How to Maximize Legal Technology in Your Office: Practicing Efficiently and Ethically (USB Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 2.0

MCLE Credit: 6.0 (Ethics: 2.0)
Live-Interactive Credit: 0.0
Price: $265 - USB with electronic materials
Available Through: 9/30/2020

Information

A pre-recorded video replay of the September 2017 live seminar, How to Maximize Legal Technology in Your Office: Practicing Efficiently and Ethically.


Topics covered include:

  • Ways to improve your practice while making it easier
  • How to solve your office technology problems
  • Tips that will enable you to:
    • Work more efficiently
    • Find things more easily
    • Create better documents
    • Protect client data
In just one program, nationally acclaimed legal technology expert Barron K. Henley will teach you how to increase efficiency in your law office, as well as help you comply with ethics rules pertaining to digital security and preserving confidentiality during negotiations. Master your use of Microsoft Word—the primary tool necessary for producing work product. Learn how to be responsive to your clients by optimizing the organization of email and attachments in Microsoft Outlook. Discover the current best law firm technology, practice management practices, and useful websites for lawyers, and get many great ideas that you can incorporate immediately into your practice.
 

Schedule

 COURSE TOPICS

Digital Security Measures Every Lawyer Must Take (Ethics)

Rule of Professional Conduct 1.6(d) stipulates that lawyers must make reasonable efforts to prevent the disclosure of confidential client information.  Comment 19 to the same rule requires lawyers to act reasonably to safeguard client information; Comment 20 states that "[l]awyers have an ethical obligation to implement reasonable information security practices to protect the confidentiality of client data"; and Comment 21 explains that "[b]ecause of evolving technology, and associated evolving risks, law firms should keep abreast on an ongoing basis of reasonable methods for protecting client confidential information."  In view of these rules, it's hard to argue that doing nothing to protect client data would meet the standard.  The good news is that you don't have to be a security expert or techie to protect client data, yourself, and your office.  Learn how to establish best practices in your office, and discover the inexpensive (or free) tools that will ensure your confidential information remains confidential.
Microsoft Outlook for Legal Users

Lawyers and staff are generally drowning in email and many feel helpless when trying to get it under control. This session will address the important issues of organizing client email and attachments and remaining responsive even with high volumes of email to deal with.  We'll discuss recommended Outlook default setting changes and add-ins any legal user will love.  We'll also cover Outlook's calendar, task list and contacts; and you'll learn many amazing and useful Outlook features which most users don't even know are there.
60 Legal Tech Tips, Tricks, and Websites in 60 Minutes

Discover the best of legal technology, practice management, electronics, and incredibly useful websites for lawyers. Need a legitimate PDF program but don't way to pay what Adobe Acrobat costs?  Looking for a good password manager?  Want to know if speech-recognition software is ready for prime time?  Need a better way to track your time every day?  Want to improve communication with your clients?  This rapid-fire, entertaining hour is full of great ideas you can immediately incorporate into your practice.
Microsoft Word Power Tips for Legal Users:

In law school, they taught you the law, how to conduct research, and the ethics rules of our profession.  However, they probably failed to teach you how to use the primary tool necessary to produce work product—Microsoft Word.  Law schools are now scrambling to add practical technical skills to their offerings, but most of us never had the opportunity.  Further, the days of dedicated support staff to handle those things has unfortunately passed.  Lawyers have to understand how to use all of the tools, and mastering Word means faster turn-around, higher drafting accuracy, and better client service.  Unfortunately, Microsoft Word is complicated, and the formatting required in legal documents is almost always complex.  Adding a new article to a contract shouldn’t mean you have to waste two hours manually updating all of the subsequent paragraph numbers and cross-references which are now incorrect because of your addition.  Getting a document to look the way you want shouldn’t be the most frustrating part of your day.  In this session, you’ll learn the right way to set up complex legal documents and how to avoid the problems and delays you’re used to encountering.

How to Protect Yourself and Preserve Confidentiality When Negotiating Instruments (Ethics)

Opposing lawyers routinely email versions of a document back and forth during the negotiation process; many instruments are never reduced to paper until they’re ready to sign. This approach is unquestionably fast and convenient compared to mailing or faxing paper documents.  However, electronic document exchange presents many issues that practitioners need to be aware of and risks to protect against.  In this session, you'll learn when it's appropriate to use word processor files and when it's appropriate to use PDFs.  We'll cover how to track your changes in a document and how to ascertain what changes were made by others (even if there were attempts to conceal those changes).  You'll also learn how to add comments and annotations to Word or PDF files, how to lock documents down to prevent further changes, and how to avoid including hidden (and potentially damaging) information in the files you're working with (this hidden information is known as metadata).  Finally, using plain email arguably affords you no reasonable expectation of privacy.  We'll also discuss your email encryption options which ensure that only the intended recipient can open your emails and/or attachments thereto.

Faculty

FACULTY

Barron K. Henley, Affinity Consulting Group / Columbus, OH

Barron Henley is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments.  He is an attorney and has been helping other lawyers with technology since 1990.  He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio, and Columbus Bar Associations, and the Worthington Estate Planning Council.  He is a member of the ABA Law Practice Management Section and is the former Chair of the Ohio State Bar Association Law Office Automation and Technology Committee.  Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat, and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel, and Outlook.  He also teaches continuing legal education classes throughout the U.S. and Canada, covering a wide variety of topics related to law practice management, technology, and ethics. 

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