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Overview
Tips for Safeguarding Client Trust Through Ethical Document Handling
In this rapid-fire program, our experienced faculty explore the ins and outs of document security, metadata, and redaction. Uncover practical guidance for protecting client confidentiality in document management, analyze best practices for ethical document security, and demonstrate best practices for drafting metadata and document security policies for the firm. Build your knowledge - register today!
- Discover best practices for safeguarding client confidentiality.
- Gain new techniques for metadata management.
- Examine best practices for document redaction.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- What Is Metadata?
- Ethical Obligations Concerning Metadata, Communication, and Client Confidentiality
- Dos and Don'ts of Document Security (Password Protection, Encryption, etc.)
- Practical Techniques for Metadata Removal and Sanitization
- Redaction: Legal Best Practices
- Best Practices for Creating Metadata and Document Security Policies for the Law Firm
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
1 Total | 11-21-2026 |
| Alabama CLE |
|
1 Total | 12-31-2025 |
| Arkansas CLE |
|
1 Total | 06-30-2026 |
| Arizona CLE |
|
1 Total | 11-21-2026 |
| California CLE |
|
1 Total | 11-21-2026 |
| Colorado CLE |
|
1 Total | 12-31-2026 |
| Connecticut CLE |
|
1 Total | 11-21-2026 |
| Delaware CLE |
|
1 Total | 11-21-2026 |
| Florida CLE |
|
1 Total | 05-31-2026 |
| Georgia CLE |
|
1 Total | 12-31-2025 |
| Hawaii CLE |
|
1 Total | 11-21-2026 |
| Idaho CLE |
|
1 Total | 11-21-2029 |
| Illinois CLE |
|
1 Total | 11-20-2026 |
| Kentucky CLE |
|
1 Total | |
| Maine CLE |
|
1 Total | 11-20-2026 |
| Minnesota CLE |
|
1 Total | 11-21-2026 |
| Missouri CLE |
|
1.2 Total | 11-21-2026 |
| Northern Mariana Islands CLE |
|
1 Total | 11-21-2026 |
| Montana CLE |
|
1 Total | 11-21-2027 |
| North Dakota CLE |
|
1 Total | |
| Nebraska CLE |
|
1 Total | 11-21-2026 |
| New Hampshire CLE |
|
1 Total | 11-21-2027 |
| New Mexico CLE |
|
1 Total | 11-21-2026 |
| Nevada CLE |
|
1 Total | 11-21-2027 |
| New York CLE |
|
1 Total | 11-21-2027 |
| Ohio CLE |
|
1 Total | 12-31-2025 |
| Oklahoma CLE |
|
1 Total | 11-21-2026 |
| Oregon CLE |
|
1 Total | |
| Pennsylvania CLE |
|
1 Total | 11-21-2026 |
| Rhode Island CLE |
|
1 Total | |
| South Carolina CLE |
|
1 Total | 12-31-2025 |
| Tennessee CLE |
|
1 Total | 11-20-2026 |
| Utah CLE |
|
1 Total | 12-31-2025 |
| Vermont CLE |
|
1 Total | 11-21-2026 |
| Washington CLE |
|
1 Total | 11-20-2029 |
| Wisconsin CLE |
|
1 Total | 12-31-2025 |
| West Virginia CLE |
|
1.2 Total | 11-21-2026 |
Select Jurisdiction
CLE
Agenda
-
Metadata, Document Security, and Redaction: An Ethical Guide
- What Is Metadata?
- Ethical Obligations Concerning Metadata, Communication, and Client Confidentiality
- Dos and Don'ts of Document Security (Password Protection, Encryption, etc.)
- Practical Techniques for Metadata Removal and Sanitization
- Redaction: Legal Best Practices
- Best Practices for Creating Metadata and Document Security Policies for the Law Firm
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
Howard L. Lotven
is a sole practitioner with the law office of Howard L. Lotven P.C. He primarily represents clients in criminal/municipal courts and traffic courts. Mr. Lotven has been either a prosecutor or a defense attorney in more than 10,000 cases. He also represents clients in family law matters, including divorce, paternity, modification of child support, custody and visitation. Mr. Lotven's professional associations and memberships include Volunteer Attorney Project, The Missouri Bar General Practice Committee, Municipal Court Prosecutors Association of Western Missouri, Missouri Municipal and Associate Circuit Judges Association, and Association of Women Lawyers. He is admitted to practice in Missouri, and before the U.S. District Court for the Western District of Missouri and U.S. Federal Court. Mr. Lotven earned his B.A. degree, with honors, from Drake University and his J.D. degree from the University of Missouri-Kansas City School of Law.
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