Audio: How to Avoid Malpractice, Ethics, and Trust Account-Related Issues with Practice Management Software

Jack Newton is Co-founder and President of Clio, a leading provider of web-based practice management software. He gave a teleseminar on “How to Avoid Malpractice, Ethics, and Trust Account-Related Issues with Practice Management Software” on Tuesday, November 9th.

Jack Newton is Co-founder and President of Clio, a leading provider of web-based practice management software. Jack holds an M.Sc. in Computer Science from the University of Alberta, and has over 10 years of experience building start-ups and web applications. Jack holds three software-related patents in the United States and EU. He is a sought-after speaker at CLE seminars on how practice management systems can be used to help a lawyer practice ethically and competently. Jack has also written and spoken on Software-as-a-Service (SaaS) in general, and specifically on the ethics, privacy, and security issues relating to the use of SaaS in the legal market.

You can follow Jack on Twitter @goclio

Teleseminar Topics
In this second teleseminar offered at SPU,  Jack Newton reviewed the most frequent sources of malpractice, ethics and trust account-related issues, and how practice management software can be used to mitigate or eliminate these sources of risk. Aspects of practice management tools specifically designed to eliminate these sources of risk were discussed, including:

  • Tasks
  • Calendaring
  • Trigger-based docketing
  • Electronic trust account management
  • Conflict screening
  • Case chronologies

This guest lecture is approximately 60 minutes. Listen directly below.

Download (.MP3)


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