Ethical Guidelines for Client Files CLE

Join me for a CLE on June 7, 2017 about OSB Formal Ethics Opinions 2016-191 – Client Property: Electronic-Only or “Paperless” Client Documents and 2017-192 – Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files. Learn:

What are lawyers required to produce and when?

  • In some cases, lawyer notes and communications must be produced, in other instances they can be withheld: do you know the difference?
  • If you store data in proprietary law office software (e.g. in a docketing or practice management program), must you extract and convert the data for the client?
  • What circumstance might provoke disclosure of “confidential” information belonging to another client?
  • Can you refuse to deliver file material on the grounds that it is too burdensome or expensive to produce?
  • Is it possible to deliver less than the “entire client file” if the client consents?
  • Are you required to produce work product? Conflict information? Time and expense records? Reports about the client’s creditworthiness? Expert witness information? Metadata? Text messages?

Standards governing retention and storage of client files – Is it ethical to store client files electronically? Do any exceptions apply? What duties does a lawyer have when using electronic-only storage?

When to charge for locating, segregating, or duplicating file material – When you can (and can’t) pass costs on to the client, whether client originals can ever be destroyed, and your ethical responsibilities to the “impecunious client.”

Appreciate the difference between ethical duties and discoverability – The interplay of the Oregon Rules of Professional Conduct vs. state and federal rules of civil procedure.

Throughout the program “best practice” tips will be shared.

Date/Time/Location

Wednesday, June 7, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time.  This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.

Who Should Attend?

Lawyers, office managers or administrators, staff – anyone interested in learning more about Oregon’s new formal ethics opinions, 2016-191 and 2017-192.

Does the Program Include Written Materials?

Yes.  Written materials will be distributed electronically to all registered attendees before the event.

Ask Questions/Participate in Live Polling

Questions are welcome during the live event.  Attendees are also encouraged to participate in live, anonymous polling.

Registration Fee

$25 – Visit the Upcoming CLE, click here, or choose the Register button below. Secure payment processing powered by Eventbrite. Visa, MasterCard, Discover, and American Express accepted. Program materials included in the registration price.

Eventbrite - Ethical Guidelines for Client Files

MCLE Credits
1.5 Ethics MCLE Credits pending.

Can’t Attend?

Video and audio recordings of Ethical Guidelines for Client Files will be available to download along with the program materials following the June 7 CLE. Price: $25. Contact me for more information or visit my CLE on demand store after June 7.

All Rights Reserved [2017] Beverly Michaelis

Best Free Productivity Apps for the iPhone and iPad

Last week we took a look at nine free iOS apps to help you track expenses and mileage, organize bills, calculate on the go, budget, make smart purchases, and track packages. This week we focus on free productivity apps for project management, paperless meetings, better communication, security, task management, file sharing and storage, workflow, video conferencing, scanning, PDFs, eSigning, notetaking, sketching, languages, and business travel.

Project Management

Trello is the free, flexible, and visual way to organize anything with anyone. Forget lengthy email threads, out-of-date spreadsheets, sticky notes, and clunky software for managing your projects. Trello lets you see everything about your project in a single glance.  Compatible with Apple Watch.

Paperless Meetings

minute-iconUse Minute to conduct easy paperless meetings. Instantly invite attendees, turn agendas into meetings, import and share documents from Dropbox, Evernote, email, etc. Collaborate on notes, to-dos, decisions, and documents. Delegate tasks to attendees. After the meeting read and revise notes and export meeting minutes.

 Better Communication

Rather than worrying about your data allowance or cell signal, WhatsApp lets you send messages over Wi-Fi or a mobile data connection instead. Send and receive photos free over Wi-Fi* with no size restrictions. (*Or if you have unlimited mobile data.)

Security

1passwordKeep track of passwords, security codes, and alarm codes in one place with 1Password. Search to find what you’re looking for on any connected device. Save and fill passwords, credit cards, and addresses into webpages with a single click. Keep your data safe and encrypted. Unlimited installations with paid subscription. Compatible with Apple Watch. (Free 30 day trial; $5 per month subscription.)

Task Management

todoist-iconAdd, complete, and re-schedule tasks from any device, even offline with Todoist. Automatic 24/7 sync. Create sub-tasks and sub-projects, set priorities, and color-code projects. Share projects, assign tasks, and add comments all within the app. Instant notifications will keep you up-to-date whenever changes are made. Compatible with Apple Watch.

easilydoEasilyDo connects to online services, like your email, calendar, and Facebook, then looks for things it can help you get done. For example, it might ask you if you’d like to add contact details of someone who emailed you to your address book. Or it might spot an upcoming birthday. (Best for personal use.)

File Sharing and Storage

Transfer files instantly across Mac, iOS, Android, and Windows platforms using simple drag and drop with Instashare Air Drop. Transfer any file type (MP3, images, PDF, slide decks, docs, and more). Any size. Completely secure – files are transferred only between devices – no copy is kept in the cloud. Supports older devices: back to iPhone 3Gs and iPad. No need to register, just open the app, and start sharing. No email account, no passwords required.

hightailUse Hightail (formerly YouSendIt) to upload files to a shared project area called a Space then name it and add context or project goals. Solves the problem of oversized email attachments. Upload to Hightail instead and send your recipients a link. Supports PDF, docx, PPT, png, and other file formats. Documents can be secured with an access code.  (Free 250 MG storage.)

Workflow

Use Clips to clip from anything from anywhere: quotes, links, stories, images. Ideal for users who write a lot on their iPhone and iPad or hate switching between apps to copy-and-paste. The custom keyboard doesn’t log any of your input and requires no use of the Internet. Sync across all iOS devices through your private iCloud account with the Pro version.  Compatible with Apple Watch.

ifttt“If this, then that.” Use ifttt to automate just about anything: create events in Google Calendar with only a few taps; keep your team in sync with scheduled reminders for Slack; catalog important email from your inbox in an Evernote notebook to go over later; sync files quickly. Ifttt makes two separate apps work together!

Video Conferencing

zoomZoom offers quality video and audio conferencing – available for mobile devices and on the desktop.  Screen share apps and photos, send files, annotate, mute attendees (or not), easily invite phone, email, or company contacts.  (Free for 50-person or less meetings that last no longer than 40 minutes.)

Scanner and Whiteboard Converter

CamScanner turns photos of sketches, receipts, sticky notes, and whiteboard notes into editable files. Make digital copies of printed documents, business cards, or posters and trim them precisely. Printed text is automatically recognized (using OCR) so you can search for words in images and copy and edit them.  200MB free storage.

PDFs and eSigning

Adobe Acrobat Reader DC is a PDF viewer made specifically for the iPhone. Take a picture of your handwritten signature on your mobile device, and then sync it to sign PDFs at your desk or on the go. Annotate PDFs or mark-up files.  Draw on the screen with the drawing tool. Store, access, and share files from your Dropbox account.  (In-app purchases may apply.)

signnowUse SignNow to sign documents with your finger. Fill and complete PDF, Word, or rich text documents. Open documents from your inbox, Dropbox, and more. Easily collect signatures from multiple people. Secured with bank quality encryption.  (Sign up to five documents per month at no charge.)

Notetaking and Sketching

Use Paper 53 to draw on photos or quickly spotlight details. Sketch diagrams, charts, and drawings. Want to add titles to notes?  Swipe left. Want to add a checklist? Swipe right.

Learn Languages

duolingoUse the free Duolingo app to read, listen, and speak Spanish, French, German, Portuguese, Italian, Irish, Dutch, Danish, Swedish, and English.  Learn languages in bite-sized lessons: Apple’s iPhone App of the Year.  (In-app upgrades available.)

Business Travel

Hopper hopper-iconconstantly monitors prices to find great deals on airfare. Shows you the best time to go, predicts the right time to book flights, and where to buy.  Includes personalized tips.  Promises savings of 40% or more on your next flight.  A best app of the year winner in 2015.

Input your itinerary and GateGuru will automatically provides you with the check-in airport terminal, airport weather, gate arrival and departure information, real-time flight status, estimated TSA security wait times, airport food and amenity information, airport maps and tips, last minute rental car bookings.

All Rights Reserved 2016 Beverly Michaelis