In Rule 4-1.1 of The Rules Regulating The Florida Bar under the section on competence, it says that a lawyer should keep abreast of changes in the law and its practice, including an understanding of the benefits and risks associated with the use of technology. Technology is constantly changing and while new technologies can be exciting and make your life easier, cyber-hacking technology is also becoming more sophisticated.

In today’s episode, hosts Christine Bilbrey and Autumn Chadwell are speaking with Kehinde Stinson about what you can do to safeguard your practice, your client data, and how to establish best practices in your firm.

Kehinde Stinson is a technology and data governance attorney with more than 15 years of legal experience focused on privacy, cybersecurity, and emerging technology governance. She advises organizations on data governance, privacy compliance, and cybersecurity risk management in increasingly complex digital environments and provides consulting services through her firm, Tech Me Out, LLC. Kehinde also hosts a podcast exploring the societal and legal implications of data and artificial intelligence, and frequently speaks on privacy, cybersecurity, and technology governance.

This podcast has been approved by The Florida Bar Legal Specialization and Education Department for 1.0 hour of General CLE Credit, and 1.0 hour of Technology credit. Course #9947

REFERENCED RESOURCES

• Tech Me Out
• The Florida Information Protection Act (FIPA) (F.S. \(\S 501.171\))
• The Florida Bar Member Benefits

Hiring in the legal field can be complex. Cleary defining the position you need to fill, attracting qualified applicants, selecting the right candidate, and then completing a successful onboarding process, are all important steps for finding and keeping the best person for your team.

In today’s episode host Autumn Chadwell welcomes Molly McGrath to discuss the finer points of attracting, selecting, onboarding, and retaining the right employees to help your law firm succeed.

Molly is the founder of Hiring & Empowering Solutions, LLC. Since the late nineties, Molly has coached, consulted, and directed presidents and founders of national organizations, and over 5,000 law firms, resulting in 29 years of experience in conversation intelligence coaching, team development and leadership, employee empowerment, talent acquisition, revenue mapping, and action-based project management. Molly hosts a podcast titled Hire and Empower, and she is a 3-time number 1 best-selling author.

This podcast has been approved by The Florida Bar Legal Specialization and Education Department for 1.0 hour of General CLE credit. Course #9882

REFERENCED RESOURCES

• Hiring and Empowering Solutions
• The Employee Playbook
• The Florida Bar Career Center

Depression and The Law: Maintaining Your Mental Health and Your Practice

Studies have shown us time and time again that working in the field of law can take a toll on your wellbeing. The pressure to win cases, provide for your family, impress the partners, make sure your client is satisfied, and take some time for yourself can be overwhelming. May is Mental Health Awareness Month and with depression running rampant in the field, we’re going to do what many have trouble with: we’re going to talk about it.

In today’s episode host Autumn Chadwell welcomes Dan Lukasik to discuss the stigma behind depression, the symptoms to watch out for, and how to take care of yourself and your practice

Dan is a lawyer, mental health advocate, law professor, and public speaker who has delivered over 250 presentations on stress, anxiety, burnout, and depression across the United States. Dan is an instructor at the New York State Judicial Institute, as well as a member and major contributor to the New York State Bar Association’s Well-Being Task Force. He is the executive producer of three documentaries on mental health and has created two websites: Lawyers with Depression and the Buffalo Depression Project, both dedicated to mental health.

This podcast has been approved by The Florida Bar Legal Specialization and Education Department for 1.0 hour of General CLE credit, including 1.0 hour of Mental Health and Wellness credit. Course #9832

REFERENCED RESOURCES:

• The Florida Bar’s Mental Health and Wellness Center
• Lawyers with Depression
• The Buffalo Depression Project
• How to Be Productive When You’re a Depressed Lawyer (article)
• Lawyer Mental Health: Lawyers Reaching Out to Those with Problems (article)
• How to Support a Loved One with Depression – The Depression Project
• National Alliance on Mental Illness
• Depression and Bipolar Support Alliance

The legal industry has reached a pivotal turning point where the integration of artificial intelligence is no longer a futuristic concept but a daily operational reality. Recent industry insights suggest that over 80% of legal tasks ranging from contract review and research to client intake now have the potential to be automated or significantly altered by AI. As these technologies begin to handle the routine work traditionally assigned to junior associates, the profession faces a critical shift. Survival in this post-AI landscape requires practitioners across all firm sizes to actively level up their skills to navigate a world where traditional task-based legal work is rapidly evolving.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Jordan Furlong, to discuss what firms should be doing to successfully prepare for the reality of the post-AI world is Jordan Furlong. 

Jordan Furlong is a forecaster and analyst of trends and developments in the global legal market, a strategic consultant to law firms and legal organizations, and a globally renowned author and speaker in the field of legal services evolution. He is widely considered to be North America’s leading “legal futurist.”

A lawyer by training and a legal journalist by experience, Jordan has been studying critical new developments and discerning emerging patterns in the legal services ecosystem for the last 25 years. Since the launch of his award-winning “Law21” blog in 2008, he has provided incisive commentary and practical guidance to the legal profession worldwide. His 2017 book, Law is a Buyer’s Market, presented a template for the law firm of the future; his upcoming book, The Lawyers We Need, sets out a new lawyer formation system for the post-AI legal sector.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit. Course # 9777. 

REFERENCED RESOURCES: 

• Law Is a Buyer's Market: Building A Client-First Law Firm (Jordan Furlong book)
• JordanFurlong.Substack.com
• Jordan Furlong LinkedIn
• ABA Techshow keynote, Furlong says lawyers need to level up to survive in post-AI world
• The Claude-Native Law Firm (article) Zack Shapiro
• How To Create a Claude- Native AI Law Firm with Zack Shapiro (YouTube video)
• 2026 AI and the Practice of Law Summit ABA Center for Innovation
• AI: Miracle and Menace for the Law Firm Business Model (Crunched Credit by Rick Jones)
• What specifically are Articling Students? (Article by Kooner Priddle Law Group)
• The Role of Intuitive Reasoning in Lawyering and Legal Education (St. Thomas University Law Review)
• What skills do new lawyers need? Lawyers asked to provide answers in new survey (ABA Journal)
• LegalFuel: The Practice Resource Center of The Florida Bar

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Nicole Browning, of CuraLinc, to discuss the Florida Lawyers Helpline and the additional wellness benefits and resources available through the program.

The practice of law can be extremely stressful. When stress becomes overwhelming, it can affect an attorney’s ability to deliver the best service to their clients. Proactively taking care of mental health issues including stress, anxiety, and depression helps attorneys better serve their clients and can even reduce potential disciplinary actions caused by missed deadlines and unhappy clients. To assist members with these issues, The Florida Bar began offering a 24-hour Helpline and five free therapy sessions back in May of 2020. Florida lawyers, judges, and Florida Registered Paralegals can call 833-FL1-WELL or 833-351-9355 to access it.

Nicole Browning is the Director of Client Success at CuraLinc Healthcare and is a Licensed Professional Counselor with more than 20 years of experience in behavioral health. She began her career providing direct clinical care to young adults and individuals navigating addiction and recovery, and she continues to hold her LPC today. Nicole now partners with organizations, including state bar associations, to deliver accessible, high-quality mental health programs, bringing together clinical insight and strategic leadership to help remove barriers to care, and support wellbeing.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 0.5 hour of General CLE credit including 0.5 hour of Mental Health and Wellness CLE credit. Course # 9719. 

REFERENCED RESOURCES: 

• Florida Bar Mental Health and Wellness Center
• Florida Lawyers Helpline 833-351-9355
• Online Helpline Web Portal
• Mindfulness and Secondary Trauma (Florida Bar News)
• Five Things Attorneys Should Know About Vicarious Trauma (American Bar Association)
• LegalFuel: The Florida Bar’s Practice Resource Center

The Florida Bar Member Benefits Program is comprised of more than 60 free or discounted products or services that are only for Florida Bar members. These benefits range from discounts on hotels and rental cars, legal research, helpful trust accounting software, free counseling sessions, discounted insurance, and more. We get calls every day from attorneys looking for services that our Member Benefits provide but may not be well known.

In today’s episode hosts Autumn Chadwell and Jamie Moore are speaking with Rob Saravia to highlight some of the available member benefits that can help improve the day-to-day of a Florida Bar member and may even help keep you out of the discipline system. 

Rob Saravia is the Marketing Manager for The Florida Bar, driving growth and engagement across the Bar’s Programs Division. He brings over six years of experience in marketing. Rob is a graduate of Florida State University, where he earned a double major in Marketing and Economics.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE Credit. Course #9654.

REFERENCED RESOURCES

• Florida Bar Member Benefits and Discounts
• Member Benefits At a Glance
• NOTA Trust Accounting
• vLEX Fastcase (through the member portal)
• Procertas
• Member Benefits Inc.

In 2025 The Florida Bar turned 75 and we now serve over 115,000 lawyers around the state. Comprised of six divisions, and twenty departments, the Bar has numerous services to assist members, but it can be overwhelming if you don’t know where to look or who to reach out to.

Often confused with the Florida Board of Bar Examiners, The Florida Bar does not administer the bar exam or review applications to become an attorney. A member’s relationship with The Florida Bar begins after they have passed the bar exam and have been sworn in.

In today’s episode hosts Christine Bilbrey, Jamie Moore, and Autumn Chadwell will be discussing the departments and services available to Florida Bar members and how each can help you maintain your practice, help you understand the rules and requirements to keep you out of the discipline process, and even save you some money.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course # 9634. 

REFERENCED RESOURCES

• Inventory Lawyers 850-561-5839
• Membership Records 850-561-5832
• The Florida Bar Member Portal (For assistance logging in 850-561-5820)
• Legal Specialization and Education Department (CLE) 850-561-5842
• vLex Fastcase (access through your Member Portal)
• Nota trust accounting
• Sections
• Ethics & Advertising 800-235-8619
• Unlicensed Practice of Law (UPL) 850-561-5840
• The Practice Resource Center (LegalFuel.com) 850-561-5616
• Lawyers Advising Lawyers
• The Florida Bar Lawyer Referral Service 800-342-8011
• The Florida Bar Career Center and Career Benchmark Dashboard
• Florida Bar Member Benefits
• The Florida Lawyers Helpline 833-FL1-WELL (833-351-9355)

The Florida Bar’s Lawyer Regulation Department plays a critical role in maintaining the integrity of the legal profession in Florida. Yet many attorneys have little interaction with the department until they’re faced with a question, a complaint, or a compliance issue of their own. Today, we’re taking a practical, behind-the-scenes look at how the Lawyer Regulation Department works and what every Florida lawyer should understand to stay compliant and avoid preventable problems. 

In today’s episode hosts Autumn Chadwell and Jamie Moore welcome Karla Eckardt, Legal Administrator in The Florida Bar’s Lawyer Regulation Department, to discuss processes within Lawyer Regulation.

Karla Eckardt, a Miami native, moved to Tallahassee in 2007 to pursue a bachelor’s degree in international affairs and criminology at Florida State University. She began her career as a paralegal and later became a legal administrator at a local law firm. Although she initially expected the experience to lead her to law school, she soon realized that her strengths and professional interests aligned more closely with legal administration than with the practice of law.

Instead of pursuing a J.D., Karla earned a Juris Master’s degree from Florida State University, concentrating in legal risk management and HR compliance. In 2017, she joined The Florida Bar as a practice management advisor in what was then the Practice Resource Institute (now the Practice Resource Center).

In June 2023, Karla became the legal administrator for the Bar’s Division of Lawyer Regulation. In this role, she assists the Division Director with administrative and strategic oversight, manages operations and non-attorney personnel within the Division’s Headquarters Department, oversees many of the Division’s financial functions, evaluates and maintains operating and information systems, and serves as the primary liaison to key vendors and contract partners. 

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit. Course # 9586. 

REFERENCED RESOURCES: 

• The Lawyer Discipline Process
• The 10 Most Important Things to Know About Lawyer Regulation by The Florida Bar
• Lawyer Discipline – A Roadmap to Florida’s Lawyer Regulation System (Florida Bar Journal)
• The Florida Bar – Lawyer Complaints and Discipline
• Florida Bar Rules & Standards
• Florida Bar Branch Offices
• Florida Bar Grievance Committees
• Attorney/Consumer Assistance Program (ACAP)
• Ethics Hotline
• Trust Account Compliance Certificate Instructions
• LegalFuel: The Florida Bar’s Practice Resource Center

Board certification recognizes an attorney’s special knowledge, skill, and experience in a specific area of law. Established in 1982 by the Florida Supreme Court, board certification helps consumers identify specialists in 27 different areas of practice. Although the certification program has been an option for over four decades, only around four percent of Florida Bar members are Board Certified.

In today’s episode hosts Autumn Chadwell and Jamie Moore welcome Lisa McNelis, Chair of the Civil Trial Board Certification Committee, to discuss the requirements and benefits of board certification.

Lisa McNelis is a partner at the South Florida law firm of Roselli & McNelis. She graduated from the University of Notre Dame and attended law school at Nova Southeastern College of Law. She has been Board Certified in Civil Trial since 1996. For more than 40 years, Lisa has represented the injured and their families, initially becoming the first female partner at a well-respected law firm in Ft. Lauderdale and thereafter opening her own law firm with her husband. Lisa has served on various Boards and committees over the years, including Family Central, Broward Legal Aid, and Florida Legal Aid. She is currently serving as Chairperson of the Palm Beach Grievance Committee and The Florida Bar Civil Trial Certification Committee.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course #9542.

REFERENCED RESOURCES:

• Florida Bar Board Certification
• Florida Bar News – Board Certification Isn’t Just a Title – It’s a Commitment to Excellence
• Rules Regulating The Florida Bar
• Florida Bar Find a Lawyer

When you're a lawyer, keeping accurate records is crucial. It's not just about good business; it's about protecting yourself from potential disciplinary action and ensuring you can deliver the best service to your clients. A bad record-keeping system can lead to lost files, missed deadlines, and a host of other issues that can land you in trouble.

In today’s episode hosts Christine Bilbrey and Jamie Moore welcome Jeff Hazen, Assistant Ethics Counsel at The Florida Bar, to discuss records retention Rules and best practices. 

Jeff Hazen serves as the Assistant Ethics Counsel for the Florida Bar, with over 16 years of dedicated service. Throughout his tenure at The Florida Bar, Jeff has handled thousands of inquiries on the Ethics Hotline, assessed numerous lawyer advertisements, and issued dozens of staff Ethics Opinions. Jeff is a distinguished alumnus of the University of Florida Levin College of Law.

This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit. Course # 9506. 

REFERENCED RESOURCES: 

LegalFuel Article: How long should I keep closed file?

LegalFuel: Records Management, Retention, and Destruction Guide

LegalFuel Document Library

• Client Communications Forms and Letters
• Client Fee Agreements and Letters of Representation
• Lawyer Changing Firms

Rules Regulating The Florida Bar – View the Full Set

• Rule 4-1.6 Confidentiality of Information
• Rule 4-5.8 Procedures for Lawyers Leaving Law Firms and Dissolution of Law Firms

Ethics Hotline – 800-235-8619

Ethics Informational Packets

Ethics Opinions by Subject

• Opinion 06-1
• Opinion 10-2
• Opinion 12-3
• Opinion 88-11

Unclaimed Trust Account Funds

LegalFuel: The Florida Bar’s Practice Resource Center