Paralegal Ethics and Client Communication

Discover the paralegal role when communicating with clients.

Communicate Ethically


Course Description

This 60 minute course will explore a paralegal's role regarding client communication, how often is enough to satisfy reasonable client communication requirements and how to identify items that a client should be apprised of on a case or matter.

It is important to create a paper trail when communicating with clients which is something that will be discussed in this course along with the ABA Model Guidelines for the Utilization of Paralegal Services guideline for preserving client confidences.

This course will also cover topics related to effectively communicating confidential information,  identifying subtle unauthorized practice of law traps and how to avoid crossing the line when communicating with clients.

Certificate of Completion provided.

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  • Video Presentation

About Your Instructor

Llynette Bealer, MBA

Llynette Bealer, MBA

Course Facilitator

Lakisha Lynette Bealer founded Agility Legal Solutions in 2011.  Agility offers Estate Planning and Administration services in San Diego, California and virtual paralegal services to attorneys across the globe.  

Ms. Bealer has over 20 years experience in the legal industry.  She has worked for law firms in both California and Alabama and various financial institutions.  In addition to  her experience Ms. Bealer holds an Associates degree in Business/Legal Assistant Studies, a Bachelors in Business/Accounting, a Master's in Business Administration, and a Master's in Paralegal Studies.  She teaches on-line CLE's for Rainmakers Legal Education and paralegal programs for the Paralegal Academy on-line and on campus in San Diego, California.


How to Avoid the Inadvertent Disclosure of Confidential Information

Various Rules Pertaining to Client Communication

Paralegal's Role During the Client Communication Process

Technology's Impact on Client Communication

Federal Rule of Civil Procedure 26 (b) (5) (B)

And More


$39.00 Regular Price Buy $39.00

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$79.00 Paralegal Course Bundle Buy Now