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Centralizing & Securing Your Documents 2023 - 1 CLE / 1 E

1 CLE / 1 E - On Demand Seminar

Rule 1.6 stipulates that a lawyer must 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 a client communication. The exact meanings of "reasonable efforts," "act competently" and "reasonable precautions" may be subject to debate. However, doing nothing certainly won't meet the standard. The good news is that you don't have to be a security expert or techie to protect yourself and your office. In this program, learn how to centralize your firm and client data so you can properly govern and secure everything. Whether you access documents from a computer, laptop, or a mobile device, we’ll cover all the bases on how to do it safely and securely. Half of the battle is simply knowing what questions to ask and it's not nearly as complicated as it sounds. Establish best practices in your office that will make sure your confidential information remains confidential. (Model Rule 1.1, Rule 1.15, Rule 1.4, Rule 1.6)


Paul J. Unger, Esq.

Affinity Consulting Group, LLC, Powder Springs, GA

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN • Premier Indiana CLE


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