No law firm operates exactly like it did several years ago — and nor should it. The business of law is constantly changing, and your firm’s operations and processes should likewise evolve to meet growing industry expectations. This includes updating your process for evaluating and onboarding new clients.

Join Intapp as we host roundtable discussions with your risk and compliance peers across the U.S. We’ll discuss strategies and best practices that leading firms can adopt to address client-driven challenges, including:

• Ensuring compliance with policies and regulations related to employee financial interests.
• Performing holistic assessments—key questions, metrics, and data sources
• Streamlining lateral onboarding
• Leveraging external data to provide early indicators of potential issues
• Executing AML / KYC assessments—key questions, metrics, and data sources
• Utilizing technology (AI) to help mitigate risk

Details about the dates, times, and locations of these roundtable sessions can be found below. Register today to attend one of these sessions.

We hope to see you there!