics : 1 Credit