clio cloud conference 2015 - collaboration, confidentiality and security
TRANSCRIPT
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COLLABORATION,+CONFIDENTIALITY+&+SECURITY
Muriel'Teague,+ClioZachary'Pope,'Clio
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Introductions
Zachary Popeand
Muriel Teague
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Overview• The 3 Rules of Conduct• Collaboration• Confidentiality• Security• Q&A
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Worst Nightmare
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Disbarred
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ABA Model Rules of Professional Conduct
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RULE 1.4COMMUNICATIONS
(3) keep the client reasonably informed about the status of the matter;
(4) promptly comply with reasonable requests for information;
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(c) A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating
to the representation of a client.
RULE 1.6 (C)CONFIDENTIALITY OF
INFORMATION
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RULE 5.3RESPONSIBILITIES REGARDING
NONLAWYER ASSISTANCE(b) a lawyer having direct supervisory authority over the nonlawyer shall
make reasonable efforts to ensure that the person's conduct is compatible with the professional obligations of the lawyer
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HOW CAN CLIO HELP?
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COLLABORATION
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Practicing in the Cloud
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Having your information in the Cloud allows for easier collaboration within the firm.
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RULE 5.3RESPONSIBILITIES REGARDING
NONLAWYER ASSISTANCEFull Visibility and Responsibility
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RULE 1.4COMMUNICATIONS
Quick, easy, and secure communication with clients
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So what does this look like in Clio?
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Communications Overview• Secure Messages• Email Storage• Phone Call Notes
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Secure Messages• Send intra-office or to
external parties• Keep records of messages• Fully searchable
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TASKS
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Dependent Tasks & Task Lists• Due dates are linked• Task Lists are templates
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Tasks as Administrators
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Calendars(Insert screenshot of the Calendar page)
• View of Firm Members’ Calendars
• Matter association • Custom Calendars • Court Dates
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Sharing Calendars
• Permissions • Editor • Viewer • Free/Busy (Hide Details)
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Court Rules• Elite plan feature of Clio• Choose your jurisdiction• Choose the trigger• Clio will automatically
provide the dates
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Google and Outlook Sync
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Clio Documents• Unlimited storage• 1GB per file upload• 250MB per folder upload
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Comments:• Allows you to communicate important
notes to your team• Stay up to date on the document
Collaboration inDocuments
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Document Versions:• Unlimited # of versions• Track changes in the document• Due diligence
Collaboration inDocuments
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(insert screenshot of Document Automation page)
Document Automation:• Create your own Templates• Generate documents with a few
easy clicks
Collaboration inDocuments
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Clio Connect:• Keep your Clients up to date
through the Client Portal• Share Documents instantly
Collaboration inDocuments
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Clio Mobile
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Collaboration Takeaways• Communications to track all interactions in one place• Task Lists and dependencies improve efficiency• Calendar sharing keeps firm on same page• Document sharing and unlimited storage keeps everything
organized and secure
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Rule 5.3Responsibilities Regarding Nonlawyer Assistance
CONFIDENTIALITY
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Permissions OverviewAdministrative access:
• Originating Subscriber• Administrator• Non-Administrator
Areas of access:• Accounts• Reports• Billing
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Administrator vs. Non-AdministratorAdministrator:
• Access to all tabs• Adjust settings for entire
Clio account• Ability to manage users
Non-Administrator:• Access to tabs may be
restricted• Unable to modify Clio
account settings
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Access Permissions
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Firm Feed• Displays recent activity
within account• Rule 5.3 requires full
oversight of nonlawyerassistance
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Groups • Ethical barriers• Matters only visible to
permitted users• Conflict Searching• Activity Descriptions
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Rate Visibility for Confidentiality• All - See everyone’s• Limited - See your own• None - Exactly what you think
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Confidentiality and Collaboration• Collaborate easily• Maintain control• Rule 5.3: Responsibilities Regarding Nonlawyer Assistance
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Confidentiality Takeaways• Permissions allow you to partition sensitive areas of Clio• Set the right access levels• Firm Feed gives oversight• Groups allow granular control• Rule 5.3 of the ABA Model Rules of Professional Conduct
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SECURITYRule 1.6 (c) Confidentiality of Information
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Security Overview• Clio’s Standard Security• Two-factor Authentications• Enforcing Strong Passwords• Account Sessions• Mobile Security
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Clio’s Standard Security
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Clio’s Standard Security
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Clio’s Standard Security
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Clio’s Standard Security
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Disaster Preparedness
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Where is my data?
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Weekly automatic backups to Amazon S3
Data Escrow
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Two-Factor Authentication• Extra layer of security• Free app from Google
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Enforcing Strong Passwords
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Account Sessions• Easily track where your firm
members logged in from• Keep an eye out for unusual
locations
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• Only accessible by Admins from the Settings page
Force Sign Out All Users
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Managing and Disabling Users
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Re-Enabling Disabled Users• Better to re-enable users so the
Firm Feed is consistent• Use the Filter button to access
this menu
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• Mobile Pin or Touch ID• Control authorization from
Clio account
Clio Mobile Security
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• Clio’s Security envelope• Disaster Preparedness• Advanced Security
- Data Escrow with Amazon S3- Two-Factor Authentication- Strong Password Requirement- Account Sessions Monitoring- Force Sign out all users- Mobile security
Security Takeaways
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Final Words
ABA Model Rules of Professional Conduct• Rule 1.4 Communications• Rule 1.6 (c) Confidentiality of Information• Rule 5.3 Responsibilities Regarding Nonlawyer Assistance
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Q & A
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Thank You.