This e-book started as a checklist because the technology involved is not that complicated. Legal professionals can stay on top of their professional obligations around confidentiality by spending the time to secure devices and information, and then keeping those things secure.
As technology changes and you make choices about what to adopt to improve your delivery of services to clients, you will need to continue to balance your use with your obligations to protect information. Create good habits offline in handling your clients’ information and extend them into the digital world. The fundamentals will remain the same, even while the tools and methods you use continue to evolve.