California MCLE - Practice Management Courses
This is a listing of Practice Management CLE Courses for California. Please make your selection below of California CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
California MCLE
Accreditation Info
United Institute for Continuing Legal Education is a CLE provider accredited by the California State Bar, Provider #15390. To view our full accreditation details please .
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Avoiding and Responding to State Bar Inquiries
The most common ethical missteps are often the most avoidable. Utilizing a variety of risk management tools, practitioners can learn which conduct and practices typically draw the attention of bar prosecutors or clients in order to avoid these potential pitfalls. This CLE course will identify and explain those tools and how to implement them as well as provide an overview on bar investigations and how to best respond to bar complaints and disciplinary letters should they arise should t... More Info
$651.5Ethics Credits -
Best Technologies for Practice Development
Estate planning practices, like those in other markets, have been drastically altered by technology. With most firms going paperless and utilizing cloud-based software, document generation software and other products to facilitate better interactions with clients as well as improved management and efficiency, the industry is seeing a serious upheaval in the way it functions. Remote work as a result of COVID-19 has had an impact as well. This CLE course will explore these changes and ho... More Info
$291General Credit -
Law Office Succession Planning: Options & Ethical Rules
Succession planning never seems like an emergency, but it is critical to ensuring your business’s future. This CLE course will address planning options available to attorneys for succession, including a focus on the difference between internal and external succession plans as well as contingency planning in the event of unexpected death or disability. The course will delve into how a practice may be valued as well as the many NY Rules of Professional Conduct that apply to the successio... More Info
$291General Credit -
Plan Your Escape: Leaving the Law Firm for Public Sector Law
Thinking of moving from a law firm to the public sector? This CLE course will tell you everything you need to know from analyzing the purpose of the move to whether you’ve considered all aspects of your decision. The course offers strategies and tips for securing a public sector legal position including the interview process, setting expectations and how to plan for your first few months on the job and your long-term success. More Info
$551.75General Credits -
Attorney Relationships and Challenges with Them
The attorney/investigator relationship can be critical to success of a case. This CLE course, presented by Andrea Lyon and Ashley Nunn, lawyer and investigator, present tips to improve working relationships including the formation of a team with varying perspectives, awareness of blind spots, humility and the importance of open, regular communication. The course will explain the various issues that should be open between lawyers and investigators such as theory, strategy, evidence and... More Info
$291General Credit -
Legal Ethics in the Era of Technology, Social Media, and the Pandemic
The nuances of computer technology and data security are not exactly common knowledge amongst attorneys yet complying with today’s ethics related to the digital world is essential. This CLE course will address the many hidden dangers in the tools and platforms, including such basics as email, which many attorneys aren’t aware of. The course will explain how the practice of law compounds these dangers particularly when working from home. The issue hackers and other areas of risk managem... More Info
$651.5Ethics Credits -
Luck Favors the Prepared: Successfully Preparing Your Firm to Address Questions from Clients on Data Security & Privacy
With cybersecurity and data privacy an increasing concern, a comprehensive privacy and security program is essential for any professional organization. Compliance with the various, and many times conflicting requirements of clients and the legal system may further complicate the matter. In fact, clients have begun to view both legal and accounting firms as “vendors” and have no problem issuing their own requirements. This CLE course will explain the fundamentals of a security and privac... More Info
$291General Credit -
Client Intakes: Tips for Effective Sign-Ups
Client intake is an essential part of the representation process and sets the terms of your relationship. This CLE course will explain how to conduct an effective client intake and how to use it to determine if and how you want to represent the client. Identifying case strategy, potential issues and managing expectations during the initial intake will be presented and discussed. More Info
$291General Credit -
The False Claims Act & Cybersecurity: An Area Receiving Heightened Attention by the United States Department of Justice
The False Claims Act has direct applications to cybersecurity violations. The recent Executive Order, as well as statements such as that of Department of Justice Assistant Attorney General John C. Demers who stated that “[t]he Department will continue to confront malicious nation state cyber activity with our unique tools and work with our fellow agencies and the family of norms abiding nations to do the same,” and that of another attorney who stated that “cybersecurity related fraud may be an... More Info
$552General Credits -
No One Makes It Out Unscathed: The Effects of Trauma, Stress and Burnout On Our Lives
Stress is a component of any attorneys’ day to day life. And ignoring it won’t make it go away. Shrug it off and the results can be catastrophic for you, your family and your business. Trauma, less discussed but not rarer, also requires immediate attention. Whether it is a direct trauma such as a personal loss or one being experienced vicariously, untreated trauma can have untold consequences. This CLE course will address issues of stress and trauma, particularly in the wake of COVID-19... More Info
$341Wellness
