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Client Portals: Why (Some) Attorneys are Flocking to Them

Level: Advanced
Runtime: 58 minutes
Recorded Date: April 12, 2017
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  • Why communicating confidential client information using ordinary email is no longer appropriate
  • What are client portals and why adopt these tools? Ethical and practical considerations
  • What to consider in selecting a portal solution
  • Tips to make a client portal solution more useful in everyday legal practice
Runtime: 1 hour
Recorded: April 12, 2017


This program will focus on topics regarding how to leverage the full power of online document storage and portal solutions. Clients love the enhanced services available through client portals and lawyers appreciate that they have a secure way to share confidential client information electronically. Continuous access to their bills, court documents, and attorney-client correspondence are big draws which help both clients and their attorneys.

Learn the reasons attorneys should consider using a client portal to communicate confidential information and documents to clients. The presenters will briefly describe what survey information has indicated regarding adoption of client portals and how portals have improved the provision of services to clients. Faculty will also discuss some of the options for development and use of client portals, and conclude with tips on overcoming some of the resistance to the use of these tools in everyday legal practice.

The truth is, once clients have used a client portal, both they and their lawyers will find them an indispensable part of how today's law firms provide client services.

This program was recorded on April 12th, 2017.

Provided By

American Bar Association
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Darla jackson

Director of Law Library & Senior Instructor
University of South Dakota

Darla Jackson is the Director of the University of South Dakota McKusick Law Library.

Prior to joining USD, she served as the Associate Director of the Oklahoma City University Law Library and Director, Certificate in American Law Program. Before beginning her career in legal education, she served as a Judge Advocate in the United States Air Force. During her service in the Air Force, she was stationed at numerous bases and performed a variety of military justice, international operations, and civil law (government procurement) functions. Additionally, she taught at the U.S. Air Force Academy Department of Law.

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