ALL ABOUT LITIGATION TRACK | Establishing the Client Relationship Virtually (Qualifies for 1.0 Ethics hour)

Silver Sponsor: James W. Tippin & Associates, Kansas City

Moderator: Kate Noland, Noland Law Firm LLC, Liberty
Presenters: Whittney Dunn, The Bar Plan, St. Louis; Judge Deborah Daniels, 13th Judicial Circuit Court (retired), Columbia

Although the courts are opening, it is anticipated that some business will continue to be done over interactive video: Zoom, Webex, Team meetings. This session will present scenarios that implicate the professional rules and discuss possible tension between virtual meetings and the rules.  The questions to be addressed are:

1)  Who is the client?  The attorney believes the Zoom is with one person and three people appear on the Zoom. How is this handled?

2)  When does the attorney-client privilege attach?  How is it formalized?  How are is the status of participants on Zoom formalized? How are conflicts identified?

3)  How are facts developed on  interactive video without losing privilege?

4)  How do you establish proper etiquette for Zoom?  Don't sign into Zoom while driving?  Don't let unidentified persons participate in the Zoom?  

Attend the CLE and get the questions with citations to the Rules.