Tools and Techniques for Negotiating and Revising Electronic Documents

Course Instructor
Barron K. Henley — Affinity Consulting Group, LLC, Columbus, OH

About the Course Instructor 

Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat, and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology, and ethics. 

11:30 am — 1:30 pm

How to Protect Yourself and Preserve Confidentiality when Negotiating Instruments

1. Issues to Address
2. Indicating Your Proposed Changes to a Document
3. Ascertaining Changes Between Two Versions of a Document
4. Avoiding Metadata
5. Consolidate Proposed Changes from Multiple Reviewers
6. Avoid Confusion when Working with Multiple Versions
7. Make it Easy for a Non-Techie to Provide Feedback on a Document
8. Protecting Confidentiality
9. Show Others the Document You’re Working on via Web Conference
10. Share Electronic Documents Without Using Email
11. Preventing Future Editing when Document is in Final Form