Discussing technology competence among lawyers is always an interesting conversation. When we were discussing adopting the technology competence amendment to the Oklahoma Rules of Professional Conduct, one lawyer indicated that he didn’t want to learn how to use Twitter and shouldn’t be forced to by a rule or comment. My unspoken reaction was “You don’t
Overcoming Trust Account Management Challenges
We recently did a Digital Edge podcast Overcoming Trust Account Management Challenges. 
Our guest was Paul Garibian, a fintech expert, entrepreneur, and current CEO of Nota. Nota provides financial services to lawyers including trust accounts with no services charges. We discussed common mistakes lawyers make with their trust accounts, the serious consequences of mismanaging
Protecting Your Clients When You Aren’t Able to Help
Lawyers often deal with the challenges that occur when people die without making a last will and testament. One result is sometimes intestacy laws distribute property differently than the deceased might have wanted. Additional expenses and legal fees are almost always a result.
Similar challenges and expenses can occur when a lawyer dies or becomes
ABA’s Law Firm Guide to Cybersecurity
Ransomware and other online attacks have been in the news recently, from shutting down the Colonial Penn pipeline to schools, hospitals, and a meat processing company. FBI Director Christopher Wray has asked victims not to pay ransoms. But the cybercriminals now have a new threat. If the ransom is not paid, in addition to not
Responding to a Negative Online Review
Negative online reviews can hurt businesses and law firms are no exception. But other types of businesses don’t have to be concerned about confidentiality and attorney-client privilege if they choose to respond to a negative review. Here are some suggestions for lawyers on dealing with negative online reviews.
The American Bar Association released Formal Opinion
The ethics of lawyers working remotely addressed by new ABA Formal Opinion (December 16, 2020)
Working from home was a big pandemic-related development this year. But the American Bar Association has previously noted that: “Lawyers who continue to provide legal services in the area affected by a disaster have the same ethical obligations to their clients as before the disaster, although they may be able to provide advice outside their
Some Ethics Guidance on Social Media is in the post Blogging, Posting and Ethics — Oh, My! (November 19, 2020)
Today’s tip is from Attorney@Work and Will Hornsby, who is an attorney focused on the professional responsibility of innovative and tech-based legal services. He served as staff counsel in the ABA’s Division for Legal Services for 30 years.
His post Blogging, Posting and Ethics — Oh, My! is very useful information for any attorney who