Ethics & Specialty Credits

Metadata, Document Security, and Redaction: An Ethical Guide

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
OnDemand
1 hours 1 minute
Howard Lotven
With Howard L. Lotven from Howard L. Lotven P.C.
Recorded November 21, 2024
Product ID 99434

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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

  1. What Is Metadata?
  2. Ethical Obligations Concerning Metadata, Communication, and Client Confidentiality
  3. Dos and Don'ts of Document Security (Password Protection, Encryption, etc.)
  4. Practical Techniques for Metadata Removal and Sanitization
  5. Redaction: Legal Best Practices
  6. Best Practices for Creating Metadata and Document Security Policies for the Law Firm
Product ID 99434

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Idaho CLE Approved 1 Total
Illinois CLE Approved 1 Total
Kentucky CLE Upon Request 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Approved 1 Total
North Dakota CLE Upon Request 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Metadata, Document Security, and Redaction: An Ethical Guide

    1. What Is Metadata?
    2. Ethical Obligations Concerning Metadata, Communication, and Client Confidentiality
    3. Dos and Don'ts of Document Security (Password Protection, Encryption, etc.)
    4. Practical Techniques for Metadata Removal and Sanitization
    5. Redaction: Legal Best Practices
    6. 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

Howard L Lotven
Howard L.
Lotven
Howard L. Lotven P.C.
Speaker bio
Howard L Lotven

Howard L. Lotven

Howard L. Lotven P.C.
Howard 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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