Category: ABA

  • Revising Ethics Rules to Facilitate Virtual Law Practice

    I’m on a panel discussion this morning at the ABA Annual Meeting about the impact of technology and globalization on ethics for the 21st century lawyer.  One of the questions that I expect will come up will be about the need for ethics rules to be revised to reflect the changes in practice management that involve virtual law practice and cloud computing.  Which rules do I think need to be revised?

    Based on my research, not many state bar ethics rules or advisory opinions actually address the use of cloud computing or the delivery of legal services online.  The North Carolina State Bar’s proposed opinion related to SaaS in law practice managment that was published this summer is one of the first to my knowledge.  There are opinions out there that are related to the hosting of law office data by third-party providers, but none that really discuss the actual delivery of legal services online to clients. 

    My main concern with the development of any future ethics opinions is that they should not attempt to define the technology too narrowly.  This is a problem that attorneys have now in trying to interpret the existing rules and regulations based on way that they were drafted years ago.  Try figuring out how to apply rules related to email, fax and cell phone usage to the cloud computing apps you currently use in practice management.  There is a lot of uncertainty in trying to comply with the rules when the rules weren’t really written to take the rapid growth of technology into consideration.  (more…)

  • Virtual Lawyering In the News & Upcoming Presentations

    Online posts and podcast:

    Jim Calloway and Sharon Nelson have published a new podcast on The Digital Edge entitled “Virtual Lawyering Goes Mainstream.”  Calloway and Nelson discuss ways that virtual lawyering is starting to take off within the legal profession. 

    Over at the Slaw.ca blog, Sharon Nelson and John Simek has a post entitled “The Virtual Lawyer Stampede.”

    Jim Calloway also discusses virtual lawyering on his practice management blog under the post “Virtual Law Offices Are Becoming a Real-World Alternative.”

    Live Presentations:

    I will be participating in three events at the ABA Annual Meeting in San Francisco in a couple weeks that are related to virtual law practice.  

    • August 5th, Thursday, 10:30am, 20/20 Vision: The Impact of Technology and Globalization on Ethics for the 21st Century Lawyer. This is a panel discussion in which I will be touching on cloud computing and virtual law practice.
    • August 5th, Thursday,12:30 to 2 pm, Legal Rebels: 10 Ways to Build Your Perfect Practice and Career.  I will be attempting to give a 6 minute presentation of 20 slides on a topic related to elawyering.
    • August 6th, Friday, 2:00 p.m. – 3:30 p.m., The Virtual Law Firm: How to Build Your Practice in An Online World.  I will be presenting with Will Hornsby, Richard Granat and Marc Lauritsen at this session.

    Update (via elawyering blog):  

    eLawyering Task Force Meeting, Saturday, August 7, 2010, Hilton Hotel, Union Square, 9:00 – 11:00 A.M.Open Meeting
    National Conference of State Bar Presidents, Joint Workshop 3A – Keeping Pace with the Evolving Practice of Law

  • Does the Internet Make You Feel Risky?

    Oh, yet another excuse to not take responsibility for individual action and blame it on the technology instead.  *sigh* 

    Seriously, this article just annoyed me to no end.  The National Law Journal published an article entitled “Lawyers’ Ethical Stumbles Increase Online” and then proceeded to give the most outrageous example of an incredibly irresponsible attorney using email to share pictures of a deceased individual from a case along with lewd commentary of his own in the email. 

    First of all, this guy is not using social media; he’s using email.  Email use in the law office at all for any communication regarding a case is not secure because it’s typically not encrypted.  Second, given the immaturity of the action, this is probably the same type of individual who goes out to the bar on the weekend with his buddies and discloses confidential information from cases with them while having a few beers.  I don’t think it’s anything related to a new “method” of communicating that caused this breach, just a question of education on the part of the attorney.  The article then goes on to give several other outrageous examples of attorneys misusing everything from email, to Twitter to blogging in isolated incidents.

    Don’t get me wrong. I think it is great that there are so many organizations out there concerned with the use of social media by attorneys.  Surprisingly, there are many attorneys out there that do need guidance on how to use something as simple as email or Twitter to communicate — or refrain from communicating — as the case may be.  I know that the ease of which we chat online through different Internet-based technologies makes it seem like the risk is higher.  But I would disagree and say that it depends on the individual and their knowledge and use of the technology. 

    For me, I’m way better off communicating by writing.  I can edit, re-edit, delete, be absolutely sure what I am saying or sending before it goes out.  Get me on the phone, put me on the spot in front of a group of people and it’s a completely different situation. My tongue ties, I end up saying more than I should or am too shy to speak when I need to, and usually regret my speech or omissions later.   This preference  just depends on your personality and skills.  Not everyone communicates the same way.  

    However, we all learn ways to cope with other methods.  As I practice public speaking more I’m learning to think longer before I speak or to ask if the audience understands me clearly before jumping onto another topic.  Similarly, attorneys who are new to social media and perhaps not as educated about technology and security issues need basic guidance for the best ways to use those methods and they need to practice them – not jump from using a fax machine and phone into marketing their firm on Facebook and Twitter. 

    Just because everyone is using social media doesn’t mean that all attorneys should use it unless they know how to draw the necessary lines that it requires.  That’s one of the downsides to being an attorney – no matter where we go or what we do, we are legal professionals and can’t escape that by going online.  It’s a huge responsibility, almost a burden sometimes when you just want to hop on Facebook and chat with your college buddies about things that you would prefer your clients and colleagues didn’t know about.  But as professionals in this new media, I think we have to be careful about those lines that we draw and remember that even when we are not working on our clients’ case, they are still our clients and we carry that burden of protecting their information. 

    But adding ethics rules restricting the use of social media is not the answer because many of us do use these methods to communicate effectively and efficiently with our clients and other attorneys and we do respect the technology and use it responsibly.  The few bad seeds should not ruin this for the rest of us.  Remember, the methods that we attorneys find to cut costs and more efficiently work with our clients trickles down to the clients in reduced legal fees and more accessible legal services. 

    Legal ethics expert Michael Downey said lawyers’ tendency to be risk-averse seems to fade away on the internet. “They’re disclosing confidences, talking about pending matters, they take potshots … like everyone else,” said Downey, immediate past chairman of the American Bar Association’s Ethics and Technology Committee and a member of the ABA Center for Professional Responsibility.

    Social media must be like a shiny new toy for some attorneys that they are eager to try out and show off.  Maybe that is what makes their actions online seem more “risky.”  Maybe it’s because some of these communication methods so closely connect our personal lives and personalities with our professional that some attorneys have trouble holding their tongues.  I’m not sure, but even Mr.  Downey, cited above, “suspects the current rules ‘are probably adequate.’”  

    My personal opinion is that this is yet another learning phase for our profession that we are smack in the middle of.  The high-profile examples of stupidity cited in this article are the lessons learned by others. These stories will teach other attorneys who are not using the technology responsibly about the risks. 

    For those attorneys who prefer to educate themselves about technology, security and social media BEFORE jumping in (& I highly suspect this is still the MAJORITY of our risk-averse profession), the ABA LPM and state bar associations can provide that education and guidance.  Rules and regulations that will stay in place for years and cover all of us  should not be written as a reaction to a minority of irresponsible attorneys who fail to educate themselves before acting.   There are already outdated rules on the books that hinder the use of technology to deliver legal services online, for example, the bona fide office rule.  

    There are some great books written by and for attorneys on how to deal with social media that have recently come out.  Niki Black and Carolyn Elefant’s book published by the ABA LPM is one example that comes to mind.  I just wish this article had ended by citing one of those books, recommending a resource for attorneys or at least reminding the reader that while there are these bad seeds out there, there are many other attorneys using the Internet ethically and responsibly to serve the public.

  • Twitter Debate about Virtual Law Practice

    UPDATE: The transcript from the Twitter debate is posted on the ABA Journal.  Overall, the feedback I received from others regarding the event was positive.  A lot of valuable information and opinions shared on both sides with some fun side debates, including one started by @LisaSolomon. Looking forward to the next event hosted by @22Tweets!

    Please join me and Brian Tennebaum as we debate virtual law practice on Twitter this Friday at 2pm EST.  The hastag to follow is #22TwDb.  Richard Granat, a mentor and fellow leader in the field of virtual law practice has already published an entertaining blog post  in preparation of the debate.  I was also going to prepare 140 character tweets ahead of time, but I think I’ll accept the challenge of thinking out responses at the keyboard as they come to me.  Looking forward to a productive and educational dialogue!

  • The Future of the Legal Profession is Client-Centric

    This past week the ABA LPM Section held its spring conference in Las Vegas. Of the many topics covered in the sessions and CLEs, the one recurring theme was that the changes in our profession are being driven by the clients. Some of these changes include increased customer service, response time, alternative billing, online access and use of technology by the firm to cut costs and make legal services more easily obtainable and affordable. This client-centric focus on law practice management is important because once these changes have been made by the attorney, there is little room for going back.

    Imagine telling the client who has enjoyed online access to the status and files of his case that he must now make in-person appointments in your office and will receive the invoice in the mail in 7-10 business days. Or imagine telling your clients who you provided flat fees for legal services that you will now be charging them by the billable hour rate and instead of a number they can budget, giving them a guestimated range they will owe you upon services rendered. (more…)

  • 2010 ABA Keane Award for Excellence in eLawyering

    This year’s 2010 ABA Keane Award for Excellence in eLawyering was awarded to the Rosen Law Firm.  Lee Rosen was presented the award by eLawyering Task Force co-chair Richard Lauritsen at the keynote luncheon at Techshow yesterday.  Following the presentation, Ari Kaplan was the keynote speaker discussing the convergence of technology and marketing. 

    The Rosen Law Firm is a NC-based law firm providing divorce and family law services to clients.  The firm has mastered the use of technology to market their services and to communicate with and educate the public.  The site has even spun off a separate website called StayHappilyMarried.com.  Lee hosts Divorce Talk Radio from the firm’s studio with a live call in show and records educational videos staring the firm’s attorneys for clients to watch online. 

    Check out the site to see the many different creative uses of elawyering.  Congratulations to Lee and the Rosen Law Firm.

  • Technology at Techshow to Enable Online Delivery of Legal Services

    Exhibitor Hall at this year’s ABA Techshow has a number of different web-based technologies that allow  for attorneys to take all or portions of their practice online.  Most of them seem to be practice management applications, and not so much geared towards working online securely with clients. However, there are a few new developments that assist virtual law practice that warrant mention.  

    DirectLaw and VLOTech are again this year the two products intended for the online delivery of legal services. (By way of disclaimer, and as most of my readers know, my husband and I co-founded VLOTech which was acquired by Total Attorneys this past fall).  Both products are SaaS, but with different features and focuses so they will appeal to different types of law practices.  Both products facilitate the unbundling of legal services online and from my exploration of the exhibitors’ booths there are not any other products at the show this year that focus on unbundling legal services for online clients.  DirectLaw has recently launched a new site for members of the public to locate a virtual law firm, MyLawyer.com.  If you operate a virtual law practice, you should see about getting a listing in their directory.  (more…)

  • Clearing Up the Terminology Before TECHSHOW

    TECHSHOW is here.  Some of the buzz this year is related to cloud computing, SaaS and web-based technologies that take aspects of law practice management online.  There are a lot of terms thrown around when discussing these topics.  One of them is “virtual law practice”.  We are bound to hear this phrase several times during TECHSHOW in various contexts.  Other terms, including VLOs, VLPs, virtual law offices, virtual law firms, online law offices, web-based or web-enabled law offices, are used to describe different methods of elawyering. However, when they are used, they are often not used to mean the actual delivery of legal services online to clients. 

    Elawyering is defined by Marc Lauritsen, the co-chair of the ABA’s eLawyering Task Force as

    all the ways in which lawyers can do their work using the Web and associated technologies.  These include new ways to communicate and collaborate with clients, prospective clients and other lawyers, produce documents, settle disputes and manage legal knowledge.  Think of a lawyering verb — interview, investigate, counsel, draft, advocate, analyze, negotiate, manage and so forth — and there are corresponding electronic tools and techniques.

    Check out the eLawyering Task Force’s website for more white papers and links to info about different elawyering methods. 

    When you ask attorneys to explain in detail what they mean when they say they have a “virtual law firm,” they may describe different combinations of elawyering.  However, from firm to firm there is usually a great deal of difference in the web-based technology they are using and each firm’s purpose for that technology in the scheme of their law practice management.

    So why try to limit the definition?  After all, when we try to cage something in there is the risk that this discourages future innovation and development of new forms of elawyering.  The key is whether the attorney is actually delivering legal services online to clients.  It should matter greatly in our profession for malpractice and ethics concerns.  If they are, the standards for daily use of web-based technology will be higher than if the technology is not being used to handle sensitive attorney/client data.  In other words, it should matter to their clients and their state bars whether they are delivering legal services online to clients using unencrypted methods of delivery and software products without the benefit of user agreements developed for the needs of legal professionals. 

    A virtual law practice involves the delivery of legal services to clients securely over the Internet by way of a client portal — whether the virtual law practice is completely web-based or integrated into a brick & mortar law office where the attorneys see in-person clients as well as their online clients.  Regardless of what web-based technology is used, the law firm is working with the client from the beginning of the legal representation through to the payment and rendering of legal services.   

    When discussing these issues, let’s be clear about what is meant by a “virtual law firm.”  It may be a paper(less) law office and the technology may be used for aspects of law practice management, but it is not virtual law practice.  When the practice of delivering legal services online to our clients is commonplace, as it will become in the near future, these distinctions will seem ridiculous.  But for the time being, they are important to keep us all on the same page.

  • Microblogging about VLOs

    Yesterday Martindale Hubbell’s Connected kicked off an event centered around virtual law firms with a two-hour Twitter conversation hosted by Larry Bodine. You can read through all of the tweets by running a search for #MHVT on your Twitter account. There was a lot of great discussion about how to define a VLO, what they are used for — for the benefit of the attorneys or the clients or both, what types of online work generate the most revenue on a VLO, what some security concerns are with delivering legal services online, and how to market a VLO. Below are my contributions to the discussion.

    (more…)

  • Upcoming Events in March Related to Virtual Law Practice

    The South Carolina Bar Association is hosting a session entitled “The Virtual Law Office: Making It Work for You”, Friday, March 12 at 9:00am.  This session, taught by yours truly, will be a live webcast or if you are in Columbia, South Carolina, please join us at the Bar Center. In this three hour session, I’ll be covering how to start-up a virtual law office including both the practical how-tos as well as the ethical issues related to using technology to deliver legal services online.

    Martindale Hubbell Connected is hosting a two week event on virtual law practice.  If you are a member of Connected (a free social/professional networking site), join up with the groups Virtual Attorneys or Virtual Law Firm.  If you are not a Connected member, then join us for the Twitter discussion.  Here is a list of the scheduled events and participants:

    Special Postings — guest blog posts by Bradley Clark, Donna Seyle, Alan Wernick, Carolyn Elefant, Stephanie Kimbro, and Richard Granat.

    Live Twitter Discussion “Value Tweet” — hosted by Larry Bodine on March 16, 2010 at 12pm EST this discussion will explore the value that virtual firms provide to buyers of legal services

    Webinar — starring Carolyn Elefant, Stephanie Kimbro, Alan Wernick, and Richard Granat on March 31 at 12pm EST.

    ABA TECHSHOW, March 25-27th in Chicago, has several sessions on the paperless practice and practicing law in the cloud.  Be sure to check out “Going Virtual with Web Applications: New Forms of Practice” presented by Will Hornsby and Marc Lauritsen.   I’ll be attending the show this year if anyone wants to meet up.  Send a note to @StephKimbro to connect.

    The next Virtual LegalTech will be on March 18th from 9-5am EST.  It’s a unique way to network online with other attorneys, attend educational sessions and check out the exhibitors. One session that might be of interest to the attorney with a virtual law practice: “Developing a Comprehensive and Legally Sound Social Media Policy.”  You can hop in and out of this event throughout the day which makes it really convenient.

    Know of any other upcoming events that might be related to virtual law practice?

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