1-Hour Program

See Credit Details Below


This program does not offer CLE credit in any jurisdiction. 

Join us so you can participate in a real–time, on-line discussion with other paralegals and PLI faculty, exploring best practices for communicating important issues in client privacy, confidentiality and privilege. This discussion will help you to build trust with your attorneys and clients and meet your legal obligations and expectations in this critical area of the law. This webinar style program features an enhanced faculty presentation incorporating professionally produced media that includes an animated video and custom illustrations to demonstrate key concepts in client confidentiality, privilege, and privacy.

Why You Should Attend

The participant will gain an understanding of the client confidentiality, privilege, and privacy issues that arise for paralegals in both law firms and in-house legal departments and learn ways to avoid potential pitfalls. This program's interactive questions and answer discussions will engage participants and increase the likelihood of transferring confidentiality concepts to their real-life legal work environments.

What You Will Learn

After completing the program, participants will be able to:

  • Describe the difference between client confidentiality, privilege, and privacy.
  • Define the major types of client confidentiality challenges that arise for paralegals and legal assistants in law offices and in-house legal departments.
  • Identify and correct gaps in their knowledge of confidentiality, privilege, and privacy.
  • Describe methods and tools to prevent them from breaching client confidentiality, waiving client privilege, or violating client privacy.
  • Identify client confidentiality policies and procedures in their workplace that they will need to comply with.

Special Features

This program is from PLI's Interactive Learning Center. It offers a high level of participant engagement and requires more program interactions than a traditional program.

Who Should Attend

This program is applicable to paralegals, legal assistants, and other legal professionals in all settings--firms, in-house, government, or public interest group--at any level.



  1. Welcome 
  2. Introduction .
  3. Confidentiality – Who and What Does It Concern? 
  4. What Are We Doing? Privacy, Confidentiality, & Privilege 
  5. Privacy Concerns Inform Client Choices 
  6. Confidentiality – Professional Promise to Build Trust 
  7. Confidentiality – Avoid Unintentional Disclosure Slides 
  8. Confidentiality – Client Consent 
  9. Who is the Client When You Represent an Organization? 
  10. Exceptions to Disclosure Rules – Discussion   
  11. Comparing Confidentiality and Privilege 
  12. Privilege – Examples with Discussion 
  13. Privilege – “Shared in Confidence” 
  14. Waiver of Privilege and Inadvertent Disclosure 
  15. Wrap Up and Questions 

Total runtime: 1:00



Credit Details

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