Digital security in the modern day law practice is a serious matter.
Consider the type of information collected during a case: financial information; health information; information
regarding under-age children; and other extremely sensitive data that could
seriously damage a client.
Need to Protect Sensitive Data
The ABA recently issued Formal Opinion 477, regarding the importance of
secure client communication and the
need to provide added protection in
the form of encryption for delicate or
ARS § 44-7501
Arizona lawyers are bound by Ariz. Rev.
Stat. § 44-7501, that requires notice
to persons affected by a data breach
of unencrypted personal information,
with the potential for damages or civil
penalties for each breach. Various federal or state laws might apply for different categories of data.
Lawyers have legal and ethical
requirements that mandate caution
and security when using technology
to communicate sensitive information.
An entire ecosystem of consultants,
educators, products, and services have
grown up around providing attorneys
and firms with digital security to live
up to those obligations. Encryption,
cloud computing, and virtual law offic-
es have become buzzwords in recent
years. But even if you know to install
firewalls on your server, use a VPN
while mobile, and know how to spot
spear phishing attacks, does your
What To Do About Your Client’s
Digital Security Processes?
The lawyer’s role has always been to
be a trusted advisor and councilor to
his client. But a lawyer can’t control a
Digital security extends only as far
as a protected Wi-Fi network, or encrypted mobile device. But if your client is downloading files on an open
network in a coffee shop or accessing
emails from a public computer in a library, their data is still vulnerable and
at risk for identity theft. How can an attorney leverage their knowledge and
security to force clients to be smarter
about digital security?
Client Portals Defined
One answer is the use of client portals.
A client portal is a secure, encrypted,
online file repository where information, such as documents, pictures, video or audio recordings, or any other
digital file, can be shared securely.
Use of client portals is considered by
many Practice Management Advisors
to be an industry best practice. Citrix
ShareFile, a Member Discount Provider
of the State Bar of Arizona, not only
provides you with this technology, it
custom designs the look of your portal
in the style and logo of your website,
so it acts as an extension of your web
Using ShareFile, a client can be au-
thorized using a preferred e-mail ad-
dress. After logging in and creating
a secure password, the client has the
ability to log in and upload or down-
load any important documents that are
needed, all while being protected with
Customized Remote File
ShareFile has the ability to customize
file structures with different access
permissions at the subfolder level. A
client can download from one subfolder and co-counsel experts can upload
Each party only has access to the
folders they have permission to access,
and cannot see other folders that exist
within the portal. Once a custom file
structure is created, it can even be replicated, so materials are organized the
same way across matters.
Automatic Digital Audit
Finally, ShareFile generates a digital
audit of all uploads and downloads, so
you can track who is accessing which
Client Portals: Best Practice
Client portals are an effective, efficient, and secure way to collaborate
and share sensitive and confidential
information. ShareFile’s client portals combine the control and flexibility that attorneys need for even the
most rigorous standards of confidentiality and data control, with the cus-tomizability and access that clients
Lawyers have legal and ethical requirements that mandate
caution and security when using technology such as client
portals to communicate sensitive information.
JOHN MCHUGH, STRATEGIC PARTNERSHIP ASSOCIATE,
SHAREFILE SALES MANAGEMENT & OPERATIONS
Call 1-800-441-3453 or visit www.ShareFile.com/legal for a free
demo, and learn how ShareFile can save you time and improve data
security for your firm.
(919) 948-1686, John.McHugh@citrix.com
How to Use Client Portals
to Share Files