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Ethics 101: Attorneys’ Duties for Safeguarding Confidential Information on the Cloud


Level: Intermediate
Runtime: 93 minutes
Recorded Date: July 31, 2018
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Agenda


  • Model Rules 1.1, 1.4, 1.6, 5.1, and 5.3
  • Questions you should be asking a potential cloud provider
  • Reasonable efforts to avoid unauthorized disclosure of cloud data
  • Challenges and cost to implement safeguards
  • Explaining to clients how you protect confidential communications
Runtime: 1 hour and 33 minutes
Recorded: July 31, 2018
For NY - Difficulty Level: Both newly admitted and experienced attorneys

Description

Our panelists will explain the threats presented by cloud computing as well the benefits—and help you understand how to use cloud computing ethically. Our panelists will explain the threats presented by cloud computing as well the benefits—and help you understand how to use cloud computing ethically.

Most lawyers are using the cloud to store data even if they don’t realize it. Web-based e-mail is in the cloud. Office 365 data is in the cloud. Many of the software applications that lawyers rely on to run their practices are in the cloud.

But do clouds leak data? Assuredly they do, sometimes with scary regularity. No wonder lawyers worry about the potential ethical pitfalls of cloud computing, especially given the changes to ethical rules regarding competence with technology and the duty to safeguard confidential data. All attorneys seem to know that there is a prevailing reasonableness standard for vetting and using cloud providers, but lawyers struggle to understand what "reasonableness" means in the real world.

This program was recorded on July 31st, 2018.

Provided By

American Bar Association
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Panelists

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Catherine Sanders Reach

Director, Center for Practice Management
North Carolina Bar Association

Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master’s degree in Library and Information Studies from the University of Alabama, Tuscaloosa in 1997.

Catherine’s professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law and in 2013 became a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, was co-vice chair in 2019 and was co-chair for 2020.

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Sharon D. Nelson

President
Sensei Enterprises, Inc.

Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc., a digital forensics, managed IT service provider and cybersecurity firm in Fairfax, Virginia.

Ms. Nelson graduated from Georgetown University Law Center and has been in private practice ever since, now concentrating exclusively in electronic evidence law. Ms. Nelson was the President of the Virginia State Bar June 2013-June 2014, and is a Past President of the Fairfax Law Foundation, and a Past President of the Fairfax Bar Association. She became Chair of the American Bar Association Law Practice Divisions Professional Development Board in August 2015 and served as the former Chair of its Publishing Board. She served three years on the ABA’s Cybersecurity Legal Task Force and has served on the ABA’s Standing Committee on Technology and Information Systems since 2012.

From 2012-2014, she served in the ABA’s House of Delegates. She was inducted into the College of Law Practice Management in 2014. She is also a graduate of Leadership Fairfax, a past chair of the American Bar Association’s TECHSHOW, the Chair of VSB TECHSHOW 2014, 2016, 2017, 2018, and Co-Chair 2019, and served for many years on the Virginia State Bar Governing Council and on its Executive Committee, on its Standing Committee on Budget and Finance, and was the former Chair of the Unauthorized Practice of Law Committee. She is currently the Chair of the Virginia State Bar’s Future of Law Practice Committee and its Better Annual Meeting Committee. She is currently on the Virginia State Bar’s President’s Committee on Lawyer Wellness (2018-2019). She is a member of the Virginia Women’s Attorneys Association, the Virginia Bar Association, the Virginia Association of Criminal Defense Lawyers and the Virginia Trial Lawyers’ Association. She serves on the Editorial Board of Legaltech News. She is a member of the Business Women’s Giving Circle of the Community Foundation for Northern Virginia.

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John W. Simek

Vice President
Sensei Enterprises, Inc.

Mr. Simek is the Vice President of Sensei Enterprises, Inc., a managed IT service provider, digital forensics and cybersecurity firm located in Fairfax, VA. Mr. Simek has a national reputation as a digital forensics technologist and has testified as an expert witness throughout the United States.

He holds a degree in engineering from the United States Merchant Marine Academy and an MBA in finance from Saint Joseph’s University.

Mr. Simek holds the prestigious Certified Information Systems Security Professional (CISSP) and EnCase Certified Examiner (EnCE) certifications. He is also a Certified Handheld Examiner, Certified Novell Engineer, Microsoft Certified Professional Internet, Microsoft Certified Systems Engineer, NT Certified Independent Professional, and a Certified Internetwork Professional. Mr. Simek is a 2016 Fastcase 50 award recipient and a Fellow (class of 2016) of the College of Law Practice Management. He is also a member of the High Tech Crime Network as well as the American Bar Association and the Fairfax Bar Association.

He currently provides information technology support to hundreds of Washington DC area law firms, legal entities and corporations. He is a co-host of the Legal Talk Network podcast “Digital Detectives” and a co-author of Locked Down: Practical Information for Lawyers 2nd Edition (American Bar Association, 2016), Encryption Made Simple for Lawyers (American Bar Association, 2015), Locked Down: Information Security for Lawyers (American Bar Association, 2012), The Electronic Evidence and Discovery Handbook: Forms, Checklists and Guidelines (American Bar Association, 2006), Information Security for Lawyers and Law Firms (American Bar Association, 2006), The 2008-2018 Solo and Small Firm Legal Technology Guides (American Bar Association, 2008-2018) and a contributing author of eDiscovery, 3rd Edition (Pennsylvania Bar Institute, 2014). He is a frequent author and speaker on information security, legal technology and electronic evidence throughout the country.

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Lucian T. Pera

Partner
Adams & Reese, LLP

Lucian T. Pera focuses his practice on commercial litigation, media law, and legal ethics work. His civil litigation practice has ranged widely and includes a variety of commercial, personal injury and intellectual property litigation, as well as numerous state and federal appeals. Lucian has represented many media outlets in matters ranging from claims for defamation or invasion of privacy to access to courtrooms, public records and meetings of government bodies.

His extensive bar association work in the field of legal ethics and professional responsibility has resulted in him being elected, both locally in Tennessee and nationally, to bar association leadership positions. This work also makes him a go-to lawyer nationally in the field of legal ethics and professional responsibility. He advises attorneys, law firms, their clients, and businesses who deal with lawyers about all aspects of the law. Recent assignments have included defense of lawyers in disciplinary investigations and proceedings, counseling clients with disciplinary complaints and other claims against lawyers, advising law firms about loss prevention and claims, defending and prosecuting motions to disqualify lawyers or for sanctions, and advising innovative start-ups in the legal business.

Lucian regularly provides expert witness testimony in matters concerning legal ethics, professional responsibility and the standard of care for lawyers and law firms.

Amid rapid changes in the business of law, Lucian also counsels law firms and other entities developing new business models for the delivery of legal services. He also advises individuals and organizations seeking to do business with lawyers about how they may do so legally and ethically.

Lucian also writes and speaks frequently, both nationally and in Tennessee, on legal ethics and professional responsibility and media law. In addition, he routinely conducts presentations and seminars for national audiences.


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