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Overview
Build Safer Daily Legal Practices That Comply With RPCs
Mastering document security is critical for every legal professional in today's world. You can no longer afford to claim ignorance when it comes to the plethora of additional information each document and message carries, beyond its content. Do you have a firm handle on the edit history of the documents you share with opposing counsel, of IP address data embedded in emails, location data in every social media post? This legal ethics course equips attorneys with practical skills to identify metadata risks, create and share secure documents, and build a robust document management workflow. Ensure your daily practice meets the highest standards of document security - register today!
- Discuss how Rules of Professional Conduct are applied in electronic communications and digital document management.
- Identify common types of metadata in electronic documents.
- Understand the risks associated with different types of metadata.
- Adopt effective redaction techniques for sensitive information.
- Develop clear policies for document handling and communication with clients.
Abbreviated Agenda
- Attorney Duty of Technology Competence and Data Security
- Types of Metadata and How It's Embedded in Electronic Documents (With Examples)
- Security-Savvy Document Management Workflow
- Client Communications: Balancing Security Measures With Client Expectations and Accessibility
- Obtaining Informed Consent Regarding Metadata Management Practices
- Redacting, Anonymizing, and Scrubbing Documents: Best Legal Ethics Practices
- Data Security and SaaS Contracts for Law Practice
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 08-05-2026 |
| Arizona CLE |
|
1 Total | 08-05-2026 |
| California CLE |
|
1 Total | 08-05-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 08-05-2026 |
| Delaware CLE |
|
1 Total | 08-05-2026 |
| Florida CLE |
|
1 Total | 02-28-2026 |
| Hawaii CLE |
|
1 Total | 08-05-2026 |
| Idaho CLE |
|
1 Total | 08-05-2029 |
| Illinois CLE |
|
1 Total | 08-04-2026 |
| Kansas CLE |
|
1 Total | |
| Maine CLE |
|
1 Total | 08-04-2026 |
| Minnesota CLE |
|
1 Total | 08-05-2026 |
| Missouri CLE |
|
1.2 Total | 08-05-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 08-05-2026 |
| Mississippi CLE |
|
1 Total | 07-31-2026 |
| Montana CLE |
|
1 Total | |
| North Carolina CLE |
|
1 Total | 02-28-2026 |
| North Dakota CLE |
|
1 Total | |
| Nebraska CLE |
|
1 Total | 08-05-2026 |
| New Hampshire CLE |
|
1 Total | 08-05-2027 |
| New Mexico CLE |
|
1 Total | 08-05-2026 |
| Nevada CLE |
|
1 Total | 08-05-2027 |
| New York CLE |
|
1 Total | 08-05-2027 |
| Oklahoma CLE |
|
1 Total | 08-05-2026 |
| Oregon CLE |
|
1 Total | 08-05-2027 |
| Pennsylvania CLE |
|
1 Total | 08-05-2026 |
| Vermont CLE |
|
1 Total | 08-05-2026 |
| Washington CLE |
|
1 Total | 08-04-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 08-05-2026 |
| North Carolina Continuing Paralegal Education |
|
1 Total | 02-28-2026 |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Legal Ethics of Handling Electronic Documents: Data Security and More
- Attorney Duty of Technology Competence and Data Security
- Types of Metadata and How It's Embedded in Electronic Documents (With Examples)
- Security-Savvy Document Management Workflow
- Client Communications: Balancing Security Measures With Client Expectations and Accessibility
- Obtaining Informed Consent Regarding Metadata Management Practices
- Redacting, Anonymizing, and Scrubbing Documents: Best Legal Ethics Practices
- Data Security and SaaS Contracts for Law Practice
Who Should Attend
This legal ethics course is designed for attorneys. Law firm administrators and paralegals will also benefit.
Speakers
Speaker bio
Rachel V. Rose
, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree with minors in healthcare and entrepreneurship from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100, and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.
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