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Spotlight on Professional Responsibility & Technology

By -Trellis Research

Wednesday, October 21, 2020
4:00 PM - 5:00 PM (EDT)

Zoom link will be sent in the confirmation email

Event Details

Spotlight on Professional Responsibility & Technology: What Every Lawyer Needs to Know


Program Description


Are you up to date on professional responsibility obligations around the use of technology? The growing use and adoption of technology presents an increasing challenge to trial lawyers and legal professionals.  Join this webinar to learn how to meet your professional responsibility obligations while advancing technology in your practice. Trellis Research will cover the key ABA rules, applicable Florida / state regulations, and impart practical strategies for complying with office best practices. We encourage you to join this informative session to add value to your practice.  Earn 1 hour of ethics CLE credit.




  • A Lawyer's Professional Responsibilities Towards Technology - ABA Rules - 20 minutes
  • What are the States Doing?  What is the Florida Approach? – 10 Minutes
  • Practical Strategies for Complying   - 10 minutes
  • Best Practices and Takeaways   - 10 Minutes
  • Q & A

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


Michael Swarz currently serves as Director of Marketing with Trellis Research, a legal analytics platform that uses AI and machine learning to provide litigators with strategic legal intelligence and judicial analytics. He has a deep understanding of the legal technology world and has been published extensively on the topics of electronic discovery, information governance, digital evidence, and legal technology. He is also a frequent speaker, having presented on legaltech and e-discovery before numerous legal, IT, records, and compliance audiences. 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.   


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