Originally presented at our Solo & Small Firm Conference, June 9-11, 2021
Lawyers frequently exchange Word, WordPerfect and PDF files with other lawyers via email and other document sharing methods. In this seminar, we’ll explain how to protect your electronic files from being altered when that is appropriate; and the best methods for indicating your proposed changes or soliciting someone else’s proposed changes to an electronic file. We’ll also discuss when Word files are preferable to PDFs and vice-versa. Once the documents are finalized, they often have to be signed; and COVID-19 may have permanently eliminated the days of round table closings and signing documents in someone’s office. As such, digital signature platforms like DocuSign, RightSignature or Adobe Sign have arguably become essential tools for a modern law practice. We’ll explain the benefits of these inexpensive and easy-to-use platforms; and demonstrate (live) how digital signature services can be used by you to sign documents or obtain signatures from others while never seeing each other face-to-face.
Speaker: Barron K. Henley, Esq., Partner, Affinity Consulting Group, Columbus, OH
Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments.? He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council.? He is a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a member of RPTE Futures Task Force, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee.? Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.? Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes.? Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.?
Thu, Nov 18, 2021 - 12:00pm to 01:08pm CST
Tue, Feb 08, 2022 - 12:00pm to 01:08pm CST
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