Continuing Legal Education

What You Need to Know: Cloud Storage, Document Assembly, and Ethics

September 24, 2015
1:00 – 5:15 p.m.
4.00 MCLE hours, including 4.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)
Or Online Course

Click here to register for the LIVE program in Chicago

Click here to register for the live WEBCAST


Discover how cloud storage and document assembly can help you and your staff run your office more efficiently and profitably with this half-day seminar. Practitioners with all levels of practice experience who attend this seminar will gain a better understanding of:

  • The current state of cloud storage for electronic documents;
  • The differences between do-it-yourself cloud storage (such as Dropbox) and document management systems (such as NetDocuments);
  • How to use various document assembly programs to produce documents more efficiently by automating repetitive tasks;
  • What “going paperless” really means and how you can get started;
  • The State’s ethics opinions surrounding the management and storage of electronic data and the professional responsibility requirements for practitioners who use this technology; and
  • Much more!

Program Coordinator/Moderator:
Aaron W. Brooks
, Holmstrom Kennedy PC, Rockford



1:00 – 2:00 p.m. Cloud Storage for Lawyers*
Don’t miss this exploration of the current state of cloud storage for electronic documents from DIY services like Dropbox and to full-featured Document Management Systems, such as Net Documents. Learn about your options and the differences between them, as well as the things you need to know when contracting for these services that will help protect you and your clients under Illinois’ Rules of Professional Conduct and HIPAA.
Aaron W. Brooks, Holmstrom Kennedy PC, Rockford

2:00 – 3:00 p.m. Document Assembly*
This segment offers an in-depth look at the various document assembly features you already have available with your existing software, as well as standalone add-ons and programs available to law firms. An overview of the benefits and best practice uses of this technology and an explanation of how using document assembly can more efficiently produce documents and automate repetitive tasks is included.
Nerino J. Petro, Holmstrom Kennedy P.C., Rockford

3:00 – 3:15 p.m.  Break (refreshments provided)

3:15 – 4:15 p.m.  Your Paperless Office*
Paper…files filled with paper…cabinets filled with files….all of these things takes up space around the office and makes it difficult to find what you need when you need it. This informative presentation explains what “going paperless” means and shows you how to get started – from choosing the proper electronic file format to knowing which type of equipment and software you need.
Bryan M. Sims, Sims Law Firm Ltd., Naperville

4:15 – 5:15 p.m.  The Ethics of Cloud Technology and Electronic Files*
Join us for a discussion on Illinois’ existing ethics opinions about storing/managing electronic data and using word processing technology. Topics include: metadata removal; redaction; using cloud services; and the fundamental issues and professional responsibility requirements of attorneys using this technology.
Jerome Larkin, Attorney Registration and Disciplinary Commission, Chicago


*Professional Responsibility MCLE credit subject to approval