Ethics CLE

How to Ethically use Public Records Data for Case Research

Credit States:

Course Duration

60 minutes

Credit Type


Presented By

Joshua Taylor

Research is a critical part of practicing law, most importantly finding accurate information as quickly and as possible. With a variety of free and paid search tools available it is important to understand the difference between traditional legal research tools and public records or investigative data.

In this session we provide an overview of the differences in records information and examples of when investigative data aided in case research or impacted the result. Attendees will also view as series of sample searches, types of reports available and billing guidelines for invoicing clients.

Due to the sensitive nature of information included in public records search platforms, law firms are issued credentials before access is provided. The final portion of the program provides best practices for the ethical use of public records data, staff access management and reporting to ensure compliance.

How it Works