Here are a few pointers from attorneys and
consultants on using e-mail:
Consult your
client before using e-mail. Discuss its risks and benefits. Establish
the particular modes of communication to be used in each
attorney-client relationship.
Advise clients not to forward confidential e-mails. Ask whether your
client's e-mail account is a corporate account accessible to his or
her employer.
Consider seeking a client's permission in a retainer agreement
before using e-mail. Obtaining permission is "always a wise idea"
- particularly with less sophisticated clients, says attorney Mark
Radcliffe.
Write clearly, concisely and carefully. Without body language and
verbal cues, the tone of a written message easily can be misconstrued.
Remember that e-mail provides a written record and is subject to
discovery requests. Also, keep in mind that e-mail easily can be
forwarded to others. Says consultant Albert Barsocchini, "Always
draft an e-mail as if it was going to be read in open court."
Consider encrypting confidential client-related e-mail. Attorneys and
consultants disagree over when and if encryption is necessary. Some 30
services, including HushMail.com, iSend.com,
ZipLip.com, PrivateExpress.com
and PGP.com, currently offer encryption
services at little or no cost.
Consider including a disclaimer on all e-mail, noting its
confidentiality. Be aware, however, that disclaimers, too, can have
drawbacks. One attorney-consultant suggests that a consumer could
mistake such a disclaimer as evidence of an attorney-client
relationship. (Another attorney, however, calls the possibility "a
real stretch.") In addition, such disclaimers travel with forwarded
e-mail. In one instance, a few Gray Cary employees received
chain-letter e-mail promising a free trip to Disneyland. They
forwarded it on and eventually a half-dozen angry people called the
law firm demanding their free trip, recalls Don Jaycox, the firm's
chief technology officer. They had seen the disclaimer and had assumed
the e-mail originated with Gray Cary.
Use software that helps you manage your e-mail. For example,
"filters" automatically can file certain e-mails, redirect spam or
send automatic replies. Barsocchini points to one software program -
Disappearing.com - that
time-stamps e-mail to automatically become unreadable after a set
amount of time. It prevents e-mail, Barsocchini said, "from sitting
out there."
Develop firm-wide policies for using the Internet and e-mail. Address
such issues as e-mail retention, inappropriate material, personal
e-mail, the alteration of third-party e-mail and accessing
co-workers' e-mail accounts. |