Document Management and Compliance 2023

During this session, presenters will discuss how firms manage the volume and variety of documents flowing through their offices while maintaining both efficiency and compliance. This will include considering compliance issues affecting personally identifiable information (PII) and personal health information (PHI), particularly HIPAA and state-based privacy laws. The program will also discuss best practices, processes, and technology tools for law firms in adhering to these requirements.

All attendees will receive the course materials as a digital book. A printed copy of the course book is available, at a discount to attendees, for $40. Additional copies are available at full price. If you wish to purchase the printed version of the course book, please call PBI Customer Service at 800-932-4637. Printed versions of the course book will not be distributed at the course; please allow up to two weeks after the program for the printed versions of the course book to be shipped.