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🏆 Texas MCLE Ethics Course

Delegating Without Risk

Ethical Paralegal Supervision in Business Immigration Practice

⏱ Self-paced, 30-day access
📋 3.0 Ethics CLE Hours
💻 100% Online
🏆 Certificate included
$95 per attorney seat  |  one-time payment

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Course content opens July 7, 2026. Enroll now to reserve your seat. Your 30-day access period begins when you first open the course, not at enrollment.
Texas MCLE Course No. 174325161
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Texas MCLE Accredited
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3.0 Ethics Credit Hours
📋
Instant Certificate
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Secure Payment via Stripe
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Complete in 3 Days
About This Course
Built for the Reality of How Immigration Firms Actually Operate

Business immigration practice runs on delegation. Attorneys who try to manage every form, every deadline, and every client touchpoint themselves do not scale, and they burn out. But delegation without proper supervision creates serious ethical exposure under the Texas Disciplinary Rules of Professional Conduct.


This course is taught from the perspective of a business immigration paralegal with over seven years of hands-on experience. It delivers practical, rule-grounded guidance on how to delegate effectively without putting your license at risk.

Annette Ngene

About the Instructor

Annette Ngene, MBA

Annette Ngene is a business immigration paralegal and legal operations professional with more than seven years of experience supporting attorneys, employers, and foreign nationals in employment-based immigration matters. Her experience includes H-1B petitions, PERM labor certifications, I-140 immigrant petitions, I-9 compliance programs, corporate immigration onboarding, and immigration workflow management.


As the Founder and Managing Member of Overflow Paralegal Group LLC, Annette focuses on helping legal teams implement ethical, efficient, and scalable support systems. Her professional interests include legal operations, workflow design, compliance management, ethical delegation, and paralegal supervision within modern law practices.

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A.A.S. in Paralegal Studies (ABA-Approved Program), Austin Community College
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B.B.A., Tarleton State University
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MBA, Tarleton State University
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7+ Years of Employment-Based Immigration Experience
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Founder and Managing Member, Overflow Paralegal Group LLC
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Instructor, CLE Producer, and Course Developer
Learning Objectives
What You Will Be Able to Do After This Course
1
Identify which tasks may and may not be delegated to a paralegal under Texas Disciplinary Rules 5.01, 5.03, and 5.05
2
Apply the supervision standard required by Rule 5.03 to your firm's actual immigration workflows
3
Recognize the five most common supervision failures in business immigration practice and how to prevent them
4
Design a four-component oversight system that satisfies your ethical obligations while maximizing paralegal efficiency
5
Understand the real consequences of supervision failures, including malpractice exposure under Cosgrove v. Grimes and bar discipline
Course Curriculum
Four Modules. 3.0 Ethics Hours.

Work through each module at your own pace. A knowledge check and final assessment are included. Your 30-day access period begins the day you first open the course, not the day you enroll.

Module 01  |  40 min
The Legal Framework
The rules that govern your delegation obligations and what they actually require.
  • Texas Disciplinary Rule 5.03
  • Texas Disciplinary Rule 5.05
  • Texas Disciplinary Rule 5.01
  • Cosgrove v. Grimes (774 S.W.2d 662)
Module 02  |  40 min
What You Can and Cannot Delegate
A clear breakdown of delegable vs. non-delegable tasks, including the gray zone.
  • Delegable administrative tasks
  • Non-delegable legal tasks
  • I-9 audit gray zone scenarios
  • RFE response gray zone scenarios
Module 03  |  40 min
Where Delegation Goes Wrong
Five patterns that repeat in small immigration firms and the consequences that follow.
  • Rubber-stamp review
  • Client communication drift
  • Deadline ownership gaps
  • Onboarding without oversight
Module 04  |  40 min
Building a Supervision System
A practical four-component framework you can implement in your practice today.
  • Intake and task assignment
  • Stage-gate review points
  • Communication protocols
  • Documentation that protects you
What Is Included
Everything You Need for $95
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6 Video Lessons
Instructor-led video content for each module, watchable on any device
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3.0 Ethics CLE Hours
Satisfies your full annual ethics requirement for Texas MCLE in one course
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Instant Certificate
Download your certificate of completion immediately after the assessment
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3-Day Access Window
Work through the course on your own schedule within 30 days of enrollment
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Knowledge Checks
Interactive scenarios and a graded assessment to reinforce the material
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Secure Access Code
Your unique access code is emailed immediately after payment clears
Legal Foundation
Grounded in the Texas Disciplinary Rules of Professional Conduct

This course is built on the actual rules that govern Texas attorneys, not general principles. Every module is anchored to specific disciplinary rules and case law you can cite.

Rule 5.03
Responsibilities Regarding Nonlawyer Assistants
Requires attorneys to ensure that nonlawyer conduct is compatible with professional obligations, and to take remedial action when violations occur.
Rule 5.05
Unauthorized Practice of Law
Defines the boundaries of permissible paralegal delegation and the supervision requirements that keep the attorney compliant.
Rule 5.01
Partner and Supervisory Responsibilities
Establishes the firm-wide obligation to ensure all lawyers and nonlawyer staff conform to the Rules of Professional Conduct.
Cosgrove v. Grimes
774 S.W.2d 662 (Tex. 1989)
Texas Supreme Court holding that good faith is not a defense to attorney malpractice. The obligation to supervise rests with the attorney.
Frequently Asked Questions
Everything You Need to Know
How do I access the course after I pay? ⌄
After your payment is processed, you will receive an email with your unique access code and a link to the course portal at overflowparalegal.com. Your access window opens immediately and remains active for 30 days.
Does this course satisfy the full 3-hour ethics requirement for Texas attorneys? ⌄
Yes. The course is approved for 3.0 ethics credit hours under Texas MCLE, which satisfies the full annual ethics requirement for Texas attorneys. All credit hours count toward the ethics category, not general CLE.
Do I have to complete it in one sitting? ⌄
No. The course is self-paced with a 30-day enrollment window. You can stop and return at any point within your access period. The course remembers where you left off.
How does the certificate work? ⌄
After completing the final assessment, your certificate of completion generates automatically with your name, Texas State Bar number, date of completion, and course details. You can download it as a PDF immediately for your MCLE records.
Can multiple attorneys at my firm take this course? ⌄
Yes, but each attorney needs their own individual seat. Each enrollment is tied to one attorney's bar number and generates one certificate. To enroll multiple attorneys, simply complete a separate purchase for each.
What if I have a question about the course content? ⌄
Reach out to us directly at hello@overflowparalegal.com and we will get back to you promptly.

Ready to Delegate Without Risk?

Join immigration attorneys across Texas who are building supervision systems that actually hold up. Satisfy your full ethics requirement in one self-paced course.

$95
3.0 Ethics CLE Hours
One-time payment, per seat
Certificate included
Enroll Now →

🔒 Secure checkout powered by Stripe  |  hello@overflowparalegal.com

$95 per seat  |  3.0 Ethics Hours
Enroll Now →