Client Commitments: Obligation or Opportunity?
OnePlace for Legal Track
In today’s client-empowered era, outside counsel guidelines and other client requirements are more prevalent and more complex than ever before. But with the proper oversight, there’s an opportunity to drive a competitive advantage from OCGs. In today’s leading firms, client terms have become the new cornerstone of the connected firm; providing visibility into those commitments and ensuring compliance can improve your client relationships, separate your firm from the competition, and lead a deeper share of clients’ legal spend. Moderated by Nigel Riley, General Manager of Risk and Compliance Solutions at Intapp, this session will explore the opportunity that exists with holistic terms management and introduce you to OnePlace Risk & Compliance clients who have realized the value of Intapp Terms across the client engagement lifecycle.
Silke Burzle-BrayleyClient Commitments Manager
Client Commitments Manager
Silke Burzle-Brayley is the Client Commitments Manager at Ashurst. She is responsible for all contracts with clients and compliance thereof, including audits carried out by clients. She is also a key stakeholder and risk management approver of new systems (including cloud-based solutions and DLP), and is responsible for Ashurst’s adoption of the new machine learning and AI system for the negotiation and compliance of all contracts with clients. Previously, Burzle-Brayley served as a risk analysist at Dentons.
Anthony E. DavisOf Counsel
Clyde & Co
Anthony E. Davis
Clyde & Co
Anthony E. Davis, Of Counsel for Clyde & Co U.S. LLP’s New York office, is best described as a lawyer’s lawyer. He advises lawyers and law firms in the U.S. and internationally in the areas of professional responsibility, risk management, and every aspect of the law governing lawyers. He is the co-author of RISK MANAGEMENT: Survival Tools For Law Firms (ABA Law Practice Management Section, 3rd edition, with Katie M. Lachter, 2015), the author of numerous scholarly articles, and the author of the bi-monthly Professional Responsibility Column in the New York Law Journal.
Davis is a lecturer in law at Columbia University School of Law, teaching “Professional Responsibility Issues in Business Practice.” He is the former president of the Association of Professional Responsibility Lawyers (APRL), a fellow of the College of Law Practice Management, and a member of the American Law Institute (ALI). Davis received his law degree from Cambridge University, and an Master of Laws from New York University School of Law. He is admitted in New York, Colorado, and as an English barrister and a solicitor (both non-practicing).
Scott GoodwinSenior Analyst
Scott Goodwin has more than 6 years of experience at Aurora North. He joined the company in 2014 as an implementation engineer and later became a business analyst. He currently serves as a sales consultant.
Goodwin specializes in business analysis, business consulting, and professional and software training. He leads Aurora North’s client product education sessions, business analyses, and conflicts training. He has also been key in hundreds of Intapp product implementations. Goodwin has deep knowledge of Intapp Conflicts, Intapp Intake, and Intapp Terms, and has helped clients move from their legacy conflicts systems — such as Legalkey, Aderant, and Enterprise — to Intapp Conflicts.
Michael GuernonSenior Global Director, Intake for Risk and Compliance
Orrick Herrington & Sutcliffe
Senior Global Director, Intake for Risk and Compliance
Orrick Herrington & Sutcliffe
Mike Guernon has been providing Am Law 100 law firms with legal ethics and technology solutions for the past 23 years. He is currently the Senior Global Director of Intake for Risk and Compliance at Orrick, Herrington & Sutcliffe, an international law firm.
Deploying workflows for intake, international compliance (AML, OFAC, etc), lateral hiring, and data management, Guernon has a led a team focused on faster process while keeping pace with ethical requirements. By combining state-of-the-art tools and efficient protocols, Guernon has been able to increase compliance and lessen the administrative burden on attorneys.
Guernon is a frequent presenter to risk training and peer programs, and helped create the Bay Area Conflicts Group, a peer group in the Bay Area. Residing in beautiful Sonoma County, Guernon teaches practical ethics for local paralegal programs. For a change of pace, he referees lacrosse or plays an occasional hockey game.
Guernon holds bachelor degrees in English and political science from Rhode Island College, and a master’s degree in political science from Chico State.
Nigel RileyGeneral Manager, Risk and Compliance Solutions
General Manager, Risk and Compliance Solutions
Nigel leads the risk and compliance solutions business at Intapp. In this role, he is responsible for setting strategy and driving growth for Intapp risk products, which address the unique challenges facing financial and professional services firms. Prior to joining Intapp, Nigel served as COO of JP Morgan Chase’s global conflicts function, where he led strategic and technology initiatives. In all, he spent 15 years working in various technology and COO roles within JP Morgan Chase’s investment banking business in London, Hong Kong, and New York. Nigel earned his bachelor’s degree in history from the University of Birmingham, and holds certification from Pragmatic Marketing.