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Instead, law firms can rely on automated enterprise solutions, like LeapXpert. Relying on the diligence of individual lawyers and the good faith of clients is not ideal. LeapXpert Makes Lawyer Compliant Communication Easier Erased or supposedly errant text messages would complicate the firm’s ability to prove client knowledge and consent. Trouble arises when lawyers are not able to confirm that clients received all necessary information about the decision.
Confidential client text messaging manual#
If a large firm relies on individual lawyers to use manual methods to transfer text messages to client files, the firm may not be able to ensure the completeness and accuracy of these records.
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These additional practice and compliance concerns are heightened in large law firms with multiple lawyers to coordinate and monitor to enforce lawyer compliant communication rules. Text Messaging is Not “Just Like” EmailĬommunicating with clients via messaging platforms also raises a number of technical concerns that influence lawyers’ ability to comply with certain regulations and best practices – the how. Lawyers may be able to address these substantive concerns through information and training.
Confidential client text messaging how to#
These concerns about the substance – the what – of messages will require good judgment from lawyers and good information to clients about how to protect and preserve confidentiality. For example, a complex strategy discussion about a merger or the exchange of potentially market-moving non-public information in a capital markets deal should be avoided.
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Lawyers will want to work with clients to establish what content is appropriate for these forms of communication. When, however, lawyers agree to communicate by way of messaging platforms or old-fashioned text messages, several other equally important considerations determine whether these messages qualify as lawyer compliant communication.
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Make People Aware of Appropriate ContentĬlients’ preferences are always an important consideration in the legal profession. Instead, clients are texting and using apps like iMessage, WhatsApp, or WeChat to send written or voice messages or to receive even voluminous documents. The clients are not, however, using the call or e-mail functions on their phones – the days of Blackberry are gone. For many clients, communication via smartphone is the most familiar and convenient form of interaction. Clients increasingly desire to communicate with their lawyers in ways that are familiar and convenient for the clients. Attorneys wonder if texting is consistent with rules on lawyer compliant communication.