1. Wednesday, September 25, 2013
4 - 6 pm
@ Social Law Library, Boston
presented by
Jared D. Correia, Esq.
Assistant Director
Senior Law Practice Advisor
Massachusetts Law Office Management Assistance Program

2. ①Ethics
②Laws and Regulations
③Practical Solutions
3 Areas of Concern

3.  American Bar Association Model Rules of Professional Conduct
 Status of the Rules
 A Standard of Technology Competence
 Effect on Confidentiality
 Massachusetts Rules of Professional Conduct
 Silent onTechnology, or Antiquated Reference
 Extrapolation
 Massachusetts Bar Association
 Committee on Professional Ethics
 Ethics Opinion 12-03 on Use of Google Drive
 Other States
 Ethics Opinions
 Due Diligence + ReasonableCare | PLUS
ETHICS

4.  Massachusetts General Laws, Chapters 93H + 93I
 201 Code of Massachusetts Regulations 17
 WISP
 Encryption
 Vetting
 Reporting
 Court Rules (. . . Sort Of)
 PIDGuidelines, Similar to MGL + CMR
 Not Enforced,AsYet
 Other States
 AnAccident of Licensure
 Purpose is Protecting State Residents
LAWS + RULES

5.  Archiving Due Diligence
 Pre-Encryption
 By Hand
 By Proxy
 By Email
 Factors of Authentication
 SomethingYou Know
 SomethingYou Have
 SomethingYou Are
 Policies + Procedures
 Client Education
. . .
 Avoidance is NOT the Answer
SOLUTIONS

6.  The Shift to the Cloud Will Only Increase
 TraditionalApplicationsWill Continue to Move, inWhole or in Part
 TechnologyCompetence is a Practical Necessity
 You Do NotWork In aVacuum Any Longer
 Extrapolating + Analogizing
 Cultural Lag
 GreyAreas Abound
 Reasonableness Standard
 The Conduct is Always the Issue, Not the Media
 You’ve Already Been Introduced
 Personal Use
 ProfessionalUse
 The AccountantAnalogy
THE STATUS QUON’T

7.  Don’tThink Of It as ‘the Cloud’
 Think of it as ‘the Foot Locker’
 Information Management
 Essential to Preservation of Business
 Data Backup Lives
 Building Redundancies
 What’sYours isYours
 Options Overload
 Pluribus or Unum?
 FreeTrials
 Buy-In
 There Is No Perfect Solution
 A Breach is Likely
OBSERVATIONS

9. Questions?
Concerns?
. . . Has
Answers.
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Jared D. Correia, Esq.
@jaredcorreia
www.attorneyatwork.com/author/jared-correia
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