The client uploaded the files to a Box account and then sent an email to the agent with a hyperlink to the storage area. Here, the client chose to use the Box service as the transfer medium. In that case, the client needed to transfer a large number of files - including the all-important claims file - so that an agent with the National Insurance Crime Bureau could access the files. The case in question was Harleysville Ins. While these services are convenient, a recent Virginia case has law firms searching for viable alternatives. Over the last several years, attorneys have adopted services such as DropBox and Box to store and transfer large numbers of files (or files larger than would fit as an email attachment. We’ll concentrate on those technologies that are less likely to cause a violation of the Disciplinary Rules or cause your client to lose their attorney-client privilege. In other words, something on the cheap for occasional use. The articles will cover topics involving technology that small law firms need occasionally, but not often enough to warrant the purchase of a license or a subscription to a service. This article is one of a series that caters to small law offices in Texas (e.g., five or fewer attorneys). Chichester, past chair of the Computer & Technology Section Purpose Ways to exchange large files (or numbers of files) with your client, and keep your law license.īy Ronald L.
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