• OnePlace Risk & Compliance for Legal: Intapp Intake and Intapp Conflicts

Join us to explore how firms effectively leverage OnePlace Risk & Compliance to thoroughly evaluate new business, quickly onboard clients, and easily monitor relationships throughout the client lifecycle. During this webinar, you will hear from our guest speaker and Intapp client, David Monteiro, Senior Manager, Risk and Intake, Goulston and Storrs. Learn how his firm turned their risk and compliance management issues into a competitive advantage with OnePlace Risk & Compliance solutions.

In this forum, we’ll discuss matter evaluation and help you learn to effectively leverage OnePlace Risk & Compliance for risk and compliance management tasks:

  • Streamlining conflicts evaluation and resolution using the interactive conflicts report
  • Learning from Goulston & Storrs’s interactive conflicts report adoption success story
  • Evaluating new matters thoroughly using scoring and sanctions list integrations
  • Monitoring existing matters for changes to key risk data

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Speakers

David Monteiro

Senior Manager, Risk and Intake

Goulston & Storrs

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David Monteiro

Senior Manager, Risk and Intake

Goulston & Storrs

David Monteiro is the Senior Manager of Risk and Intake at Goulston & Storrs. He first joined the firm in 2019 as an Intake and Conflicts Analyst, and was later promoted to Manager of Business Intake and Conflicts before taking on his current role. Prior to working at Goulston & Storrs, Monteiro worked at Foley Hoag for 12 years, most recently as a Conflicts Specialist and Records Supervisor. Monteiro earned a bachelor’s degree in criminal justice from Northeastern University.

Rabiya Hirji

Client Advisory Director
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Rabiya Hirji

Client Advisory Director

Intapp

Rabiya Hirji is the Client Advisory Director at Intapp. She previously served as Senior Risk Consultant at InOutsource, where she advised clients in the development and implementation of new and improved risk management practices and policies. Prior to that, she served as the Director of Risk Management Services for the Office of General Counsel at Akin Gump Strauss Hauer & Feld.

Hirji is a dynamic, resourceful, self-directed strategist with a strong record of implementing effective solutions to manage risk for high-profile firms. As an innovative problem-solver, she consistently uses analytical skills and broad business acumen to provide solutions. Hirji is a motivational and inclusive leader, adept at training and leading staff and project teams to achieve peak performance levels.

Rod Fleck

Client Advisory Director
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Rod Fleck

Client Advisory Director

Intapp

Rod Fleck is the Client Advisory Director at Intapp. He first joined the organization in 2014. He previously served as the Regional Sales Manager at Recommind (2011–2014) and at Metastorm (2007–2011). Fleck received a bachelor’s degree in Computer Science from Lehigh University

Brendan Harney

Senior Product Manager
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Brendan Harney

Senior Product Manager

Intapp

Brendan Harney is a Senior Product Manager at Intapp. Harney joined Intapp in 2021, having previously served as a Product Manager at Miratech. Prior to that, he worked as Saint-Gobain’s Law Department Technology and Operations Administrator. Harney received a bachelor’s degree in English from Saint Joseph’s University.