Every Lawyer is Terrible at File Documentation, Except You – Right?
January 14, 2026 | 1:30 -2:30 Eastern
$70 | Free for Policyholders
Course Description:
"What Every Lawyer is Terrible At, Except You. Right? Understanding the File Documentation Problem" highlights and explores solutions to a common practice misstep that is in play with a significant percentage of malpractice claims, namely, poor documentation of the file.
Program Table of Contents:
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It Starts with Documenting Scope
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Communication - It's all in the Details
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The Necessity of File Documentation
A Sampling of Attendee Takeaways:
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An awareness of the importance of documenting the scope of representation.
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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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Identification of key times when documentation is absolutely necessary but often overlooked.
Program Materials:
A fifteen to twenty-page set of written materials will be made available for download to all attendees.
Course Details
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CLE Credits
Alabama CLE
Not appliedAlaska CLE
May qualify for 1.0 Ethics
Earn credit until January 14, 2026Arizona CLE
May qualify for 1.0 Ethics
Earn credit until January 14, 2026Arkansas CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026
California CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026
Colorado CLE
Pending approval for 1.0 Professional Responsibility and 1.0 Ethics
Earn credit until January 14, 2026Connecticut CLE
Not appliedDelaware CLE
Approved for 1.0 General
Earn credit until January 14, 2026
District of Columbia CLE
No CLE requiredFlorida CLE
Approved for 1.0 General
Earn credit until January 14, 2026
Georgia CLE
Approved for 1.0 General
Earn credit until January 14, 2026Hawaii CLE
Not applied
Idaho CLE
Pending approval for 1.0 Ethics
Earn credit until January 14, 2026Illinois CLE
Not appliedIndiana CLE
Pending approval for 1.0 Ethics
Earn credit until January 14, 2026Iowa CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026Kansas CLE
Approved for 1.0 Law Practice Management
Earn credit until January 14, 2026Kentucky CLE
Self ApplyLouisiana CLE
Self ApplyMaine CLE
Approved for 1.0 General
Earn credit until January 14, 2026Maryland CLE
No CLE requiredMassachusetts CLE
No CLE requiredMichigan CLE
No CLE requiredMinnesota CLE
Pending approval for 1.0 Ethics
Earn credit until January 14, 2026Missouri CLE
Approved for 1.2 Ethics, 1.2 Malpractice Prevention
Earn credit until January 14, 2026Montana CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026
Nebraska CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026Nevada CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026New Hampshire CLE
Self applyNew Jersey CLE
Not appliedNew Mexico CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026New York CLE
Not appliedNorth Carolina CLE
Not appliedNorth Dakota CLE
May qualify for 1.0 Ethics
Earn credit until January 14, 2026Ohio CLE
Not appliedOklahoma CLE
Self apply
Puerto Rico CLE
Self Apply
South Carolina CLE
Pending for 1.0 Ethics
Earn credit until January 14, 2026South Dakota CLE
No CLE required
Tennessee CLE
Pending for 1.0 General
Earn credit until January 14, 2026Texas CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026
US Virgin Islands CLE
Self Apply
Utah CLE
Pending for 1.0 Ethics
Earn credit until January 14, 2026Vermont CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026Virginia CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026Washington CLE
Approved for 1.0 Ethics
Earn credit until January 14, 2026West Virginia CLE
Approved for 1.2 Ethics
Earn credit until January 14, 2026Wisconsin CLE
Approved for 1.0 Law Practice Management
Earn credit until January 14, 2026
Wyoming CLE
Pending for 1.0 Ethics
Earn credit until January 14, 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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