13July, 2018

New Rule 1.15A: What Client Files Are & How Long Lawyers Must Preserve Them

Effective September 1, 2018, new Rule 1.15A sheds light on what exactly the Client’s File actually is and how long lawyers need to preserve them. Find the answers to your questions here.
On June 7, 2018, the SJC adopted an order that amends the Rules of the Supreme Judicial Court, and in particular, Massachusetts Rules of […]

3May, 2018

Technology Competence for Lawyers: Ethical Duties in Two Rules

Lawyers are required to demonstrate competence with technology. Here’s the latest publication from the Massachusetts BBO and our best tips to help you to use tech right and stay ethically compliant.
The Massachusetts SJC created new ethical obligations for lawyers on July 1, 2015 in its amendments to Rules 1.1 and 1.6, bringing relevant parts current […]

21March, 2018

Best Practices for Law Firm Data Security and Client File Privacy [Guest Post]

Data security is critical for lawyers. Here’s how to start managing this risk as proactively as your clients and ethics standards deserve.
We thank the team at Lawyerist.com for this helpful guest post. Before jumping into this practical primer, check out the extensive writing on data security Heidi has published here on our blog, and plan […]

7February, 2018

Standing Firm Against Harassment: Policy Guidelines for Law Firms

Law firms should take – and understand – these 5 minimum steps to effectively address sexual harassment.
This article was written collaboratively by Heidi S. Alexander, Justin L. Kelsey and Melissa Levine-Piro and was originally published in the November/December edition of the Massachusetts Bar Association’s Massachusetts Lawyers Journal.

Before reading these guidelines, please consider participating in the […]

10July, 2017

5 Steps to Minimize Data Breach Risks in Your Law Practice

Follow these steps to avoid data breaches in your law practice that would make you WannaCry.
WannaCry. WannaCry. WannaCry. Yes, that’s how many lawyers feel when they think about digital data security, especially the folks over at DLA Piper who were recently hit with a type of ransomware similar to WannaCry, known as Petrwrap/Petya.

Let’s face it, […]

22February, 2017

How to Vet Cloud Technology Providers

Deciding to use cloud technology in your law practice is only the first step. It’s a great first step – but you still need to vet those cloud technology providers!
If you’ve ever heard me speak, you’ll know that I advocate for the use of cloud technology in today’s law firms. There are at least three rock […]

6September, 2016

What Lawyers Should Know About Data Security [Guest Post]

Lawyers need to know how their data is actually secured. Here are the questions you should be able to answer, and more.
We thank Kurt Simione, founder of Technology Seed, LLC. for this helpful guest post.
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Security patches, Antivirus, Firewall, VPN . . . All nice buzzwords, catch-phrases and feel-good terms, right – but do they matter? Okay. […]

28July, 2016

Do Lawyers Need Malpractice Insurance in Massachusetts?

We’re starting off a series on Startup Questions with one of the most common inquiries we hear: legal malpractice insurance requirements for Massachusetts attorneys.
Massachusetts does not require legal malpractice insurance for attorneys. However, it is highly recommended to mitigate the cost of a malpractice insurance claim.

There are a number of places from which attorneys can acquire malpractice […]

16September, 2015

Ethical Quandary: How Best to Acquire Information About the Revised Massachusetts Rules of Professional Conduct

You’ll have heard that the Massachusetts Rules of Professional Conduct were substantially revised this Summer. You’ll have heard that, in part, because we told you about it.

. . . which gives rise to an interesting question: How should you best acquire information about the new rules? Decisions, decisions.

Well, buck up. You don’t have to decide.

Like […]

19June, 2015

Secure Your Data: Part 3, Encryption Basics

This series began with a post on the Massachusetts Data Privacy Laws, which provide standards for businesses that keep certain types of personal information. Following up that statutory and regulatory update, I provided you with my top digital security tips, including tip #6: Encryption.

In this third post, you’ll learn about encryption. I promise no techie language, only […]