Are You Using Best Practices and Fully Compliant with State Bar Rules for Client Communications?


The Problem

The California State Bar Committee on Professional Responsibility and Conduct published a formal opinion, No. 2010-179 PDF , which states that attorneys have a duty to secure information for clients.  Other states also have similar opinions on secure communications with clients.


The Solution

We partnered with PrivyCounsel to assist in client communication.  PrivyCounsel provides a secure online service to benefit attorneys and their clients, while complying with ethical rules of conduct. PrivyCounsel’s law office management software enhances client communication and collaboration. Also, PrivyCounsel can help simplify your file management and case communication to improve your overall efficiency.  The system was produced by lawyers, for lawyers.


Next Steps

If you are interested in trying out a new case management and file sharing system, let us know.  They also have an exclusive offer to PaperStreet clients: free Professional Service up to $400 value, from their Subject Matter Experts. To qualify, register today to Start your Free Trial and learn how you can transform your practice.


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