VIRTUAL MEETUP

Innovate Legal Online:
Navigating Malpractice and Security in a New Digital Age

Learn how to navigate the changing legal landscape by adapting your firm’s processes and mindset.

Tools to help your firm stay secure and avoid malpractice in the new era of legal

Join this tech tools session on June 24, 2020, as part of our virtual series of Innovate Legal June Meetups. The meetups will cover tools and best practices you can implement to better serve clients and connect with coworkers as the legal landscape continues to advance and evolve online.

This meetup will feature a panel of experienced legal and tech professionals who will equip you with the tools and knowledge to safely move components of their businesses and operations online. The discussions will touch on insurance policy considerations in the transition to working from home, as well as steps you can take to mitigate gaps and risks in your firm’s security protocols.The panel will also offer malpractice prevention tips for your firm, as well as share cybersecurity and protection strategies for legal’s digital age. Following the panel presentations, attendees will have the opportunity to participate in a live Q&A to delve deeper into the topics with the panelists.

Meetup Overview:

  • A virtual platform for learning and engagement among legal professionals
  • Hosted by Clio, featuring moderator Rio Peterson, Affinity Programs Manager at Clio, and panelists Mark Walsh, Compliance Manager at Clio; Joshua Lenon, Lawyer in Residence at Clio; and Mark Bassingthwaighte, Risk Manager at ALPS
  • Duration: 75 Minutes (45 minutes of panel discussion + 30 minutes of Q&A)
  • Not approved for CLE Credit

Watch the replay of this Malpractice and Security Meetup

Panel

Mark Bassingthwaighte

Mark Bassingthwaighte| Risk Manager, Alps

Since 1998, Mark Bassingthwaighte, Esq. has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with the company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented numerous continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.

Mark Walsh

Mark Walsh| Compliance Manager, Clio

Mark Walsh is the Compliance Manager at Clio. A Certified Information Systems Security Professional (CISSP) and Certified Information Privacy Professional (CIPP), Mark oversees Clio’s security compliance and data protection programs and works to champion user-centered security solutions for Clio’s customers. He is passionate about educating lawyers about technology, particularly in the areas of cybersecurity, privacy, and data protection.

Meet the Panel

Joshua Lenon

Joshua Lenon | Law in Residence, Clio

Joshua Lenon is the Lawyer in Residence at Clio. An attorney admitted to the New York Bar, Joshua brings legal scholarship to the conversations happening both within Clio and with its customers. Joshua has worked extensively to educate lawyers on technology’s capability to enhance their practice, while also teaching tech companies about the unique needs of the legal system.

Mark Bassingthwaighte

Mark Bassingthwaighte | Risk Manager, Alps

Since 1998, Mark Bassingthwaighte, Esq. has been a Risk Manager with ALPS, the nation’s largest direct writer of lawyers’ malpractice insurance. In his tenure with the company, Mr. Bassingthwaighte has conducted over 1200 law firm risk management assessment visits, presented numerous continuing legal education seminars throughout the United States, and written extensively on risk management, ethics, and technology. Mr. Bassingthwaighte is a member of the State Bar of Montana as well as the American Bar Association where he currently sits on the ABA Center for Professional Responsibility’s Conference Planning Committee. He received his J.D. from Drake University Law School.

Mark Walsh

Mark Walsh | Compliance Manager, Clio

Mark Walsh is the Compliance Manager at Clio. A Certified Information Systems Security Professional (CISSP) and Certified Information Privacy Professional (CIPP), Mark oversees Clio’s security compliance and data protection programs and works to champion user-centered security solutions for Clio’s customers. He is passionate about educating lawyers about technology, particularly in the areas of cybersecurity, privacy, and data protection.

Our panel

Joshua Lenon

Joshua Lenon | Lawyer in Residence, Clio

A New York-admitted attorney, Joshua provides legal scholarship to Clio on issues relating to technology, privacy, and lawyers’ ethical duties of competency.

Michelle Blankenship Jordan

Leon Carelli | Chief Technology Officer, Locks Law Firm

Leon Carelli manages varying forensic, eDiscovery, and information technology needs for Locks Law Firm. He also oversees the firm's litigation support department and coordinates projects involving data analytics.

William Large

William Large| Partner, Cara Stone

For more than 20 years, Large has litigated in federal and state courts throughout the United States on matters such as antitrust, environmental pollution, and securities. He served as a Member of Lead Counsel team and Chairman for the Plaintiffs’ Steering Committee Discovery Group during the Deepwater Horizon oil spill litigation.

Will Delgado

Will Delgado| Partner, Willenken Wilson Loh & Delgado LLP

Will’s practice focuses on intellectual property litigation, class actions, and complex business litigation. An expert in developing areas of law, Will frequently litigates and lectures on issues of first impression throughout the United States.

Hosted by

Rio Peterson

Rio Peterson| Affinity Program Manager, Clio
Rio Peterson is the Affinity Programs Coordinator at Clio. She initially joined Clio in 2017 as a member of Clio’s award-winning Customer Support team and gained an in-depth knowledge of Clio’s products and customers. Now, Rio works to build flourishing relationships with legal associations across the United States and Canada, and she works passionately to educate lawyers on the importance of using data to build better practices and drive the legal industry forward.

Clio is made by smart, creative people who want to help 21st century lawyers work better, smarter, faster.

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Doug Edmunds

Principal, DBE Technology Consulting

Clio helps me focus on what is important in my practice.

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So much great information. I want to implement it all.

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