Business & Securities Law

4.45

The Pitfalls of Shared Documents: Business Attorneys' Guide

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 31 minutes
Julie Globus
With Julie D. Globus from Sabharwal Globus & Lim LLP
Recorded October 10, 2024.
Product ID 99240

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Overview

Whose Documents Are Those Anyway?

As data security concerns take center stage in the business world that runs on cloud-based document management systems, the question of how attorneys share documents with clients has grown in complexity and importance. How do your business clients access and view the legal documents you prepare for them? Who owns work product in the event of a dispute? When an attorney drafts legal documents for a business using their file-sharing system, who has access, who owns the docs if the relationship sours, and what are the use parameters? Brought to us by experienced attorney faculty for discussion, this incisive analysis will arm you with the legal tools and reasoning to protect yourself and your work while ensuring effective client communication. Register today!

  • Maintain firm version control of shared documents.
  • Explore top data security considerations in document-sharing arrangements.
  • Discuss current laws and court rulings addressing IP ownership of work product.
  • Gain tactics for accessing your work in the event a dispute arises.
  • Prevent problems with clear engagement agreement language regarding document sharing.

Abbreviated Agenda

  1. Understanding Cloud-Based Collaboration and Shared Documents
  2. The Pros and Cons of Using Clients' Document Management Systems
  3. Document Version Control
    1. Accidental Overwrites and Loss of Critical Information
    2. Tracking Changes and Authorship
    3. Strategies and Tech Tools for Maintaining Version Control
  4. Data Security Considerations
    1. Data Breaches, Unauthorized Access, Accidental Leaks
    2. Best Practices for Securing Shared Documents
  5. Intellectual Property Rights
    1. Copyright Ownership
    2. Work Made for Hire
    3. Collaborative Authorship With Other Attorneys
  6. What to Do if a Dispute Arises Mid-Representation
  7. Who Owns Attorney Work Product: Lawyer or Client? Notable Case Law
  8. Engagement Agreements: Outlining Legal Document Ownership, Access, and Uses

Related Topics

Product ID 99240

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Upon Request 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. The Pitfalls of Shared Documents: Business Attorneys' Guide

    1. Understanding Cloud-Based Collaboration and Shared Documents
    2. The Pros and Cons of Using Clients' Document Management Systems
    3. Document Version Control
      1. Accidental Overwrites and Loss of Critical Information
      2. Tracking Changes and Authorship
      3. Strategies and Tech Tools for Maintaining Version Control
    4. Data Security Considerations
      1. Data Breaches, Unauthorized Access, Accidental Leaks
      2. Best Practices for Securing Shared Documents
    5. Intellectual Property Rights
      1. Copyright Ownership
      2. Work Made for Hire
      3. Collaborative Authorship With Other Attorneys
    6. What to Do if a Dispute Arises Mid-Representation
    7. Who Owns Attorney Work Product: Lawyer or Client? Notable Case Law
    8. Engagement Agreements: Outlining Legal Document Ownership, Access, and Uses

Who Should Attend

This legal course is designed for attorneys. Accountants, corporate document management professionals, and paralegals will also benefit.

Speakers

Julie D Globus
Julie D.
Globus
Sabharwal Globus & Lim LLP
Speaker bio
Julie D Globus

Julie D. Globus

Sabharwal Globus & Lim LLP
Julie Globus

is a partner with the law firm of Sabharwal Globus & Lim LLP in West Nyack, New York; where she represents banks and hedge funds in the purchase and sale of debt in distressed companies, international and domestic mergers and acquisitions, leveraged acquisitions, and corporate finance. With data privacy and issues of cybersecurity at the forefront of current legal issues, Ms. Globus also assists her clients with building an architectural framework for compliance with state and federal securities, finance, data privacy laws, and with establishing strong internal controls. She also engages in the area of education law, helping students and parents obtain a fair and appropriate public education for their children, as well as resolving education related disciplinary matters. Ms. Globus is an associate member of the Association of Certified Fraud Examiners and is corporate counsel for an international cryptocurrency related company, giving her the opportunity to consult with legal teams in both the U.S. and abroad, each with varying expertise and each trying to wade through the confusion related to cryptocurrency. She earned her B.A. degree from Skidmore College, her M.A. degree from the Hebrew University of Jerusalem on Mt. Scopus, and her J.D. degree from Rutgers State University of New Jersey, Newark Campus. Ms. Globus's passion is endurance cycling, and she is an avid middle-distance triathlete.

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