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Avoiding Malpractice and Staying Ethically Compliant: The Good, The Bad And The Ugly Of Legal Technology


Legal technology is a double-edged sword; it can cause malpractice, or it can guard against it! Most of the top causes for malpractice and grievance issues are related to organization, communication, and law office management. As such, they are largely preventable. How do you properly communicate confidential information with clients? How do you properly negotiate documents with opposing counsel? How do you properly redact court filings? Technology helps with all of these..if used properly. Learn how to avoid common mistakes while using technology to your advantage by building malpractice avoidance procedures into your workflow. This seminar covers these topics and more as well as the lawyer's responsibilities for proper awareness and use of these technologies under ABA Model Rules 1.1, 1.6, 5.1, 5.2, and 5.3.

Jeffrey R. Schoenberger, Esq., Senior Consultant, Affinity Consulting

Jeffrey R. Schoenberger is an attorney and senior consultant for Affinity Consulting. Prior to joining Affinity, Jeffrey practiced law as an Equal Justice Works / AmeriCorps Legal Fellow for the Legal Aid Society of Southwest Ohio. His practice focused on representing homeowners in foreclosure cases, tenants in eviction actions, and individuals in divorce actions. While with Legal Aid, Jeffrey worked with over 130 distressed homeowners in their counseling and litigation activities and represented over 90 tenants in eviction and living conditions advocacy. Finally, he led seminars training non-profit housing counselors on the rapidly evolving government and private sector foreclosure prevention programs. At Affinity, Jeffrey specializes in practice management advisory services for bar associations, including content development, CLE presentations, and one-on-one member consultations. He is also Affinity’s designated “Apple/Mac/iOS” expert, knowledgeable in all areas Apple-related. Jeffrey received a B.A. in History from Yale University and J.D. from the University of Virginia. He became a member of the Ohio Bar in 2008. He is a member of the Ohio State Bar Association, Columbus Bar Association, and Cincinnati Bar Association.


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