Embracing E-Signature & Secure Document Sharing with Ethics in Mind


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Approved for 1.0 hours of General CLE Credit including 1.0 hours of Technology and 1.0 hours of Ethics.


Unless you’ve been hiding in the woods in recent years, you’ve probably signed a document with an e-signature product. What’s more, your clients are likely in love with their ease and quickness. The question becomes: how does a law firm efficiently integrate e-signature workflow into their firm? And what are the ethics requirements? While we’re talking about e-signature ethics and security, we will go into secure file sharing as well.

Learning Objectives:

  • See how law firms can incorporate an e-signature process into their workflows and commonly used tools, like Outlook and Gmail.
  • Understand the security implications and ethics requirements for secure document sharing.
  • Discuss the issues related to client portals, and why they can be difficult for both clients and law firms.


Slides – Embracing E-Signature & Secure Document Sharing with Ethics in Mind


Larry Port is the CEO of Rocket Matter, a leading legal cloud-based practice management and time and billing application. He is a speaker and award-winning writer at the crossroads of the legal profession, cutting edge technology, and business management. His experience running a technology company and insight into law firm operations led to his co-authoring of the #1 bestselling ABA book The Lean Law Firm.

Jason Goldfinger is the VP of Sales at ImagineTime practice management software. Prior to ImagineTime, he worked at Citrix Sharefile for over 4 years where he developed and trained a team that worked with and advised over 10,000 Accounting and Law firms. Jason and his wife, Caroline, live in Raleigh with their black lab, Oakley, Great Dane, Gus, and two cats, Whitaker and Ella. Jason’s main interests are golf, exercise, and cooking.

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