File management for law firms has become infinitely more complex, as laws, regulations, and ethics rules have proliferated over the last decade. Data security rules affect documents and files at every stage of representation. Yet, law firm file management can be dicey, at best. Many law firms don't have a single source of truth for files, don't effectively control access to those files and avoid or underutilize technologies that could help to improve the management of documents and client data. Modernizing law firm data management programs should be at the top of the to-do list for managing attorneys. This program can help you to get started down the right path.
Join the expert panel, as we examine attorneys' obligations in this space, and the real-world solutions that allow you to breathe a little easier when it comes to your client files.
Join the expert panel, as we examine attorneys' obligations in this space, and the real-world solutions that allow you to breathe a little easier when it comes to your client files.
Course Content
10:00 am - 10:08 amWelcome and Introduction
Jared D. Correia, Esq.,
Red Cave Law Firm Consulting, Beverly
10:08 am - 10:24 am
Creating and Implementing a File Management Plan
Why Lawyers Can't Ever Find Anything They Need • Using 'One Source of Truth' to Manage Law Firm Documents • Whither Software Integrations? • Creating/Implementing Workflows • Creating/Managing a WISP • Solving for Data Security
Jared D. Correia, Esq.,
Red Cave Law Firm Consulting, Beverly
10:24 am - 10:53 am
Choosing and Using the Right Technology for Document Management
Michael Doherty,
Mikrodots, Inc., Woburn
10:53 am - 11:20 am
Ethical Considerations of Document Management; Ethical Considerations of Preserving and Searching Documents for Discovery
Stacey A.L. Best, Esq.,
Lawyers Concerned for Lawyers (LCL | MassLOMAP)., Boston
11:20 am - 11:50 am
Searching, Preserving & Destroying Your Records: 6 Steps Toward Information Governance Maturity
Matthew L. Miller,
HaystackID, Los Angeles
11:50 am - 11:56 am
'Ask the Experts' Q&A Session
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairJared D. Correia, Esq.,
Red Cave Law Firm Consulting, Beverly
Faculty
Stacey A.L. Best, Esq.,
Lawyers Concerned for Lawyers (LCL | MassLOMAP). , Boston
Michael Doherty,
Mikrodots, Inc., Woburn
Matthew L. Miller,
HaystackID, Los Angeles
