REGISTER FOR THESE PROGRAMS ONLINE! Go to www.cobarcle.org
TWO
Half-Day
Programs!
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.
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
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
LIVE PROGRAM AND LIVE WEBCAST!
Tuesday, July 22, 2014
Location: CBA-CLE Large Classroom,
1900 Grant St., Suite 300, Denver, CO 80203
Featuring Nationally
Known Speaker Barron Henley
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.
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; email
encryption; secure file sharing; anti-spam & email 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
Adjourn 8:30 am – 9:00 am
9:00 am – 12:15 pm
(There will be a 15 minute morning break)
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.
AFTERNOON AGENDA
REGISTER FOR THESE PROGRAMS ONLINE! Go to www.cobarcle.org
RegistrationDocketing 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
• Email 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
Adjourn 12:30-1:15 pm
1:15-4:30 pm
(There will be a 15 minute afternoon break)
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 http://cle.cobar.org/Home/CLEPass.aspx
to download the information & enrollment packet.
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 profes-sional 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 www.affinityconsulting.com.
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!”
CLOUD COMPUTING/AVOIDING MALPRACTICE
Register by PHONE
when using VISA, MC or AmEx
In Denver: (303) 860-0608 Toll-Free: (888) 860-2531
Or FAX form to
when using VISA, MC or AmEx
FAX to: (303) 860-0624 Or MAIL form to CLE in Colorado 1900 Grant St, Suite 300 Denver, CO 80203-4303 Or Register ONLINE
when using VISA, MC or AmEx
Go to www.cobarcle.org
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q VISA q MasterCard qAmEx
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Required for credit card orders
CLE Use Only: Check #:
Approval #:
*NOTE: Shipping & handling only applies to orders you receive via mail. Materials will be mailed to you
approximately 2 weeks after live program.
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 $
PROGRAM ORDER FORM
HOMESTUDY ORDER FORM
STEP 1 - CHOOSE PROGRAM & PRODUCT FORMAT:qMorning 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*
qAfternoon 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
Price $ ($10.95) *Shipping & Handling $ Subtotal $ Applicable Sales Tax (7.62% Denver, 4% RTD and 2.9% rest of Colo.) $
