Thursday, September 9, 2010

ILTA Risk Session Report 3: Managing the Risks with Departing Lawyers

Another excellent ILTA panel addressed risk management issues tied to departing lawyers. Eric Carpenter, IT Director at Rothgerber Johnson & Lyons, and Leigh Isaacs, firmwide director of records management at Orrick, Herrington & Sutcliffe, and Charlene Wacenske firmwide director of records management at Morrison Foerster provided a wealth of information on the topic to a mixed audience of technology and risk stakeholders.

Discussion was very practical, exploring specific processes, best practices and communication strategies for working across all of the firm departments impacted by and responsible for responding to lawyer departures. (These include: Records, IT, HR, Finance, Business Intake, Docketing, Marketing, Facilities and Risk Management teams.)

The session slides are available here, but the real value of this session lies in the excellent checklists and other resources the participants shared including:

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