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April 11-13, 2011 www.techshow.com Session Title Presenters {Name} {Name} April 11-13, 2011 April 11-13, 2011 www.techshow.com www.techshow.com PRESENTED BY THE Taking Your Practice Taking Your Practice Into the Cloud Into the Cloud Presenters Presenters Antigone Peyton Antigone Peyton John Simek John Simek
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Taking Your Practice Into the Cloud (2011)

Dec 05, 2014

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Technology

Antigone Peyton

So you want to hear more information about this thing they call “cloud computing,” huh? Well many companies are moving business information and computing into a cloud environment, should law firms be there too? This ABA TechShow presentation covers some basic cloud computing concepts and certain risks and concerns that lawyers should consider before moving their law practice into the cloud.

For additional information on this presentation, please contact Antigone Peyton ([email protected]).
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Page 1: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Session Title

Presenters{Name}{Name}

April 11-13, 2011April 11-13, 2011www.techshow.comwww.techshow.com

PRESENTED BY THE

Taking Your PracticeTaking Your PracticeInto the Cloud Into the Cloud

PresentersPresentersAntigone PeytonAntigone Peyton

John SimekJohn Simek

Page 2: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Lawyers in the Cloud: A Brave New World

© Copyright, Museum of Science, Boston, reprinted with permission.

Page 3: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Cloud Computing 101 for Lawyers

• Cloud Computing-NIST Definition (Jan. 2011)– A computing model for enabling

convenient, on-demand network access to a shared pool of computing resources (e.g., networks, servers, storage, applications, and services)

– Resources can be consumed w/ minimal management effort or service provider interaction

Page 4: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Cloud Computing 101 for Lawyers

• Cloud Computing-NIST Definition (Jan. 2011)– This cloud model is composed of five

essential characteristics, three service models, and four deployment models

• NIST Definition of Cloud Computing (Draft), Peter Mell and Tim Grance, available at http://csrc.nist.gov/publications/drafts/800-145/Draft-SP-800-145_cloud-definition.pdf

Page 5: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

So What Does This Mean?

• You pay for what you use (economic model)– Per user/per month– Amount of space or computing power used

in a given unit– Number of uploads/downloads

• Someone else takes care of the IT hardware and software

• Outsourcing computing infrastructure

Page 6: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

5 Essential Characteristics• On demand self-

service• Broad network access• Resource sharing with

others (multi-tenancy)• Rapid elasticity• Measured service

Page 7: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Service Models

• SaaS-“Software-as-a-Service”– Common service model for lawyers– Interact with the software that you

bought the rights to use to consume computing power

– Clio, Rocket Matter,NetDocuments,Google Apps

Page 8: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Deployment Models• Private-I want my own data island

that you or I manage• Community-I will share with

others of like needs and interests• Public-I will share the servers,

applications, and computing resources with others

• Hybrid-A little bit of both choices

Page 9: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Reliability

• Network Technology• DNS• Redundancy-data in more than

one location• Elasticity-reacts to ebb and flow of

data usage• Risk assessment-cyberthreats and

Internet infrastructure attacks

Page 10: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Reliability

• Cyberattacks on the rise– Symantec annual threat review found

# of Web attacks rose 93% in 2010– Expected increase in attacks on

social networks– Shift to mobile devices

Page 11: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Internet Access

• Centralized storage and accessibility over the Internet gives rise to good accessibility

• Good mobility• Platform indifferent-

Windows/Mac/Linux• iPad/Netbooks• Smartphones

Page 12: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Client Access• Internet• Dedicated circuit• Browser• Client app

– 2 Factor

Page 13: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Confidentiality

• Systems built with access security measures

• Data structure protects different users data from intermingling

• Reasonable measures to protect information

• Similar considerations to third party vendor situations

Page 14: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Data Security

• Encryption on servers• Enterprise style user security• Lack of local storage can protect

data (reduced risk of lost laptop problem if local data not encrypted)

Page 15: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Data Security

• Security certifications and approved security protocols

• Physical security• Technical/virtual security• Beware of compromised security

certificates (e.g., Comodo SSL certificates compromised)

Page 16: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

The Ethics of Cloud Computing

• More detail on this in later panel discussions-hot topic!

• Bottom line of opinions:– Understand the technology & how it works– Take reasonable steps to protect the

information• At this point, not per se violation of ethics

rules to put client data in the cloud

Page 17: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Data Privacy• Encryption• Export restrictions• Processing

restrictions• Who can look under

the hood?• Patchwork of federal

& state laws

Page 18: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Cross-Border Considerations

• EU Directives and member state implementation and enforcement mechanisms

• Canadian federal laws (PIPEDA, Privacy Act) and province-specific restrictions and protections

• Export control• Always consider server locations &

application of local laws

Page 19: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Implementation

• Private vs. public cloud• Outsourced private cloud

– Federal Government– City of LA “Gov Cloud”

• Hybrid cloud

Page 20: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Other Considerations

• Financial stability of cloud provider• Bankruptcy backup plan?• Data ownership/possession/control

are divided between the firm and the provider(s)

• FRE 34-”Control” read broadly by most circuit courts

Page 21: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Other Considerations• Data backup

– Local or remote & encrypted

• Backup includes a fully functional alternative if the primary provider encounters issues?

• Who are you contracting with?• What are the contractual duties regarding data

access, transfer, guaranteed minimum downtime

Page 22: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Read The Contract!

• The contract (TOS, SLA, Privacy Policy) governs the parties rights and obligations

• Is it updated regularly and applied nunc pro tunc to existing customers

• What are the cloud provider’s obligations?

Page 23: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Read The Contract!• A real cloud contract (TOS)• (1) The Service is provided on an “as is”, “as available” basis

and CoX expressly disclaims all warranties, including the warranties of merchantability and fitness for a particular purpose.(2) CoX and its …. affiliates does not warrant that:(a) the Service will meet any specific requirements; (b) the Service will be uninterrupted, timely, secure, or error-free; (c) the results that may be obtained from the use of the Service will be accurate or reliable; (d) the quality of any products, services, information, or other material purchased or obtained through the Service will meet any expectations; and (e) any errors in the Service will be corrected.

Page 24: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Upgrades• Ability to control?• Cost• Latest version(s) integrated• Customization options vs. provider

driven software changes

Page 25: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Exit Strategy

• Data export options– Quicken Online

• File formats• Data conversion or re-creation of

native environment

Page 26: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

Information Governance / Records Management

• Migration of data into/out of the cloud• Identification and application of data

retention requirements• Impose company retention/destruction

needs on providers

Page 27: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

E-Discovery & Legal Compliance

• Subpoenas• Government investigations• Ability to provide discovery of

particular custodians’ data?– No such thing?

• What if you are anon-party?

Page 28: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

E-Discovery & Legal Compliance

• Specific bar association opinions on duties (e.g., Arizona opinion)

• HIPAA• Data breach notification

– Who is required to notify?– Who do they notify?

Page 29: Taking Your Practice Into the Cloud (2011)

April 11-13, 2011www.techshow.com

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