Trust Talks & Digital Dives

#20 Law Societies, Lawyers, and Trusted Client ID Verification with Phil, Jay, and Meyer

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In this episode of Trust Talks & Digital Dives (T2D2), we explore the importance of modernizing lawyer-client identity verification processes. Our guests share perspectives from Law Societies, Treefort Technologies, and Vaultie. We delve into the challenges and opportunities presented by digital transformation in legal practices. We discuss the impact of relaxed requirements during the pandemic, the principles guiding future-proofing and modernization efforts, and the characteristics legal professionals should look for in client ID verification providers. Join us as we uncover how digital services can enhance the lawyer-client relationship and the future of digital identity verification in the legal sector.

Our guests:

  • Phil Brown, Senior Counsel, Practice Management, Law Society of Ontario with Federation of Law Societies perspectives
  • Jay Krushell, Chief Legal Officer, Treefort Technologies, with service provider perspectives
  • Meyer Mechanic, Founder, Vaultie, with service provider perspectives

    • Get to know:

    • Law Society of Ontario
  • Federation of Law Societies Canada
  • Treefort Technologies
  • Vaultie

    • Follow our guests on LinkedIn:

    • Phil Brown
  • Jay Krushell
  • Meyer Mechanic

    • References:

    • Federation of Law Societies Canada Anti-Money Laundering
  • The Practice Management Helpline
  • Law Society of Ontario By-law 7.1
  • Law Society of Ontario resources on virtual verification 

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    Trust Talks & Digital DivesBy DIACC