Services

Florida

Florida Supreme Court Adopts Amendments to Attorney Referral Rules that Allow for Non-Lawyer Ownership of a Lawyer Referral Service

by in Legal Services, News, Professionalism, Referral Services, Services, Technology. Posted April 23, 2018
In an opinion issued on March 8, 2018, the Florida Supreme Court amended the lawyer referral rules under 4-7.22 making significant changes to the rule by broadening definitions, categorizing referral companies as “qualifying providers” and “matching services”, and removing the requirement that lawyer referral services include a disclaimer.
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Obligation

Ask and You May Receive: The Obligation to Deliver a Client’s File in a Specific Format

by in Attorney Client Relationship, Attorneys Fees, confidentiality, Ethics Opinion, Professionalism, Services, Software, Technology. Posted February 6, 2018
A recent opinion from the New York State Bar Association Committee on Professional Ethics finds that where a former client requests documents regarding his case, a lawyer must take reasonable measures to deliver the documents in a form in which the client can access them; however, the lawyer may charge the reasonable fees and expenses incurred in delivering the documents in the form requested. Obligation
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Cloud

In the Cloud? The Florida Bar Publishes Guidelines for Selecting a Cloud Service Provider

by in cloud computing, confidentiality, cybersecurity, Legal Services, Outsourcing, Services, Technology, third party vendors. Posted July 4, 2017
The Florida Bar's Technology Committee in collaboration with The Florida Bar's Practice Resource Institute have published both a quick start guide to cloud computing and  more comprehensive due diligence guidelines to assist lawyers in selecting a cloud service provider.
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Storing

Storing Client Data in the Cloud is Ethical, With Safeguards

by in Legal Services, News, Services, Software, Technology. Posted October 19, 2015
On September 11, 2015, the Tennessee Supreme Court Board of Professional Responsibility confirmed in Formal Opinion 2015-F-159 that a lawyer may ethically allow client confidential information to be stored in “the cloud.” In doing so, the lawyer must take reasonable care to ensure that client materials remain safe and confidential. storing
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