July 2015 Newsletter - Greater Cincinnati Chapter of the Association

July/
August 2015
Be sure to join the Greater Cincinnati ALA’s LinkedIn group to connect to
peers and see the latest news!
The August meeting of the Greater Cincinnati Chapter of the ALA will be held Tuesday, August 11th, 2015 at the
Netherland Plaza at 12:00 p.m. The meeting is will be held in Salon F/G located on the 4th floor of the hotel.
Joe Buser from Traveling Coaches will be presenting on the changing role of legal assistants in law firms today.
The menu will be a buffet as follows:
Mixed Greens with Hearts of Palm, Roasted Tomatoes, Feta Cheese and Lemon Vinaigrette
Chicken Scallopini with Smoked Paprika Sauce
Steamed Salmon with Toasted Barley Salad and Red Wine Butter Sauce
Chef ’s Choice of Vegetables
Trio of Rolls and Butter - Chef's Choice of Dessert
Should you have any dietary requirements, please be certain to include those with your reservation.
Please RSVP to Roxanne Zumwalde no later than end of day Thursday, August 6th at rzumwalde@katzteller.com.
THERE IS NO COST TO MEMBERS and is $30 for non-members.
Business Partner Appreciation and Contact Information
Our Business Partners are extremely important to our organization. It is, in part, because of their contributions that we are able to do so
much throughout the year, including our monthly meetings and socials! If you are in the market for a vendor, product or service, please
first start by giving our Business Partners an opportunity to provide a solution. Their contact information is provided below!
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June’s presentation was provided by Kim Ewers with Dale
Carnegie Training and Leadership
Dealing with Generational Issues in the Workplace
There are currently Four Generations in the Workplace
Veterans - (1925–44)
Boomers - (1945–64)
Gen X - (1965–81)
Millennials - (1982–2000)
Kim provided multiple tops to connect with the different
generations. Giving sincere praise and recognition in the two
main areas are key:
1. Accomplishments, achievements, improvements,
successes
2. Personality traits, qualities, strengths
For more information, Kim with Dale Carnegie Training
and Leadership can be reached at:
Kim Ewers - kimewers@hotmail.com
405-323-7122
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August 2015
ALA Greater Cincinnati Chapter Meeting
June 9, 2015
Netherland Plaza, Salons FG
President Perry Owen opened the meeting at 12:10 p.m.
Business Items
President Perry Owen requested a Motion to approve to elect Roxanne Benjamin as President Elect to
replace Ken Crooks who accepted another position in Indianapolis and to elect Lynn Lafata as Treasurer (the
slot that will be vacant if Roxanne moves to President Elect). Jeff Middendorf made the Motion to approve;
seconded by Barb Hopewell; the Motion passed by unanimous vote.
Perry shared his observations of the recently attended ALA conference in Nashville. The sessions were
shorter and on topic leaving time to network more with the attendees. Chapter members who attended the
conference this year were Perry Owen, Phil Harmon, Stephanie Higgins and Kim Pidgeon. Phil also gave his
comments on the conference.
Other Business
Nothing was discussed.
Special thanks to this month’s lunch sponsors: Brian Murphy who was in attendance from Level 3
Communications (internet/voice/networking solutions company). He also thanked ProSource and Access for
their sponsorship.
Lori Moser introduced our featured speaker for this month: Kim Ewers with Dale Carnegie Training and
Leadership presented Dealing with Generational Issues in the Workplace.
The meeting adjourned at 1:35 p.m.
http://www.alanet.org/Events/Managing-Partner-Executive-Director-Forum/
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Association of Legal Administrators
Greater Cincinnati Chapter
2015-2016 Board and Committee Chairs
Past President
Jeff
Middendorf
Katz, Teller, Brant & Hild
513-721-4532
jmiddendorf@katzteller.com
President
Perry
Owen
Graydon Head
513-629-2826
powen@graydon.com
President Elect
Roxanne
Benjamin
Dinsmore & Shohl LLP
513-977-8302
Roxanne.benjamin@dinsmore.com
Treasurer
Lynn
Lafata
Strauss Troy
513-629-9487
lklafata@strausstroy.com
Secretary
Cheryl
Hardin
Taft Stettinius & Hollister
513-357-9402
hardin@taftlaw.com
Membership
Stephanie
Higgins
Dinsmore & Shohl LLP
513-977-8302
stephanie.higgins@dinsmore.com
Programs
Lori
Moser
Keating, Muething & Klekamp
513-579-6556
lmoser@kmklaw.com
Roxanne
Zumwalde
Katz, Teller, Brant & Hild
513-721-4532
rzumwalde@katzteller.com
Janet
Sullivan
Statman, Harris & Eyrich
513-621-2666
jsullivan@statmanharris.com
Business Partners
Lynn
Lafata
Strauss Troy
513-629-9487
lklafata@strausstroy.com
Newsletter
Judy
Groene
Katz, Teller, Brant & Hild
513-721-4532
jgroene@katzteller.com
Public Relations
Jim
Crosset
Wood, Herron & Evans
513-241-2324
jcrosset@whepatent.com
Surveys
Lori
Moser
Keating, Muething & Klekamp
513-579-6556
lmoser@kmklaw.com
Website
Judy
Groene
Katz, Teller, Brant & Hild
513-721-4532
jgroene@katzteller.com
Community
Mary Lynn
Wagner
Great American Insurance Group
513-579-2164
mwagner@amfin.com
Leah
Cordova
Ulmer & Berne
513-698-5040
lcordova@ulmer.com
News from ALA Headquarters:
ALA Faces
Member and Chapter News

Chapter vs. Chapter is On! It's that time again – time for chapters to go head-to-head in our
Chapter vs. Chapter Scholarship Challenge. Attend ALA's Business of Law and Specialty
Conferences to earn scholarship funding for your chapter! Learn more.

VIDEOS: ALA has over 100 volunteer positions at the national level, some of which are
opening in 2016 – seats on the Certification Committee, Committee on Diversity and Inclusion,
Business Partner Relations Committee, IDEA Awards Committee, and more. If you're interested
in volunteering, submit your application today. Deadline: Sept. 1
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August 2015
Your current membership as of 08/01/15
Name
Email Address
Name
Email Address
Bartling, Debbie A.
debbie.bartling@squirepb.com
Laufman, Kira J.
klaufman@rkpt.com
Benjamin, Roxanna M.
roxanne.benjamin@dinsmore.com
Middendorf, Jeffrey W.
jmiddendorf@katzteller.com
Boeing, Nicholas M.
nboeing@ffalaw.com
Miller, Nan N.
nmiller@rendigs.com
Brady, Michelle L.
mbrady@fbtlaw.com
Moser, Lori S.
lmoser@kmklaw.com
Cordova, Leah S.
lcordova@ulmer.com
Murphy, Joy A.
jmurphy@graydon.com
Couch, Rebecca A.
becky.couch@thompsonhine.com
Nickolas, Kimberlee P.
knickolas@bakerlaw.com
Crooks, Kenneth L.
kcrooks@kdlegal.com
Owen, Perry C.
powen@graydon.com
Crosset, James M.
jcrosset@whepatent.com
Pearl, Bridgette L.
bpearl@whe-law.com
Custer, David A.
dcuster@kmklaw.com
Perbix, Anne
aeperbix@vssp.com
Deal, Jennifer
jennifer.deal@dinsmore.com
Perry, Jerry L.
jperry@taftlaw.com
Fausz, Colleen R.
cfausz@dbllaw.com
Pidgeon, Kimberly S.
kimberly.pidgeon@dinsmore.com
Fritz, Haley M.
hmfritz@cincybar.org
Proffitt, Kimberly M.
kim.proffitt@cincinnati-oh.gov
Fuerst, Joseph A.
jfuerst@aswdlaw.com
Roark, Carolyn S.
croark@ameritas.com
Gatian, Lynn A.
lgatian@graydon.com
Schofield, Brian D.
schofield@taftlaw.com
Griffith, Andrea M.
amgriffith@woodlamping.com
Sellers, Tamara G.
tgs@santen-hughes.com
Groene, Judith D.
jgroene@katzteller.com
Silvers, Beth A.
silvers@taftlaw.com
Hardin, Cheryl L.
hardin@taftlaw.com
Smith, Charnee B.
cbs@corsbassett.com
Harmon, Phil
pharmon@lascinti.org
Stark, Jennifer L.
jennifer.stark@dinsmore.com
Hern-Janovic, Cheryl D.
chj@bpbslaw.com
Stine, Shelli D.
sstine@calfee.com
Higgins, Stephanie
Stephanie.higgins@dinsmore.com
Sullivan, Janet L.
jsullivan@statmanharris.com
Hopewell, Barbara A.
bhopewell@graydon.com
Wagner, Mary Lynn
mwagner@amfin.com
Hutchinson, Beverly A.
beverly@drgfirm.com
Wiegert, Susan T.
swiegert@fbtlaw.com
Kasper, William G.
bkasper@statmanharris.com
Wilson, Kathleen
kwilson@ablawyers.com
Lafata, Lynn K.
lklafata@strausstroy.com
Zumwalde, Roxanne
rzumwalde@katzteller.com
To update your Membership Information contact Stephanie Higgins at Stephanie.higgins@dinsmore.com.
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Industry News:
Legal Management Updates

(LI) Legal Industry/Business Management - How to Market Yourself Better with Backlinks

(OM) Operations Management - Tools to Help You Stay Productive Wherever You Are Working

(HR) Human Resources Management - Remind Employees: FSA Grace Period Ends March 15

(FM) Financial Management - VIDEO: How to Better Manage Your Firm's Books

(CM) Communication and Organizational Management - How Do Other Administrators Stay Organized?
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August 2015
ALA Greater Cincinnati Chapter
Board Meeting
July 1, 2015
Graydon Head Law Firm
President Perry Owen welcomed everyone and called the meeting to order at 12:15 p.m.
President’s Report
Dates For Holiday Party and BP Expo

After discussing, it was decided to tentatively mark your calendar for the Expo to be held on October 27,
and our holiday party to be held on December 3.

Rebranding Update

Perry does not have any additional information as to what they are planning. There will be a live
webcast on July 24 if anyone is interested as they will be sharing details along with the Board’s
recommendations. Perry will send out notice to our membership inviting them to watch.

Communicating To Membership About BP Services/Hot Topics

Perry asked for everyone’s thoughts and suggestions as to the best way to communicate to our
membership relating to BP services. After much discussion, the majority, if not all, agreed the best way
to handle would be to designate an area on the website to include a link with business partner
information. Perry is going to reach out to Judy Groene to see what can be done.
Treasurer Report – Roxanne Benjamin


Roxanne reported that as of the end of June, we have a loss of $6,000.00, (as compared to last year’s
loss of $4,000.00). Roxanne is not concerned.
Regarding our tax return, Roxanne reached out to Mellott & Mellott for their services. Their charge to
prepare our informational return will be $375.00.
Membership – Stephanie Higgins

As of mid-June, our National roster consists of 47 members. Stephanie is working closely with Perry on
this.
Programs – Lori Moser/Roxanne Zumwalde

Nothing to report.
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Business Partners – Janet Sullivan

Janet is going to have a meeting with upper level BP’s and have a candid discussion on social activity –
what is valuable to them – and are they getting what they need.
Newsletter – Judy Groene

Nothing to report
Surveys – Lori Moser

Nothing to report
Website – Judy Groene

Nothing to report
Community Connection – Mary Lynn Wagner/Leah Cordova

Mary Lynn reported that our next community volunteer event will be at Goetta Fest in Newport,
Kentucky for Faces Without Places which helps children; Mary Lynn is going to offer the services of 10
volunteers for Friday, August 7 from 4:15 p.m. until 8:00 p.m. Additional information to follow.
The meeting adjourned at 1:10 p.m.
Don’t forget to check out the GCALA Website JobBoard for current openings:
www.alacincinnati.com/JobBoard.html
The Job Board was created to assist The Greater Cincinnati Chapter law firms and legal organizations in their
search for legal personnel. If you have a job you would like to have posted or would like additional information
on our Job Board, please contact Judy Groene - Web Chair at jgroene@katzteller.com.
The following rates apply to job postings:
Member firms No cost
Non-member law firms $50 per posting
Non-member other businesses $100 per posting
All postings will remain listed for a minimum of 30 days.
Or visit ALA Headquarters for jobs posted nationally:
http://www.alanet.org/careers/current.asp
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Copyright © 2015 Association of Legal Administrators. All Rights Reserved. www.alanet.org.
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ALA Webinars
Purchase a subscription for your chapter from ALA's host, Thomson Reuter’s West LegalEdCenter for $450 for a 12 month period. View
programs produced by ALA with your colleagues in a group setting.
Visit ALA for to purchase your subscription or for more information: http://www.alanet.org/webinars/
Wednesday, August 19, 2015
2:00 pm Central
DE-MYSTIFYING DATA BREACHES AND INFORMATION SECURITY COMPLIANCE
Stolen confidential and personal information is the new currency of the global criminal underground. The
sensitive information handled by attorneys makes every law firm an ideal target for data thieves and cybercriminals. Join this webinar to get the important information on how data breaches happen, learn the top 10 best
practices your firm should follow to prevent a breach, and find out what you as an administrator can do to help
your firm get and stay compliant with federal and state data privacy laws.
Objectives:



Discuss how data breaches happen and how to protect yourself and your firm
Identify federal and state privacy laws and how to stay compliant
Determine strategies to mitigate risk with digital activity
This program has been approved for 1 (HR (General)) recertification credit hours toward PHR, SPHR
recertification through the HR Certification Institute (HRCI).
The Association of Legal Administrators is recognized by SHRM to offer Professional Development Credits (PDCs)
for SHRM-CP or SHRM-SCP. This program has been approved for 1 PDC.
How to request an HRCI and/or SHRM certificate:
1. If viewing webinar with your own personal subscription, please send a copy of the certificate of
attendance from WestLegalEd toProfDev@alanet.org and the program ID certificate will be emailed to
you.
2. If viewing webinar as part of a group, please request credit in writing and have group leader email a copy
attendance sign in/out sheet toProfDev@alanet.org and the program ID certificate will be emailed to each
individual in the group who requests it.
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More ALA Webinars
Tuesday, September 1, 2015
2:00 pm Central
DOES LEADERSHIP IMPACT YOUR FIRM’S BOTTOM-LINE?
More and more, we hear about the importance of leadership talent to organizational success, particularly in
developing and executing effective strategy, change management, and building engaged attorneys, staff and
teams. As law firms and legal departments seek new ways to compete in the legal marketplace, and address the
ever-changing regulatory, political, and technological landscape, new steps must be taken to find a competitive
edge. How and what does this entail, and where does one develop one’s leadership talent? Join us to learn more
about how to enhance your leadership talent, and enhance your firm’s bottom-line.
Objectives




Determine how self-awareness is a key to development of leadership talent
Examine components of team development
Identify how leadership can influence your strategy and change management success
Discuss how the Managing Partner/Executive Director Forum can develop your leadership talents
Tuesday, September 15, 2015
2:00 pm Central
BALANCING RISKS & BENEFITS: A FRESH NEW APPROACH TO IP OUTSOURCING
IP professionals, there’s good news about outsourcing! Legal process outsourcing and business process outsourcing
are playing an increasing role in the efficiency and profitability of IP practices in law firms and corporate legal
departments. The rapid growth of multijurisdictional practice, globalization, technological advancements and
recent changes to ethics rules warrant a fresh approach to achieving the greatest “net benefit” from outsourcing
for your organization. Join us for this webinar that will assist you in evaluating, implementing and monitoring
outsourcing initiatives to maximize your organization’s net benefits.
Objectives:



Identify outsourcing related risk to the firms: human assets, physical assets, financial assets, net income
and intangible assets
Discuss terms and conditions in outsourcing contracts specific to IP practice that require “unique”
consideration in negotiations.
Review strategies, policies and procedures to maximize “net benefits” of outsourcing
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Antitrust Guide
For Members of the Association of Legal Administrators
Professional associations such as the Association of Legal Administrators (ALA), although well recognized as valuable tools of
American business, are subject to severe scrutiny by both federal and state governments.
The single most significant law affecting professional associations is the Sherman Antitrust Act, which makes unlawful "every
contract, combination in the form of trust or otherwise, or conspiracy, in restraint of trade or commerce…"
A professional association by the very nature of the fact that it is made up of competitors is a combination, thus satisfying one of the
elements in proving an antitrust violation. Section 5 of the Federal Trade Commission Act is also applicable to professional
associations; it makes unlawful the same types of conduct that are prohibited by the Sherman Act. Furthermore, almost all states
have enacted antitrust laws similar to the Sherman Act.
There is no organization too small or too localized to escape the possibility of a civil or criminal antitrust suit. The federal
government has brought civil or criminal actions against such small organizations as Maine Lobstermen, a Virginia audio-visual
association, Bakersfield Plumbing Contractors, the Utah Pharmaceuticals Association, and local barbers associations.
The government has brought approximately five civil and ten criminal cases a year against professional associations. It is thus
imperative that every professional association member, regardless of the size of the association or the size of those comprising the
membership, refrain from indulging in any activity which may be the basis of a federal or state antitrust action.
There are four main areas of antitrust concern for professional associations: price fixing, membership, standardization and
certification, and industry self-regulation. The area of greatest concern, for it is the area where individual members are most likely to
violate the law and the area where the government appears most concerned, is price fixing. The government may infer a violation of
the Sherman Act by the mere fact that all or most of the members of the professional association are doing the same thing with
respect to prices. It is not required that there be an actual agreement, written or unwritten, to increase prices. Rather, price fixing is a
very broad term which includes any concerted effort or action which has an effect on prices or on competition.
Accordingly, professional association members should refrain from any discussion which may provide the basis for an inference that
the members agreed to take action relating to prices, production, allocation of markets, or any other matter having a market effect.
The following topics, while not the only ones, are some of the main ones which should not be discussed at regular meetings or
member gatherings:
1. Do not discuss current or future billing rates, fees, disbursement charges or other items that could be construed as "price."
Further, be very careful of discussions of past billing rates, fees or prices.
2. Do not discuss what is a fair profit, billing rate or wage level.
3. Do not discuss an increase or decrease in price, fees or wages, or disbursement charges. In this regard, remember that interest
charges are considered an item of price.
4. Do not discuss standardizing or stabilizing prices, fees or wages, or disbursement charges.
5. Do not discuss current billing or fee procedures.
6. Do not discuss the imposition of credit terms or the amount thereof.
7. Do not complain to a competitor that his billing rates, fees or wages constitute unfair trade practices. In this context, another law
firm (or even a corporate legal department) may be considered a competitor.
8. Do not discuss refusing to deal with anyone because of his pricing or fees.
Do not conduct surveys (under the auspices of ALA or informally) relating to fees, wages or other economic matters without prior
review by antitrust legal counsel. Any survey should have the following characteristics: a) participation is voluntary and open to nonmembers, b) data should be of past transactions, c) data should be collected by an independent third party, such as an accounting
firm, d) confidentiality of each participant's data should be preserved, and e) data should be presented only in a composite form to
conceal data of any single participant. If these criteria are met, an association can collect and disseminate data on a wide range of
matters, including such things as past salaries, vacation policies, types of office equipment used, etc.
However, care must be taken to ensure that the purpose of any survey is to permit each firm to assess its own performance. If a
survey is used for the purpose of or has the effect of raising or stabilizing fees, wages, disbursements, credit policies and the like, it
will create serious antitrust problems.
Within this same legal framework applicable to surveys, an association can make presentations or circulate articles regarding such
educational matters as establishing sound office procedures, etc., provided it is clear that the matters are educational, and not a
basis for law firm uniformity or agreement.
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Antitrust Guide (continued)
For Members of the Association of Legal Administrators
Inasmuch as association antitrust violations can subject all association members to criminal and civil liability, members should be
aware of the legal risks in regard to membership policy and industry self-regulation. Fair and objective membership requirement
policies should be established. Membership policies should avoid:
1. Restrictions on dealing with non-members.
2. Exclusions from membership, especially if there is a business advantage in being a member.
3. Limitations on access to association information, unless the limitation is based upon protection of trade secrets.
The Association of Legal Administrators has a code of ethics, which sets forth parameters of ethical conduct. However, to ensure
that the Code of Ethics does not create any antitrust problems, ALA must continue to ensure that its Code does not have arbitrary
enforcement procedures or penalties.
The penalties for violating federal or state antitrust laws are severe. The maximum criminal penalty for violating the Sherman Act
was increased in 2004 from $350,000 to $1,000,000 for an individual and from $10,000,000 to $100,000,000 for a corporation.
Pursuant to the Sentencing Reform Act, alternative maximum fines could be increased to twice the pecuniary gain of an offender or
twice the loss to another person.
Individuals and corporate officers who are found guilty of bid rigging, price fixing or market allocation will virtually always be
sentenced to jail pursuant to the Sentencing Guidelines; community service cannot be used to avoid imprisonment. The minimum
recommended sentence is four months; the maximum is three years.
Additionally, there are civil penalties such as injunctions or cease and desist orders which could result in government supervision
of association members, restricting the association's activities or disbanding the association.
Civil suits may be brought by consumers or competitors. Civil antitrust actions result in treble damage awards and attorneys' fees.
Thus, if association members are held liable to a competitor for antitrust violations which resulted in $500,000 worth of lost
business, the verdict may exceed $1,500,000.
The government's attitude toward professional associations requires professional association members, as well as professional
associations themselves, to at all times conduct their business openly and avoid any semblance of activity which might lead to the
belief that the association members had agreed, even informally, to something that could have an effect on prices, fees or
competition. Thus, it is important that members contact the association headquarters or legal counsel for guidance if they have
even the slightest qualms about the propriety of a proposed activity or discussion.
Copyright © 1996 – 2012 by the Association of Legal Administrators. All rights reserved.
http://www.alanet.org/volunteer/standingcommittees.aspx
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What exactly is Digital Forensics and how can it help your law firm?
As technology evolves and social media continues to explode, Digital Forensics becomes an increasingly
important need for law firms in many types of cases. Since technology plays such a large part of our everyday
lives and how we communicate, having a strong, reliable digital/computer forensic team of experts is crucial to
any law firm these days.
So what exactly is Digital Forensics?
Digital forensics is a scientific field dealing with the acquisition, preservation, examination, and interpretation
of electronically stored data in such a manner that the information can be used as evidence in a court of law.
Think of an electronic crime scene. Digital Forensics experts are the CSI guys that rope off the area and start
looking for clues.
So, what makes up a Digital Forensics EXPERT? Why isn’t an incredibly tech-savvy teenager with fancy
metadata software considered a Digital Forensics, “expert”? Easy. To qualify as an expert, you must have
training and certifications by SANS, the industry leader in Digital Forensics and be skilled with EnCase, the
Forensic Solution widely regarded as the most comprehensive solution available.
Training with SANS isn’t easy (or cheap) and they just don’t hand out certifications. Also, true Digital
Forensics experts must be able to testify why they are deemed experts in their field. Very few judges and juries
would find a teenager in a Star Wars t-shirt credible in their findings.
What can be analyzed forensically? Almost anything electronic. Desktops, laptops, servers, USB hard drives,
cell phones, smart-phones, tablets, digital cameras, and even digital wrist watches. If it leaves a trace
electronically, it can almost always be recovered and presented in a report that could help or hurt a case. Think
you deleted a nasty text or email? Think again. The metadata is always there.
OH! BUT WAIT! THERE’S SOFTWARE PROGRAMS THAT CAN SCRUB AWAY METADATA!
Yes, there are programs available that can wipe some metadata. Problem is, those programs leave their own
traces of use and are easily identifiable and look even more damning when presented to the court. Imagine a
multi-million dollar embezzling lawsuit against an accountant and suddenly, the accused party’s desktop shows
massive amounts of data scrubbing for places that aren’t consistent with other areas of his/her accounting
numbers. WHOOPS.
What are some uses for digital forensics in real life cases? Perhaps someone was texting during the time of a
serious auto accident? Maybe someone was sending maliciously threatening emails during a paternity
suit? How about someone swiping ideas and patenting them as their own? Employment disputes. Internet
investigations. Data breaches. Fraud. Criminal defense. Intellectual property theft. The list goes on and
on…and will only increase as technology increases within our lives.
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How is the data collected? Simple: 1 of 3 ways: remotely, shipped via courier (to keep the chain of custody),
or collected onsite. It doesn’t matter how the expert gets the device or medium, it’s how well they can perform
their duties.
The bottom line is, every case is different; therefore so are the digital forensic and computer forensic needs
associated with each matter. LogicForce understands this and can provide your firm with everything it needs to
appropriately collect and analyze digital data as well as place the pieces of digital evidence together to allow
you to strive towards success in your case.
If you have any questions or think we can be of service, feel free to reach out to Rich Smith
anytime. Rich@logicforce.com
http://www.alanet.org/Events/Corporate-Law-Department-Symposium/
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Copyright © 2015 Association of Legal Administrators. All Rights Reserved. www.alanet.org.
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