Document Management – Summiting the Mountain
Optimizing Workflow, Document Organization and File Storage

Do you want to improve your understanding of technology? Do you want to enhance the productivity and profitability of your legal practice? Do you want the straight goods about software options for the legal industry? If you answered ‘yes’ to any of these questions, you’ll want to join us for our brand-new Modern Lawyer Series.

In “Introduction to Document Management”, we begin our ascent of document management to help you streamline your workflow. Topics covered include document organization and file storage.

Participants will have an opportunity to ask our legal tech expert questions during this webinar. If you wish to submit questions in advance, you may do so by sending them by email to Susan Borsic K.C., Manager of Professional Development, at susan.borsic@cba-alberta.org.

DETAILS

THE MODERN LAWYER SERIES

You told CBA Alberta that you want to learn more about technology and we heard you. The Modern Lawyer Series is an innovative tech series designed especially for lawyers. Whether you love tech, hate tech or have a love-hate relationship with tech, the Modern Lawyer Series is for you. Check out our series webpage. 

The Modern Lawyer Series will set you up for sucess by teaching you how to unlock the potential of technology and adapt to the changing demands on modern lawyers. You’ll learn from tech experts who specialize in legal industry digital transformation as they discuss and demonstrate the latest developments in cybersecurity, document management, artificial intelligence, practice management and more. You’ll also learn how to choose software and other solutions that meet the unique needs of your legal practice.

Here are other webinars in the Modern Lawyer Series (more are in the works so stay tuned!):

• Wednesday, March 20, 2024 
  Cybersecurity – Robust or Bust
  Part 1: Introduction to Cybersecurity – Safeguarding Your Legal Practice
  Join us as we dive into cybersecurity to help you safeguard your sensitive information. Topics covered include email security, password keepers, secure remote work platforms, Cloud security, digital footprint awareness and staff cybersecurity training.
   
• Thursday, April 25, 2024 
  Cybersecurity – Robust or Bust
  Part 2: Cybersecurity Solutions – The Modern Lawyer’s Guide to Implementing Cybersecurity Solutions
  Join us as we dive deeper into cybersecurity and learn how to identify, select and implement cybersecurity software and other solutions that meet the unique needs of your legal practice.

ABOUT OUR LEGAL TECH EXPERT: NATHAN LEE

CBA Alberta is pleased to partner with Nathan Lee and ORIGIN to bring you the Modern Lawyer Series. Nathan will be joined by various other guest legal tech experts throughout the Series.

Nathan Lee is a seasoned tech executive and advisor with more than 25 years of experience in the tech industry. He is the Principal Consultant at ORIGIN where he specializes in legal industry digital transformation.

Nathan helps lawyers modernize their legal practices by aligning their technology with their business. He does this by applying a “People, Process, Technology” (PPT) framework. This holistic framework focuses on balancing and coordinating how the people, processes and technology in a legal practice support and enhance each other. The result is a modern legal practice with improved productivity, profitability and client experience.

Nathan is passionate about helping lawyers improve their digital literacy. He has worked with numerous legal organizations including the Law Society of Alberta, the Canadian Bar Association and the Calgary Association of Legal Administrators.
                                                                                        

CONTINUING PROFESSIONAL DEVELOPMENT

The knowledge and skills in this webinar relate to continuous improvement and practice management, which are two of nine domains included in the Law Society of Alberta’s Professional Development Profile for Alberta Lawyers. Here are some examples of how you might include this webinar in the annual Continuing Professional Development Plan that you submit to the Law Society of Alberta:

Domain 2: Continuous Improvement
Competency 2.1: Commit to continuous improvement in the provision of services
Learning Activity (if you attend the live webinar): Attend organization or association meetings or events
Learning Activity (if you watch the on-demand recording of the webinar): Watch a video

Domain 5: Practice Management
Competency 5.6: Demonstrate technological competence
Learning Activity (if you attend the live webinar): Attend organization or association meetings or events
Learning Activity (if you watch the on-demand recording of the webinar): Watch a video

If you practice outside of Alberta, please contact your provincial or territorial law society to determine if this webinar qualifies as accredited professional development in your jurisdiction.

PRICE

CBA Members: Complimentary
Non-Members: $59.00 + GST

Payment can be made online via Mastercard or Visa or by cheque (GST #R100760487)

Participant Disclaimer:
All materials related to this event are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.

Cancellations made no later than 48 hours prior to the event are eligible for a refund. Registration for CBA Alberta events is non-transferrable. Should you no longer be able to attend an event and wish to send another individual in your place, you must cancel your registration, register the other individual separately and pay any applicable registration fees.