Seminar  MOOC

Effective Communication with the Legal Services Client 2014

Course Date: May. 23, 2014
 
 

Why you should participate

As states enact new pro bono requirements and ease some restrictions on pro bono representation, it is becoming more important than ever for lawyers to understand the unique challenges posed by pro bono clients. PLI’s first open interactive course is free to anyone who wants to learn more about how to meet the unique challenges posed by pro bono clients. This course will teach new attorneys and seasoned professionals how to work effectively and cooperatively with their pro bono client.

What you will learn

You will learn proper techniques for getting to know your pro bono client including:

  • How to identify common problems that clients living in poverty have with access to resources (e.g., transportation, child care, Internet access).
  • How to create an environment where clients living in poverty feel safe enough to communicate fully and honestly with their lawyer.

You will learn how to communicate effectively with your pro bono client by:

  • Implementing strategies for establishing a trusting and productive relationship with a client living in poverty.
  • Recognizing the signs of poor literacy skills, especially reading comprehension, and make the necessary accommodations.
  • Establishing effective lines of communication with clients whose native language is not English.

You will learn how to educate your pro bono client about the legal process by:

  • Preparing clients for meetings and courtroom appearances.
  • Setting expectations for client behavior in court.
  • Preparing clients for how judges and other court personnel may speak to them and treat them.

 You will learn how to help your pro bono client make informed choices by:

  • Explaining legal options, the negotiation process, and court proceedings in a manner that is understandable to the client.
  • Developing and documenting settlement authority to ensure that decisions to make, accept, or reject offers are the client’s and are not the result of the attorney imposing his/her will on the client.

Who should participate

All attorneys assisting pro bono clients through representation or in clinical settings, firm pro bono coordinators and partners, corporate law department pro bono managers, law clinic students and faculty, and public interest and non-profit organization attorneys and staff would benefit from attending this program.

Schedule (all times are approximate):

Episode One: The Initial Client Meeting (45 minutes)

  • Topic 1 of 2: Initial Client Meeting Procedures
  • Topic 2 of 2: Establishing the Attorney-Client Relationship
  • Discussion Topic: The Hidden Rules of the Legal System

Episode Two: Barriers to Effective Legal Representation (40 minutes)

  • Topic 1 of 2: Resource Barriers
  • Topic 2 of 2: Communication Barriers
  • Discussion Topic: Overcoming Barriers

Episode Three: Honesty and Confidentiality (30 minutes)  

  • Topic 1 of 2: Honesty
  • Topic 2 of 2: Confidentiality
  • Discussion Topic: Limitations and Exceptions to Confidentiality

Episode Four: Capstone Activity (30 minutes)

  • Topic 1 of 1: Capstone Activity

Episode Five: Wrap-Up (10 minutes)

  • Course Wrap-Up

Faculty

Alicia Aiken – Executive Director, The Confidentiality Institute

 

General credit information about this format appears below. For credit information specific to this program, please choose your jurisdiction(s) in the Credit Information box on the right-hand side of this page.


U.S. MCLE States

Alabama:  PLI’s on-demand Interactive Learning Center programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

Alaska:  All PLI products can fulfill Alaska’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Arizona:  PLI’s on-demand Interactive Learning Center programs qualify as “interactive CLE” credit. There is no limit to the number of credits an attorney can earn via interactive CLE programs.

Arkansas:  PLI’s on-demand Interactive Learning Center programs are not approved for Arkansas CLE credit.

California:  PLI’s on-demand Interactive Learning Center programs qualify as “participatory” credit. There is no limit to the number of credits an attorney can earn via participatory programs.

Colorado:  All PLI products can fulfill Colorado’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Delaware:  PLI’s on-demand Interactive Learning Center programs qualify as “eCLE” credit. Attorneys are limited to 12 credits of eCLE per reporting period, no more than 6 of which may be audio-only.

Florida:  All PLI products can fulfill Florida’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Georgia:  PLI’s on-demand Interactive Learning Center programs qualify as “in-house” credit. Attorneys are limited to 6 in-house credits per reporting period.

Hawaii:  All PLI products can fulfill Hawaii’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Idaho:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Illinois:  All PLI products can fulfill Illinois' CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Indiana:  PLI’s on-demand Interactive Learning Center programs qualify as “distance education” credit. Attorneys are limited to 6 credits of distance education per reporting period.

Iowa:  PLI’s on-demand Interactive Learning Center programs qualify as “unmoderated” credit. Attorneys are limited to 6 credits of unmoderated programs per reporting period.

Kansas:  PLI’s on-demand Interactive Learning Center programs qualify as “non-traditional” credit. Attorneys are limited to 5 credits of non-traditional programs per reporting period.

Kentucky:  PLI’s on-demand Interactive Learning Center programs qualify as “non-live” credit. Attorneys are limited to 6 non-live credits per reporting period.

Louisiana:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

Maine:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 5.5 credits of self-study per reporting period.

Minnesota:  PLI’s on-demand Interactive Learning Center programs qualify as “on-demand” credit. Attorneys are limited to 15 on-demand credits per reporting period.

Mississippi:  PLI’s on-demand Interactive Learning Center programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Missouri:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

Montana:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 5 credits of self-study per reporting period.

Nebraska:  PLI’s on-demand Interactive Learning Center programs qualify as “computer-based learning” credit. Attorneys are limited to 5 credits of computer-based learning per reporting period.

Nevada:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. There is no limit to the number of credits an attorney can earn via self-study programs.

New Hampshire:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

New Jersey:  PLI’s on-demand Interactive Learning Center programs qualify as “alternative verifiable learning formats” credit. Attorneys are limited to 12 credits of alternative verifiable learning formats per reporting period.

New Mexico:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 4 credits of self-study per reporting period.

New York

Experienced Attorneys:  All PLI products can fulfill New York’s CLE requirements for experienced attorneys. There is no limit to the number of credits an attorney can earn via PLI products.

Newly Admitted Attorneys:  PLI’s on-demand Interactive Learning Center programs cannot be used to fulfill the requirements for New York newly admitted attorneys.

North Carolina:  PLI’s on-demand Interactive Learning Center programs qualify as “online” credit. Attorneys are limited to 6 credits of online programs per reporting period.

North Dakota:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 15 credits of self-study per reporting period.

Ohio:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Oklahoma:  PLI’s on-demand Interactive Learning Center programs qualify as “online, on-demand” credit. Attorneys are limited to 6 credits of online, on-demand programs per reporting period.

Oregon:  All PLI products can fulfill Oregon’s CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Pennsylvania:  PLI’s on-demand Interactive Learning Center programs qualify as “distance learning” credit. Attorneys are limited to 6 credits of distance learning per reporting period.

Puerto Rico:  PLI’s on-demand Interactive Learning Center programs qualify as “non-traditional” credit. Attorneys are limited to 8 credits of non-traditional programs per reporting period.

Rhode Island:  PLI’s on-demand Interactive Learning Center programs qualify as “on-demand” credit. Attorneys are limited to 3 on-demand credits per reporting period.

South Carolina:  PLI’s on-demand Interactive Learning Center programs qualify as “alternatively delivered” credit. Attorneys are limited to 6 credits of alternatively delivered programs per reporting period.

Tennessee:  PLI’s on-demand Interactive Learning Center programs qualify as “distance learning” credit. Attorneys are limited to 8 credits of distance learning per reporting period.

Texas:  All PLI products can fulfill Texas’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Utah:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 12 credits of self-study per reporting period.

Vermont:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 10 credits of self-study per reporting period.

Virgin Islands:  All PLI products can fulfill the Virgin Islands’ CLE requirements. There is no limit to the number of credits an attorney can earn via PLI products.

Virginia:  PLI’s on-demand Interactive Learning Center programs qualify as “pre-recorded” credit. Attorneys are limited to 8 credits of pre-recorded programs per reporting period.

Washington:  PLI’s on-demand Interactive Learning Center programs qualify as “A/V” credit. Attorneys are limited to 22.5 credits of A/V programs per reporting period.

West Virginia:  PLI’s on-demand Interactive Learning Center programs qualify as “online” credit. Attorneys are limited to 12 credits of online instruction per reporting period.

Wisconsin:  PLI’s on-demand Interactive Learning Center programs qualify as “repeated, on-demand” credit. Attorneys are limited to 10 credits of repeated, on-demand programs per reporting period. No ethics credits can be earned via on-demand programs.

Wyoming:  PLI’s on-demand Interactive Learning Center programs qualify as “self-study” credit. Attorneys are limited to 6 credits of self-study per reporting period.

CPD Jurisdictions

British Columbia (CPD-BC):  PLI’s on-demand Interactive Learning Center programs are not eligible for CPD-BC credit unless viewed with at least one other attorney or an articled student. In this case, the credit must be recorded as a “study group.”

Ontario (CPD-ON):  PLI’s on-demand Interactive Learning Center programs qualify as “recorded” credit. If viewed without a colleague, attorneys are limited to 6 credits of recorded programs per year. If viewed with at least one colleague, there is no limit to the number of credits that can be earned via recorded programs.

Quebec (CPD-QC):  PLI’s on-demand Interactive Learning Center programs can fulfill Quebec’s CPD requirements.

Hong Kong (CPD-HK):  PLI’s on-demand Interactive Learning Center programs are not approved for CPD-HK credit.

United Kingdom (CPD-UK):  PLI’s on-demand Interactive Learning Center programs can fulfill the United Kingdom’s CPD requirements.

Other Credit Types

CPE Credit (NASBA):  Select on-demand Interactive Learning Center programs qualify as “QAS Self-Study” credit. Please check the Credit Information box on the right-hand side of this page to verify CPE credit availability.

IRS Continuing Education (IRS-CE):  PLI’s on-demand Interactive Learning Center programs may fulfill IRS-CE requirements. To request IRS-CE credit, please notify PLI at cleadministrator@pli.edu of your request and include your Preparer Tax Identification Number (PTIN).

Certified Fraud Examiner CPE:  PLI’s on-demand Interactive Learning Center programs may fulfill Certified Fraud Examiner CPE requirements. To request CPE credit or find out which programs offer CPE, please contact PLI at cleadministrator@pli.edu.

IAPP Continuing Privacy Credit (CPE):  PLI’s on-demand Interactive Learning Center programs may fulfill Privacy CPE credit requirements.

HR Recertification (HRCI):  PLI’s on-demand Interactive Learning Center programs may fulfill HR credit requirements.

IIEI Recertification:  PLI’s on-demand Interactive Learning Center programs may qualify for the Continuing Education Units (CEUs) necessary to fulfill the Certified U.S. Export Compliance Officer® (CUSECO) continuing education requirements.

 


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