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Presented by
Future Proofing Your Law Firm
Whether you're working
from the office, home, or
somewhere in between,
MyCase law practice
management software
keeps your business
running smoothly with
everything you need in
one, central location.
FUTURE-PROOFING
YOUR LAW FIRM
Nicole Black
Legal Technology Evangelist
at MyCase
Author:
Cloud Computing for Lawyers
(ABA 2012)
Social Media for Lawyers (ABA
2010)
Criminal Law in New York
(Thomson Reuters 2009) 4
Why it matters
1.
FUTURE-PROOFING
YOUR LAW FIRM:
6
“Lawyers must be prepared to deal with disasters.
Foremost among a lawyer’s ethical
obligations are those to existing clients, particularly in
maintaining communication. Lawyers must
also protect documents, funds, and other property the
lawyer is holding for clients or third parties.”
Disaster planning
Business continuity planning
Ethical Guidance
2.
FUTURE-PROOFING
YOUR LAW FIRM:
Pennsylvania Op.
2020-300
The ethics of remote
working
BAR ASSOCIATION GUIDES
ABA Op. 482
The ethics of disaster
planning
ETHICAL
GUIDANCE
ABA Op. 482
on the ethics of disaster planning
➜ Lawyers have an ethical obligation to
plan for business continuity
➜ Lawyers must be able to
communicate securely with clients no
matter what
➜ Lawyers need to preemptively
implement the necessary technology
PA BAR FORMAL OP. 2020-300
13
“Lawyers have an ethical obligation to implement
reasonable measures to safeguard property and funds
they hold for clients or third parties, prepare for
business interruption, and keep clients informed about
how to contact the lawyers (or their successor
counsel).”
14
“To be able to reach clients following a disaster,
lawyers should maintain, or be able to create on short
notice, electronic or paper lists of current clients and
their contact information. This information should be
stored in a manner that is easily accessible.”
ETHICAL
GUIDANCE
PA Bar Formal Opinion 2020-300
on the ethics of working remotely
➜ It is ethical to use cloud computing
➜ Adopted ABA Op. 477 analysis re:
secure communications
➜ Secure client portal option
PA BAR FORMAL OP. 2020-300
17
“(A) lawyer’s duty of competency...includes a lawyer’s ability to
reliably access and provide information relevant to a client’s case
when needed…’ When forced to work remotely, attorneys remain
obligated to take reasonable precautions so that they are able to
access client data and provide information to the client or to
others, such as courts or opposing counsel.”
Reopen with the future in
mind
3.
FUTURE-PROOFING
YOUR LAW FIRM:
3 AREAS OF FOCUS
Employee
Safety
Client
Safety
The Office
19
The Reopening Committee will be responsible for
establishing the schedule for the return to work and
the processes that will be put in place to ensure the
safety of your employees and legal clients
20
CREATE A REOPENING COMMITTEE
➜ Monitor oversight of the re-opening plan and
implementation
➜ Develop and update, as needed, internal
policies and procedures for the transition from
remote work to the workplace
➜ Communicate with legal and support staff with
one voice regarding the transition process, set
forth clear expectations and offer firm-wide
training, as needed
PRIMARY RESPONSIBILITIES
➜ Field questions or concerns
➜ Become familiar with federal and state statutes
and programs governing office safety and
human resource issues
➜ Develop an employee testing plan for testing
employees for the virus
➜ Develop client and visitor policies
PRIMARY RESPONSIBILITIES
CREATE WRITTEN PROTOCOLS
➜ Recommendations or
requirements for face masks
for employees and clients
➜ Procedures regarding any
daily health assessments for
employees
➜ Processes to ensure
employees are maintaining
good hygiene, regularly
PREPARE THE OFFICE
Develop guest and
visitors policies
Limit and restrict access to
the office as deemed
necessary by non-
employees
Establish office cleaning
and sanitizing
procedures
Establish cleaning
schedules and procedures
Manage public access to
the workplace
Limit physical access to
certain areas of the office
Install protective shields
and barriers
Revamp the physical
office space to protect
employees and clients
Implement visitor health
procedures
Establish health
procedures such as
temperature checks and
use of hand sanitizer and
masks
Post signs around the
workplace
Install relevant signs
around the office
ENSURE EMPLOYEE (AND CLIENT) SAFETY
Decide who returns to
the office
Prioritize remote work and
use necessary technology
Stagger schedules and
avoid sharing
Take measures to
minimize employee
interaction
Provide masks and
other PPE
Ensure necessary PPE,
masks, and hand sanitizer
are readily available to
employees and clients
Communicate what
employees should
expect
Educate staff on new
procedures and ensure
open lines of
communication
Implement health
procedures
Create and communicate
health procedures and
leave options available to
employees affected by
COVID-19
Provide leave as
required by law
Become familiar with new
leave laws and ensure
your firm is in compliance
Choose the right
technology
4.
FUTURE-PROOFING
YOUR LAW FIRM:
Choose the right technology for remote work
3 KEY TYPES OF REMOTE TECHNOLOGY
Securely
transact
Easily
communicate
Conveniently
access firm
data
online
28
➜ Secure,
centralized
online
storage of
client data
➜ Permission-
based
access to
firm data
➜ Ability to
share and
collaborate
on client
data stored
online
Online Access to Firm Data
29
Securely Transact
● Virtual notarization
● Online intake
● Online invoicing
● Online payments
● e-Signature
● Secure client portals
● Secure collaboration
● Videoconferencing
● Texting
● VOIP
● Online Fax
Communicate With Ease
31
QUESTIONS?
32
Thanks!
Nicole Black
Legal Technology Evangelist
MyCase.com | Law Practice
Management Software
@nikiblack & @MyCaseInc on Twitter
33

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MyCase Webinar: Safeguard Your Law Firm Against Future Disruption

  • 2. Whether you're working from the office, home, or somewhere in between, MyCase law practice management software keeps your business running smoothly with everything you need in one, central location.
  • 4. Nicole Black Legal Technology Evangelist at MyCase Author: Cloud Computing for Lawyers (ABA 2012) Social Media for Lawyers (ABA 2010) Criminal Law in New York (Thomson Reuters 2009) 4
  • 6. 6 “Lawyers must be prepared to deal with disasters. Foremost among a lawyer’s ethical obligations are those to existing clients, particularly in maintaining communication. Lawyers must also protect documents, funds, and other property the lawyer is holding for clients or third parties.”
  • 10. Pennsylvania Op. 2020-300 The ethics of remote working BAR ASSOCIATION GUIDES ABA Op. 482 The ethics of disaster planning
  • 11. ETHICAL GUIDANCE ABA Op. 482 on the ethics of disaster planning
  • 12. ➜ Lawyers have an ethical obligation to plan for business continuity ➜ Lawyers must be able to communicate securely with clients no matter what ➜ Lawyers need to preemptively implement the necessary technology PA BAR FORMAL OP. 2020-300
  • 13. 13 “Lawyers have an ethical obligation to implement reasonable measures to safeguard property and funds they hold for clients or third parties, prepare for business interruption, and keep clients informed about how to contact the lawyers (or their successor counsel).”
  • 14. 14 “To be able to reach clients following a disaster, lawyers should maintain, or be able to create on short notice, electronic or paper lists of current clients and their contact information. This information should be stored in a manner that is easily accessible.”
  • 15. ETHICAL GUIDANCE PA Bar Formal Opinion 2020-300 on the ethics of working remotely
  • 16. ➜ It is ethical to use cloud computing ➜ Adopted ABA Op. 477 analysis re: secure communications ➜ Secure client portal option PA BAR FORMAL OP. 2020-300
  • 17. 17 “(A) lawyer’s duty of competency...includes a lawyer’s ability to reliably access and provide information relevant to a client’s case when needed…’ When forced to work remotely, attorneys remain obligated to take reasonable precautions so that they are able to access client data and provide information to the client or to others, such as courts or opposing counsel.”
  • 18. Reopen with the future in mind 3. FUTURE-PROOFING YOUR LAW FIRM:
  • 19. 3 AREAS OF FOCUS Employee Safety Client Safety The Office 19
  • 20. The Reopening Committee will be responsible for establishing the schedule for the return to work and the processes that will be put in place to ensure the safety of your employees and legal clients 20 CREATE A REOPENING COMMITTEE
  • 21. ➜ Monitor oversight of the re-opening plan and implementation ➜ Develop and update, as needed, internal policies and procedures for the transition from remote work to the workplace ➜ Communicate with legal and support staff with one voice regarding the transition process, set forth clear expectations and offer firm-wide training, as needed PRIMARY RESPONSIBILITIES
  • 22. ➜ Field questions or concerns ➜ Become familiar with federal and state statutes and programs governing office safety and human resource issues ➜ Develop an employee testing plan for testing employees for the virus ➜ Develop client and visitor policies PRIMARY RESPONSIBILITIES
  • 23. CREATE WRITTEN PROTOCOLS ➜ Recommendations or requirements for face masks for employees and clients ➜ Procedures regarding any daily health assessments for employees ➜ Processes to ensure employees are maintaining good hygiene, regularly
  • 24. PREPARE THE OFFICE Develop guest and visitors policies Limit and restrict access to the office as deemed necessary by non- employees Establish office cleaning and sanitizing procedures Establish cleaning schedules and procedures Manage public access to the workplace Limit physical access to certain areas of the office Install protective shields and barriers Revamp the physical office space to protect employees and clients Implement visitor health procedures Establish health procedures such as temperature checks and use of hand sanitizer and masks Post signs around the workplace Install relevant signs around the office
  • 25. ENSURE EMPLOYEE (AND CLIENT) SAFETY Decide who returns to the office Prioritize remote work and use necessary technology Stagger schedules and avoid sharing Take measures to minimize employee interaction Provide masks and other PPE Ensure necessary PPE, masks, and hand sanitizer are readily available to employees and clients Communicate what employees should expect Educate staff on new procedures and ensure open lines of communication Implement health procedures Create and communicate health procedures and leave options available to employees affected by COVID-19 Provide leave as required by law Become familiar with new leave laws and ensure your firm is in compliance
  • 27. Choose the right technology for remote work
  • 28. 3 KEY TYPES OF REMOTE TECHNOLOGY Securely transact Easily communicate Conveniently access firm data online 28
  • 29. ➜ Secure, centralized online storage of client data ➜ Permission- based access to firm data ➜ Ability to share and collaborate on client data stored online Online Access to Firm Data 29
  • 30. Securely Transact ● Virtual notarization ● Online intake ● Online invoicing ● Online payments ● e-Signature
  • 31. ● Secure client portals ● Secure collaboration ● Videoconferencing ● Texting ● VOIP ● Online Fax Communicate With Ease 31
  • 33. Thanks! Nicole Black Legal Technology Evangelist MyCase.com | Law Practice Management Software @nikiblack & @MyCaseInc on Twitter 33