Monitoring and risk scoring coffee break demo

June 2, 2020 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. GMT

Performing client and matter due diligence is essential before opening a new client or matter; however, continuing to understand any changes to financial, strategic, or reputation risk as that business evolves is equally important. This session will cover best practices around monitoring for and alerting to changes to a client or matter.

Speakers

Eric Nerland

Practice Group Leader, Risk and Compliance
View bio

Eric Nerland

Practice Group Leader, Risk and Compliance

Intapp

Eric Nerland is a Risk Practice Leader for Intapp Client Services. Eric has held several roles in his time at Intapp, including leading product management for business acceptance and risk products. Prior to joining Intapp, Eric spent 13 years in strategic roles at Thomson Reuters focused on serving professional service organizations in risk and compliance.

James Edwards

Technical Customer Success Director
View bio

James Edwards

Technical Customer Success Director

Intapp

James is the Customer Success Director for Intapp Intake, Conflicts, and Terms. James joined Intapp in 2012 following an extensive career in the legal field, having worked over 15 years at various firms including Squire Patton Boggs, Jones Day and Baker Botts. Throughout his time in the industry, James has focused upon the area of risk management with specialization in new client intake and conflicts management. During his tenure at Squire, James managed a team of over 80 risk professionals and undertook the implementation of firm-wide policies and practices for intake, conflicts, anti-money laundering, audit letter response, regulatory compliance, records management and docketing.

Time & date

June 2, 2020 | 9 - 9:30 a.m. PT / 12 - 12:30 p.m. ET / 5 - 5:30 p.m. GMT

Contact UsContact Us

Request information about Intapp solutions and services

  • By submitting this form, I confirm that I have read and agree to the Privacy Statement.
  • This field is for validation purposes and should be left unchanged.
Request DemoRequest a demo

Request a demo

  • By submitting this form, I confirm that I have read and agree to the Privacy Statement.
  • This field is for validation purposes and should be left unchanged.