Technology Ethics 101: Emails, Texting and Phishing

Agenda / Content Covered

All times are shown in Eastern time.

1. Setting Up E-mail Accounts and Storing Data (Duty of Confidentiality)
   1:00 - 1:30, Charles F. Luce Jr.
   1. Do Attorneys Have a Duty to be Reachable to Clients by E-mail and Text?
   2. Data Security and Cloud Storage
   3. Creating and Storing Passwords (Can You Use Password Managing Software?)
   4. Deciding What E-mail to Delete and When
2. Sending and Receiving E-mail: Essential How-to's
   1:30 - 2:15, Charles F. Luce Jr.
   1. Attachments, Disclaimers, Auto-Complete, and Multiple Recipients
   2. Handling E-mail Not Intended for You
   3. Using E-mail on Your Phone: Apps and Public WiFi
   4. Using the Same Account for Personal and Professional E-mail
   5. Attorney E-mails in Discovery: What You Need to Know
3. Maintaining Legal Ethics When Texting
   2:30 - 3:15, Charles F. Luce Jr.
   1. Can Attorneys Text Prospective Clients?
   2. Are Texts from Clients and Your Responses Part of the Client File?
   3. How to Record Texts in Case Records
   4. Guarding Client Confidentiality: What Data NOT to Send in a Text
   5. Potential Loss of Privilege When Texts are Accessed by Third Party
4. Messenger Apps: Which are Safest and What Precautions to Take When Using Each
   3:15 - 3:40, Charles F. Luce Jr.
5. E-mail Hacks and Attacks
   3:40 - 4:15, Charles F. Luce Jr.
   1. A Taxonomy of Hacks and Attacks
   2. Why Vigilance Matters: Hold the Schadenfreude
   3. What to Do When it Happens to You
   4. Pre-Planning Prevents You Know What
   5. Warning Clients of Potential Breach of Confidentiality
   6. Mitigating Damage
   7. Handling Complaints

Accreditation Details:

CHARLES F. LUCE JR. is a partner with the Denver law firm of Moye White LLP, chair of its intellectual property group, and co-chair of its law practice professionals group. A graduate of the universities of Colorado (B.A.) and Oregon (J.D.), he is a frequent author and speaker on the impact of technology on legal ethics and the practice of law. Mr. Luce has served as a lecturer for law in professional responsibility at the University of Denver, and since 1986 as a member of the Colorado Bar Association's Ethics Committee. He is the publisher of Charles Luce on Legal Ethics and the Practice of Law, the first Internet website devoted to Colorado legal ethics issues, and a blog of the same name (coloradolegalethics.com).