Legal Practice Management Software

Client Confidentiality in the Digital Age

Can you keep a secret?

Client confidentiality is the bedrock of any trusted legal practice. It’s a priority that informs everything from personal interactions to firm-level data protection—all of which requires effort, diligence, and planning. But in the Information Age, there are more opportunities than ever to breach confidentiality—are you REALLY giving it the attention it deserves?

A recent study of more than 24,000 lawyers identified the ability to keep information confidential as the most important competency in a new lawyer. Alli Gerkman, Director of Educating Tomorrow’s Lawyers at the Institute for the Advancement of the American Legal System (who led the study) will join Joshua Lenon, Clio’s own Lawyer in Residence to explain how to keep your client secrets under lockdown. In this one-hour session, you’ll learn why keeping information confidential is crucial for every level of your law firm, as well as:

  • Techniques for training staff and clients on preserving confidentiality
  • Resources for evaluating your own data protection measures
  • Technology to help preserve client confidentiality

This session is part of our series, The Whole Lawyer: Skills Every Lawyer Needs, presented together with IAALS, the Institute for the Advancement of the American Legal System.