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September General Education Session - The Ethics Behind Client Files

September 28, 2017
12:00 PM - 1:30 PM

Columbia Square
111 SW Columbia Street, 8th Floor
Portland, OR 97201

Join Beverly Michaelis for a detailed discussion and sharing of "best practices" relating to the ethics of client  file materials.  Beverly will go over what and when materials are required to be produced and the standards governing retention and storage.  A number of ethical scenarios will be discussed, such as what circumstance might provoke disclosure of "confidential" information belonging to another client and when are attorneys allowed to pass costs to clients for locating, segregating or duplicating file materials.  She will explain the difference between ethical duties and discoverability and the interplay of Oregon Rules of Professional Conduct v. state and federal rules of civil procedure.  


Beverly is a law practice management consultant, educator, and technologist.  Prior to forming Oregon Law Practice Management, she served as a Practice Management Advisor at the Oregon State Bar Professional Liability Fund from 1996 to 2016.  With over 35 years in the profession, she possesses problem-solving skills to help make law practice more efficient, effective and profitable.

Beverly received her BS with high honors from Portland State University in 1982 and a JD from Lewis & Clark Law School in 1986.  She is a member of the Oregon State Bar, Oregon Trial Lawyers Association, and American Bar Association.  She practiced with a personal injury firm in Portland and provided pro bono legal services for over eight years in the areas of family law, probate, estate planning, and disability through the Multnomah Bar Assocation Volunteer Lawyers Project, from whom she received an Outstanding Volunteer Award in 1991.  Before joining the Professional Liability Fund as a Practice Management Advisor in May 1996, she was Legal Placement Director and Associate Executive Director of the Multnomah Bar Association for eight years.  She recently served on the Oregon State Bar eCourt Task Force, and is known for her eCourt expertise.

Beverly is a frequent speaker and writer on a variety of technology, practice management, office systems, and malpractice avoidance topics for law-related organizations.  In addition to blogging and writing feature articles and columns, she is an author, co-author, and principal editor of multiple legal publications.

Lunch will be provided. 



$25.00 Member Registration

$35.00 Non-Member Registration