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.

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