Last week I gave a talk at Victor Medina’s excellent MILOfest conference about How to Secure Your Mac Law Firm. In preparing for the talk, I developed the following set of best practices that any lawyer using Apple devices should employ to help protect their law firm’s data:

Securing Your Desktops/Laptops

• Upgrade to OS X Lion and enable FileVault 2 for full disk encryption. Read more about FileVault 2 and Lion here.
• Enable the off-by-default firewall.
• Set your screen saver / lock screen to activate after 5 or fewer minutes of activity.
• Disable automatic login.
• Enable Find my Mac

At yesterday’s 5th Annual Federation of Asian Canadian Lawyers (FACL) Conference, Avvy Go and Julian Falconer spoke about mentorship and noted that large firms presumptively have resources that small and solo firms do not.

The future of legal practice management will invariably lie in technological solutions to strategic problems, especially for those with limited resources. I had a private tour earlier this week of the new LexisNexis product launched in Ontario, PCLaw Practice Suite, intended primarily for firms with 1 to 5 lawyers. The platform was developed after years of research and communication with small practitioners to assess . . . [more]

Even in 2011, I receive a surprisingly large number of documents that require me to print them, sign them, and fax them back to the sender. Ironically, most of these documents are sent to me as PDF attachments to e-mails.

We’ve banned physical fax machines at Clio, and instead use RingCentral for sending an receiving faxes. My workflow below helps me avoid having to print and scan documents that require completion and signing:

1. Download the PDF document
2. Open in Adobe Acrobat Professional
3. Use the “typewriter” tool to complete form fields
4. Open a separate PDF file where I’ve signed my name

No doubt many libraries in our community have already heard the news: SydneyPLUS has just purchased a big piece of the Inmagic pie. This includes Inmagic’s DB/Text Library Suite of products: DB/TextWorks, DB/Text WebPublisher Pro, and Inmagic Genie.

According to Kathy Bryce via Andornot’s blog:

The move will strengthen both SydneyPLUS and the new Inmagic division by bringing together complementary technologies to meet the needs of special librarians, while allowing Inmagic, Inc. to focus on new markets.

Inmagic, Inc. (the company) will retain its Presto technology and its related products PrestoKnowledgeNet, Presto AssociatioNet, . . . [more]

Last week the most severe outage in RIM’s history crippled BlackBerry users’ abilities to use e-mail, BBM, and the Internet in general for over three days.

The outage highlighted two deeply concerning issues with RIM. First, it is almost beyond comprehension how a single point of failure could bring RIM’s global network down for this period of time. In the face of fierce competition from Apple and Google, RIM had been able to depend on real-time and reliable e-mail delivery as one of its key competitive differentiators. Not any more.

Worse, the company’s response has come across as arrogant, aloof, . . . [more]

The OIPC BC released Guidelines for Social Media Background Checks yesterday. The Guidelines were developed “to help organizations and public bodies navigate social media background checks and privacy laws.”

The Guidelines outline the privacy risks associated with the use of social media to screen and monitor current and prospective employees, volunteers and candidates, including:

The collection of potentially inaccurate personal information;

The collection of too much or irrelevant personal information;

The inadvertent collection of third-party personal information; and

The overreliance on consent for the collection of personal information that may not be reasonable in the circumstances.

The Guidelines also provide . . . [more]

This morning’s Intapp Law Firm Risk Management Blog features a piece I recently published in Managing Partner Magazine in London entitled: “Managing Screens,” which explores the tension between tightly controlling access to sensitive client (and firm) information and fostering internal sharing, which I characterize as: “the potential of exploiting collective professional knowledge.”

“What has changed is that, in the past decade, so-called ethical screens have proliferated within law firms. Ethical screens are what used to be called Chinese walls: institutional mechanisms combined with technological safeguards and personal undertakings which ensure that confidential information is tightly protected.”

We mourn the passing of Steve Jobs, whose singular achievements are recounted by the HuffPost, MTV on his impact on music, Washington Post , Wired and the Daily Telegraph.

For the legal community, the perspective is slightly different. Jobs contributed to a host of patents reviewed here. Law firms toyed with Apple computers for a while in the 1980s, but currently the only firms that are using that platform tend to be IP and media law firms who are following their clients – the creative community has always loved Apple machines. And of course there are . . . [more]

I’m new to the cloud, just having opened a Dropbox account a couple of weeks ago. Still even to a newbie like me its clear that cloud computing on a larger scale can raise many legal issues about privacy and security. As it turns out the potential new law and policy issues are many. To address these issues the Centre for Innovation Law and Policy at the University of Toronto Faculty of Law is hosting an all-day conference on Friday October 14 entitled Cloudlaw: Law and Policy in the Cloud. The conference will consider the issues that may arise . . . [more]

Medical data is one of the most sensitive types of data and, like lawyers, some doctors have reservations about storing confidential client data “in the cloud.” The security of storing Electronic Health Records and related data on-premise is perceived by many doctors to be more secure than cloud-based alternatives.

This thinking is challenged by a US Department of Health and Human Services (HHS) study that assesses the root cause of significant data breaches involving health information. The study finds the top causes of breaches of the Health Insurance Portability and Accountability Act (HIPAA) to be:

• Physical theft of devices /

While Dropbox continues to lead the way in easy-to-use cloud-based file synchronization, recent security- and privacy-related lapses have left many Dropbox-loving lawyers looking for alternatives. To date there has been a lack of viable options, but AeroFS, a new startup, is looking to become the Dropbox for security-conscious users.

AeroFS offers the same ease-of-use that characterizes Dropbox, but adds a new spin to how file synchronization works: rather than storing your files in the “cloud”, as is the case with Dropbox, AeroFS synchronizes files directly between your devices via an encrypted channel. This “peer-to-peer” synchronization technique means your data never . . . [more]