The Non-Techie Lawyer's Guide to Protecting Client Data (from Critical Technology Skills for Lawyers and Staff) (Online Seminar)

A pre-recorded streaming VIDEO replay of one session from the September 2018 live seminar, Critical Technology Skills for Lawyers and Staff.

Featuring Barron Henley, nationally acclaimed legal technology expert

When describing what lawyers must do to maintain competence, Rule 1.1 Comment 6 requires that "[a]ttention should be paid to the benefits and risks associated with relevant technology."  Rule 1.6 further requires that lawyers make reasonable efforts to prevent the disclosure of confidential client information. The comments to Rule 1.6 require lawyers to act competently to safeguard client information, and use reasonable safety precautions when transmitting client communications. While all of that may sound intimidating, meeting your duty under the rules of professional conduct isn't as difficult as you may think. The good news is that you don't have to be a security expert or technical expert to protect yourself and your office. Half of the battle simply is knowing what questions to ask, and it's not nearly as complicated as it sounds. Establish best practices in your office and discover the inexpensive or free tools that will make sure your confidential information remains confidential.

FACULTY

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

Barron K. Henley, Esq., 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 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 both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a member of RPTE Futures Task Force, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & 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 is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes.  Finally, Mr. Henley teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology, and ethics.