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DO’s:
High Tech:
MS Word redaction tool; OR
Acrobat Pro 8.0 or 9.0 redaction tool
Low Tech:
print then black-out (or vice versa)
then scan
then OCR
I(C).  Redactions 
(c’t’d)
3.  Risk Mitigation
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DON’T’s:
Microsoft Word’s borders/shading
Microsoft Word’s highlighter
[UNLESS YOU THEN PRINT, SCAN & OCR]
I(C)(3).  Redaction –
Mitigating Risks 
(c’t’d)
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TO LEARN MORE:
Rick Borstein, Acrobat for Legal Professionals                        
Redaction segment (last updated 6/27/10) 
<http://blogs.adobe.com/acrolaw/redaction/
>
Kim Walker, How to Keep Sensitive Data Blacked 
Out, Pa. Legal Intelligencer (3/19/10) 
<http://www.law.com/jsp/lawtechnologynews/
PubArticleFriendlyLTN.jsp?id=1202446452557
>
Free White Paper: PDF redaction: what every                          
business should know, DocsCorp(12/11/09) 
<http://www.docscorp.com/public/downloadTri
al/RedactionWhitepaperPDFT.cfm
>
Summary of changes from Acrobat 7; Top 
Features for Legal Professionals, Adobe (9/8/08)
<http://blogs.adobe.com/acrolaw/A9 7-8-9-comparison.pdf
>
I(C)(3).  Redaction –
Mitigating Risks 
(c’t’d)
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II.  Ethical Obligations – Inadvertent 
Disclosure of Confidential Metadata
Metadata ethics = subset of 
broader area of inadvertent 
disclosure in general . . .
Overview chart of nationwide 
metadata ethics opinions: 
<abanet.org/tech/ltrc/fyidocs/metadatachart.html
>
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II.  Ethical Obligations –
Inadvertent Disclosure 
(c’t’d)   
A lawyer’s ethical duty varies                            
whether the lawyer has:
sent confidential metadata; 
received confidential metadata; or
disclosed confidential metadata                                            
as part of discovery
N.B.  The jurisdiction governing a lawyer’s 
conduct may provide a different rule re 
metadataas distinct from other ESI
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II.  Ethics – A.  Sending Lawyer –
Basic Rules – Confidentiality
ABA Model Rules of Professional Conduct 
[virtually all states have the same or similar 
rules as the following]
Rule 1.6 Confidentiality of Information
"(a) A lawyer shall not reveal information 
relating to the representation of a client unless 
the client gives informed consent, the disclosure 
is impliedly authorized in order to carry out the 
representation or the disclosure is permitted by 
[certain specific exceptions, e.g., to prevent 
death or substantial bodily harm]."
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II(A).  Sending – Basic Rules –
Confidentiality 
(c’t’d)
A lawyer has a duty "[t]o maintain 
inviolate the confidence, and at every 
peril to himself or herself to preserve 
the secrets, of his or her client."
Cal. Bus. & Prof. Code § 6068(e)(1).
A lawyer’s duty under Rule 1.6 
"includes taking care . . . to employ 
reasonably available technical means 
to remove [confidential] metadata 
before sending the document."
D.C. Bar Opinion 341 (Sept. 2007)
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II(A).  Sending – Basic Rules –
Duty of Competence
"Competent representation requires the legal 
knowledge, skill, thoroughness and 
preparation reasonably necessary for the 
representation."
ABA MRPC Rule 1.1 Competence
"[A] lawyer . . . [must] avoid improper 
disclosure of confidential and privileged 
information in metadata in electronic 
documents."
Minnesota Lawyers Professional Responsibility Board 
Opinion No. 22 (Mar. 26, 2010)  ("Minn. # 22")
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II(A).  Sending – Basic Rules –
Competence 
(c’t’d)
Competence requires that 
lawyers understand that:  
metadata is created in the generation 
of electronic documents,
transmission of electronic documents 
will include transmission of metadata,
recipients of the documents can 
access metadata, and
actions can be taken to prevent or 
minimize the transmission of 
metadata."
Minn. # 22
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II(A).  Sending – Basic Rules –
Related Rules
ABA Rule 5.1 Responsibilities Of 
Partners, Managers, And Supervisory 
Lawyers requires those with managerial 
authority to ensure that the firm and its 
lawyers follow the Rules of Professional 
Conduct.  
See also Rule 5.3 Responsibilities 
Regarding Nonlawyer Assistants
Hence, a lawyer must become 
knowledgeable about metadata, and a 
firm must provide for the acquisition of 
such knowledge.  
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