How to Protect Yourself and Preserve Confidentiality When Negotiating Instruments (from How to Maximize Legal Technology in Your Office) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 1.0

MCLE Credit: 1.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 9/30/2020

Information

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


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.

 

Schedule

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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