• Guidelines, Terms, and Client Compliance: From Budgeting to Billing, Risk to Revenue​

As firms increasingly report compliance as the leading culprit of revenue and profit erosion, strategic workflows and purpose-built solutions have become more important than ever. In this session, we’ll deliver an insightful discussion around compliance as it relates to pricing, resourcing, time recording, and billing cycles for your clients and matters.​

​Together with our expert partners, we will:​
– Explore the range of compliance activities and learn how compliance affects the matter lifecycle​
– Share real-world stories of compliance, validation, and enforcement, and introduce tools and solutions that generate an integrated and automated experience​
– Offer best practices and guidance on achieving better compliance throughout the matter lifecycle, from pricing through billing

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Speakers

Devin O'Leary

Practice Group Leader, Operations and Finance
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Devin O'Leary

Practice Group Leader, Operations and Finance

Intapp

Devin serves as a subject matter expert and advisor for both clients and the business, leveraging his extensive knowledge and experience working with dozens of firms on financial and operational projects.

Devin has almost 20 years of experience consulting to legal and professional service firms and has assisted in the build and delivery of financial management systems.

David Robinson

Time Practice Lead

Aurora North

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David Robinson

Time Practice Lead

Aurora North

David Robinson heads Aurora North’s Time practice. With nearly 30 years of time management and integration experience, few have contributed more to the advancement of time recording technology than Robinson. Over his extensive career, he has played significant leadership roles in the development of multiple time recording products including Intapp Time, Time Builder, Carpe Diem, and APS DTE. Today, Robinson applies his unique perspective and skill to help clients succeed with their time software implementation, adoption, upgrade, and cloud migration projects.

Brad Messerich

Practice Group Leader, Legal Operations & Finance
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Brad Messerich

Practice Group Leader, Legal Operations & Finance

Intapp

Brad Messerich brings more than 15 years of legal technology experience to his role of Practice Group Leader for the Legal Operations & Finance business unit at Intapp. Prior to joining Intapp, Messerich assisted a wide variety of professional service firms and corporations with digital transformation projects including financial management system migrations, CRM deployments, and workflow automation. Messerich graduated from St. John’s University and lives with his family in Minnesota.

Ian Lauwerys

Client Advisory Director
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Ian Lauwerys

Client Advisory Director

Intapp

Ian Lauwerys is a Client Advisory Director in the Solutions Advisory Group at Intapp. In this role, Lauwerys helps our Intapp Time and Intapp Pricing clients get the most of their investment and support their strategic aims. Lauwerys is based in the U.K. and has spent 25 years in senior IT leadership roles at several U.K. and global law firms. During his tenure at those firms, he led numerous large-scale projects involving firm leaders, lawyers, IT, finance, and other business functions, introducing new technologies and driving change in support of business growth and improved profitability.

Shishir Shetty

COO

Wilson Allen

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Shishir Shetty

COO

Wilson Allen

Shishir Shetty is responsible for the day-to-day business operations at Wilson Allen and helping to ensure the company delivers on its internal goal of improved financial and operational efficiency. In 2016, he was promoted to Vice President of Technology Services with responsibility for the services and solutions delivered to Wilson Allen’s clients, particularly within the Elite and Intapp platforms. He was instrumental in the development and launch of Wilson Proforma Tracker software.

Shetty joined Wilson Allen in 2012 as Senior Director of 3E Client Services with responsibility for the company’s technical and application specialists. In this role, he was instrumental in establishing Wilson Allen’s partnership with Intapp.

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