Cloud Computing for Lawyers AND Avoiding Malpractice - Legal Technology
AM: Cloud Computing for Lawyers: Pros, Cons and Ethical Issues (Plus, the Best of What's Out There)
Submitted for 4 General CLE Credits, Including 1 Ethics
You no longer have to purchase software and servers for your office. Today, you can rent software and server access via the Internet thereby avoiding the traditional up-front cost. This process is often referred to as "moving to the cloud." Of course, your client data would also be stored on the rented or hosted servers. In this seminar, we'll explain the associated pros, cons and risks of doing this with your practice. You'll also learn how the Rules of Professional Conduct factor in and the criteria you must satisfy before you can ethically store client data on servers only accessible via the Internet. It is definitely possible for lawyers to get off the treadmill of buying new hardware/software, using it until obsolescence, then buying new hardware/software again. This seminar will explain how to get there. Finally, you'll learn about the best web-based, legal-specific cloud services including case management, accounting, document assembly, document management, transcription, digital signature services, credit card processing for lawyers, secure file sharing and many more.
PM: Avoiding Malpractice: The Good, the Bad and the Ugly of Legal Technology
Submitted for 4 General CLE Credits, Including 2 Ethics
Legal technology is a double-edged sword in that it can cause malpractice or it can guard against it. Learn how to avoid common mistakes while using technology to your advantage by building malpractice avoidance procedures into your workflow. There is no prerequisite level of technical acumen necessary to understand these concepts, and almost all of them will improve your office's overall efficiency and level of client service. Most of the top causes for malpractice and grievance issues are related to organization, communication and law office management. As such, they are largely preventable.
Featuring Nationally Known Speaker
Barron Henley
Affinity Consulting Group
Columbus, Ohio
Here is what you said about Barron Henley-
“Excellent Speaker! Exceeded my expectations - very informative and easy to follow”
“One of the best programs I've ever attended!”
“Dynamic and interactive speaker - he knows his stuff”
“It's been a long time since I've learned so much or been so engaged in a CLE program, and I've been here all day!”
“Great information - clear, concise, and to the point!”
A.M. Program Agenda:
8:30 am - 9:00 am - Registration and Continental Breakfast
9:00 am - 12:15 pm (There will be a 15 minute morning break)
Cloud Computing Concepts Explained in Plain English
- Types of cloud services from software to servers
- Data centers - where your applications and data are actually stored
Software-as-a-Service ("SaaS")
- Advantages over buying "shrink-wrapped" software
- Disadvantages and risks
Ethical Issues
- Applicable rules of professional conduct
- Other authorities and sample state opinions
- What you must do to meet the "reasonable care" standard if you want to store client data in the cloud
Untethered Law Practice
- Elements necessary to maintain a full service law firm without a physical office
- Benefits of an untethered practice
- Necessary communication and collaboration tools
Cloud Applications and Services for Lawyers
- Practice Management Options: Case management; legal accounting; trial presentation; transcription services; legal credit card processing; document management; document assembly; e-discovery and litigation support; group calendaring; internet faxing; word processing; Microsoft Office 365 and Google Apps for Business; phone answering services; hosted Microsoft Exchange; project management; and, task management .
- Digital Security: Digital signatures; legal transcription services; email encryption; secure file sharing; anti-spam & email security; and, online backup services.
- Communication: Remote access services; web meeting services; Voice Over Internet Protocol ("VoIP") office phone systems; and, instant messaging options.
Virtual Law Office Portals - Systems designed to help you secure clients and render legal services via the Internet
12:15 pm - Adjourn
P.M. Program Agenda
12:30 pm - 1:15 pm Registration
1:15 pm - 4:30 pm (There will be a 15 minute afternoon break)
Docketing and Calendaring Issues
- The elements of a foolproof docketing system that won't let you down
- How case management systems improve docketing/calendaring
- Calendaring tips for lawyers using Microsoft Outlook
- How to access an electronic calendar, no matter where you are
Documentation and Communication Issues
- Using technology to improve communication to and from clients
- How to remove the annoyance of generating fee agreements
- How to ethically audio record client meetings
Conflict of Interest Issues
- Best practices for conflict checking-what you should be doing and the tools to make it easier and faster
Organizational Issues
- Managing case information in high-volume practice area
- Techniques for task management
- Electronic file follow-up and tickler systems that work
- Using case management systems to stay on top of a busy practice
Keeping Client Information Confidential in a Digital World
- Cloud computing: pros, cons and ethical considerations
- Best practices for backing up computers and data
- Email and electronic file encryption
- Why your notebook PC should be encrypted and how to do it
Document and File Issues
- Foolproof document generation methods which minimize mistakes and typos
- How to build real templates and the importance of doing so
- Avoiding metadata and other malpractice traps when trading documents electronically with opposing counsel
- Why buying a scanner doesn't solve your paper problem and what to do about it
- Dealing with closed files
4:30 pm - Adjourn
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non-Member | $299.00 |
| CBA Member | $269.00 |
| CBA Young Lawyers Division Member | $179.00 |
| Legal Support Staff | $179.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 8.00
- Ethics Credits: 3.00
- EDI Credits:
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