catherine sanders reach - competence and confidentiality: practice in the post-information age

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Clio Cloud Conference 2014 SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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The ABA Model Rules have changed, and there’s no escaping it—because state bar associations are adopting these changes. Providing competent representation now means having not only legal knowledge, but also technological skills in safeguarding electronic information. It shouldn’t be that difficult. Except lawyers (and clients) are glued to their smartphone and laptop screens. We’ll look at some of the ways that you and your firm can guard client confidentiality (and provide excellent service) while you’re at it.

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Page 1: Catherine Sanders Reach - Competence and Confidentiality: Practice in the Post-Information Age

Clio Cloud Conference 2014

SEPTEMBER 22 – 23, 2014 · CHICAGO, ILLINOIS

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Rule 1.1 Lawyer’s Duty of Competence

Rule 1.6 Confidentiality of Information

Rule 5.3 Responsibilities Regarding Nonlawyer Assistance Rule

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“…including the

benefits and risks of technology”Bd. Of Bar Overseers Office of the Bar Counsel, Public Reprimand No. 2013-21 (Oct. 9, 2013)

Iowa Supreme Court Atty. Disciplinary Bd. v. Wright, 840 N.W.2d 295, 301-04 (Iowa 2013)

In re Anonymous, 6 N.E.3d 903, 907 (Ind. 2014)

In re John A. Goudge, 12PR0085

In the Matter of Cynthia E. Collie, Appellate Case No. 2012-213164 (South Carolina (Oct. 17, 2013)

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DEFINING “REASONABLE”

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• 18 states – so far as we know

• Cropping up since 2006

• Topics include 3rd party access to electronic data,

safekeeping property in electronic format,

extranets, web-based email, SaaS, and “the Cloud”

The States Weigh In On Cloud Computing

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Catherine Sanders Reach, Director

Chicago Bar Association

Law Practice Management & Technology

Phone: 312-554-2070

[email protected]

www.chicagobar.org/lpmt

Follow me @catherinereach

www.linkedin.com/in/catherinereach

mailto:[email protected]

http://www.chicagobar.org/lpmt

http://www.linkedin.com/in/catherinereach

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Thank you for listening!

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