🎙️Ep. 99: Navigating the Intersection of Law Ethics and Technology with Jayne Reardon.

/ The Tech-Savvy Lawyer.Page/

Meet Jayne Reardon, a nationally renowned expert on legal ethics and professionalism who provides ethics, risk management, and regulatory advice to lawyers and legal service providers. Jayne is an experienced trial lawyer who has tried cases in state and federal courts across Illinois and on appeal up to the United States Supreme Court. She also sits on the national roster of the American Arbitration Association for Commercial and Consumer Arbitration. Moreover, she is a certified neutral in the Early Dispute Resolution Process. Jayne's experience includes service as Executive Director of the Illinois Supreme Court Commission on Professionalism, an organization dedicated to promoting ethics and professionalism among lawyers and judges, and disciplinary counsel for the Illinois Attorney Registration and Disciplinary Commission.

In today's conversation, Jayne explores ethical concerns for lawyers using AI, focusing on ABA Model Rules. She also discusses billing ethics, advising transparency in engagement letters and time tracking. Furthermore, Jayne highlights online civility, warning against impulsive posts and labeling, and real-life cases to underscore the importance of ethical vigilance in AI-integrated legal practice.

Join Jane and me as we discuss the following three questions and more!

  1. What are your top three warnings to lawyers about using AI in line with the ABA model rules of ethics?

  2. Some lawyers are creating DIY services online through chatbots, AI for clients, through chatbots and AI for clients to handle their legal affairs. What are the top three ethical concerns these lawyers should be wary of when creating these services?

  3. What are your top three suggestions about lawyers being civil to one another and others online?

In our conversation, we cover the following:

[01:11] Jayne's Current Tech Setup

[04:50] Handling Tech Devices and Daily Usage

[08:51] Ethical Considerations for AI in Legal Practice

[19:21] Ethical Considerations for AI-Assisted Services

[26:37] Civility in Online Interactions

[30:58] Connect with Jayne

Resources:

Connect with Jayne:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

* the “W-Calendar” program I refered to apparently is no longer an active software program available for purchase.

The AI Revolution in Law: Adapt or Be Left Behind (& where the bar associations are on the topic).

/ The Tech-Savvy Lawyer.Page/

Its a pivotal moment for attorneys as generative ai has made a huge impact on the field of law.

Recently in a groundbreaking revelation at the 2024 Clio Cloud Conference, Jack Newton, CEO and founder of CLIO, unveiled a startling statistic that's set to reshape the legal landscape. "79% of legal professionals [are] now incorporating AI tools into their daily work—a significant jump from just 19% in 2023" Newton announced, highlighting an unprecedented rate of technology adoption in the legal sector.

This meteoric rise in AI usage among lawyers is not just impressive; it's transformative. Newton emphasized the critical nature of this shift, stating, "If you don't embrace AI, you are at a fundamental competitive disadvantage, and you will lose". Despite this blogs ongoing drum beat that AI is significantly impacting the practice of law, his words should serve as a wake-up call to legal professionals worldwide: the AI revolution is here, and it's moving faster than any technological advancement we've seen before.

The rapid adoption of AI in law practice isn't just about staying current; it's about survival in an increasingly competitive field. As AI tools become more sophisticated and integrated into daily legal work, lawyers who fail to adapt risk falling behind their tech-savvy counterparts. From streamlining document review to enhancing legal research capabilities, AI is proving to be an indispensable tool in the modern law office.

However, with great power comes great responsibility. As lawyers rush to incorporate AI into their practices, they must navigate the complex ethical landscape that comes with this new technology. State bar associations across the country are scrambling to issue guidelines and ethics opinions to ensure that the use of AI aligns with professional standards and client interests. 

Lawyers who don’t embrace technology and AI into their practice of law are going to find themselves left behind by others who do!

The American Bar Association has taken a lead role in this effort, issuing Formal Opinion 512 on "Generative Artificial Intelligence Tools" in July 2024. This opinion emphasizes that while lawyers need not become AI experts, they must develop a "reasonable understanding of the capabilities and limitations" of the AI tools they use[1]. Many state bars are following suit, Below, I have attempted to provide a comprehensive list of bar associations that have “required,” “suggested,” or are “studying” ethical requirements that lawyers follow when using generative AI in their work.  (This list is up-to-date as of October 27, 2024.)

At The Tech-Savvy Lawyer.Page, we've been at the forefront of this discussion, providing in-depth analyses and practical advice for lawyers navigating the AI landscape. Our recent posts on "Understanding the Ethical Implications of AI in Law Practice" and "The White House's New Ai Guidelines: What Lawyers Need To Know!" offer valuable insights into how to integrate AI tools ethically and effectively.

As the legal profession stands at this technological crossroads, it's clear that embracing AI is no longer optional—it's imperative. Lawyers must not only learn to use these tools but also understand the ethical obligations that come with them. State bar requirements are evolving rapidly, and staying informed is crucial.

The message is clear: adapt, learn, and thrive in this new AI-driven legal landscape, or risk being left behind. The future of law is here, and it's powered by artificial intelligence. Are you ready to lead the charge?

MTC

List of Bar Associations that have “REQUIRED,” “SUGGESTED,” or are “STUDYING” Ethical Requirements that lawyers follow when using generative AI in their work.  (This list is up-to-date as of October 27, 2024.)

📋

List of Bar Associations that have “REQUIRED,” “SUGGESTED,” or are “STUDYING” Ethical Requirements that lawyers follow when using generative AI in their work.  (This list is up-to-date as of October 27, 2024.) 📋

Required:

  1. California State Bar - https://calawyers.org/california-lawyers-association/ethics-guidelines-for-lawyers-using-generative-ai/

  2. DC Bar Association - https://www.dcbar.org/for-lawyers/legal-ethics/ethics-opinions-210-present/ethics-opinion-388

  3. Florida Bar - https://news.bloomberglaw.com/litigation/ai-guidance-from-florida-bar-builds-on-familiar-ethics-rules

  4. Illinois State Bar Association - https://www.isba.org/sections/ai

  5. Iowa State Bar Association - https://www.iowabar.org/?blAction=showEntry&blogEntry=111125&pg=IowaBarBlog

  6. Missouri Bar - https://mo-legal-ethics.org/informal-opinion/2024-11/

  7. New Hampshire Bar Association - https://www.nhbar.org/using-artificial-intelligence-in-practice/

  8. New Jersey State Bar Association - https://njbiz.com/nj-supreme-court-releases-preliminary-ai-guidelines-for-lawyers/

  9. North Carolina Bar Association - https://nydailyrecord.com/2024/03/04/north-carolina-adds-to-growing-body-of-ai-ethics-guidance-for-lawyers/

  10. Oregon State Bar - https://www.osbar.org/bulletin/issues/2024/2024April/offline/download.pdf

  11. Pennsylvania Bar Association - https://www.lawnext.com/2024/06/new-legal-ethics-opinion-cautions-lawyers-you-must-be-proficient-in-the-use-of-generative-ai.html

  12. Utah State Bar - https://www.jdsupra.com/legalnews/utah-adopts-new-ai-disclosure-law-that-3770503/

  13. Virginia State Bar - https://nydailyrecord.com/2024/08/30/practical-and-adaptable-ai-guidance-arrives-grom-the-virginia-state-bar/

  14. Washington State Bar Association - https://watech.wa.gov/policies/interim-guidelines-purposeful-and-responsible-use-generative-artificial-intelligence-ai-washington

Suggested:

  1. Hawaii Bar Association - https://histatelawlibrary.com/about/artificial-intelligence-usage-recommendations/

  2. Kentucky State Bar - https://cdn.ymaws.com/www.kybar.org/resource/resmgr/ethics_opinions_(part_2)_/kbae457artificialintelligenc.pdf

  3. Louisiana State Bar Association - http://www.lsba.org/documents/News/LSBANews/LASCLetterAI.pdf

  4. Massachusetts Bar Association - https://natlawreview.com/article/american-bar-association-issues-formal-opinion-use-generative-ai-tools

  5. Michigan State Bar - https://www.michbar.org/journal/Details/Lawyering-in-the-age-of-GenAI?ArticleID=4873

  6. Minnesota State Bar Association - https://www.mnbar.org/resources/publications/bench-bar/columns/2024/09/03/ethics-guidance-for-generative-ai-use

  7. New York State Bar Association - https://associationsnow.com/2024/04/legal-group-ai-guidelines/

  8. Oklahoma Bar Association - https://www.okbar.org/barjournal/september-2024/a-cautionary-tale/

  9. Tennessee Bar Association - https://www.tba.org/?blAction=showEntry&blogEntry=110838&pg=LawBlog

  10. West Virginia State Bar - https://www.intelligencer.net/news/top-headlines/2024/06/legal-watchdog-provides-west-virginia-attorneys-guidance-on-ai/

Studying:

  1. Alabama State Bar Association - https://www.attorneysinsurancemutual.com/post/aba-issues-first-ethics-guidance-on-a-lawyer-s-use-of-artificial-intelligence-tools-alabama-and-ten

  2. Colorado Bar Association - https://cl.cobar.org/features/the-legal-ethics-of-generative-ai-part-3/

  3. Delaware State Bar Association - https://media1.dsba.org/public/Publications/BarJournal/January2024DSBABarJournal.pdf

  4. Georgia State Bar - https://natlawreview.com/article/american-bar-association-issues-formal-opinion-use-generative-ai-tools

  5. Mississippi Bar Association - https://www.phelps.com/insights/the-mississippi-bar-presents-benefits-of-artificial-intelligence-in-law-practice.html

  6. Montana State Bar - https://www.montanabar.org/Membership-Regulatory/Ethics-Resources

  7. Nevada State Bar - https://nvbar.org/events/cle-ai-and-the-practice-of-law/

  8. South Carolina Bar Association - https://www.americanbar.org/news/abanews/aba-news-archives/2024/07/aba-issues-first-ethics-guidance-ai-tools/

  9. Texas State Bar - https://www.law.com/texaslawyer/2024/07/22/new-ai-legal-ethics-rules-coming-texas-state-bar-drafting-recommendations-on-artificial-intelligence/

MTC: Navigating the Perils of Online Reviews!

/ The Tech-Savvy Lawyer.Page/

How lawyers handle online reviews can be a matter of your bar license!

In today's digital age, lawyers must be increasingly cautious about their online presence and interactions. A recent case involving an Illinois attorney serves as a stark reminder of the potential consequences of mishandling online reviews. Let's explore the key takeaways and best practices for legal professionals in the digital realm.

The Cautionary Tale

An Illinois attorney recently faced bar charges for his response to negative online reviews[1]. This incident highlights the importance of maintaining professionalism and ethical standards, even in the face of criticism on digital platforms.

What Not to Do with Online Reviews

Don't Disclose Confidential Information

The attorney in question allegedly revealed confidential client information in his responses to negative reviews[1]. This is a fundamental breach of attorney-client privilege and can lead to severe consequences, including disciplinary action from the bar.

Avoid Emotional Responses

Not all reviews are going to be great - lawyers need to be mindful they handle them.

It's natural to feel defensive when faced with criticism, but responding emotionally can lead to poor decision-making. The Illinois attorney's responses were described as "intemperate" and "discourteous"[1], which only exacerbated the situation.

Don't Engage in Harassment

The charges against the attorney included allegations of harassment[1]. It's crucial to remember that any form of harassment, whether online or offline, is unacceptable and can result in serious professional repercussions.

Best Practices for Handling Online Reviews

Maintain Professional Composure

When faced with a negative review, take a step back and compose yourself before responding. A calm, professional response is always more effective than an emotional outburst.

Respect Client Confidentiality

Never disclose any information about a client or case without explicit permission, even if you're trying to defend yourself against criticism. Client confidentiality is paramount and must be maintained at all times.

Respond Thoughtfully and Constructively

always “act” and “not react” to negative online reviews!

If you choose to respond to a review, do so in a way that addresses the concerns raised without becoming defensive or confrontational. Focus on providing factual information and expressing a willingness to resolve any issues.

Consider Not Responding

In some cases, the best course of action may be to not respond at all. If a review is particularly inflammatory or you're unsure how to respond appropriately, consult with a colleague or seek advice from your bar association.

Proactive Measures

Cultivate Positive Reviews

Encourage satisfied clients to leave reviews on reputable platforms. A strong base of positive reviews can help offset the impact of occasional negative feedback.

Monitor Your Online Presence

Regularly check your online reviews and mentions. Early awareness of negative feedback allows you to address issues promptly and professionally.

lawyers should regularly monitor their online presence!

Implement a Review Response Policy

Develop a clear policy for handling online reviews within your practice. This can help ensure consistent, professional responses across all platforms.

The Bigger Picture

While online reviews can be a valuable tool for potential clients, they also present unique challenges for legal professionals. The case of the Illinois attorney serves as a reminder that the rules of professional conduct apply just as much in the digital world as they do in traditional practice settings.

As tech-savvy lawyers, we must navigate this landscape with care, always prioritizing ethical standards and client confidentiality. By maintaining professionalism in our online interactions, we not only protect ourselves from potential disciplinary action but also uphold the integrity of our profession in the digital age.

Remember, in the world of online reviews, discretion and professionalism are your best allies. Let's use technology to enhance our practices, not compromise them.

MTC

Happy Lawyering!

🎙️Ep. 98: Streamlining legal workflows with Michael Anderson, Chief Product Officer at Filevine, on LPM evolution.

/ The Tech-Savvy Lawyer.Page/

Michael Anderson, Filevine's CPO, shares insights into transforming legal practice management with technology. Highlighting Filevine's client-matter-centric approach, he reveals how it streamlines legal tasks, avoids context-switching, and embraces AI for efficiency. Predicting an all-in-one AI-driven future, he invites listeners to explore Filevine's transformative impact through today's conversation!

Join Michael and me as we discuss the following three questions and more!

  1. What are the top three software expectations a lawyer should expect from their LPMs?

  2. What are the top three practical and ethical uses of AI by lawyers today?

  3. What are your top three future predictions for LPMs?

In our conversation, we cover the following:

[01:32] Michael's Current Tech Setup 

[03:30] Top 3 Features Lawyers Need in Legal Practice Software

[04:13] Filevine's Differentiation from Competitors

[09:50] Practical and Ethical Uses of AI in the Legal Profession 

[18:27] Future Predictions for LPMs

[21:35] Connect with Michael

Resources:

Connect with Michael:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

MTC: What is the common sense approach lawyers can learn from 23andMe’s recent client data breach?

/ The Tech-Savvy Lawyer.Page/

What can 23andme’s client data breach teach lawyers about keeping their own client’s data secure?

I can’t stress enough that as legal professionals, we bear a dual responsibility when it comes to personal identification information (PII): safeguarding our own data and protecting our clients' sensitive information. 

The 23andMe Incident: A Wake-Up Call

Last week’s report of the 23andMe breach serves as a stark reminder of the vulnerabilities inherent in storing sensitive personal information online. Hackers gained access to user profiles, including genetic data, names, birth years, and ancestry report. This incident underscores the need for heightened awareness and caution when sharing personal identification information (PII) with online companies. THIS data breach serves as a perfect reminder of the critical importance of data security in our increasingly digital world, especially for those of us in the legal field.

Legal Ethics and Client Confidentiality

The cornerstone of the attorney-client relationship is confidentiality, extending far beyond our physical offices in today's digital age. We are bound by ethical rules mandating the protection of client information. The American Bar Association's Model Rule 1.6(c) explicitly states that "A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client.” But our legal ethics responsibilities just don’t stop there!

Even small law firms are not immune from cyberattacks!

ABA Model Rule 1.1 Comment 8 (Rule 1.1[8]) requires lawyers to stay informed about changes in the law and its practice, including the benefits and risks associated with relevant technology. This comment explicitly recognizes that competent representation in today's legal landscape involves understanding and effectively using pertinent technology. Lawyers must be aware of the security levels, general operational status, and potential risks and actual data breaches of the services and software they use, both in-office and cloud-based. While the goal isn't to transform lawyers into tech experts, it's crucial that we can leverage technology (even with the assistance of more technically proficient experts) to provide efficient, effective, and ethical legal services to our clients.

Implications of Data Breaches

The 23andMe incident highlights the potential consequences of a data breach, which for lawyers could include:

  1. Violation of ethical obligations

  2. Potential malpractice claims

  3. Loss of client trust and reputation damage

  4. Regulatory penalties and sanctions

Protecting Client and Our Own Information in the Digital Age

To fulfill our ethical obligations and protect our clients' PII, we must implement robust data security measures:

Secure Data Storage and Transmission

Utilize encrypted cloud storage solutions and secure file transfer protocols when handling client data. Avoid using public Wi-Fi networks for accessing or transmitting sensitive information. And if you do, be sure to use a reliable Virtual Private Network (VPN) when on public Wi-Fi.

Client Communication Practices

Lawyers need not be tech experts but they need to know how to use tech to not only for their clients but use it to protect their client’s Data.

Implement secure client portals for document sharing and communication. Educate clients on the risks of sending sensitive information via unsecured email, and advise them on what information should never be shared electronically.

Vendor Due Diligence

Carefully vet third-party service providers, ensuring they adhere to stringent data protection standards. This includes practice management software, e-discovery platforms, and cloud storage providers.

Here are Some Best Practices for Personal and Professional Data Protection

  1. Implement strong authentication: Use multi-factor authentication for all professional and personal accounts. Consider using a password manager that creates and stores complex passwords.

  2. Separate personal and professional online presence: Maintain distinct profiles and accounts for personal and professional use.

  3. Regularly update security measures: Stay informed about the latest cybersecurity threats and update your protection strategies accordingly.

  4. Minimize data sharing: Critically assess what personal information is truly necessary to share online, and refrain from providing sensitive data unless absolutely essential.

Lawyers Are Important Participants to the Future Legal Landscape 

The 23andMe breach raises important questions about the adequacy of current data protection laws. As legal professionals, we have a responsibility to:

  1. Advocate for stronger data protection legislation: Support and contribute to the development of comprehensive data privacy laws that protect individuals and businesses.

  2. Stay informed on data privacy regulations: Keep abreast of evolving laws such as The European Union's General Data Protection Regulation (GDPR) and California's Consumer Privacy Act (CCPA), and industry-specific regulations like Health Insurance Portability and Accountability Act (HIPAA).

  3. Advise clients on data protection: Provide guidance on compliance with data protection laws and best practices for safeguarding sensitive information, including when to refrain from sharing certain types of data altogether.

maybe we don’t need to put all of our information on the internet?

The Fundamental Lesson: Some Data Should Never Be Shared

Perhaps the most crucial takeaway from the 23andMe incident is that certain types of information are so sensitive and personal that they may not belong in anyone else's hands, regardless of the security measures in place. This is particularly true for genetic data, which is immutable and deeply personal. As lawyers, we must critically evaluate what information truly needs to be shared or stored externally, always erring on the side of caution.

My Final Thoughts

The 23andMe incident serves as a critical reminder of the vulnerabilities inherent in our digital ecosystem and the importance of discerning what information should never be shared. As lawyers, we must be at the forefront of data protection efforts, not only to safeguard our own information but also to uphold our ethical obligations to our clients. By implementing robust security measures, staying informed about evolving threats and regulations, and advocating for stronger data protection laws, we can help mitigate the risks associated with sharing PII in our increasingly interconnected world.

In this digital age, protecting personal identification information is not just a matter of individual privacy—it's a fundamental aspect of legal ethics and professional responsibility. As tech-savvy lawyers, we must lead by example in implementing and promoting best practices for data security, ensuring that we maintain the trust and confidentiality that form the bedrock of our profession. Most importantly, we must always question whether certain information needs to be shared at all, recognizing that the best protection sometimes lies in not disseminating sensitive data in the first place.

MTC

MTC: Lawyers and Law Firms: Think Twice Before Implementing Bossware!

/ The Tech-Savvy Lawyer.Page/

Bossware does not help develop employee moral!

In the legal profession, where confidentiality and trust are paramount, the use of employee monitoring software, or "bossware," may seem like an attractive solution for managing productivity and ensuring security. However, law firms and legal departments should carefully consider the potential risks and drawbacks before implementing such tools.

The Allure of Bossware

It's understandable why some legal professionals might be tempted by bossware. The ability to track billable hours, monitor case progress, and ensure compliance with ethical guidelines can be appealing. Moreover, with the rise of remote work, there's a natural desire to maintain oversight and productivity.

Legal and Ethical Concerns

However, the use of bossware in legal settings raises significant legal and ethical concerns:

  • Client Confidentiality: Monitoring software that captures screenshots, records keystrokes, or accesses webcams could potentially compromise attorney-client privilege and violate ethical obligations.

  • Employee Privacy: Lawyers are well-versed in privacy laws and should be particularly sensitive to the invasion of privacy that bossware represents.

  • Labor Law Violations: The National Labor Relations Board has signaled its intention to protect employees from intrusive electronic monitoring, which could lead to legal challenges for firms using bossware.

Productivity Paradox

Studies show that bossware can lead to decreased not increased productivity!

While bossware is often implemented with the goal of increasing productivity, it may have the opposite effect:

  • Stress and Anxiety: Research shows that 56% of monitored employees feel stress and anxiety about surveillance, which can lead to decreased productivity and burnout.

  • Counterproductive Behaviors: Monitored employees are more likely to engage in rule-breaking behaviors, including taking unapproved breaks and purposefully working at a slow pace.

  • Trust Erosion: In a profession built on trust, implementing invasive monitoring tools can severely damage the relationship between partners, associates, and staff.

Security Risks

Ironically, bossware can create new security vulnerabilities:

  • Data Breaches: Collecting extensive personal data through monitoring software increases the risk and potential impact of data breaches.

  • Shadow IT: Employees may resort to using personal devices or unauthorized software to avoid surveillance, creating new security risks.

Alternative Approaches

Instead of relying on intrusive monitoring, law firms and legal departments should consider alternative strategies:

  • Focus on Outcomes: Evaluate employees based on the quality and timeliness of their work rather than micromanaging their daily activities.

  • Transparent Policies: If any monitoring is necessary, be fully transparent about what data is collected and why.

  • Minimal Data Collection: Adopt a "data minimization" approach, collecting only the information absolutely necessary for legitimate business purposes.

  • Invest in Culture: Foster a culture of trust, open communication, and mutual respect, which can naturally boost productivity and engagement.

Final Thoughts

While the temptation to implement bossware may be strong, especially in a profession as detail-oriented as law, the potential risks far outweigh the perceived benefits. Law firms and legal departments should lead by example, respecting employee privacy and fostering a culture of trust. By focusing on outcomes rather than surveillance, legal employers can maintain productivity and security without compromising their ethical standards or risking legal challenges.

In an era where privacy concerns are at the forefront of legal and societal discussions, lawyers should be at the vanguard of protecting individual rights, starting with their own employees. The legal profession has always been about upholding justice and ethical standards – let's ensure that these principles extend to how we treat our own.

MTC

PSA: Phishing Awareness Training: Protecting Your Law Firm from Cyber Threats!

/ The Tech-Savvy Lawyer.Page/

Be aware of “Phishing” as it can jeopardize your office’s cybersecurity!

For October 2024’s Cybersecurity Month, we need to remember that in today's digital age, law firms are increasingly becoming targets of sophisticated cyber attacks, with phishing being one of the most prevalent and dangerous threats. As legal professionals, we handle sensitive client information and confidential data daily, making it crucial to stay vigilant against these malicious attempts. This article will explore the importance of phishing awareness training for law firms and provide practical strategies to safeguard your practice.

Understanding the Phishing Threat Landscape

Phishing attacks have evolved significantly over the years, becoming more targeted and convincing. Cybercriminals often employ social engineering tactics to manipulate unsuspecting victims into divulging sensitive information or clicking on malicious links. For law firms, the consequences of a successful phishing attack can be devastating, potentially leading to data breaches, financial losses, and reputational damage.

The Importance of Comprehensive Training

One key strategy in combating phishing attacks is to conduct regular phishing awareness training sessions. These sessions should educate legal professionals on how to spot and avoid phishing attempts, emphasizing the importance of verifying sender identities and checking for red flags in emails.

Best Practices for Phishing Defense

To mitigate cybersecurity risks and safeguard sensitive information effectively, legal professionals should be trained on the following best practices:

  1. Implement multi-factor authentication and encryption protocols

  2. Encourage a culture of vigilant reporting for suspicious activities

  3. Verify sender identities before responding to emails

  4. Check for red flags such as misspellings or urgent requests for personal information

  5. Avoid clicking on suspicious links or downloading attachments from unknown sources

Effective Training Strategies

“Phishing” is a cyber attack where scammers impersonate legitimate entities to trick individuals into revealing sensitive information, like passwords or financial details.

To ensure that your phishing awareness training program is effective and engaging, consider implementing the following strategies:

Simulated Phishing Exercises

Conducting simulated phishing exercises can provide practical, hands-on experience for your legal team. These exercises help staff members identify common tactics employed by cybercriminals and improve their ability to detect suspicious emails.

Interactive Learning Modules

Incorporate interactive learning modules into your training program to reinforce key concepts and best practices in cybersecurity. These modules can include quizzes, case studies, and scenario-based learning to keep participants engaged and enhance knowledge retention.

Continuous Training and Updates

Given the ever-evolving nature of cyber threats, it's crucial to ensure that training is an ongoing process rather than a one-time event. Regular refresher courses and updates on emerging threats can help your legal staff remain vigilant and prepared to defend against phishing attacks.

Creating a Culture of Cybersecurity Awareness

Fostering a culture of cybersecurity awareness within your law firm is essential for long-term success in combating phishing threats. Here are some strategies to achieve this:

  1. Lead by example: Ensure that partners and senior staff members actively participate in training sessions and demonstrate good cybersecurity practices.

  2. Encourage open communication: Create an environment where staff members feel comfortable reporting suspicious emails or potential security breaches without fear of repercussions.

  3. Recognize and reward vigilance: Acknowledge and reward employees who successfully identify and report phishing attempts, reinforcing the importance of staying alert.

Handling Suspicious Emails and Potential Phishing Attacks

Cyber security awareness should not just be practiced once a month every year but every day!

It's crucial to provide clear guidelines on how legal staff should handle suspicious emails or suspected phishing attacks:

  1. Avoid clicking on any links or providing personal information.

  2. Report the suspicious email to the IT department or security team immediately.

  3. If a potential phishing attack is suspected, change passwords immediately and monitor accounts for any suspicious activity.

Implementing a Comprehensive Phishing Awareness Program

To create an effective phishing awareness program for your law firm, consider the following steps:

  1. Conduct a risk assessment to identify vulnerabilities specific to your firm

  2. Develop tailored training materials that address your firm's unique needs

  3. Implement regular training sessions for all staff members, including lawyers and support staff

  4. Use a variety of training methods, such as in-person workshops, online modules, and simulated phishing exercises

  5. Regularly evaluate and update your training program to address new threats and evolving tactics

Leveraging Technology to Enhance Phishing Defense

While training is crucial, it's also important to leverage technology to strengthen your firm's defenses against phishing attacks. Consider implementing the following tools and strategies:

  1. Email filters and anti-spoofing tools to reduce the number of phishing emails reaching users' inboxes

  2. Anti-spoofing solutions to identify and remove impostor websites before they can deceive your users

  3. Email server authentication to prevent email spoofing and improve the overall security of your firm's email communications

Measuring the Success of Your Phishing Awareness Program

being cyber aware and cyber secure can easily be seen as a MPR 1.1[8] Requirement!

To ensure the effectiveness of your phishing awareness training, it's important to track and measure its success. Consider the following metrics:

  1. Reduction in successful phishing attempts

  2. Increase in reported suspicious emails

  3. Improved performance in simulated phishing exercises

  4. Higher scores on cybersecurity knowledge assessments

My Final Thoughts

As legal professionals, we have a responsibility to protect our clients' sensitive information and maintain the integrity of our practices. By implementing a comprehensive phishing awareness training program and fostering a culture of cybersecurity awareness, we can significantly reduce the risk of falling victim to these malicious attacks.

Remember, cybersecurity is an ongoing process, and staying informed about the latest threats and best practices is crucial. By investing in regular training and leveraging technology, we can create a robust defense against phishing attacks and ensure the long-term security of our law firms.

Happy Lawyering!

🎙️ Ep. #97, Mastering your Law Practice Management Software with Val Reason of Vineskills!

/ The Tech-Savvy Lawyer.Page/

RECORDED LIVE FROM FILEVINE’S 2024 LEX SUMMIT IN SALT LAKE CITY, UT!

🎙️

RECORDED LIVE FROM FILEVINE’S 2024 LEX SUMMIT IN SALT LAKE CITY, UT! 🎙️

Any legal practitioner looking to increase productivity, optimize workflows, and improve client service may find switching to a new law practice management (LPM) program to be a daunting but necessary step. However, to guarantee a successful migration, the procedure necessitates meticulous planning along with an understanding of key technological elements.

Val Reason is an optimizer at Vineskills, a tech and legal business process expert. She works with law firms to assist them maximize Filevine's capabilities so they may increase operational effectiveness and enhance case management procedures to meet their objectives. She primarily draws from her prior expertise as an operations manager in personal injury law, where she was in charge of daily operations, accounting, human resources, and all system management, including Filevine builds and maintenance, in this position. She is dedicated to helping legal teams to make the most of their technology.

Regardless of the LPM you use, this is a must listen episode for those looking to maximize the value of their LPM investment, whether they're currently using an LPM system, considering a switch, or contemplating implementing LPM for the first time!

Join Val and me as we talk about the following three questions and more!

  1. What are the top three tech building blocks that every attorney should know when starting with a new law practice management software suite?

  2. What are the top three reasons a lawyer needs additional training on an LPM beyond what most LPMs offer?

  3. What are your top three hidden tech tricks in Filevine that maybe not only you should know, but perhaps users of other LPMs as well? 

In our conversation, we cover:

[01.16] Tech Setup –  Val explains her monitor setup and why she decided to keep it simple.

[06.04] Mobile Preference – Val explains why she prefers Pixel phones.

[08.00] Tech Building Blocks - Transitioning to a new law practice management software.

[11.13] LPM Transitioning - The importance of planning and testing.

[14.12] Transition Process - Cost considerations and implementation timelines associated with transitioning to a new LPM.

[17.38] Additional Training - Val explains the reasons lawyers need additional training on LPMs.

[20.04] Tech Tricks - Val explains the top three hidden tech tricks in Filevine that lawyers should know

[22.50] Automations – Val explains her favorite top three automations.

[28.00] Productivity Tips – Val explains her top three favorite tech tips for personal productivity.

Resources:

Connect with Val Reason

Equipment Mentioned in the Podcast

Software & Services Mentioned in the Podcast

Shout Out: Your The Tech-Savvy Lawyer Blogger/Award-Winning Podcaster Will Be A Speaker at the 2025 ABA Techshow!

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I’ll be co-presenting on two sessions in chicago at the aba techshow 2025!

I'm thrilled to share some exciting news with The Tech-Savvy Lawyer community! I've been invited to speak at the ABA Techshow 2025, taking place April 2-5, 2025, at the Hyatt Regency McCormick Place. This annual event brings together the brightest minds in legal technology, and I'm honored to contribute my expertise. I'll be co-presenting two sessions: "How to Leverage Video to Build Your Brand, Dominate SEO, and Attract The Best Clients" and "Innovations in Client Intake: Leveraging Technology for Better Outcomes." I'm looking forward to sharing insights and connecting with fellow legal tech enthusiasts.

I can’t wait to see you all there!!!

Stay tuned for more details on this incredible opportunity!

PSA: October 2024 - Cybersecurity Month is not just for the Tech-Savvy Lawyer!

/ The Tech-Savvy Lawyer.Page/

Its cyber Security Awareness month - are you cyber secure?

As we enter October 2024, it's time once again for Cybersecurity Awareness Month. This annual event, now in its 21st year, serves as a crucial reminder for lawyers to prioritize digital security in their practices. In an increasingly interconnected world, protecting client data and maintaining the integrity of our legal systems has never been more important. Let's explore some essential cybersecurity tips for lawyers of all tech levels, drawing from our previous discussions and expert insights.

The Basics: Foundational Cybersecurity Practices

Even if you're not a tech wizard, there are simple steps you can take to significantly enhance your firm's cybersecurity:

Password Protection and Authentication

Start with the basics: ensure all your devices are protected with strong passwords or passcodes. Use complex, unique passwords for each account, and consider implementing a password manager to keep track of them securely. Additionally, enable two-factor authentication wherever possible, adding an extra layer of security to your accounts.

Keep Systems Updated

Regularly updating your operating systems and software is crucial. These updates often contain critical security patches that protect against newly discovered vulnerabilities. Don't ignore those update notifications – they're your first line of defense against emerging threats.

Secure Your Network

When working remotely, avoid using public Wi-Fi networks. Instead, use your phone's personal hotspot or a reliable VPN service to encrypt your internet connection1. This practice is essential for maintaining client confidentiality and protecting sensitive data.

Advanced Strategies: Leveraging Technology for Enhanced Security

Even solo and small firms need to be cyber secure!

For those ready to take their cybersecurity to the next level, consider these more advanced strategies:

Embrace AI-Powered Security Solutions

As discussed in our recent blog post on Time's 100 Most Influential People in AI, artificial intelligence is revolutionizing cybersecurity. Look into AI-powered security tools that can provide real-time threat detection and response, offering what we've termed "precision cybersecurity".

Implement Endpoint Detection and Response (EDR) Systems

EDR systems can monitor and respond to suspicious activities on your devices in real-time. This proactive approach can help prevent breaches before they occur.

Regular Security Audits and Penetration Testing

Consider conducting regular security audits of your systems and networks. Penetration testing, where ethical hackers attempt to breach your systems, can reveal vulnerabilities you might have overlooked.

The Human Factor: Training and Awareness

Stay on top of trends and reports of cyber issues and how they may impact your practice!

Technology alone isn't enough – your team plays a crucial role in maintaining cybersecurity:

Phishing Awareness Training

Phishing remains one of the most common entry points for cyberattacks. Regularly train your staff to recognize and report phishing attempts. Consider running simulated phishing exercises to test and improve your team's awareness.

Develop a Cybersecurity Policy

Create a comprehensive cybersecurity policy for your firm. This should cover everything from acceptable use of technology to incident response procedures. Make sure all staff members are familiar with and adhere to this policy.

Foster a Security-First Culture

Encourage open communication about security concerns. Create an environment where staff feel comfortable reporting potential security issues without fear of reprimand.

Staying Informed: Continuous Learning

The cybersecurity landscape is constantly evolving. Stay informed about the latest threats and best practices:

Follow Reputable Sources

CISA is America's Cyber Defense Agency
NATIONAL COORDINATOR FOR CRITICAL INFRASTRUCTURE SECURITY AND RESILIENCE

Keep an eye on authoritative cybersecurity sources like the Cybersecurity and Infrastructure Security Agency (CISA) for the latest advisories and guidelines.

Attend Webinars and Workshops

Take advantage of educational opportunities. For instance, CISA is hosting several webinars throughout October 2024, covering topics from protecting school systems to addressing the cybersecurity workforce gap.

Leverage The Tech-Savvy Lawyer Resources

Don't forget to revisit our podcast Episode #39, where we discussed essential cybersecurity tips with expert Tom Lambotte. This conversation provides valuable insights tailored specifically for lawyers.

Final Thoughts: A Year-Round Commitment

While Cybersecurity Awareness Month provides a focused opportunity to assess and improve our digital security practices, it's crucial to remember that cybersecurity is a year-round necessity. The threats we face are constant and evolving, requiring ongoing vigilance and adaptation. By implementing these tips and staying informed about the latest developments, we can protect our clients, our practices, and the integrity of our profession.

Remember, cybersecurity is not just about technology – it's about people, processes, and continuous improvement. Whether you're a solo practitioner or part of a large firm, every step you take towards better cybersecurity makes a difference. Let's use this Cybersecurity Awareness Month as a springboard for ongoing security enhancements throughout the year.

Stay safe, stay informed, and let's continue to raise the bar for cybersecurity in the legal profession.