Recorded Demonstrations & Webinars

Law firms are investing in confidentiality enhancements in response to drivers including professional rules (ethical screening), tougher client requirements, greater concern about data leakage, and the desire for certifications such as ISO 27001.

In this webinar, Pat Archbold, head of IntApp's Risk Practice, discusses:

• Recent disqualification decisions
• Insider trading threats
• Data leakage
• Confidentiality management software solutions

This webinar is presented in conjunction with Paragon Risk Management Services Ltd.

In the past 18 months, surprising stories of lawyer and staff misuse of sensitive client information have dramatically raised the profile of this issue among law firms, clients, regulators and the media. In response, many firms are re-evaluating the policies and protections they have in place to mitigate insider risk.

In this session, panelists will review several methods for dealing with insider risk, including ways to:

• Encourage professional responsibility
• Prevent inadvertent access
• Prevent unauthorized access
• Track suspicious behavior

Speakers:

• Adam Hansen - Director, Global Risk/Knowledge/Practice Services, SNR Denton
• Dan Surowiec - Director of Global Infrastructure, Baker & McKenzie
• Jeff Lolley - Global Director of Information Security, Hogan Lovells
• Brian Lynch - Director, Risk Practice Group, IntApp, Inc.

In the past five years, outside counsel guidelines ("OCGs") have become more commonplace and more stringent. The legal services world has shifted, as corporations (and their law departments) are being held to stricter budget accountability and risk management standards. Law departments have, in turn, held their external counsel to these same higher standards. In many ways, clients have become the true regulators.

In this session, panelists will explore the evolving OCG landscape and discuss how firms can negotiate and respond to outside counsel guidelines.

Speakers:

• Gilda Russell - Ethics and Conflicts Counsel, Holland & Knight LLP
• Mike Guernon - Director of New Business and Conflicts, Orrick, Herrington & Sutcliffe LLP
• Paul Hurdle - Senior Counsel, McKenna Long & Aldridge LLP
• Brian Lynch - Director, Risk Practice Group, IntApp, Inc.

Topics Include:

• Evolution of Outside Counsel Guideline Management
• Negotiation: Why am I a Vendor Now?
• Common Characteristics

Whether stemming from a merger or a sudden influx of partners and lawyers, lateral movement is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk. When firms combine, the potential for conflicts increases dramatically.

Speakers:

• Adam Hansen - Director, Information Security, SNR Denton LLP
• Beth Chiaiese - National Director of Loss Prevention, Foley & Lardner LLP
• Jacqueline Schimmel - Chief Risk Management Officer, Drinker Biddle & Reath LLP
• Brian Lynch - Director, Risk Practice Group, IntApp, Inc.

Topics Include:

• Proper due diligence
• Incoming information management
• Integrating people and technology

Lateral movement of lawyers is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk. The 2009 modifications to ABA Model Rule 1.10 marked an important shift in attitudes regarding ethical screening. However, rules vary across states, and law firms must pay close attention to their screening practices to ensure they avoid disqualification.

Speakers:

• Boyd Sleeth - Associate General Counsel, Reed Smith LLP
• Gilda Russell - Ethics and Conflicts Counsel, Holland & Knight LLP
• Richard Clark - Director of Records and Conflicts, Haynes & Boone LLP
• Brian Lynch - Director, Risk Practice Group, IntApp, Inc.

Topics Include:

• Case law and lateral hiring standards in various states
• The emerging trend of vetting summer associates
• Key components of lateral hire due diligence

In this webinar, panelists discuss how their firms organize their internal risk resources to respond to client and regulatory requirements.

Speakers:

• Ann Ostrander - Senior Director, Firmwide Loss Prevention, Kirkland & Ellis LLP
• Ed Witt - Director of Conflicts and New Business Intake, Reed Smith LLP
• Patty Fitzpatrick - Director of Practice Management, Katten LLP
• Brian Lynch - Director, Risk Practice Group, IntApp, Inc.

Topics Include:

• The evolving risk landscape
• Approaches leading firms are taking to respond
• Recommendations for your firm

In this webinar, panelists review current professional rules and new case law developments supporting the need to enhance law firm ethical screening and confidentiality management practices.

Speakers:

• Lucian Pera - President, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP
• Deborah Jeffrey - Partner, Professional Services Practice Group, Zuckerman Spaeder LLP
• Pat Archbold - Head of Risk Practice, IntApp, Inc.

Topics Include:

• Confidentiality News & Updates
• Screening Rules & Case Law Requirements
• Mapping Requirements to Firm Practices
• The Role of Technology

In this webinar, panelists discuss the ABA changes to Rule 1.10 that enable law firms to screen conflicted lateral hires without having to obtain client waivers.

Speakers:

• Lucian Pera - President-Elect, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP
• Deborah Jeffrey - Partner, Professional Services Practice Group, Zuckerman Spaeder LLP
• AnneMarie Davine - Managing Director, Marsh
• Pat Archbold - Head of Risk Practice, IntApp, Inc.

Topics include:

• History and drivers of the ABA Rule 1.10 Change
• Defined screening enforcement, notification and tracking requirements
• Enforcement, notification and acknowledgment tracking technology
• Insurance industry perspective on firm risk management response