This program is eligible for 1 hour of CLE credit in 60-minute states. In 50-minute states, this program is eligible for 1.2 hours of CLE credit. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
Overview
In today's hybrid legal environment, managing the growing volume and complexity of data is more challenging—and more critical—than ever. This one-hour CLE program explores how attorneys and law firms can implement effective document management strategies while staying compliant with evolving privacy and cybersecurity regulations.
Join legal technology experts David G. Ries and Daniel J. Siegel as they share insights on:
- Best practices for handling personally identifiable information (PII) and personal health information (PHI)
- Navigating HIPAA and emerging state privacy laws
- Reducing risks through sound information governance and retention policies
- Managing ephemeral communications like texts, chats, and video transcripts
- Leveraging legal hold tools and document review platforms
Whether you're in a large firm or solo practice, you’ll walk away with actionable guidance to enhance compliance, reduce risk, and better support your clients in litigation and dispute resolution.
Recorded in August 2025.
Faculty
David G. 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 [email protected] or 412-394-7787.
Daniel J. Siegel, Esq.
Attorney Daniel J. Siegel is a nationally recognized authority on legal ethics, technology, data protection, cybersecurity, civil litigation, workers’ compensation, and law-practice workflow management. He is the principal of both the Law Offices of Daniel J. Siegel, LLC and Integrated Technology Services, LLC, where he addresses the complex legal, ethical, and operational issues that frequently challenge lawyers and law firms. Dan’s practice is multifaceted. He defends attorneys in disciplinary matters, provides professional responsibility and ethics counsel, and serves as appellate counsel in high-stakes matters. He also represents individuals in estate planning, workers’ compensation, and personal injury cases, bringing a deep understanding of both trial and appellate advocacy. A leader in techno-ethics, Dan advises solo, small, and mid-sized law firms on the ethical and practical implications of technology, including cybersecurity, data protection, and the responsible use of emerging tools such as artificial intelligence. He also helps firms and businesses improve efficiency through workflow optimization and paperless office systems. Dan is the author of 16 books, a legal columnist, and a frequent national speaker on ethics, technology, and law practice management. He served as Chair of the Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility from 2019 to 2025 and as Co-Chair of the Pennsylvania Bar Association Technology Committee from 2023 to 2025. He is currently Past-Chair of the American Bar Association’s Law Practice Division. Widely respected for combining practical experience with deep subject-matter expertise, Dan is often called upon to address the most challenging issues facing lawyers today. He can be reached at [email protected].
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