🎙️ Ep. 114: Unlocking Legal Innovation: AI And IP With Matthew Veale of Patsnap

Our next guest is Matthew Veale, a European patent attorney and Patsnap's Professional Systems team member. He introduces the AI-powered innovation intelligence platform, Patsnap. Matthew explains how Patsnap supports IP and R&D professionals through tools for patent analytics, prior art searches, and strategic innovation mapping.

Furthermore, Matthew highlights Patsnap's AI-driven capabilities, including semantic search and patent drafting support, while emphasizing its adherence to strict data security and ISO standards. He outlines three key ways lawyers can leverage AI—note-taking, document drafting, and creative ideation—while warning of risks like data quality, security, and transparency.

Join Matthew and me as we discuss the following three questions and more!

  1. What are the top three ways IP and R&D lawyers can use Patsnap's AI to help them with their work?

  2. What are the top three ways lawyers can use AI in their day-to-day work, regardless of the practice area?

  3. What are the top three issues lawyers should be wary of when using AI?

In our conversation, we covered the following:

[01:07] Matthew Tech Setup

[04:43] Introduction to Pat Snap and Its Features

[13:17] Top Three Ways Lawyers Can Use AI in Their Work

[17:29] Ensuring Confidentiality and Security in AI Tools

[19:24] Transparency and Ethical Use of AI in Legal Practice

[22:13] Contact Information

Resources:

Connect with Matthew:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

MTC: Lawyers, Generative AI, and the Right to Privacy: Navigating Ethics, Client Confidentiality, and Public Data in the Digital Age

Modern attorneys need to tackle AI ethics and privacy risks.

The legal profession stands at a critical crossroads as generative AI tools like ChatGPT become increasingly integrated into daily practice. While these technologies offer unprecedented efficiency and insight, they also raise urgent questions about client privacy, data security, and professional ethics—questions that every lawyer, regardless of technical proficiency, must confront.

Recent developments have brought these issues into sharp focus. OpenAI, the company behind ChatGPT, was recently compelled to preserve all user chats for legal review, highlighting how data entered into generative AI systems can be stored, accessed, and potentially scrutinized by third parties. For lawyers, this is not a theoretical risk; it is a direct challenge to the core obligations of client confidentiality and the right to privacy.

The ABA Model Rules and Generative AI

The American Bar Association’s Model Rules of Professional Conduct are clear: Rule 1.6 requires lawyers to “act competently to safeguard information relating to the representation of a client against unauthorized access by third parties and against inadvertent or unauthorized disclosure”. This duty extends beyond existing clients to former and prospective clients under Rules 1.9 and 1.18. Crucially, the obligation applies even to information that is publicly accessible or contained in public records, unless disclosure is authorized or consented to by the client.

Attorneys need to explain generative AI privacy concerns to client.

The ABA’s recent Formal Opinion 512 underscores these concerns in the context of generative AI. Lawyers must fully consider their ethical obligations, including competence, confidentiality, informed consent, and reasonable fees when using AI tools. Notably, the opinion warns that boilerplate consent in engagement letters is not sufficient; clients must be properly informed about how their data may be used and stored by AI systems.

Risks of Generative AI: PII, Case Details, and Public Data

Generative AI tools, especially those that are self-learning, can retain and reuse input data, including Personally Identifiable Information (PII) and case-specific details. This creates a risk that confidential information could be inadvertently disclosed or cross-used in other cases, even within a closed firm system. In March 2023, a ChatGPT data leak allowed users to view chat histories of others, illustrating the real-world dangers of data exposure.

Moreover, lawyers may be tempted to use client public data—such as court filings or news reports—in AI-powered research or drafting. However, ABA guidance and multiple ethics opinions make it clear: confidentiality obligations apply even to information that is “generally known” or publicly accessible, unless the client has given informed consent or an exception applies. The act of further publicizing such data, especially through AI tools that may store and process it, can itself breach confidentiality.

Practical Guidance for the Tech-Savvy (and Not-So-Savvy) Lawyer

Lawyers can face disciplinary hearing over unethical use of generative AI.

The Tech-Savvy Lawyer.Page Podcast Episode 99, “Navigating the Intersection of Law Ethics and Technology with Jayne Reardon and other The Tech-Savvy Lawyer.Page postings offer practical insights for lawyers with limited to moderate tech skills. The message is clear: lawyers must be strategic, not just enthusiastic, about legal tech adoption. This means:

  • Vetting AI Tools: Choose AI platforms with robust privacy protections, clear data handling policies, and transparent security measures.

  • Obtaining Informed Consent: Clearly explain to clients how their information may be used, stored, or processed by AI systems—especially if public data or PII is involved.

  • Limiting Data Input: Avoid entering sensitive client details, PII, or case specifics into generative AI tools unless absolutely necessary and with explicit client consent.

  • Monitoring for Updates: Stay informed about evolving ABA guidance, state bar opinions, and the technical capabilities of AI tools.

  • Training and Policies: Invest in ongoing education and firm-wide policies to ensure all staff understand the risks and responsibilities associated with AI use.

Conclusion

The promise of generative AI in law is real, but so are the risks. As OpenAI’s recent legal challenges and the ABA’s evolving guidance make clear, lawyers must prioritize privacy, confidentiality, and ethics at every step. By embracing technology with caution, transparency, and respect for client rights, legal professionals can harness AI’s benefits without compromising the foundational trust at the heart of the attorney-client relationship.

MTC

🗓️ Register Now: June 21, 2025, Tech-Savvy Saturdays Webinar!

See You june 21, 2025!

LLM AI Prompt Engineering for Lawyers | June 21, 2025!

Are you ready to take your legal practice to the next level? Join us on Saturday, June 21, 2025, for a practical, expert-led webinar designed for legal professionals with limited to moderate tech skills.

Learn how to craft effective prompts, choose the right AI tools, and avoid common pitfalls. You’ll leave with actionable strategies to improve research, drafting, and compliance using LLMs.

Don’t miss out—secure your spot today!Please note that while the webinar is free to attend, you will need the provided password to join the session. This extra step helps ensure a secure and smooth experience for everyone.

We look forward to seeing you all there and having another engaging and informative session together.

If you have any questions about joining or need assistance, feel free to reach out to MichaelDJ@TheTechSavvyLawyer.Page. Don’t forget to mark your calendars—see you on Saturday!

Please feel free to share!

Link: https://us06web.zoom.us/j/88337294539?pwd=sJWLLRsOlR8nMap9eKGElnGYaGu0TO.1

Meeting ID: 883 3729 4539
Passcode: 255043

Time: 12PM EST!

KEEP UP TO DATE ON TECH-SAVVY SATURDAYS UPDATES BY SIGNING UP ON THE FOLLOWING LINK: https://www.thetechsavvylawyer.page/tech-savvy-saturdays

MTC: Florida Bar's Proposed Listserv Rule: A Digital Wake-Up Call for Legal Professionals.

not just Florida Lawyers should be reacting to New Listserv Ethics Rules!

The Florida Bar's proposed Advisory Opinion 25-1 regarding lawyers' use of listservs represents a crucial moment for legal professionals navigating the digital landscape. This proposed guidance should serve as a comprehensive reminder about the critical importance of maintaining client confidentiality in our increasingly connected professional world.

The Heart of the Matter: Confidentiality in Digital Spaces 💻

The Florida Bar's Professional Ethics Committee has recognized that online legal discussion groups and peer-to-peer listservs provide invaluable resources for practitioners. These platforms facilitate contact with experienced professionals and offer quick feedback on legal developments. However, the proposed opinion emphasizes that lawyers participating in listservs must comply with Rule 4-1.6 of the Rules Regulating The Florida Bar.

The proposed guidance builds upon the American Bar Association's Formal Opinion 511, issued in 2024, which prohibits lawyers from posting questions or comments relating to client representations without informed consent if there's a reasonable likelihood that client identity could be inferred. This nationwide trend reflects growing awareness of digital confidentiality challenges facing modern legal practitioners.

National Landscape of Ethics Opinions 📋

🚨 BOLO: florida is not the only state that has rules related to lawyers discussing cases online!

The Florida Bar's approach aligns with a broader national movement addressing lawyer ethics in digital communications. Multiple jurisdictions have issued similar guidance over the past two decades. Maryland's Ethics Opinion 2015-03 established that hypotheticals are permissible only when there's no likelihood of client identification. Illinois Ethics Opinion 12-15 permits listserv guidance without client consent only when inquiries won't reveal client identity.

Technology Competence and Professional Responsibility 🎯

I regularly addresses these evolving challenges for legal professionals. As noted in many of The Tech-Savvy Lawyer.Page Podcast's discussions, lawyers must now understand both the benefits and risks of relevant technology under ABA Model Rule 1.1 Comment 8. Twenty-seven states have adopted revised versions of this comment, making technological competence an ethical obligation.

The proposed Florida rule reflects this broader trend toward requiring lawyers to understand their digital tools. Comment 8 to Rule 1.1 advises lawyers to "keep abreast of changes in the law and its practice," including technological developments. This requirement extends beyond simple familiarity to encompass understanding how technology impacts client confidentiality.

Practical Implications for Legal Practice 🔧

The proposed advisory opinion provides practical guidance for lawyers who regularly participate in professional listservs. Prior informed consent is recommended when there's reasonable possibility that clients could be identified through posted content or the posting lawyer's identit1. Without such consent, posts should remain general and abstract to avoid exposing unnecessary information.

The guidance particularly affects in-house counsel and government lawyers who represent single clients, as their client identities would be obvious in any posted questions. These practitioners face heightened scrutiny when participating in online professional discussions.

Final Thoughts: Best Practices for Digital Ethics

Florida lawyers need to know their state rules before discussing cases online!

Legal professionals should view the Florida Bar's proposed guidance as an opportunity to enhance their digital practice management. The rule encourages lawyers to obtain informed consent at representation's outset when they anticipate using listservs for client benefit. This proactive approach can be memorialized in engagement agreements.

The proposed opinion also reinforces the fundamental principle that uncertainty should be resolved in favor of nondisclosure. This conservative approach protects both client interests and lawyer professional standing in our digitally connected legal ecosystem.

The Florida Bar's proposed Advisory Opinion 25-1 represents more than regulatory housekeeping. It provides essential guidance for legal professionals navigating increasingly complex digital communication landscapes while maintaining the highest ethical standards our profession demands.

MTC

How To 🛠️: Choosing the Right USB-C & Thunderbolt Cables for Legal Professionals - Understanding Speed, Power, & Professional Requirements in 2025 ⚡

lawyers need to know what cables they are using in their tech work.

In today's technology-driven legal landscape, the cables connecting your devices matter more than you might realize. The Universal Serial Bus Type-C (USB-C) standard has become the dominant connection type for modern professional equipment, but the introduction of Thunderbolt 3, 4, and 5 technologies has created a complex ecosystem of capabilities that many legal professionals don't fully understand. These distinctions can impact everything from your laptop's charging efficiency to the speed at which you transfer critical case files, making cable selection a crucial professional decision.

Why Cable Selection Matters for Legal Practice 🏛️

Modern law firms increasingly rely on portable technology to maintain productivity across multiple locations. USB-C cables and Thunderbolt connections serve as the critical link between your devices, enabling power delivery, data transfer, and video output through a single connection . The European Union's recent mandate requiring USB-C as the universal charging standard demonstrates the connector's importance in professional environments.

The legal profession's unique requirements demand reliable, high-performance connections. Depositions recorded on tablets need swift transfer to desktop workstations. Court presentations require dependable connections between laptops and projection systems. Client meetings conducted remotely depend on stable power delivery to prevent device failures during critical discussions.

Poor-quality cables may deliver inconsistent power, cause data corruption, or even present fire hazards.

🚨

Poor-quality cables may deliver inconsistent power, cause data corruption, or even present fire hazards. 🚨

Understanding USB-C and Thunderbolt Cable Categories 🔌

USB-C cables fall into several categories, each serving distinct professional needs. Standard USB-C cables provide basic connectivity with varying data transfer speeds from USB 2.0 (480 Mbps) to USB 3.2 Gen 2x2 (20 Gbps). These cables excel in basic office environments where attorneys need simple device charging and document transfer capabilities.

Thunderbolt technology represents a significant advancement over standard USB-C connections . Thunderbolt 3 and 4 cables support up to 40 Gbps data transfer speeds while maintaining backward compatibility with USB-C devices. Thunderbolt 5, the latest generation, doubles this performance to 80 Gbps bidirectional bandwidth, with Bandwidth Boost capability reaching 120 Gbps for display-intensive applications.

Full-featured Thunderbolt cables provide comprehensive functionality, supporting data transfer, video output, and power delivery simultaneously. These cables excel in modern law office environments where attorneys need to connect laptops to external monitors while simultaneously charging devices and transferring large files.

Thunderbolt Technology Evolution and Legal Applications ⚙️

Thunderbolt 4 cables are probably good enough for lawyers who deal mostly with text and one additional monitor.

Thunderbolt 4 established mandatory minimum requirements that ensure consistent performance across all certified devices. Unlike USB-C standards where many features remain optional, Thunderbolt 4 requires 40 Gbps data transfer speeds, support for two 4K displays or one 8K display, and PCIe bandwidth (data transfer capacity per lane measured in gigabytes) of 32 Gbps. This consistency proves valuable for legal professionals who need reliable performance across different office locations and court systems.

Thunderbolt 5 represents the next generation of professional connectivity, offering 80 Gbps bidirectional bandwidth with Bandwidth Boost capability up to 120 Gbps. This technology supports dual 6K displays, PCIe Gen 4 data throughput at 64 Gbps, and power delivery up to 240 watts. Legal professionals working with video evidence, virtual reality presentations, or large-scale document productions benefit significantly from these enhanced capabilities.

The Bandwidth Boost feature in Thunderbolt 5 dynamically allocates bandwidth based on demand, providing up to 120 Gbps in one direction while maintaining 40 Gbps for the return path. This asymmetric allocation proves particularly valuable for attorneys conducting video depositions or presenting multimedia evidence in court settings.

Power Delivery Standards and Legal Practice Applications

USB-C Power Delivery specifications directly impact your device's charging capabilities and overall reliability. Standard USB-C cables support up to 100 watts of power delivery, adequate for smartphones, tablets, and many ultrabooks (premium, lightweight laptop computers) used in legal practice. However, high-performance laptops commonly used for legal research and document preparation often require higher power delivery capabilities.

Thunderbolt 4 requires support for up to 100 watts of power delivery, with availability up to 140 watts for compatible devices. Thunderbolt 5 extends this capability significantly, requiring up to 140 watts with availability up to 240 watts of power delivery. This enhanced power capability proves particularly valuable for legal professionals who rely on high-performance laptops for complex tasks such as large document review, video depositions, or presentations requiring substantial processing power.

Professional legal work often involves extended periods away from traditional power source. Courts, client offices, and temporary workspaces may offer limited charging opportunities. Cables supporting higher power delivery can significantly reduce charging time, ensuring devices remain operational during critical professional activities.

Data Transfer Speed Requirements for Legal Workflows 📈

Data transfer speeds become crucial when legal professionals handle large files common in modern practice. Video depositions, high-resolution evidence photographs, and comprehensive case documentation can consume substantial storage space and require efficient transfer capabilities.

USB 2.0 speeds (480 Mbps) handle basic document transfer adequately but struggle with multimedia files. USB 3.2 Gen 2 provides 10 Gbps transfer speeds, offering noticeable improvements for larger file handling. Thunderbolt 3 and 4 deliver 40 Gbps, while Thunderbolt 5 achieves up to 80 Gbps with Bandwidth Boost reaching 120 Gbps.

Legal professionals working with video evidence, virtual reality presentations, or large-scale document productions benefit significantly from higher-speed cables. The time savings compound when transferring multiple gigabytes of case materials between devices or to external storage systems.

Thunderbolt vs USB4 v2: Understanding Professional Differences 🔄

Thunderbolt 5 cables are good for lawyers who rely on video and/or large data files.

Thunderbolt 5 and USB4 v2 share similar underlying technology but differ significantly in implementation requirements. USB4 v2 specifications make many advanced features optional, with only 20 Gbps guaranteed and 80 Gbps as an optional capability. Thunderbolt 5, conversely, mandates 80 Gbps as the minimum requirement with 140 watts power delivery required.

This distinction proves critical for legal professionals who need consistent performance across different devices and locations. Thunderbolt certification ensures that every cable and device meets strict performance standards, while USB4 v2 devices may vary significantly in actual capabilities.

The mandatory certification process for Thunderbolt products provides additional assurance for professional environments. Legal professionals investing in Thunderbolt-certified equipment can expect reliable performance regardless of manufacturer or specific implementation.

Safety and Compliance Considerations 🛡️

Professional legal practice demands attention to safety standards and equipment reliability. USB-C cables carrying more than 60 watts require Electronic Marker (E-Marker) chips to communicate power requirements safely. These chips prevent dangerous power delivery mismatches that could damage expensive professional equipment.

The USB Implementers Forum (USB-IF) and Intel provide certification programs ensuring cable compliance with safety standards. Certified cables display appropriate logos and markings, providing assurance of proper manufacturing and testing. Legal professionals should prioritize certified cables to protect valuable equipment and maintain reliable operations.

Counterfeit or substandard cables pose significant risks in professional environments. Poor-quality cables may deliver inconsistent power, cause data corruption, or even present fire hazards. The potential consequences of equipment failure during critical legal proceedings justify investing in properly certified cables.

Practical Selection Guidelines for Legal Professionals 💼

Assess your specific professional requirements before selecting cables. Attorneys primarily using tablets and smartphones for basic tasks may find standard USB-C cables with 60-watt power delivery sufficient. However, professionals relying on high-performance laptops for complex legal software should consider Thunderbolt 4 or 5 cables supporting higher power delivery and data transfer speeds.

Consider your typical work environments and usage patterns. Mobile attorneys who frequently work in various locations benefit from durable, flexible cables that withstand regular handling. Office-based professionals may prioritize longer cables for permanent desk setups or conference room installations.

Evaluate your data transfer needs based on file types and sizes commonly handled in your practice. Personal injury attorneys working with extensive medical records and accident reconstruction videos require different capabilities than corporate attorneys primarily handling text-based contracts.

Selecting cables that support current and emerging standards ensures continued compatibility as your technology needs evolve.

💡

Selecting cables that support current and emerging standards ensures continued compatibility as your technology needs evolve. 💡

Cable Length and Performance Considerations 📏

Thunderbolt 5 passive cables support full performance up to 1 meter in length, with specialized implementations available in 0.3, 0.5, 0.8, and 1-meter lengths. Beyond 1 meter, active cables with built-in electronics become necessary to maintain signal integrity over longer distances.

Thunderbolt 4 cables under 1 meter can support Thunderbolt 5 data rates, providing some forward compatibility for existing installations. This backward compatibility proves valuable for legal professionals upgrading their technology infrastructure gradually.

Professional legal environments often require longer cable runs for conference rooms or courtroom presentations. You will need Active Thunderbolt cables to maintain performance over distances up to 2 meters. This will enable flexible installation options for permanent and temporary setups.

Future-Proofing Your Cable Investment 🚀

The legal technology landscape continues evolving rapidly. Thunderbolt 5 adoption is accelerating, and 240-watt power delivery is becoming more common in professional devices. Selecting cables that support current and emerging standards ensures continued compatibility as your technology needs evolve.

Professional legal practice increasingly relies on sophisticated technology for case management, client communication, and court presentations. Investing in appropriate Thunderbolt cables from reliable and admittedly more expensive providers represents a small but crucial component of maintaining technological competency in modern legal practice.

The continued development of artificial intelligence tools and high-resolution display technologies in legal applications will demand higher bandwidth and power delivery capabilities. Legal professionals who understand these evolving standards position themselves advantageously as technology continues advancing.

📊 USB-C & Thunderbolt Cable Comparison Table

Final Roundup 📋

USB-C and Thunderbolt cable selection directly impacts professional efficiency and equipment reliability in modern legal practice. Understanding power delivery requirements, data transfer speeds, safety standards, and the distinctions between USB-C, Thunderbolt 4, and Thunderbolt 5 enables informed decisions that support your professional objectives. As legal technology continues advancing, professionals who master these fundamental concepts will maintain competitive advantages in increasingly technology-dependent practice environments.

Word of the Week: “Phishing” 🎣 in the Legal Profession - What Every Lawyer Needs to Know in 2025 🛡️

Lawyers Battle phishing on a daily basis.

Phishing is one of the most persistent and dangerous cyber threats facing law firms today. Phishing is a form of computer and internet fraud in which criminals use fake emails, websites, or messages to trick recipients into revealing sensitive information such as passwords, bank details, or client data. For lawyers and legal professionals, the stakes are especially high: law firms hold vast amounts of confidential client information, making them prime targets for cybercriminals. The American Bar Association (ABA) Model Rules for Professional Conduct, particularly Rule 1.6 (Confidentiality of Information) and Rule 1.1 (Competence), require lawyers to protect client data and maintain competence in technology relevant to their practice.

How Phishing Targets Law Firms

Phishing attacks against law firms have become more sophisticated in 2025. Criminals now use generative AI to craft emails that closely mimic real communications from clients, colleagues, or even senior partners. These messages often create a sense of urgency, pressuring recipients to act quickly—such as transferring funds, sharing login credentials, or downloading malicious attachments. Business Email Compromise (BEC) scams are particularly damaging, as attackers impersonate managing partners or clients to divert wire transfers or request sensitive documents.

Impersonation: The Hidden Dangers in Your Inbox

Attackers often use email spoofing to manipulate the display name and email address, making a message appear to come from someone you trust. The display name (the name that appears in your inbox) can be set to any familiar contact, but the actual email address may be subtly altered or completely fake. For example, a scammer might use “john.smith@lawfirm.com”or “John Smith of ….” as the display name, but the underlying address could be “jjohn.smith@lawf1rm.com” or “john..john.smith@lawfirm.co@lawfirm.co.” These changes are often just a single character off, designed to trick you into replying or clicking a malicious link.

Lawyers should always examine the full email address, not just the display name, before responding or acting on any request. On many smartphones and email clients, only the display name is shown by default, so you may need to click or tap to reveal the actual sender’s email address. If the message requests sensitive information, money transfers, or urgent action, verify the request through a separate communication channel, such as a phone call using a known number—not one provided in the suspicious email. This vigilance aligns with ABA Model Rule 1.1, which requires lawyers to maintain competence, including understanding risks associated with technology.

Recent Phishing Incidents Involving Lawyers

Phishing Email Threatens Law Firm Cybersecurity Defense

What Lawyers Should Watch For

  • Impersonation: Always check the sender’s full email address, not just the display name. Watch for addresses that are off by one or more characters.

  • Urgency and Pressure: Be cautious of emails that demand immediate action, especially those involving money or confidential data.

  • Suspicious Links or Attachments: Hover over links to check their true destination, and never open unexpected attachments.

  • Unusual Requests: Be wary of requests outside normal procedures, such as buying gift cards or changing payment instructions.

Prevention and Best Practices

  • Employee Training: Regular cybersecurity awareness training is crucial. Staff should be able to recognize phishing attempts and know how to report them. This supports ABA Model Rule 5.3 (Responsibilities Regarding Nonlawyer Assistance).

  • Multi-Factor Authentication (MFA): MFA adds an extra layer of security, making it harder for attackers to access accounts even if credentials are compromised.

  • Incident Response Plan: Every law firm should have a clear plan for responding to phishing incidents, including communication protocols and legal obligations for breach notification.

  • Client Education: Educate clients about phishing risks and encourage them to verify any unusual requests that appear to come from your firm.

Professional Responsibility and Phishing

lawyers need to be proactive Against Cybersecurity Threats in 2025!

The ABA Model Rules make clear that lawyers must take reasonable steps to prevent unauthorized access to client information (Rule 1.6(c)). Lawyers must also keep abreast of changes in technology and its associated risks (Rule 1.1, Comment 8). Failing to implement basic cybersecurity measures, such as phishing awareness and email verification, may expose lawyers to disciplinary action and civil liability.

Final Thoughts

Phishing is not just an IT problem—it’s a business risk that can compromise client trust, cause financial loss, and result in legal liability. By staying vigilant, investing in training, and adopting robust security measures, lawyers can protect themselves, their clients, and their reputations in an increasingly digital world. Compliance with the ABA Model Rules is not optional—it's essential for ethical and effective law practice.

🎙️ Ep. 113 - How Seth Price Scaled a 50-Lawyer Firm and Digital Agency: Tech, Cloud, and the Future of Legal Marketing!

Seth Price, founding partner of Price Benowitz LLP and CEO of BluShark Digital, shares deep insights on leveraging technology to scale law firms. He highlights Salesforce, Clio, and Smart Advocate as essential tools, discussing their specific roles in case management and marketing automation. Seth outlines the evolution of digital marketing for lawyers, stressing the importance of content, links, and local reviews in SEO strategy. He offers tips for interpreting Google Analytics and staying ahead of algorithm changes. Concluding with advice on future-proofing practices, Seth urges law firm leaders to invest in adaptive tech stacks and remain inquisitive amid rapid innovation.

Join Seth and me as we discuss the following three questions and more!

  1. What are the top three pieces of tech, software, or hardware you use to scale price benefits from a two-person firm to over 50 attorneys?

  2. What are the top three ways you've seen digital marketing change for lawyers, and can you give us a tip for each one?

  3. What are your top three tips for law firm leaders looking to future-proof their practices amid rapid technological change?

In our conversation, we cover the following:

[01:23] Seth's Tech Setup

[09:50] Top Three Tech Tools for Scaling Price Benefits

[11:27] Detailed Explanation of Clio and SmartAdvocate

[12:40] Digital Marketing Changes for Lawyers

[16:09] Importance of Local Search and Reviews

[19:00] Tips for Understanding Google Analytics

[25:13] Final Tips for Future-Proofing Law Firms

Resources:

Connect with Seth:

Hardware mentioned in the conversation:

Software & Cloud Services mentioned in the conversation:

🚨 MTC: “Breaking News” Supreme Court DOGE Ruling - Critical Privacy Warnings for Legal Professionals After Social Security Data Access Approval!

Recent supreme court ruling may have placed every american’s pii at risk!

Supreme Court DOGE Ruling: Critical Privacy Warnings for Legal Professionals After Social Security Data Access Approval

Last Friday's Supreme Court ruling represents a watershed moment for data privacy in America. The Court's decision to allow the Department of Government Efficiency (DOGE) unprecedented access to Social Security Administration (SSA) databases containing millions of Americans' personal information creates immediate and serious risks for legal professionals and their clients.

The Ruling's Immediate Impact 📊

The Supreme Court's 6-3 decision lifted lower court injunctions that had previously restricted DOGE's access to sensitive SSA systems. Justice Ketanji Brown Jackson's dissent warned that this ruling "creates grave privacy risks for millions of Americans". The majority allowed DOGE to proceed with accessing agency records containing Social Security numbers, medical histories, banking information, and employment data.

This decision affects far more than government efficiency initiatives. Legal professionals must understand that their personal information, along with that of their clients and the general public, now sits in systems accessible to a newly-created department with limited oversight.

Understanding the Privacy Act Framework ⚖️

The Privacy Act of 1974 was designed to prevent exactly this type of unauthorized data sharing. The law requires federal agencies to maintain strict controls over personally identifiable information (PII) and prohibits disclosure without written consent. However, DOGE appears to operate in a regulatory gray area that sidesteps these protections.

Legal professionals should recognize that this ruling effectively undermines decades of privacy protections. The same safeguards that protect attorney-client privilege and confidential case information may no longer provide adequate security.

Specific Risks for Legal Professionals 🎯

your clients are not Alone Against the Algorithm!

Attorney Personal Information Exposure

Your personal data held by the SSA includes tax information, employment history, and financial records. This information can be used for identity theft, targeted phishing attacks, or professional blackmail. Cybercriminals regularly sell such data on dark web marketplaces for $10 to $1,000 per record.

Client Information Vulnerabilities

Clients' SSA data exposure creates attorney liability issues. If client information becomes publicly available through data breaches or dark web sales, attorneys may face malpractice claims for failing to anticipate these risks. The American Bar Association's Rule 1.6 requires lawyers to make "reasonable efforts" to protect client information.

Professional Practice Threats

Law firms already face significant cybersecurity challenges, with 29% reporting security breaches. The DOGE ruling amplifies these risks by creating new attack vectors. Hackers specifically target legal professionals because they handle sensitive information with often inadequate security measures.

Technical Safeguards Legal Professionals Must Implement 🔐

Immediate Action Items

Encrypt all client communications and files using end-to-end encryption. Deploy multi-factor authentication across all systems. Implement comprehensive backup strategies with offline storage capabilities.

Advanced Protection Measures

Conduct regular security audits and penetration testing. Establish data minimization policies to reduce PII exposure. Create incident response plans for potential breaches.

Communication Security

Use secure messaging platforms like Signal or WhatsApp for sensitive discussions. Implement email encryption services for all client correspondence. Establish secure file-sharing protocols for case documents.

Dark Web Monitoring and Response 🕵️

Cyber Defense Starts with the help of lawyers!

Legal professionals must understand how stolen data moves through criminal networks. Cybercriminals sell comprehensive identity packages on dark web marketplaces, often including professional information that can damage reputations. Personal data from government databases frequently appears on these platforms within months of breaches.

Firms should implement dark web monitoring services to detect when attorney or client information appears for sale. Early detection allows for rapid response measures, including credit monitoring and identity theft protection.

Compliance Considerations 📋

State Notification Requirements

Many states require attorneys to notify clients and attorneys general when data breaches occur. Maryland requires notification within 45 days. Virginia mandates immediate reporting for taxpayer identification number breaches. These requirements apply regardless of whether the breach originated from government database access.

Professional Responsibility

The ABA's Model Rules require attorneys to stay current with technology risks. See Model Rule 1.1:Comment 8.  These rules creates new obligations to assess and address government data access risks. Attorneys must evaluate whether current security measures remain adequate given expanded government database access.

Recommendations for Legal Technology Implementation 💻

Essential Security Tools

Deploy endpoint detection and response software on all devices. Use virtual private networks (VPNs) for all internet communications. Implement zero-trust network architectures where feasible.

Client Communication Protocols

Establish clear policies for discussing sensitive matters electronically. Create secure client portals for document exchange. Develop protocols for emergency communication during security incidents.

Staff Training Programs

Conduct regular cybersecurity training for all personnel. Focus on recognizing phishing attempts and social engineering. Establish clear protocols for reporting suspicious activities.

Looking Forward: Preparing for Continued Risks 🔮

Cyber Defense Starts BEFORE YOU GO TO Court.

The DOGE ruling likely represents the beginning of expanded government data access rather than an isolated incident. Legal professionals must prepare for an environment where traditional privacy protections may no longer apply.

Consider obtaining cybersecurity insurance specifically covering government data breach scenarios. Evaluate whether current malpractice insurance covers privacy-related claims. Develop relationships with cybersecurity professionals who understand legal industry requirements.

Final Thoughts: Acting Now to Protect Your Practice 🛡️

The Supreme Court's DOGE ruling fundamentally changes the privacy landscape for legal professionals. Attorneys can no longer assume that government-held data remains secure or private. The legal profession must adapt quickly to protect both professional practices and client interests.

This ruling demands immediate action from every legal professional. The cost of inaction far exceeds the investment in proper cybersecurity measures. Your clients trust you with their most sensitive information. That trust now requires unprecedented vigilance in our digital age.

MTC

📖 Word(s) of the Week (Woow): "Service as a Service" (SaaS) & "Hardware as a Service" (HaaS)!

SaaS vs. HaaS: What Law Firms Need to Know About Service as a Service and Hardware as a Service in 2025 ⚖️💻

Exploring SaaS vs. HaaS in Legal Tech!

Legal practices are rapidly embracing cloud-based solutions, and two models stand out: Software as a Service (SaaS) and Hardware as a Service (HaaS). Understanding these models is essential for law firms seeking efficiency, security, and cost-effectiveness in 2025.

What is SaaS?
SaaS is a cloud-based software delivery model. Instead of buying software outright and installing it on each device, law firms subscribe to web-hosted applications. This means no more managing physical servers or complex installations. Leading SaaS providers handle updates, security, and maintenance, freeing attorneys to focus on clients and cases.

Benefits of SaaS for Law Firms:

  • Centralized, secure document management—enabling paperless workflows and real-time collaboration.

  • Cost savings by eliminating expensive hardware and IT support. Firms pay only for what they use and can scale up or down as needed.

  • Remote access to case files, calendars, and billing from anywhere, supporting hybrid and remote work environments.

  • Automatic updates and improved security, with providers responsible for compliance and data protection.

  • Specialized legal features, such as document automation, calendaring, and legal billing, tailored for law practices.

Legal Considerations for SaaS:
SaaS agreements replace traditional software licenses. They must clearly define service levels, data privacy, and compliance with regulations. SaaS lawyers play a crucial role in drafting contracts, protecting intellectual property, and ensuring regulatory compliance across jurisdictions.

What is HaaS?
HaaS provides physical hardware—like computers, servers, or networking equipment—on a subscription basis. Law firms avoid large upfront purchases and instead pay a monthly fee for access, support, and maintenance. HaaS often includes installation, configuration, troubleshooting, and ongoing monitoring.

Benefits of HaaS for Law Firms:

Knowing your SAAS and Haas agreement terms is essential to maintaining client confidentiality and security

  • Predictable budgeting with no surprise hardware expenses.

  • Up-to-date equipment and proactive maintenance, reducing downtime.

  • Comprehensive support agreements, including warranties and rapid response times.

  • Enhanced security and compliance, as providers manage device updates and data protection.

Legal Considerations for HaaS:
HaaS contracts should specify the scope of services, pricing, service-level agreements (SLAs), liability, data privacy, and dispute resolution. Clear terms protect both the law firm and the provider, ensuring accountability and compliance with industry standards.

Challenges Law Firms Face in Using SaaS and HaaS

Law firms adopting SaaS and HaaS face several notable challenges:

  • Security Vulnerabilities: SaaS platforms can be susceptible to misconfigured access controls, inadequate monitoring, and insufficient threat detection. These weaknesses make law firms prime targets for cyberattacks, such as unauthorized access and data breaches, as seen in high-profile incidents involving major firms.

  • Data Breaches and Compliance Risks: Sensitive client data stored in SaaS environments is at risk if proper security measures are not in place. Breaches can expose confidential information, leading to regulatory penalties, reputational damage, and class action lawsuits if firms fail to notify affected parties promptly.

  • Integration Challenges: As law firms rely on multiple SaaS vendors, integrating various software platforms can become complex. Poor integration may disrupt workflows and reduce efficiency, especially if systems do not communicate seamlessly.

  • Shared Responsibility Confusion: SaaS providers typically secure the platform, but law firms are responsible for data security and access controls. Many firms mistakenly believe vendor security alone is sufficient, which can leave critical data exposed.

  • Reliable and consistent internet access: Reliable and consistent internet access is essential for law firms using SaaS and HaaS, as these cloud-based solutions require an active connection to access software, documents, and case management tools; any internet outage or slow connectivity can disrupt workflows, limit access to critical information, and impact client service. (What if you are on travel and the airplane, hotel, or location does have (reliable) internet connection - how do you get your work done?)

  • Business Email Compromise (BEC): SaaS ecosystems increase the risk of BEC attacks. Compromised email accounts can be exploited for fraud, impersonation, and data theft, often going undetected for extended periods.

  • Data Classification and Visibility Issues: Rapid adoption of SaaS can lead to scattered data across multiple platforms. Without a formal data classification strategy, firms may lose track of where sensitive information resides, complicating compliance and incident response.

  • Legal and Contractual Complexities: SaaS contracts involve nuanced licensing agreements, third-party vendor relationships, and service level commitments. Discrepancies between vendor terms and client expectations can result in disputes and legal challenges.

  • Dependency on Providers: Both SaaS and HaaS models make firms dependent on external vendors for uptime, support, and updates. Service disruptions or vendor instability can directly impact firm operations.

  • Hardware Lifecycle Management: With HaaS, firms avoid upfront hardware costs but must rely on the provider for timely upgrades, maintenance, and support. Poor vendor performance can lead to outdated equipment, downtime, or security gaps.

  • Cost Over Time: While SaaS and HaaS reduce initial capital expenditures, ongoing subscription fees may add up, potentially exceeding the cost of traditional ownership in the long term if not carefully managed.

Lawyers need to know the pros and cons in using saas and haas products!

While SaaS and HaaS offer significant advantages, law firms must address these risks through robust security practices, careful contract negotiation, and ongoing vendor management to protect sensitive data and maintain operational integrity. This may be easier for large law firms but difficult if not nearly impossible for mid- to small- to solo-size law practices.

Why Law Firms Should Care
Both SaaS and HaaS offer flexibility, scalability, and security that traditional IT models cannot match. By leveraging these services, law firms can modernize operations, improve client service, and reduce risk. The right contracts and due diligence are critical to ensure business continuity and compliance in a rapidly evolving legal tech landscape.