When you download a Word version of a form and enter client information, the editable form exists on your device. As long as you save the completed form on your device, it will be as secure as any other information you have stored. When you use the bookmarking, highlighting, or note-taking features of the Online manual, that information is stored on servers. Although your saved bookmarks, highlights, and notes will be accessible to only someone accessing the Online manual through your account, you are strongly advised against using these features to add information that might be considered confidential client information. The State Bar of Texas makes no representations concerning whether entering confidential client information would or would not constitute a breach of confidentiality.
Last Update: September 29, 2020