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Client Portals: A Key Client Service and Information Security Tool
Email is not secure. Encryption and other tools can make it more secure. But you want a system that both you and your clients can easily use. Many cloud-based practice management tools offer client portals as one of their many features. There are also free-standing software tools that can be used to create portals. Well-developed law firm client portals provide greater security than email, but also provide a valuable client service. At a minimum, clients can log in anytime to review all the documents that you have uploaded concerning their matter. But other features can be added. As business has gone increasingly online, the client portal becomes in effect another location of the law firm-- a digital lobby. You wouldn't want a haphazard appearance in your law firm entryway, and you do not want that for client portal. This presentation will discuss why client portals are so important today and what new features enterprising law firms may be adding soon.

May 19, 2022 02:00 PM in Eastern Time (US and Canada)

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Jim Calloway
Director of Association Management Assistance Program @Oklahoma Bar Association
Jim Calloway is the Director of the Oklahoma Bar Association Management Assistance Program, where he has served for 25 years. He received his Juris Doctorate from the University of Oklahoma, where he was named to the Oklahoma Law Review. He publishes the award-winning law blog Jim Calloway’s Law Practice Tips (http://www.lawpracticetipsblog.com) and has served as co-author of three American Bar Association books on law practice management, including two on alternative billing. Mr. Calloway also produces, with Sharon Nelson, the monthly podcast, The Digital Edge: Lawyers and Technology. This monthly podcast covers a number of legal technology issues and can be accessed from The Legal Talk Network (http://legaltalknetwork.com/podcasts/digital-edge/) or via Apple podcasts. His Twitter address is @jimcalloway.