Monitoring and risk scoring coffee break demoJune 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.
Eric NerlandPractice Group Leader, Risk and Compliance
Practice Group Leader, Risk and Compliance
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 EdwardsTechnical Customer Success Director
Technical Customer Success Director
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.