AVOIDING MALPRACTICE:

Transcription

1 TWO Half-Day Programs! CLOUD COMPUTING for Lawyers: Pros, Cons and Ethical Issues MORNING PROGRAM 9:00 am 12:15 pm Submitted for 4 General CLE Credits, Including 1 Ethics LIVE PROGRAM AND LIVE WEBCAST! Tuesday, July 22, 2014 Location: CBA-CLE Large Classroom, 1900 Grant St., Suite 300, Denver, CO AVOIDING MALPRACTICE: The Good, the Bad and the Ugly of Legal Technology AFTERNOON PROGRAM 1:15 pm 4:30 pm Submitted for 4 General CLE Credits, Including 2 Ethics Featuring Nationally Known Speaker Barron Henley Affinity Consulting Group, Columbus, Ohio VIDEO REPLAYS: August 6, 2014 Denver: CBA-CLE Classroom, 1900 Grant St, Suite 300 Colorado Springs: 421 S. Tejon St., Suite 100 Grand Junction: 1250 E. Sherwood Dr. REGISTER FOR THESE PROGRAMS ONLINE! Go to

2 LIVE PROGRAM OR LIVE WEBCAST July 22, 2014 Morning Program: Cloud Computing for Lawyers: Pros, Cons and Ethical Issues 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. 8:30 am 9:00 am 9:00 am 12:15 pm (There will be a 15 minute morning break) MORNING AGENDA Registration and Continental Breakfast 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; encryption; secure file sharing; anti-spam & 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

3 Afternoon Program: 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. 12:30-1:15 pm 1:15-4:30 pm (There will be a 15 minute afternoon break) AFTERNOON AGENDA Registration 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 a 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 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 REGISTER FOR THESE PROGRAMS ONLINE! Go to

4 FACULTY Barron K. Henley, Esq. Affinity Consulting Group, LLC Barron K. Henley received both his B.S. and his B.A. from The Ohio State University and his J.D. from The Ohio State University Michael E. Moritz College of Law. His professional memberships include the American Bar Association (Law Practice Management Section), Ohio State Bar Association, Columbus Bar Association, and Worthington Estate Planning Council. Henley is an attorney, a legal technologist since 1990, and a founding member of Affinity Consulting Group (formerly Henley March & Unger Consulting, Inc.), which handles all aspects of law practice automation including document assembly, case management, document management, legal accounting software, trial presentation/ litigation support, paper reduction/scanning, hardware, networks/servers, and security. Henley heads his firm s HotDocs document assembly and software training departments and has authored legal-specific manuals on HotDocs document assembly, Microsoft Word, Microsoft Excel and Adobe Acrobat. He teaches continuing legal education classes throughout the U.S. and Canada, covering practice management, document management, file management, server and personal computer issues, remote access, mobile lawyering, scanning and paper reduction strategies, electronic case filing, Word, Excel, Outlook, WordPerfect, HotDocs document assembly, Adobe Acrobat, malpractice avoidance, voice recognition and many other topics. For additional information, please visit What previous Colorado CLE attendees have 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! What s NEW at CBA-CLE? THE CLE PASS With this incredible resource, you get unlimited access to the best catalog of CLE seminars in Colorado, all at the fraction of what you would normally pay! For more information, go to to download the information & enrollment packet.

5 CLOUD COMPUTING/AVOIDING MALPRACTICE Register by PHONE when using VISA, MC or AmEx In Denver: (303) Toll-Free: (888) Or FAX form to when using VISA, MC or AmEx FAX to: (303) Or MAIL form to CLE in Colorado 1900 Grant St, Suite 300 Denver, CO PROGRAM ORDER FORM Name Atty. Reg. # Firm/Organization Address Street Address City State Zip Telephone ( ) Fax ( ) Enclosed is my check made payable to CBA-CLE q VISA q MasterCard qamex Credit Card # Exp. Date Signature Required for credit card orders Or Register ONLINE *NOTE: Shipping & handling only applies to orders you Price $ receive via mail. Materials will be mailed to you approximately 2 weeks after live program. ($10.95) *Shipping & Handling $ Subtotal $ Applicable Sales Tax (7.62% Denver, 4% RTD and 2.9% rest of Colo.) $ when using VISA, MC or AmEx Go to STEP 1 CHOOSE PROGRAM q Morning Program: Cloud Computing for Lawyers: Pros, Cons and Ethical Issues (LP072214AML) q Afternoon Program: Avoiding Malpractice: The Good, the Bad and the Ugly of Legal Technology ( LP072214PML) q BOTH PROGRAMS (LP072214L) STEP 2 REGISTRATION TYPE q Live Program (July 22, 2014) q Video Replay (Aug. 6, 2014 please indicate video replay location): q Live Webcast (July 22, 2014) q Denver q Colorado Springs q Grand Junction STEP 3 REGISTRATION CATEGORIES Half-Day Program (Morning or Afternoon program only Price per 1/2 day program) q Non-member: $199 q CBA Member: $169 q Legal Support Staff: $99 q CBA-YLD Member: $99 q CLE Elite Pass Holder: FREE Full-Day Program (BOTH Morning and Afternoon) q Non-member: $299 q CBA Member: $269 q Legal Support Staff: $179 q CBA-YLD Member: $179 q CLE Elite Pass Holder: FREE STEP 4 Materials Format for Live Seminar/Video Replay q Materials on Flash Drive (pick up at program) q Printed Book (pick up at program) PROGRAM ORDER FORM TOTAL $ HOMESTUDY ORDER FORM STEP 1 - CHOOSE PROGRAM & PRODUCT FORMAT: q Morning Program: Cloud Computing for Lawyers: Pros, Cons and Ethical Issues (LP072214AMN/D) Format: q Video-On-Demand q Paper course materials and recorded homestudy on DVD* q Afternoon Program: Avoiding Malpractice: The Good, the Bad and the Ugly of Legal Technology (LP072214PMN/D) Format: q Video-On-Demand q Paper course materials and recorded homestudy on DVD* STEP 2 SELECT PAYMENT CATEGORY (PRICE PER PROGRAM) q Non-member: $199 q CLE Elite Pass Holder: FREE (MP3 and VOD product ONLY) q CBA Member: $169 q CLE Basic Pass Holder: FREE (MP3 and VOD product ONLY) NOTE: Step 3 and 4 are for course materials only purchases. Skip this step if you purchased the HOMESTUDY. STEP 3 - COURSE MATERIALS ONLY (No CLE credit for course materials only) q Paper (LP072214C)* q PDF Download (LP072214E) STEP 4 COST FOR COURSE MATERIALS ONY q Non-member: $125 q CBA Member: $95 HOMESTUDY/COURSE MATERIALS TOTAL $ CLE Use Only: Check #: Approval #:

6 Nonprofit Org. U.S. Postage Paid Permit No Denver, CO TWO Half-Day Programs! CLOUD COMPUTING for Lawyers: Pros, Cons and Ethical Issues AVOIDING MALPRACTICE: The Good, the Bad and the Ugly of Legal Technology Morning Program 9:00 am 12:15 pm Submitted for 4 General CLE Credits, Including 1 Ethics Afternoon Program 1:15 pm 4:30 pm Submitted for 4 General CLE Credits, Including 2 Ethics LIVE PROGRAM AND LIVE WEBCAST: JULY 22, 2014 Live program will be at the CBA-CLE Classroom 1900 Grant Street, Suite 300, Denver VIDEO REPLAYS: AUGUST 6, 2014 Denver, Colorado Springs, and Grand Junction Two half-day programs! REGISTER FOR THESE PROGRAMS ONLINE! Go to