Chris Fritsch, J.D.

During the Law Society’s Anti-Money Laundering and Financial Crime Online Conference, speakers — including Daragh McLaughlin, EMEA Risk Practice Group Leader at Intapp; Sam Suri, Director at Silver Badge Consulting; and Muriel Marseille, Director of Risk and Compliance and Deputy MLRO at Ashurst — discussed how technology can support your firm’s risk assessment processes, helps users collate and review necessary client information, and evaluate the impacts of risk scoring and active risk monitoring across the client matter lifecycle.

Watch this on-demand video to learn how your firm can streamline risk assessment, AML, and customer due diligence:

• Understand today’s AML and CDD challenges, and the benefits of risk scoring and risk management throughout the client matter lifecycle
• Learn how OnePlace Risk & Compliance can help your firm manage its AML and financial crimes process, including integration with widely used external data sources, as well as review, escalation and approvals
• Manage client interaction portals to streamline the process and gather relevant information and documents

Join us for Part 3 of this four-part series, examining some of the top issues that can lead to “Epic CRM Fails.” You’ll hear from experienced marketing and business development consultants and in-house professionals sharing real-life stories of how they faced — and overcame — these obstacles. You’ll benefit from their learning experiences without having to go through them yourself. Speakers will also share actionable ideas and best practices for success.

The rapid adoption of Microsoft Teams during the pandemic created a number of governance, lifecycle management, and user experience challenges unique to law firms.

Join Intapp leaders in this product briefing to learn how we’re working with firms to solve these challenges while also delivering a framework for truly unified matter-centric workspaces within Microsoft Teams.

Too often we hear about the challenges of engaging partners and lawyers in business development – and yet it doesn’t need to be that way. 

Your firm’s partners and professionals are like pilots — they need good visibility, accurate data, and instrumentation to work effectively. 

Start enabling your firm’s “pilots” with the data, tools, and insights they need to grow their practices and improve client experiences. Hear from former law firm practitioners who’ve dealt with these challenges head on. Understand what types of critical information lawyers want — and what formats they need — and give them the visibility and confidence they need to soar to new business development heights. 

In this session, we’ll help you chart your flight plan:

• Shifting the mindset about how to best enable business development for lawyers 
• Sharing a framework for developing lawyer-centric solutions that attendees can begin using immediately within their own firms 
• Demonstrating, with real-world examples, the power of a well-calibrated partner/lawyer cockpit

Although most AI and machine learning (ML) research in the legal domain focuses on problems related to the practice of law, AILBIZ — the International Workshop on A.I. for Understanding the Legal Business — introduces the research community at International Conference on Artificial Intelligence and Law to a different aspect of interesting problems, primarily related to the business side of the legal practice. AILBiz intends to open a space for researchers — both experienced and newcomers — to participate in discussions, exchange ideas, and collaborate around a specific set of problems in which AI/ML solutions have the potential to drive profound transformation within this global multimillion-dollar industry.

Firms face significant administrative and compliance overhead as they manage compliance with the E.U. Anti-Money-Laundering legislation. Firms often address potential concerns — risk assessments, verification of UBOs, directors, PEPs, revalidation — using semi-manual processes, external data sources, and data rekeying data.

But there’s a better way: OnePlace Risk & Compliance provides flexible, complete management of client and matter onboarding as well as complete due diligence processes with a full audit trail.

Long before the COVID-19 pandemic forced businesses into new ways of operating with a largely — and newly — remote workforce, a push toward the cloud was well underway: Prior to 2020, 88% of organizations had started the transition to cloud. But the events of 2020 amplified dynamics already at play and created new urgency for an accelerated digital transformation for many.

Management consulting and IT services firms have an unparalleled opportunity to provide full end-to-end strategy and delivery services for businesses looking to move to the cloud. Finding and onboarding the right advisory talent is key to this execution. But to what extent does a consulting firm’s own cloud strategy and IT infrastructure impact its ability to attract and retain that talent? And do firms that drink their own proverbial Champagne do a better job attracting and retaining clients?

Join an expert panel with leaders from Intapp and Beecher Reagan on Thursday, June 24, as we discuss two key considerations for cloud: How to create a connected, cloud-first firm, and how to recruit the best cloud consulting talent to help your clients make their own moves to the cloud.

In this session, we’ll delve into the art and science of change management, discuss adoption strategies, and illuminate the behaviors and attitudes of your CRM target audience. We’ll help you translate these insights into practical strategies for driving adoption and achieving success.

Our experts will discuss a variety of topics:

• Identifying the adoption dilemma and understanding how it manifests
• Digging into the science of change management to build a compelling CRM adoption and communications strategy
• Creating a system you can tailor to professionals’ specific needs — and encouraging them to use it

Join us to learn how OnePlace Marketing & Business Development, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.

• Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships
• Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs
• Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact

Join us for the relaunch of the Intapp community for OnePlace client development. At this event, you’ll connect with your peers and learn alongside others who leverage the OnePlace client development solution.

In this session, our panel will discuss and share details on the following key initiatives:

• Future updates to OnePlace client development solution
• Our development roadmap for the rest of 2021
• Our new Intapp Community portal
• Tips and tricks for enhanced List Builder and List Contributor features