26 Actions to Take To Become Cyber Secure

One common concern I continue to hear from lawyers trying to do so is frustration over not knowing the specifics of what to do. While our Rules of Professional Conduct and various ethics opinions mandate all kinds of things to include requiring lawyers to take steps to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client [See ABA Model Rule 1.6 (c)], these rules and opinions often fail to provide any meaningful guidance.

In order to try and address this problem, I have put together the following checklist. It is intended to help those of you who have a desire to become more cyber secure know where to start.

Older Solos: Since We Can’t Stop the Aging Process, the Day Will Come When…

In the middle of a conversation with one of our insureds on the topic of the difficulty of learning to say no, the fine gentleman I was conversing with did a jump shift on me. For whatever reason, he felt it was important to acknowledge that he was cognizant of his age and he wanted me to know he had taken steps to make sure he continues to practice law competently. What really struck me, however, was his desire to also share he had instructed others at his firm to let him know if they were to ever see him start to mentally slip, because in his words “the day will come when…” How will you proceed when day comes when….?

Data Security Due Diligence and All the Other Lawyers

Occasionally lawyers still call in asking if it’s ethically permissible to place data in the cloud and often wanting to talk about the associated risks. I get it. For those who haven’t intentionally moved to the cloud already, trying to understand the risks and learning how to responsibly manage them can be a bit intimidating. Thankfully, a number of ethics opinions have been issued on this topic over the years so the answer to their questions is usually a rather straight forward one. Basically, it’s yes as long as you do your due diligence on the vendor and couple that with taking appropriate steps to see that your data is properly secured in transit as well as when at rest.

Empowered Decision Making for Lawyers: 4 Easy Formulas

Law firm financial analysis does not need to be hard – and it’s necessary. When you know your numbers and can do the math, law firm decision making transforms from being a guessing game to being strategic decision making. Strong decisions propel you forward toward your goal of creating the law firm – and life – you want.

Today, we’ll walk through how…..

21st Century Methods for Onboarding Clients – Guest Lecture with Jared Correia

How do you onboard modern clients in the 21st Century? In today’s podcast you will learn about what clients value. Do they want speed, responsiveness, mobile access? Do they want intake options such as online forms, chatbots, text messaging? How do you create and respond to the client’s journey from finding you through resolution? You’ll learn all this more today. Listen and learn.

30 Seconds from Death: The Formula for Being a Happier Lawyer

On a cold Tuesday afternoon, just three years after I graduated from law school, I heard code red called in the ER. The code was for me. I was 30 seconds from death: veins collapsed, no blood pressure, 30 pounds under weight, metabolic acidosis prevailed, 32 ounces of blood lost daily, and no ability to sit upright or walk. I was 28 years old and knew nothing about how my reactions cause outcomes. Not knowing almost killed me. Years of stress and anger had taken their toll…..

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