Julie said: 
"...you will need to do your own research to cover the laws and ethics
opinions that cover the scope of your firm..."

Here is a page where you can start your research into the bar
associations' ethics opinions and rule of conduct. Some (like
Pennsylvania's) do address electronic records. Mostly, bar associations
are concerned more with client confidentiality and property protection
than the format of the records.

http://www.abanet.org/cpr/links.html

Good luck,
Gary Link, CRM
Pittsburgh, PA

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