Sunday, March 30, 2014

New Risk Roundtables & Events : Boston, Houston, Dallas, Chicago, Sydney & Melbourne

We're pleased to announce several upcoming Risk Roundtables and a co-sponsored event:
The Boston Risk Roundtable is set for Tuesday, May 6th, at the office of Mintz Levin Cohn Ferris Glovsky and Popeo PC.
  • The event will feature a presentation by Andrew Perlman, an expert on the impact of technology on legal practice and compliance. He will discuss the shifting nature of lawyer’s duty of confidentiality in the digital age. Mr. Perlman will review changes resulting from the ABA Commission of Ethics 20/20, including confidentiality issues arises from conflicts checks and requirements to protect client confidences when storing and transmitting information, particularly in light of the recent debates about the NSA and attorney-client privilege.
  • Intapp staff will then demonstrate how firms are leveraging Intapp Open and Wall Builder to improve conflicts management, enhance information security and protect client confidentiality. They will highlight features that help firms streamline conflict clearance at lateral onboarding, easily modify intake forms to address new regulations, maintain appropriate access controls throughout the matter lifecycle and alert management of suspicious activity that may signal internal accidents, malfeasance or even a security breach.
The Houston Risk Roundtable is set for Wednesday, May 7th, at the office of Norton Rose Fulbright. 
  • The event will feature a presentation on how firms can maximize profitability and revenue by adopting new strategies for new business intake and conflicts management. Legal conflicts and compliance expert, Bill Freivogel, will explore how recent court decisions involving corporate family conflicts (subsidiaries, affiliates and other related parties) impact law firms. As part of his talk, he’ll recommend strategies for crafting advanced waivers and engagement letters to decrease the risk of malpractice affiliated with corporate family trees. 
  • Intapp staff will also demonstrate Intapp Open
The Dallas Risk Roundtable is set for Thursday, May 8th, at the office of Winstead. 
  • The event will feature the same guest speaker and agenda as the Houston event.  
The Chicago Risk Roundtable is set for Friday, May 9th, at the office of DLA Piper. 
  • The event will also feature the same guest speaker and agenda as the Houston event.
The Sydney Risk Roundtable is set for Thursday, April 17th, at the office of K&L Gates. 
  • The event will feature a presentation by Murray Landis, a Partner in the Corporate/M&A Practice Group at K&L Gates, on best practices for managing client-driven compliance demands including stipulations on business conflicts, billing protocol and other outside counsel guidelines requirements.
  • Intapp staff will also demonstrate Intapp Open
In Melbourne, on Tuesday, April 15th, Intapp's Kathryn Hume will be presenting a session hosted by the Australasian Legal Practice Management Association at the offices of Minter Ellison: "The challenge of information and data security in the electronic age"
  • "The nature of work is changing and becoming more flexible and mobile. This creates vulnerabilities to both client and firm information. Hear from leading experts in the field of electronic data and information security about some of the common threats and issues likely facing your firm and how to manage them."
Roundtable attendance is by invitation only and is limited to qualified law firms and personnel. Please contact for more details.

Thursday, March 27, 2014

NY Times on Client Focus on Law Firm Information Security

A reader sent word of this story in today's New York Times: "Law Firms Are Pressed on Security for Data" --
  • "A growing number of big corporate clients are demanding that their law firms take more steps to guard against online intrusions that could compromise sensitive information as global concerns about hacker threats mount."
  • "Wall Street banks are pressing outside law firms to demonstrate that their computer systems are employing top-tier technologies... Some financial institutions are asking law firms to fill out lengthy 60-page questionnaires detailing their cybersecurity measures, while others are doing on-site inspections."
  • "In some cases, banks and companies are threatening to withhold legal work from law firms that balk at the increased scrutiny or requesting that firms add insurance coverage for data breaches to their malpractice policies."
  • "he vulnerability of American law firms to online attacks is a particular concern to law enforcement agencies because the firms are a rich repository of corporate secrets, business strategies and intellectual property. One concern is the potential for hackers to access information about potential corporate deals before they get announced. Law enforcement has long worried that law firms are not doing enough to guard against intrusions by hackers.
  • "Despite those meetings, F.B.I. officials and security experts say, law firms remain a weak link when it comes to online security. But the push from corporate clients may have more impact on changing law firm attitudes than anything else."

Tuesday, March 25, 2014

More on Recent Law Firm Insider Trading Allegation

The Wall Street Journal comments on the recent allegation of insider trading linked to a prestigious M&A law firm: "Latest Insider-Trading Case Highlights Law Firms' Risks" [again, google news link for alternative access]--
  • "Clients rely on big law firms to safeguard all manner of secrets, from intellectual property to confidential information about big-ticket mergers. But a handful of high-profile insider trading schemes—including one revealed this week that allegedly turned on tips from an employee at New York law firm Simpson Thacher & Bartlett LLP—highlight the internal risks firms face at a time when sensitive information can be accessed with just a few keystrokes."
  • "'Your employees are your highest risk," said Linn Freedman, a partner at Nixon Peabody LLP and head of the firm's privacy and data protection group, who isn't involved in the latest case."
  • "Thirty years ago, confidential files would have been kept in locked cabinets or conference rooms. Now they are stored electronically, often on firmwide networks where lawyers can access documents from offices around the globe."
  • "Simpson Thacher declined to comment for this article. 'We have strong internal controls in place and will review our systems and procedures to determine if there are ways in which they could be further strengthened,' the firm said in a statement on Wednesday."
  • "'Some of the firms are very sophisticated and have considered the insider threat and have dealt with access control accordingly,' said Eric Friedberg, an executive chairman at Stroz Friedberg, a computer forensics and investigations firm that has consulted on these issues with a number of firms. 'Some haven't.'
  • "Locking down information can run counter to the culture at many law firms, where attorneys are accustomed to collaborating on work. Extra layers of security can slow things down, especially when new lawyers are added to a team and need to get up to speed quickly."

Monday, March 24, 2014

Webinar: Intapp Open – A Fresh Approach to Business Intake and Conflicts

In the past 10 months, over 30 firms have made the decision to adopt Intapp Open, a fresh approach to new business intake and conflicts management. Whether as part of a strategic push to improve client analysis and firm profitability, a program to reduce risk, or an initiative to speed matter opening times and improve lawyer productivity (and satisfaction), Intapp Open has something to offer every firm. Attend this webinar to see a demonstration and learn more:
  • Date: Thursday, April 3rd
  • Time: 9:30 am PST / 12:30 pm EST / 5:30 pm BST
  • Registration: Limited to select firms. Please email Jason Yu for more information.

Open Momentum
In the past ten months, over 30 firms have made the choice to adopt Intapp Open. The product provides a modern approach to intake and conflicts, including an interface designed from the ground up to address the specific needs of firm management, lawyers, risk staff and IT.

Open Opportunity
Intapp Open emphasizes ease of use (including mobile interaction) and ease of management (enabling firms to change their own forms, questions and process definitions without vendor dependence).

Open Invitation
Attend this session webinar presentation and demonstration of Intapp Open to learn more. (And to see how Intapp’s vision for engagement management leverages unique tools to integrate e-billing compliance, lawyer time management, information security and other benefits.)

Please email Jason Yu for more information about registering and attending this event.

Sunday, March 23, 2014

Another Case of (Alleged) Insider Trading Linked to a Law Firm

We've devoted many points of virtual ink to insider trading linked to law firms (including malfeasance, alleged and otherwise, involving lawyers, secretaries, staff and IT personnel). See our dishonor roll of accusations, news stories and past examples.

Now comes the latest, via the Wall Street Journal: "U.S. Alleges Inside Traders Used Spycraft, Ate Evidence : Three Ran Ring Using Information From Top M&A Law Firm, Prosecutors Say" [for those fettered by the paywall or registration requirements, try accessing this google news link and selecting the same headline] --
  • "Three men ran an insider-trading ring with information from one of New York's premier mergers-and-acquisitions law firms, prosecutors say, taking care to chat in code and flash stock tips on napkins or sticky notes before gobbling them down under the clock inside the teeming great hall of Grand Central Terminal."
  • "Steven Metro, 40 years old, a managing clerk at Simpson Thacher & Bartlett LLP, allegedly accessed the law firm's computer system to mine information on deals and other sensitive corporate developments involving clients, according to prosecutors."
  • "...the tips—which included inside information on Tyco International Ltd. TYC +0.80% 's plans to buy Brink's Home Security Holdings Inc. and the 2013 merger of OfficeMax Inc. and Office Depot Inc."
  • "A lawyer for Mr. Eydelman declined to comment. A lawyer for Mr. Metro, James Froccaro, Jr., said his client intended to plead not guilty, while another attorney for Mr. Metro, Michael Rosen, said at a court appearance: 'These are only allegations.'"
  • "Both defendants, who were arrested on Wednesday morning, were released after a brief court appearance in Newark, N.J., on $1 million bond apiece, secured by their respective properties. They face a number of criminal charges, including securities fraud, that could result in up to 20 years each in prison."
  • "Simpson Thacher called the charges 'deeply disturbing and unprecedented in our long history.' The firm, which was founded in 1884 and is known for its work in private equity and mergers and acquisitions, said it had no knowledge of Mr. Metro's actions or the charges until Wednesday, when Mr. Metro was terminated."
  • "'Law firms are sanctuaries for the confidential treatment of client information, and this scheme victimized not only a law firm but also its corporate clients and ultimately the investors in those companies,' Daniel M. Hawke, chief of the SEC Enforcement Division's Market Abuse Unit, said."
Given that the alleged actor in the case stands accused of accessing internal computer systems to "mine information," this is just the latest example that highlights the importance of enacting rigorous internal information security and access controls (and associated monitoring and alerting of potentially suspicious behavior).

Visit for information on steps firms are taking to mitigate insider trading risks and put themselves in a position to demonstrate that they're taking the strongest measures available to limit the insider trading risk.

Thursday, March 20, 2014

More on Playbook Conflicts Stemming from Lateral Hires

We've posted news, discussion and debate about playbook conflicts before (see past stories). The fundamental question is whether insight into the thought patterns and strategies of former clients is a basis for disqualification. Bloomberg BNA reports on a panel discussion at the recent Hinshaw legal risk conference: "Panelists Scope Out ‘Playbook’ Conflicts That Laterals May Bring to Their New Firms"--
  • "Where a lawyer represents a client against a former corporate client in the same type of case that she previously handled for the entity--or even in a different type of case--the former client may claim that the lawyer has confidential 'inside' information that can be used to its disadvantage in the current representation, such as knowledge of the former client's litigation strategies and internal decision-making."
  • "At the session on ''Playbook' Disqualifications,' general counsel from two law firms gave the audience an inside look at their own playbooks for analyzing and dealing with these troublesome conflicts."
  • "Topics included the murky and ever-evolving definition of a disqualifying playbook conflict, unearthing potential playbook conflicts in the lateral hiring process and options for addressing a developed playbook conflict."
  • "Panelist Michael J. Silverman [GC of Duane Morris] said 'there's less of a methodology for figuring out the playbook conflict' than for other conflicts between former and current matters. The hardest part of analyzing these conflicts, he said, is that 'the case law is all over the board.'"
  • "Flynn said one question in analyzing an alleged playbook conflict is whether it's the lawyer's playbook or the client's. If it is the lawyer's strategy, he said, it's not playbook knowledge. Similarly, he said, if the client's strategy changes when it retains a different lawyer, or if cases are being handled differently now, the lawyer's knowledge shouldn't be disqualifying."
  • "Another question, Flynn said, is what type of case the current matter involves... It also matters, Silverman said, whether the former client's current decision-makers are the same individuals as when the supposedly conflicted lawyer was representing the former client."
See the complete article for deeper analysis and discussion, including relevant case law.

Wednesday, March 19, 2014

ALM on Law Firm Data Security : The Very Real Internal Threats

ALM's Legal Intelligencer series on information security continues. Part 2: "Law Firms' Prime Data Security Threat: Their Own Employees" --
  • "Law firms' efforts to protect client data from breaches may be less dramatic than a typical Hollywood blockbuster, but they entail complex productions when it comes to ensuring the physical and cyber security of their clients' information."
  • "And while those in IT say the threats from hackers in places such as China or Russia are real, the biggest threat to a law firm's information security comes from its own employees. As many who spoke to The Legal noted, firms are in the midst of a balancing act between protecting data on one hand and running an efficient business that doesn't resemble what one person referred to as a 'police state.'"
  • "Scott Vernick, a Fox Rothschild partner whose practice focuses on data security issues, said law firms need to think of themselves as any other business when it comes to security threats. 'To a certain extent, we've always been highly mindful of the confidential nature of client data, but I don't know that that's translated completely to the thinking that we are just like any other business and so we have to think about data security like any other business,/ Vernick said."
  • "Blank Rome has been thinking about this issue, and hired in August a director of information security to develop and run a security management program for the firm. Robert Weaver, Blank Rome's new director of information security, said most programs that follow a standardized method will hit all of a typical client's needs. 'Having said that, law firms have the very unique challenge of having a variety of clients with a variety of needs,' Weaver said. 'So you can't create a one-size-fits-all program and apply it to an entire firm. That's the challenge of doing what's right for everybody and enabling the firm to operate in an effective and efficient manner.'"

Tuesday, March 18, 2014

LSN Magazine Interviews Intapp's Pat Archbold on Turning Risk Into Revenue

Intapp Risk Practice leader Pat Archbold was interviewed by LSN Briefing Magazine on strategies for turning risk management into a revenue enabler. The article explains how firms are creating a shift to a more commercial focus for risk management in legal, and making compliance an integral part of doing better business: "Briefing Industry Interview : From Risk to Revenue" --
  • "Perception around risk is reaching a tipping point. Now far from its days as the ‘deal prevention department’, its increasingly commercial remit may prove the maker (or breaker) of tomorrow’s firm."
  • "Out of an optimised risk function built into the management team, advising both clients and lawyers, will emerge more visible revenue-growing opportunities, says Patrick Archbold, head of the risk practice at Intapp. But while business services people are arming their firms for a reliably uncertain future – one that promises competition on the fiercest terms– knowing how and with what tool is a question manyrisk leaders are pondering."
  • "What firms are now realising, says Archbold, is that risk needs not merely to be reactionary box-ticking but an outward-thinking, integral component of a firm’s strategy. 'To be successful today, risk teams must be recognised as resources that help lawyers figure out how they can or if they should take matters on.' This requires a redefinition of what risk means to law firms and their clients. 'Firms that have built professional staffs to get lawyers through this process prefer the term ‘business acceptance’ as opposed to compliance which, to a lawyer, has negative connotations.'"
  • "The shift to a more commercial outlook lies in how those people helping lawyers take on business look at their data, says Archbold. “A 360-degree view of the client or prospect will allow business acceptance teams to align the firm’s commercial strategy with their legal
See the complete article for more detail and discussion.

Monday, March 17, 2014

ALM on Law Firm Data Security : Client Pressures Growing

ALM's Legal Intelligencer is running an excellent series on information security. Part 1: "Law Firms Face Pressure From Clients on Data Security" --
  • "Forget client service or rate flexibility. If a law firm wants to get, or even keep, business, data security plans are often now the price of admission. Corporate America is increasingly looking to ensure its outside counsel are handling client data just as securely as the clients themselves do."
  • "'As an industry, we are being challenged in ways that we have historically not been by some of our clients and, most notably, our financial services clients,' said Kelley Drye & Warren Chief Information Officer Judi Flournoy...  While data security is important to all clients, Flournoy said those in the financial services industry, for example, are regulated to ensure their vendors are following proper data-security protocols."
  • "Reed Smith Chief Information Officer Gary Becker said many clients in the financial services and health care industry are mandated under federal law to continually review their data security initiatives. 'We're now regulated by our clients," Becker said.'"
  • "Many of those clients have done annual audits of a firm's security policies for years now, but they are starting to increase that review to include quarterly discussions on security policies, Becker said. And it isn't just current clients doing the asking. Many requests for proposals for new matters include 'extensive' sections on security and data protection, Becker said."
  • "Ballard Spahr General Counsel William Slaughter said his firm has had systems in place to ensure client data is secure, but in the past few years has seen more client requests for procedures specific to the clients. That has required the firm to occasionally have to add certain capabilities, such as encryption of email."
  • "John Mullen, head of Lewis Brisbois Bisgaard & Smith's data privacy and network security practice, said he has represented a number of law firms when it comes to data security issues. And he said firms do get breached. Firms aren't doing enough to protect data, Mullen said. 'The short version is, law firms generally speaking don't have the budget and don't have the focus and don't make the allocations to truly protect the data they have,' Mullen said."

Thursday, March 13, 2014

The Laterals are Coming! (On Lawyer Onboarding Best Practices)

We've often highlighted risk and compliance issues tied to lateral hiring. This month's Peer to Peer Magazine from ILTA features an excellent article by Leigh Isaacs, Director of Records & Information Management, and Patricia Sievers, Records manager, at Orrick, Herrington & Sutcliff on practicalities and best practices for successfully navigating a bevy of associated issues: "The Laterals Are Coming! Making Onboarding Easier" --
  • "Our firm has just spent a lot of money and many hours wooing this new partner; the last thing we information governance professionals want to do is tarnish this blossoming relationship by appearing disorganized and unprepared. We also recognize that while we are focused on quick access and efficiency, we must consider the significant risk that surrounds the intake of new client information."
  • "Common questions must be answered: Have the new clients/matters cleared conflicts? What type of information are we receiving, and where should it be imported? How can we ensure we are compliant with the firm’s policies? At Orrick, we have successfully implemented some processes to increase efficiency, minimize costs and mitigate risk during onboarding."
  • "The successful and smooth transition of a new partner’s client(s) into an organization takes pre-planning, interdepartmental collaboration and communication, and a set of tried-and-true protocols, policies, FAQs and checklists that have been made available to all interested stakeholders."
See the complete article for more detail and advice on pre-planning, coordinating cross-functional execution, and leveraging questionnaires and checklists to streamline operations, reduce risk and support prudent information governance.

Tuesday, March 11, 2014

Stoel Rives Taps Intapp Open to Unlock a Fresh Approach to New Business Intake

Stoel Rives, a business law firm with nearly 400 lawyers operating out of 12 offices, has selected Intapp Open to streamline its new business intake processes.

Said Firm CIO, Ryan Schlunz:
  • “New matter intake is an essential business process critical to firm performance, lawyer productivity and client service. After reviewing several options, we selected Intapp Open to enhance our intake process because of the product’s unique combination of features, including its sleek user interface, simple yet flexible process designer, and extensive data integration and quality management capabilities."
  • "We see Intapp as a strategic technology partner, offering innovative software, an ambitious vision, and deep subject matter expertise that will benefit our firm for many years to come."
Added Records Manager, Brian Peachey:
  • "We wanted intake software that would cleanly integrate with our existing software systems, data repositories and business processes, while also allowing non-technical risk administrators to change forms and modify processes quickly, without forced dependency on external consultants. Intapp Open was the clear choice because it was designed with this exact philosophy in mind, by a vendor truly committed to empowering its customers. The software enables us to evaluate new business consistently, apply internal policies and speed matter opening times, without disrupting lawyer productivity or client service."

Today, multiple trends are pressuring firms to improve how they evaluate and engage new business. These trends include clients with increasing expectations, and a risk landscape with evolving regulatory rules, compliance requirements and professional standards. In response, firms are looking to increase the sophistication, efficiency and agility of their business inception and conflicts management processes to enhance internal efficiency, reduce risk and improve lawyer productivity.

Intapp Open delivers a fresh approach to new business acceptance (intake process management and conflicts clearance). It offers unique features, including a flexible business rules engine that enables effective management of practice-specific matter evaluation procedures as well as conflicts clearance practices that may be centralised, distributed among lawyers and practice heads, or both, depending on firm preferences. It doesn't require firms to wrestle with development tools or write a single line of custom code, while providing an architecture that simplifies change management, data integration and system automation.

And, at the same time, For organizations looking to address custom processes, Intapp Open supports the creation and management of additional business workflows, all leveraging a centralized, modern platform.

Visit for more information on how Intapp Open enhances law firm new business intake and workflow management  and to request more information or a demonstration.

Monday, March 10, 2014

Risk News Review (Disqualification Scuffle + ABA on NSA)

"Superior Court reverses Phila. judge’s denial of labor leader’s request disqualifying firm in defamation case" --
  • "A state appellate court panel has found that a Philadelphia judge improperly denied a request by a prominent labor leader seeking to disqualify a city law firm from representing journalists in a lawsuit brought by the plaintiff over claims that he was defamed in news coverage while he was running for elected office."
  • "Dougherty argued that Pepper Hamilton had a conflict of interest because the firm previously represented Dougherty in similar legal matters. Specifically, the firm’s attorneys acted as Dougherty’s legal counsel in a federal investigation involving the U.S. Attorney’s Office in Philadelphia, the appellate opinion states."
  • "Dougherty argued that the firm was privy to confidential communications, advised Dougherty concerning a grand jury subpoena, and was present during a search of his home. He maintained that a conflict of interest exists because the firm intends to pursue numerous discovery requests, including files from the federal investigation, while simultaneously representing the defendants in the defamation case."
  • "In its decision, the Superior Court panel determined that the subject matter of Pepper Hamilton’s prior representation of Dougherty is 'substantially related' to the defamation case, and that a lawyer or lawyers with the firm had previously acquired confidential information from Dougherty, thus creating a conflict."

"Bar Association protests NSA spying" --
  • "The American Bar Association (ABA) last week sent a letter to leaders at the National Security Agency (NSA) expressing concern about reports that the agency’s Australian counterpart had spied on a U.S. law firm working for Indonesia. The agency allegedly offered to share details with the NSA, including 'information covered by attorney-client privilege.'"
  • "The attorney-client privilege is a bedrock legal principle of our free society and is important in both the civil and criminal contexts,” the group’s president, James Silkenat, wrote in the letter. 'The ABA has consistently fought to preserve the attorney-client privilege and opposes government policies, practices and procedures that erode the privilege... The interception and sharing of attorney-client privileged communications by government agencies — or any third party — raises concerns, including chilling the full and frank discussion between lawyer and client that is essential for effective legal representation.'"

Thursday, March 6, 2014

Law Firm Conflicts News & Updates

The ever quotable Bill Frievogel points out several recent conflicts-related decisions of note:
  • "Sunbeam Prods. Inc. v. Oliso, Inc., No. C 13-03577 SI (N.D. Cal. March 4, 2014). Patent infringement action involving 'vacuum packaging technology.' Lawyer represented Company A for some years in vacuum packaging technology cases. In 2006 the plaintiff in this case purchased Company A and merged it into the plaintiff. Because Lawyer now represents the defendant, the plaintiff moved to disqualify Lawyer. In this opinion the court granted the motion. First, the court held that by virtue of the merger the plaintiff is deemed a former client of Lawyer. Second, the court held the representations were substantially related."
  •  "Willoughby v. Willoughby, 2014 Ohio App. LEXIS 728 (Ohio App. March 3, 2014). Trial court denied a motion to disqualify without an evidentiary hearing. The movant appealed on the basis that there should have been a hearing. In this opinion the appellate court ruled that there need not be a hearing in every disqualification proceeding. The court noted Ohio Supreme Court holdings that there must be a hearing in cases where the lawyer in question had moved from a firm on one side of a case to a firm on the other side. This was not such a case. The appellant in this case did not appeal the merits of the denial, just the failure to conduct a hearing."
  • "Spearman v. Morris, 2014 Tex. App. LEXIS 2363 (Tex. App. Feb. 27, 2014). Raising conflict for the first time in appeal brief is too late."
  • "Allen v. Gaus, 2014 Mich. App. LEXIS 376 (Mich. App. Feb. 27, 2014). Legal malpractice case. Family had a claim against Hospital. Hospital was prepared to settle and suggested Family hire Lawyer at Hospital’s expense. Because Lawyer represented Hospital from time-to-time, Lawyer had Family member sign a conflict waiver. After a settlement was approved, Family sued Lawyer. Both the trial court and appellate court, dismissing the case, found that Family could prove no damages. Nevertheless, the appellate court was highly critical of Hospital for injecting its own lawyer to represent Family."
And for those following the situation at the New Jersey Transit Board, comes news of additional developments: "Port Authority chairman hit with ethics complaint by NJ Working Families Alliance" --
  • "A coalition of New Jersey labor and other groups filed a complaint with the State Ethics Commission today charging Port Authority Chairman David Samson with using his position at the bi-state agency to benefit developers and other clients of his law firm."
  • "'This complaint alleges that Samson violated the CIL by using his position as Chairman of the Port Authority to influence decisions of the Port Authority Board of Commissioners that would benefit clients of his law firm, Wolff & Samson PC,' states the complaint, filed by the New Jersey Working Families Alliance, a Democratic-leaning coalition of consumer, environmental and labor groups."
  • "Samson's lawyer, Angelo Genova, issued a statement saying, 'We look forward to a rebutting each and every of the concerns raised in this Complaint in the appropriate forum for resolving these issues.' Genova declined to comment on specifics of the complaint."

Tuesday, March 4, 2014

Risk Roundtables: Philadelphia Scheduled (Singapore a Possibility)

We're pleased to announce our next Risk Roundtable, set for Wednesday, April 9th, at the Philadelphia offices of Blank Rome LLP.
This event will feature a presentation by a renowned legal expert Professor Laurel Terry on choice of law and addressing the challenges firms face with providing services across jurisdictions.

Discussion will explore how firms can grow and enable new business by effectively managing compliance issues associated with taking on matters across jurisdictions (both state and international borders).

As part of the program, we will demonstrate how firms are using business intake, conflicts management and compliance software from Intapp to:
  • Align internal firm practices with overall business strategy
  • Quickly evaluate clients and matters – not only for ethical conflicts but also to ensure business alignment and profitability
  • Comply with client guidelines and terms of business, including e-billing requirements
  • All while speeding matter opening times to drive lawyer productivity (and satisfaction)
These events always provide a forum for IT, risk and management professionals to connect in a collaborative environment.

Attendance is by invitation only and is limited to qualified law firms and personnel. Please contact for more details.

We're also exploring the possibility of an event in Singapore. If your firm is based in that geography, or if you have local colleagues you think would be interested in attending, please drop us a line.

Monday, March 3, 2014

Webinar: Addressing New Information Risk Challenges with Intapp Wall Builder

Intapp's Kathryn Hume writes in with word of an upcoming webinar which will focus on industry confidentiality and information security trends and connect the dots as to how new capabilities and new modules now available for Intapp Wall Builder can enable firms to respond effectively:
  • "Over the past 18 months, we’ve seen growing interest from firms looking to leverage Wall Builder to address a variety of information security and access control challenges (spanning issues from HIPAA compliance, to cloud security, to hacker risk, to client audits)."
  • "We’ll explore these trends and then dive into the significant product enhancements we’ve made to help our Wall Builder customers tackle these risk and compliance challenges."
  • "Today, firms are using new Wall Builder modules and features to improve security by: locking down by practice group or office, monitoring for violations of policy or securing at the document level to protect data privacy without impacting KM."
Discussion topics will include:
  • Trends – New laws, regulations and client requirements on data security and privacy
  • Monitoring – Detecting anomalous or unauthorized activity that violates firm policies
  • Granular Security – Implementing document-level security to protect PII and PHI
  • New Security Models – Locking down entire practice groups, jurisdictions or offices
  • Layering Security – Managing a hierarchy of policies that address overlapping needs
  • Content Security – Content-based security to mitigate the impact of mobile, cloud and hacker risk
Because this event is product-focused, attendance is limited to current Intapp Wall Builder customers. For more information about registering and attending, please contact Kathryn Hume.