Cloud-Based ElderDocx® Q&A

July 25, 2011

As we announced at the Planning for the Generations Symposium, we are exploring a cloud-based option for ElderDocx®. What follows are the most commonly asked questions about a cloud-based system and, more specifically, what we are exploring for ElderDocx®. Please note, however, that before we offer a version of ElderDocx® in the "cloud" we must resolve several critical issues, primarily (1) security/client confidentiality and (2) accessibility without internet access.

What is the cloud?
The term "cloud" is probably the least understood term in computing today. But the concept is not all that complex. As one source puts it, "In the most layman of terms, cloud computing simply refers to resources and applications that are available on the Internet from just about any Internet-connected device." And that is the idea behind cloud-based delivery of ElderDocx®—making ElderDocx® available on the Internet from just about any Internet-connected device.

What about security?
Security encompasses a couple of different concepts. One is security of data on the hard drive where it resides (for example, answer files and assembled documents). The other is security of the connection over the Internet. As for security of the data on the hard drive, a cloud-based system will be housed on hardware in a physically secure data center protected by hardware firewalls to prevent virtual attacks. As for security of the connection over the Internet, the system will only be accessible by an SSL secure connection, so that the data being transported over the Internet is encrypted. But the question you need to ask yourself about security is not whether the cloud-based system will prevent every potential security risk, but whether it protects your data as well or better than what you are doing today. For example, office computers (especially laptops) are vulnerable to theft, along with the hard drive containing client answer files and documents.

What about client confidentiality?
Client confidentiality is a state-specific issue that is controlled by the bar. Some states may require a statement in the engagement letter disclosing the fact that client data may be stored on a secure Internet-based system, if you choose that option. Check with your bar for any specific requirements.

Will I have to store my data in the cloud, or can I store it locally, on my office network?
You will be able to store your answer files and assembled documents either on the cloud drive or on any hard drive accessible by the device you are using to access the system. So if you are at a PC in the office, you would be able to store your files on that PC or any network drive accessible by that PC. BUT, by storing the files locally on your computer or office network, you lose one of the key advantages of the cloud—access to your files from another device while away from your computer or office network.

What about backups?
While the details of backups are not firm at this stage, we will have meaningful routine backups of your data in the cloud environment. In addition, because data can be saved to your local hard drive or office network, you can also copy the files from the cloud for local backup and safekeeping.

Will I still be able to use ElderDocx® on my local machine?
We have no immediate plans to require anyone to use the cloud-based version of ElderDocx®. You will be able to continue to use your locally installed version.

What if I lose my Internet connection?
Even though Internet-connection reliability has reached what we think is an acceptable level for cloud-based delivery, we realize that not everyone will share the same view, or some users' connections might not be as reliable. For that reason, we are exploring the options for offline usage during an Internet outage.

When will ElderDocx® be available online?
We are in the exploratory phase at this point, but we are working toward a 2012 launch, contingent on a number of factors yet to be addressed.

What about customizations?
We are looking into options for providing the ability to customize the text of the templates.