Client Portals: Why (Some) Attorneys are Flocking to Them

• Why communicating confidential client information using ordinary email is no longer appropriate
• What are client portals and why adopt these tools? Ethical and practical considerations
• What to consider in selecting a portal solution
• Tips to make a client portal solution more useful in everyday legal practice

Runtime: 1 hour
Recorded: April 12, 2017

This program will focus on topics regarding how to leverage the full power of online document storage and portal solutions. Clients love the enhanced services available through client portals and lawyers appreciate that they have a secure way to share confidential client information electronically. Continuous access to their bills, court documents, and attorney-client correspondence are big draws which help both clients and their attorneys.

Learn the reasons attorneys should consider using a client portal to communicate confidential information and documents to clients. The presenters will briefly describe what survey information has indicated regarding adoption of client portals and how portals have improved the provision of services to clients. Faculty will also discuss some of the options for development and use of client portals, and conclude with tips on overcoming some of the resistance to the use of these tools in everyday legal practice.

The truth is, once clients have used a client portal, both they and their lawyers will find them an indispensable part of how today's law firms provide client services.

This program was recorded on April 12th, 2017.

American Bar Association