Lawyers may store client materials on a third-party server so long as the lawyer complies with the duties of competence and confidentiality to reasonably keep the client’s information secure within a given situation. Oregon 2011-188 (November 2011). This may include, among other things, ensuring the service agreement requires the vendor to preserve the confidentiality and security of the materials. It may also require that vendor notify the lawyer of any nonauthorized third-party access to the materials. The lawyer should also investigate how the vendor backs up and stores its data and metadata to ensure compliance with the lawyer’s duties.
24 07 2012