DOWNLOAD: Declaring Digital Documents As Records
Responsibilities in law firms are changing, so when it comes to client intake, conflicts checks, and IG / records management, whose job is it? Given the complexity of current compliance standards, these functions are shifting to the responsibility of dedicated loss prevention and risk teams. In this article, we will dissect this trend and discuss […]
DOWNLOAD: Shifting Risk Roles: New Business Intake, Conflicts, Records and Information Governance
Responsibilities in law firms are changing, so when it comes to client intake, conflicts checks, and IG / records management, whose job is it? Given the complexity of current compliance standards, these functions are shifting to the responsibility of dedicated loss prevention and risk teams. In this article, we will dissect this trend and discuss […]
DOWNLOAD: Lateral Attorney Hires Managing Conflicts and Assessing Risk
To stay competitive, firms are aggressively recruiting experienced and well-trained talent to grow their firm. Today, fast and efficient conflicts management is critical to effective lateral hiring Unfortunately, many firms do not have well-defined protocol to perform a confidential conflicts due diligence. Read more for advice and best practices on enhancing this crucial risk management […]
DOWNLOAD: Lateral Attorney Hires Managing Conflicts and Assessing Risk
To stay competitive, firms are aggressively recruiting experienced and well-trained talent to grow their firm. Today, fast and efficient conflicts management is critical to effective lateral hiring Unfortunately, many firms do not have well-defined protocol to perform a confidential conflicts due diligence. Read more for advice and best practices on enhancing this crucial risk management […]
DOWNLOAD: Managing Information Risk Before Law Firm Mergers Begin
If a law firm is contemplating merging with another firm, it is essential they have infrastructure in place to safeguard client information prior to making any moves. It is impossible to protect client information unless you know where it exists. Firms that have established designated repositories to store client matter information are in an advantageous […]
DOWNLOAD: Creating an Effective Law Firm Records Retention Policy
Establishing a prudent and effective records retention policy is not a small task. While this work is vital to a defensible policy, standardizing your approach and getting your firm’s risk management resources, IT and records departments, and attorneys on board is likely the piece of this project that will take the most time. While some […]
DOWNLOAD: Ethical Walls and Confidentiality Screens Not Just for Conflicts
Historically, law firms implemented most ethical walls and confidentiality screens in response to an identified potential conflict between existing and former clients in new representations. Evolving legal requirements surrounding client confidentiality and data privacy concerns are among the risks forcing law firms to re-evaluate their technology infrastructure and policies for securing client matter information subject […]
DOWNLOAD: How to Successfully Update New Business Intake
New Business Intake is critical to firm business performance because it directly impacts profitability. It’s the moment when firms identify and resolve possible conflicts of interest, decide which clients best match business objectives, and initiate other risk-related processes. A unique nexus, the process engages almost all departments across the firm: lawyers and their assistants input […]
DOWNLOAD: Centralize Your Conflicts of Interest
Your firm’s attorneys are often kept from starting work with a new client because of dozens of pages of potential conflicts. Many law firms send that huge report to the requesting attorney and hope for the best, but there is a better way. Originally published by ILTA, the article explores the benefits of centralizing conflicts […]
DOWNLOAD: Staffing for Modern Information Governance
Nancy Beauchemin, CRM, gives guidance to law firms on how to support Information Governance initiatives in her recent article, written for Bloomberg BNA. “We’re in a new age of information governance, one that challenges traditional processes, structures and personnel.” Determining what IG means for a specific law firm, however, can be challenging as drivers such […]
