Post on 08-Jan-2017
#ClioWeb
Shift to Mobile Legal Services
Building Mobile Solutions into Your
Law Practice
Joshua Lenon - Clio
#ClioWeb
Instructors
Joshua Lenon
• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon
#ClioWeb
Agenda
• Why go mobile• Ethics when accessing client data in public• Setup your mobile devices for secure access• Apps to choose for legal practice• Questions–5 minutes
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At least 70% of employees would quit their job for more flexible work arrangements.
Source:“DeathoftheDeskJob,”Softchoice,10/08/2015.
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How much do employees value…
RemoteAccess
Value Don'tValue
FlexibleHours
Value Don'tValue
Source:“DeathoftheDeskJob,”Softchoice,10/08/2015.
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Email,63%
CloudApps,49%
RemoteDesktop,30%
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
AxisTitle
RemoteAccessTools
Source:“DeathoftheDeskJob,”Softchoice,10/08/2015.
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75% of employees say they keep more personal and social commitments
because they can access work anytime, anywhere they want.
Source:“DeathoftheDeskJob,”Softchoice,10/08/2015.
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74% of surveyed lawyers regularly accessthe Internet while working
on law- related tasks away from their primary workplace
Source:ABALegalTechnologyReport2015
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Lawyers on the Go
Regularly Occasionally
Home 76% 15%
Hotel 36% 38%
Intransit 35% 33%
Airport 28% 33%
Clientoffice 25% 26%
Courthouse(excludingcourtroom)
20% 27%
Opposingorco-counsel’soffice 16% 24%
Courtroom 14% 24%
Source:ABALegalTechnologyReport2015
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0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Telephone
Calendars
Contacts
Internetaccess
TextMessaging
GPS/Maps
Camera
Chat
SmartphoneUses
Source:ABALegalTechnologyReport2015
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20.9%
15.8%
7.3%
6.9%
4.6%
0% 5% 10% 15% 20% 25%
Mobile-specificresearchapp
Databaseaccess
Expensetracking
Time&billing
Documentcreation
SmartphoneUses
Source:ABALegalTechnologyReport2015
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A lawyer should exercise caution when engaging in conversations containing or
concerning client confidences or secrets by cellular or cordless telephones…
Source:NYCBar FormalOpinion1994-11
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…should consider taking steps sufficient to ensure the security of such conversations.
Source:NYCBar FormalOpinion1994-11
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(a) (3) keep the client reasonably informed about the status of the matter;
(4) promptly comply with reasonable requests for information;
[7] A lawyer may not withhold information to serve the lawyer's own interest or convenience or the interests or convenience of another person.
1.4 Communication
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(a) A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation…
(c) 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.
1.6 Confidentiality
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Potential Consequences
• Unauthorized access to client information• Inability to act with diligence and promptness
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Steps to Remain Ethical While Mobile
1. Choose services with
mobile components
2. Set a BYOD policy
3. Protect devices
4. Secure connections
5. Common sense
6. Force security
7. Update frequently
8. Backup more frequently
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BYOD Policy
Solo 2-9Lawyers 1—49 LawyersLaptop 34.3% 40.5% 40.2%
Smartphone 35.1% 30.6% 36.2%
Tablet 17.2% 18% 15%
Desktop 13% 10.8% 8.7%
Source:ABALegalTechnologyReport2015
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Secure Connections
39% of lawyers use public WIFI.
Only 22% use SSL encryption on that connection.
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Documents
• Pick a document suite that has mobile apps– GSuite (Google Apps for Business)–Microsoft Office 365+
• Choose apps that complement legal workflow– PDF red lining (GoodReader or iAnnotate)– Depositions (AgileLaw)– Trial presentations (TrialPad)