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Webinar: Spotlight on Professional Responsibility & Technology: What Every Legal Team Needs to Know

March 2, 2023 @ 12:00 pm 1:00 pm

1 Participatory MCLE Credits; 1 Legal Ethics

Are you up to date on professional responsibility obligations around technology? Technology’s growing use and adoption present an increasing challenge to legal professionals. Join this webinar to learn how to meet your professional responsibility obligations while advancing technology in your practice.

Here is the outline of the webinar:

  • A Legal Team’s Professional Responsibilities Towards Technology – ABA Rules  
  • What is California (are the States) Doing?  
  • Practical Strategies for Complying   
  • Best Practices and Takeaways  
  • Q & A

The ABA Rules section will cover Competence, Confidentiality, Supervision and Communication Duties, and their California ethics counterparts, as they relate to the use of technology.

Speakers: Michael Swarz and Nicole Clark

Non-Member Price

Member Price

Michael Swarz is with Trellis Research, a legal analytics platform that uses AI and machine learning to provide state trial court litigators with strategic legal intelligence and judicial analytics. He has been published on the topics of electronic discovery, information governance, digital evidence, and legal technology and is also a frequent speaker. Michael is a graduate of both Brandeis University and the New England School of Law in Boston.

Nicole Clark is a business litigation and labor and employment attorney who has handled litigation in both state and federal courts. She’s worked at a variety of law firms ranging from mid-size litigation boutiques to large firms, and is licensed to practice law in three states. She has defended corporations and employers in complex class action and wage and hour disputes, as well as individual employment matters ranging from sexual harassment to wrongful termination. Additionally, Nicole is the CEO and co-founder of Trellis Research, a legal analytics platform that uses AI and machine learning to provide litigators with strategic legal intelligence and judicial analytics. Nicole has an intuitive understanding of technology and is deeply committed to helping lawyers leverage technology to gain a competitive advantage and achieve a more favorable outcome for their clients.  

We are committed to accessibility! Virtual events are equipped with closed captioning. To request an in-person accommodation, send us a note at or contact us at 916-516-1760 for assistance.


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