• Integrating Processes: Modernizing Lateral Onboarding

What if you could manage your lateral partner onboarding lifecycle — from recruiting to conflicts review to intake — in a collaborative, automated environment? What if the result were vastly improved speed and efficiency of conflicts clearance, partner review, and client and matter onboarding, resulting in a positive experience for incoming partners and their clients? What if these improvements left your firm more time to focus on integrating and setting up new partners for success? Join us to discuss how firms are building competitive advantage by modernizing their lateral onboarding processes.

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Speakers

Bryn Bowen (Moderator)

Practice Group Leader, Legal Risk
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Bryn Bowen

Practice Group Leader, Legal Risk

Intapp

Bryn Bowen is a Practice Group Leader for the Legal Risk team at Intapp. He has experience in legal industry risk management, information governance architecture, information management and process redesign, strategic planning, knowledge and research source structuring, data conformation, data mapping, software implementation, and retention and defensible disposition. Bowen is also a Board Member of the Certified Information Governance Officers (CIGO) Association, an international certifying organization for global information governance (IG) professionals.

Meredith Williams-Range

Chief Knowledge and Value Officer

Shearman & Sterling

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Meredith Williams-Range

Chief Knowledge and Value Officer

Shearman & Sterling

Meredith L. Williams-Range is Shearman & Sterling’s Chief Knowledge & Value Officer. She oversees global strategy in conflicts, governance, new business intake, records, legal project management, knowledge management, and research services. Williams-Range is widely recognized as a leading authority in innovation and the practice of law changes for the legal field, and is a frequent presenter and author.​​

Judy H. Berman

Director, Global New Business Intake and Information Management

Shearman & Sterling

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Judy H. Berman

Director, Global New Business Intake and Information Management

Shearman & Sterling

Judy Berman manages the Shearman & Sterling’s  conflicts department as well as the firm’s new business intake process and records department. Recently, she has focused on information governance and data quality in the context of Shearman’s data analytics program. Berman previously worked as Conflicts Manager at Dewey Ballantine, and at Thomson West — first as a Westlaw account representative and later as an account executive. She began her career practicing law at Graubard Mollen Horowitz Pomeranz & Shapiro. Berman earned her bachelor’s degree in political science and history, summa cum laude, from Stern College for Women of Yeshiva University, and her J.D. from New York University School of Law.

Brian Conway

Senior Director, Solution Management, Marketing and Business Development Practice
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Brian Conway

Senior Director, Solution Management, Marketing and Business Development Practice

Intapp

Brian Conway is responsible for driving the solution strategy and roadmap for OnePlace Marketing & Business Development with specific focus on client and legal market needs. He has more than 15 years of experience advancing CRM and marketing automation as growth drivers for corporations and Am Law firms. Prior to joining Intapp, Conway led the technology and operations teams at Gartner, and more recently as an Intapp client at McDermott Will & Emery. He received a bachelor’s degree in business administration from the College of Charleston.

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