Course Description:
"Handle With Care: Client File Best Practices For Law Firms" is an educational seminar designed to highlight and explore solutions to a common practice misstep that is in play with a significant percentage of malpractice claims: poor file documentation.
Learning Objectives:
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Gain an awareness of why documenting the scope of representation is important.
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Understand how thinking about what must be communicated to clients in accordance with MRPC 1.4 can dictate what should be documented.
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Identify key times when documentation is absolutely necessary but often overlooked.
Course Details
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CLE Credits
Alabama CLE
Approved for 1.0 Ethics
Available through December 31, 2026Alaska CLE
Approved for 1.0 Ethics
Available through September 08, 2026Arizona CLE
Approved for 1.0 Ethics
Available through September 08, 2026Arkansas CLE
Approved for 1.0 General
Available through June 30, 2026
California CLE
Approved
1.0 General
September 07, 2026
Colorado CLE
Approved for 1.0 Professional Responsibility,
1.0 Ethics
Available through December 31, 2027Connecticut CLE
Approved for 1.0 Ethics
Available through September 07, 2026Delaware CLE
Approved for 1.0 Ethics
Available through September 23, 2026
District of Columbia CLE
Self Apply
1.0 GeneralFlorida CLE
Approved for 1.0 Ethics
Available through April 30, 2027
Georgia CLE
Approved for 1.0 Ethics
Available through December 31, 2026
Idaho CLE
Approved for 1.0 Ethics
Available through July 10, 2029Indiana CLE
Approved for 1.0 Ethics
Available through September 30, 2026Iowa CLE
Approved for 1.0 Ethics
Available through September 25, 2026Kansas CLE
Approved for 1.0 Ethics
Available through September 26, 2026Kentucky CLE
Self Apply
1.0 GeneralLouisiana CLE
Self Apply
1.0 GeneralMaine CLE
Approved for 1.0 General
Available through July 09, 2026Maryland CLE
Self Apply
1.0 GeneralMassachusetts CLE
Self Apply
1.0 GeneralMichigan CLE
Self Apply
1.0 GeneralMinnesota CLE
Approved for 1.0 General
Available through October 10, 2027Missouri CLE
Approved for 1.2 Ethics,
1.2 Malpractice Prevention
Available through September 08, 2026Montana CLE
Approved for 1.0 Ethics
Available through July 10, 2027
Nebraska CLE
Approved for 1.0 Ethics
Available through July 10, 2026Nevada CLE
Approved for 1.0 Ethics
Available through December 31, 2027New Hampshire CLE
Approved for 1.0 Ethics
Available through September 07, 2026New Jersey CLE
Approved for 1.2 Ethics
Available through September 08, 2026New Mexico CLE
Approved for 1.0 Ethics
Available through July 09, 2029New York CLE
Approved foe 1.0 Law Practice Management
Available through September 07, 2026North Dakota CLE
Self Apply
1.0 GeneralOklahoma CLE
Self Apply
1.0 General
Puerto Rico CLE
Self Apply
1.0 General
South Carolina CLE
Approved foe 1.0 Ethics
Available through December 31, 2025South Dakota CLE
Self Apply
1.0 General
Tennessee CLE
Approved for 1.0 Ethics
Available through July 09, 2026Texas CLE
Approved for 1.0 Ethics
Available through August 31, 2026
US Virgin Islands CLE
Self Apply
1.0 General
Utah CLE
Approved for 1.0 Ethics
Available through December 31, 2025Vermont CLE
Approved for 1.0 Ethics
Available through September 07, 2026Virginia CLE
Approved for 1.0 Ethics
Available through October 31, 2026Washington CLE
Approved for 1.0 Office Management
Available through July 09, 2029West Virginia CLE
Approved for 1.2 Ethics
Available through July 09, 2029Wisconsin CLE
Self Apply
1.0 General
Wyoming CLE
Approved for 1.0 Ethics
Available through October 06, 2026 -
Presenter
Mark Bassingthwaighte, Esq., serves as Risk Manager at ALPS, a leading provider of insurance and risk management solutions for law firms. Since joining ALPS in 1998, Mark has worked with more than 1,200 law firms nationwide, helping attorneys identify vulnerabilities, strengthen firm operations, and reduce professional liability risks.He has presented over 700 continuing legal education (CLE) seminars across the United States and written extensively on topics including risk management, legal ethics, and cybersecurity.
A trusted voice in the legal community, Mark is a member of the State Bar of Montana and the American Bar Association and holds a J.D. from Drake University Law School. His mission is to help attorneys build safer, more resilient practices in a rapidly evolving legal environment.
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Format/Length
Format: On-Demand | Audio & Video
Length: 60 Minutes -
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