2012 Compliance Practice management 
Clio
MARCH 17, 2025
Optimize your core systems: If youre currently using outdated manual systems, transitioning to cloud-based legal practice management is a crucial first step. Concerns about compliance, ethics, and costs: Like Skeptics, Explorers worry about navigating compliance and ethical considerations with AI.
Clio
SEPTEMBER 11, 2024
Practice management software, such as Clio Manage , can streamline your firm’s workflows, while Clio Grow can boost your client intake efforts. The ABS must have at least one Arizona-licensed attorney to act as its compliance lawyer. The answer depends on the state and the exact circumstances, as we explore here.
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Attorney at Work
JUNE 4, 2022
ANSWER: In many instances, data you are using and communicating with your clients are already being stored and managed with cloud-based technology. For example, your practice management software may be entirely managed and hosted in the cloud. 2215 (2012). Ongoing Duty. Confidentiality of Information] and 5.3
Legal Tech Monitor
SEPTEMBER 5, 2023
The promised efficiencies of these tools are tempered by genuine concerns about the accuracy of results, confidentiality, and ethical compliance. This course of action not only makes sense, it also ensures compliance with the duty of technology competence. If you’re worried about ethics and security, rest assured you’re not alone.
Legal Tech Monitor
SEPTEMBER 12, 2023
There are a number of ways that lawyers sharing office space can ensure compliance, including using separate business cards, letterheads, and directory listings. According to the Committee, lawyers have an ethical obligation to clearly communicate the nature of their relationship to the public and clients to avoid misleading impressions.
Legal Tech Monitor
NOVEMBER 20, 2023
Nicole Black is a Rochester, New York attorney, author, journalist, and the Head of SME and External Education at MyCase legal practice management software, an AffiniPay company.
Legal Tech Monitor
MARCH 1, 2024
Finally, the Committee reminded lawyers of the importance of maintaining technology competence in light of the rapid pace of GAI advancement: “In this complex and evolving landscape, lawyers must decide whether and to what extent AI can be used so as to maintain compliance with ethical standards without falling behind their colleagues.”
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