Bosco Legal has been working on a MCLE presentation regarding ethics for various litigation support specialists and have put together a slideshow highlighting some of the applicable law and case law for deposition officers, private investigators, and process servers.
To summarize the slideshow, deposition officers must be independent actors in the production of documents during the discovery process. Investigators are bound by privacy laws and attorneys must make sure that as agents that investigators don’t violate any rules or laws. It might sound simple but process servers must ultimately be truthful when they deliver documents. Fraudulent service of documents is the number one ethical concern regarding process servers.
Be on the lookout for a white paper that covers the topic more in-depth.