SEMINAR AGENDA

LAW OFFICE MANAGEMENT SEMINAR SERIES:

Course IX

Seminar Sponsor:
Technology 4 Attorneys, LLC

APPROVALS

Approved for 5.0 CLE HRS (3.5 HR ETHICS / 1.5 HR SUBSTANTIVE) by Pennsylvania CLE Board

***Approved for 5.0 CLE HRS (1.0 HR ETHICS) by Washington State Bar***

***Approved for 5.0 MCLE HRS (1.0 HR ETHICS) by State Bar of Texas***
***Approved for 6.0 CLE HRS (6.0 HR ETHICS/Off MGMT) by West Virginia State Bar***
***Approved for 6.0 CLER HRS (1.0 HR ETHICS) by Florida Bar***
***Approved for 5.0 CLE HRS (1.0 HR ETHICS) by Idaho State Bar***
***Approved for 6.0 CLE HRS (1.0 HR ETHICS) by Wisconsin Board of Bar Examiners***

FACULTY

Kenneth O. Kreis, J.D., a former Assistant Attorney General, State of Illinois, and a former Assistant District Attorney, 47th Judicial District, State of Texas, has also engaged in the private practice of law in Idaho for more than 20 years, and is the President and CEO of Technology 4 Attorneys, LLC.  He has undertaken specific training and research into web page design issues, html coding, computer hardware, and software issues. Currently, he is developing a prototype law firm web page, a wireless mobile law office for frequent traveler or trial attorneys, and a simple, yet technologically advanced law office, to all be linked to incorporate many of the ideas presented at our seminars. He has lectured at over 90 approved CLE seminars in 10 different states to date on law related technology topics.

AGENDA TIMELINE: 5.0 CLE CREDIT HOURS (1.0 Hour of Ethics)

8:30 am - 9:00 am REGISTRATION

9:00 am - 10:00 am
Section I: Understanding the Risks of Metadata for Lawyers

A. Ignoring Metadata = Likely Malpractice, Plain and Simple
• • •1) Locating metadata in electronic documents
. . . 2) Metadata & Expert Witness Issues
• • •3) Metadata Removal in Client, Lawyer, & Court Communications

• • •4) Metadata Removal in Electronic Discovery Documents: the Risks and Concerns

10:00 am - 10:30 am
Section II: Technology Malpractice Risks for All Lawyers: Case Law Update

A. Case Law re: Metadata Issues
B. Case Law re: Email Issues

C. Case Law re: Electronic Discovery Issues
D. Case Law re: Sanction & Cost Issues

10:30 am - 10:45 am MORNING BREAK

10:45 am - 11:45 am
Section III: Email & Browser Insecurity

A. Your Firm Emails: What are You Doing to Protect Them
B. Your Client Emails: What are You Advising to Protect Them
C. The Changing Scams re: Stolen Data and Identity Theft
D. Instant Messaging Risks
E. Wireless Insecurity

11:45 am - 1:00 pm LUNCH (on your own)

1:00 pm - 2:00 pm
Section IV: Records Management & Lawyers: Avoiding Malpractice

A. Advice re: Your Law Office Records Management
B. Advice re: Your Clients Record Management
C. Creating a Records Management Plan

2:00 pm - 3:00 pm
Section V: Ethical Issues for Geeks and Computer Challenged Lawyers

A. Update on electronic email ethics issues
B. Update on electronic discovery ethics issues
C. Other matters of ethical concern

3:00 pm - 3:15 pm AFTERNOON BREAK

3:15 pm - 3:45 pm
Section VI: Reducing Your Risk: Tying it Together under One Systematic Approach

A. Case Study: One Lawyer's Approach to These Issues a/k/a "My Cost Effective Plan"