Shift to Mobile Legal Services: Building Mobile Solutions Into Your Law Practice

#ClioWeb

Shift to Mobile Legal Services

Building Mobile Solutions into Your

Law Practice

Joshua Lenon - Clio

#ClioWeb

Instructors

Joshua Lenon

• Lawyer in Residence at Clio• Attorney Admitted in New York• @JoshuaLenon

#ClioWeb

Agenda

• Why go mobile• Ethics when accessing client data in public• Setup your mobile devices for secure access• Apps to choose for legal practice• Questions–5 minutes

#ClioWeb

WHY GO MOBILE

#ClioWeb

At least 70% of employees would quit their job for more flexible work arrangements.

Source:“DeathoftheDeskJob,”Softchoice,10/08/2015.

#ClioWeb

How much do employees value…

RemoteAccess

Value Don'tValue

FlexibleHours

Value Don'tValue


#ClioWeb

Email,63%

CloudApps,49%

RemoteDesktop,30%

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

AxisTitle

RemoteAccessTools


#ClioWeb

75% of employees say they keep more personal and social commitments

because they can access work anytime, anywhere they want.


#ClioWeb

Lawyers work outside of their office all the time.

#ClioWeb

74% of surveyed lawyers regularly accessthe Internet while working

on law- related tasks away from their primary workplace

Source:ABALegalTechnologyReport2015

#ClioWeb

Lawyers on the Go

Regularly Occasionally

Home 76% 15%

Hotel 36% 38%

Intransit 35% 33%

Airport 28% 33%

Clientoffice 25% 26%

Courthouse(excludingcourtroom)

20% 27%

Opposingorco-counsel’soffice 16% 24%

Courtroom 14% 24%


#ClioWeb

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Telephone

Email

Calendars

Contacts

Internetaccess

TextMessaging

GPS/Maps

Camera

Chat

SmartphoneUses


#ClioWeb

20.9%

15.8%

7.3%

6.9%

4.6%

0% 5% 10% 15% 20% 25%

Mobile-specificresearchapp

Databaseaccess

Expensetracking

Time&billing

Documentcreation

SmartphoneUses


#ClioWeb

Lawyers are not setting themselves up to benefit from mobile practice.

#ClioWeb

ETHICS WHEN ACCESSING CLIENT DATA IN PUBLIC

#ClioWeb

A lawyer should exercise caution when engaging in conversations containing or

concerning client confidences or secrets by cellular or cordless telephones…

Source:NYCBar FormalOpinion1994-11

#ClioWeb

…should consider taking steps sufficient to ensure the security of such conversations.

Source:NYCBar FormalOpinion1994-11

#ClioWeb

(a) (3) keep the client reasonably informed about the status of the matter;

(4) promptly comply with reasonable requests for information;

[7] A lawyer may not withhold information to serve the lawyer's own interest or convenience or the interests or convenience of another person.

1.4 Communication

#ClioWeb

(a) A lawyer shall not reveal information relating to the representation of a client unless the client gives informed consent, the disclosure is impliedly authorized in order to carry out the representation…

(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.

1.6 Confidentiality

#ClioWeb

Potential Consequences

• Unauthorized access to client information• Inability to act with diligence and promptness

#ClioWeb

SECURE MOBILE DEVICE ACCESS

#ClioWeb

Steps to Remain Ethical While Mobile

1. Choose services with

mobile components

2. Set a BYOD policy

3. Protect devices

4. Secure connections

5. Common sense

6. Force security

7. Update frequently

8. Backup more frequently

#ClioWeb

Mobile Services

Services with mobile apps prevent staff from using “shadow IT.”

#ClioWeb

BYOD Policy

Solo 2-9Lawyers 1—49 LawyersLaptop 34.3% 40.5% 40.2%

Smartphone 35.1% 30.6% 36.2%

Tablet 17.2% 18% 15%

Desktop 13% 10.8% 8.7%


#ClioWeb

Protect Devices

#ClioWeb

Secure Connections

39% of lawyers use public WIFI.

Only 22% use SSL encryption on that connection.

#ClioWeb

Common Sense

#ClioWeb

Force Security

#ClioWeb

Force Security

#ClioWeb

Force Security

#ClioWeb

Update Frequently

#ClioWeb

Backup More Frequently

#ClioWeb

APPS FOR LEGAL PRACTICE

#ClioWeb

Apps for Legal Practice

Communications

Tasks&Calendars

DataAccessDocuments

TimeandBilling

#ClioWeb

Communications

Clio Secure Messages Signal App

#ClioWeb

Tasks & Calendars

#ClioWeb

Task Management

#ClioWeb

Calendars

#ClioWeb

Data Access

#ClioWeb

Data Access

Dropbox Box

#ClioWeb

Documents

• Pick a document suite that has mobile apps– GSuite (Google Apps for Business)–Microsoft Office 365+

• Choose apps that complement legal workflow– PDF red lining (GoodReader or iAnnotate)– Depositions (AgileLaw)– Trial presentations (TrialPad)

#ClioWeb

Time & Billing

#ClioWeb

QUESTIONS?

#ClioWeb

Thank You

Joshua Lenon

[email protected]

@JoshuaLenon

Linkedin.com/in/joshualenon

1-888-858-2546

Colin McMahon

Linkedin.com/in/colinmcmahonclio

[email protected]

Support.goclio.com

www.youtube.com/user/ClioVideo