April 2012 | Survival Guide for Young Lawyers: Making Lemonade
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54th Edition: Ethics and Technology – The Rules Are Changing

By Jim Calloway and Sharon Nelson

The Digital Edge Cover

This month Sharon Nelson and Jim Calloway interview Catherine Sanders Reach, Director of Law Practice Management & Technology for the Chicago Bar Association. The topic is Ethics and Technology: The Rules are Changing. This month's discussion covers a wide range of topics including the ABA Ethics 20/20 Commission's recommendations as well as state opinions about lawyers offering coupon deals and other electronic marketing efforts, cloud computing, SaaS and outsourcing.Launch Audio


  • Legal Ethics Forum: Review of Ethics 20/20 Proposals bit.ly/xAs0my
  • ABA Commission on Ethics 20/20 | ABA Board of Governors / Commission on Ethics 20 20 bit.ly/zqcudG
  • Metadata Ethics Opinions Around the U.S. | Legal Technology Resource Center bit.ly/FO4GBm
  • Differences between State Advertising and Solicitation Rules and the ABA Model Rules of Professional Conduct (March 5, 2012)* | bit.ly/A4RRfy
  • Is Your Business Card Ethical? - Attorney at Work | bit.ly/x1LI0K  (See related links from article to “Legal Marketing Ethics: Can I Say That” parts 1-3
  • ABA Formal Opinion 99-413  (Protecting the Confidentiality of Unencrypted E-Mail – ABA CPR members only) bit.ly/wsEe9n
  • ABA Formal Opinion 11-459 (Duty to Protect the Confidentiality of Email Communications with One’s Clients) bit.ly/wt5hD7

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About the Authors

Jim Calloway is the Director of the Oklahoma Bar Association Management Assistance Program. He publishes the blog Jim Calloway's Law Practice Tips and was the co-author of the book Winning Alternatives to the Billable Hour (2nd ed.) (2002 ABA.) He was chair of ABA TECHSHOW 2005. He is a member of the Council of the ABA's Law Practice Management Section and chair of its Practice Management Advisors Committee. He is co-chair of the 2007 GP/SOLO National Solo and Small Firm Conference. He has been named a Fellow of the College of Law Practice Management. He writes Law Practice Tips column for the Oklahoma Bar Journal. The archives of that column are available online here.

Sharon Nelson is the President of Sensei Enterprises, Inc., a computer forensics and legal technology corporation based in Fairfax, VA. She is a co-author of The Electronic Evidence and Discovery Handbook: Forms, Checklists and Guidelines (2006, ABA), Information Security for Lawyers and Law Firms (2006, ABA) and The 2012 Solo and Small Firm Legal Technology Guide (2012, ABA).

She is the co-author of the monthly legal technology column "Hot Buttons" in Law Practice magazine and writes and speaks on the subjects of electronic evidence and legal technology throughout the country. Ms. Nelson has been interviewed by ABC, NBC, CBS, CNN, NPR and Oprah's "O" Magazine. She is past chair of the ABA TECHSHOW and has spoken at TECHSHOW for the past eight years.

Table of Contents

Law Practice Management Diversity and Inclusion Workshop

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Job Quest for Lawyers: The Essential Guide to Finding and Landing the Job You Want The Lawyer's Essential Guide to Writing: Proven Tools and Techniques The 2012 Solo and Small Firm Legal Technology Guide

The Digital Edge: Lawyers and Technology54th Edition: Ethics and Technology – The Rules Are Changing

By Jim Calloway and Sharon Nelson


Law Practice Magazine, March/April 2012 IssueLaw Practice is the leading magazine on the business of practicing law. Published six times per year, it offers insightful advice and practical tips on marketing, management, technology and finance.

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John D. Bowers, Fox Rothschild LLP


Wendy L. Werner, Werner Associates LLC


Andrea Malone, White and Williams LLP


Lourdes Flora Brezo-Martinez, Greenberg Traurig LLP

Barbara H. Brown, Meagher & Geer PLLP

Andrea Cannavina, LegalTypist, Inc.

Margaret M. DiBianca, Young Conaway Stargatt & Taylor, LLP

Rodney Dowell, LCL, Inc.,

Nicholas Gaffney, Infinite Public Relations, LLC

Katy M. Goshtasbi, Puris Image

Jeremy Kridel, Indiana Court of Appeals

George E. Leloudis, McGuire Wood & Bissette PA

Allison C. Shields, Legal Ease Consulting, Inc.

Thomas W. Shumate IV, Kay Griffin Enkema & Colbert, PLLC

Gregory H. Siskind, Siskind Susser, P.C.

Ben Stevens, The Stevens Firm, P.A. Family Law Center

Wendy L. Werner, Werner Associates LLC

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