Continuing Legal Education

Protecting Yourself while Negotiating Documents Electronically

July 31, 2018
12:00 - 1:00 p.m.
1.00 MCLE hours, including 1.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)

Online Course

ISBA's Practice Toolbox Series

Presented by the Illinois State Bar Association


Today's negotiated instruments are often never reduced to paper until they're ready to sign. The negotiation occurs electronically with lawyers emailing documents (Word or PDF files) to one another (and clients) to indicate changes and proposed modifications. Explore the tools available in Microsoft Word and Adobe Acrobat for safely transmitting documents, comparing versions, tracking changes, and adding comments and other annotations. A discussion on "locking" a document down to prevent further changes, encryption, avoiding metadata and other collaboration tools is also included.

Program Speaker:
John Federico, Affinity Consulting Group, Ohio


About the Speaker:
John Federico received his BBA from The University of Toledo, his BS from The Ohio State University, and his JD from Washington University in St. Louis School of Law. His professional memberships include the Ohio State Bar Association and Columbus Bar Association. Mr. Federico is an attorney and senior consultant for his firm. Prior to joining Affinity Consulting Group, LLC, he practiced law for nine years, litigating personal injury cases, insurance cases, and numerous appeals. Mr. Federico is also a licensed patent attorney. He now specializes in HotDocs document assembly software and software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster. Mr. Federico has prior experience in using a wide variety of systems, including Windows, Macintosh, and Linux; and programming in Pascal C, C++, C# and assembly language.