On-Demand Video

Document Management and Compliance 2023

  • City:
  • Start Date:2023-06-07 20:00:00
  • End Date:2025-06-07 20:00:00
  • Length:
  • Level:Intermediate
  • Topics:Law Practice Management

$79.00 ["ProPass"]

[{"jurisdiction":"Supreme Court of Delaware Commission on Continuing Legal Education","status":"Self Apply","state":"Delaware","credits":"","expiration_date":"June 7, 2024","speciality_credit":[{"category":"Technology","state_category":"General","credit":"1.0"}]},{"jurisdiction":"Virginia State Bar","status":"Self Apply","state":"Virginia","credits":"","expiration_date":"October 31, 2023","speciality_credit":[{"category":"Technology","state_category":"General","credit":"1.0"}]},{"jurisdiction":"Supreme Court of New Jersey Board on Continuing Legal Education","status":"Reciprocity ","state":"New Jersey","credits":"","expiration_date":"June 7, 2026","speciality_credit":[{"category":"Technology","state_category":"General","credit":"1.2"}]},{"jurisdiction":"The Florida Bar","status":"Self Apply","state":"Florida","credits":"","expiration_date":"December 7, 2024","speciality_credit":[{"category":"Technology","state_category":"Technology Program","credit":"1.0"}]},{"jurisdiction":"New York CLE Board","status":"Approved","state":"New York","credits":"","expiration_date":"June 7, 2026","speciality_credit":[{"category":"Technology","state_category":"Skills","credit":"1.0"}]},{"jurisdiction":"Supreme Court of Ohio","status":"Applied for","state":"Ohio","credits":"","expiration_date":"December 31, 2023","speciality_credit":[{"category":"Technology","state_category":"General","credit":"1.0"}]},{"jurisdiction":"West Virginia State Bar Continuing Legal Education Commission","status":"Applied for","state":"West Virginia","credits":"","expiration_date":"June 7, 2026","speciality_credit":[{"category":"Technology","state_category":"Office Management","credit":"1.22"}]},{"jurisdiction":"Pennsylvania Continuing Legal Education Board","status":"Approved","state":"Pennsylvania","credits":"","expiration_date":"June 7, 2025","speciality_credit":[{"category":"Technology","state_category":"General","credit":"1.0"}]}]
Credit States Status Credits Earn credit until


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.

Recorded in June 2023.


David Ries Esq.

David G. Ries is of counsel in the Pittsburgh, PA office of Clark Hill PLC, where he practices in the firm’s Cybersecurity, Data Protection and Privacy Group. He has devoted his legal career to helping organizations traverse complex environmental, technology, and data protection challenges. He has used computers in his practice since the early 1980s and since then has strongly encouraged attorneys to embrace technology – in appropriate and secure ways. Dave frequently speaks and writes nationally on legal ethics, technology, and cybersecurity topics. He is the Editor of e-Discovery 4th Edition (PBI Press 2017), a coauthor of Locked Down: Practical Information Security for Lawyers, Second Ed. (American Bar Association 2016) and Encryption Made Simple for Lawyers (American Bar Association 2015), and a contributing author to Information Security and Privacy: A Legal, Business and Technical Handbook, Second Edition (American Bar Association 2011). He served on the ABA Cybersecurity Legal Task Force and the ABA TECHSHOW Planning Board and is a member of InfraGard’s Legal Cross-Sector Council and ILTA’s LegalSEC Initiative. Dave received his J.D. from Boston College Law School. He can be contacted at dries@clarkhill.com or 412-394-7787. 

Daniel J. Siegel, Esq.

Attorney Daniel J. Siegel is a nationally recognized authority on ethics, technology, data protection and business workflow management, and the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC. Dan provides techno-ethics counsel to solo, small and mid-sized law firms on cybersecurity, technology and other related issues. His practice includes representing of attorneys in disciplinary matters; providing professional responsibility guidance to attorneys and firms; serving as appellate counsel; and representing individuals in workers’ compensation and personal injury matters. Dan also consults with law firms and businesses on workflow management, implementation of paperless offices, and other productivity matters. Attorney Siegel is a prolific speaker and author, and serves as the Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility, and Past-Chair of the American Bar Association’s Professional Development Board Chair. The author of 15 books, Dan is a columnist and frequent lecturer on a wide range of topics, including ethics, technology, substantive law, appellate law, and professional responsibility matters. You can reach Dan at dan@danieljsiegel.com.

You have a lot on your plate. We’ll help you stay on top of your compliance — in PA and beyond.