Risk Webinars

Intapp Open for Terms of Business Management

Intapp Open for Terms of Business Management

With clients issuing increasingly stringent guidelines, it's critical that firms take their compliance responsibilities seriously. But keeping up with every rule and condition across multiple clients and matters can create significant overhead for lawyers and staff — which translates to real risk.

Intapp Open now provides a structured approach for storing, indexing and enforcing client mandates and other firm requirements, including outside counsel guidelines, engagement letters, and other internal requirements and standards. This session covers:

Key Challenges

  • Centralization and management of client obligations
  • Visibility and cross-functional access to client terms
  • Terms enforcement

Product Features

  • Capture and categorize client terms
  • Provide transparency and accessibility
  • Enforce requirements during matter execution
  • Integrate with key firm systems
  • Report on and analyze client commitments


Building a Business Case for Enhancing Business Acceptance at Your Firm

Building a Business Case for Enhancing Business Acceptance at Your Firm

Improving business acceptance can deliver significant value to law firms – including better financial performance, improved client service, reduced risk, and increased lawyer satisfaction.

But, while the benefits are substantial, getting key stakeholders to agree to investing in change is not always easy. In this session, speakers from three Intapp Open clients discuss how they successfully made the case within their firms, covering topics including:

  • Why their firms decided to make the investment in enhancing New Business Acceptance
  • Why treating intake and conflicts in an integrated manner made sense for them
  • Strategies and approaches they took to make the business case internally and secure buy-in
  • The impact on lawyer efficiency and return on their investment in Intapp Open
Outside Counsel Guidelines

Responding to Outside Counsel Guidelines

In the past five years, outside counsel guidelines ("OCGs") have become more commonplace and more stringent. The legal services world has shifted, as corporations (and their law departments) are being held to stricter budget accountability and risk management standards. Law departments have, in turn, held their external counsel to these same higher standards. In many ways, clients have become the true regulators.

In this session, panelists will explore the evolving OCG landscape and discuss how firms can negotiate and respond to outside counsel guidelines.


  • Gilda Russell - Ethics and Conflicts Counsel, Holland & Knight LLP
  • Mike Guernon - Director of New Business and Conflicts, Orrick, Herrington & Sutcliffe LLP
  • Paul Hurdle - Senior Counsel, McKenna Long & Aldridge LLP
  • Brian Lynch - Director, Risk Practice Group, Intapp, Inc.

Topics Include:

  • Evolution of Outside Counsel Guideline Management
  • Negotiation: Why am I a Vendor Now?
  • Common Characteristics
Who's on First: Conflicts Management for IP Practices

Who's on First: Conflicts Management for IP Practices

At a recent Risk Roundtable, we asked participants which conflicts were most challenging to manage. The response was unanimous: subject matter conflicts associated with IP prosecution and litigation matters.

IP matters bring with them unique, complex challenges and questions, such as:

• Who is the client, an individual inventor or the corporation where he or she works?
• When can a firm file similar patents for two different clients and when is the subject matter too close for comfort?
• Can a firm litigate against a patent that it previously achieved for a former client?

In this webinar, an expert panel will explore strategies and approaches firms are taking to address these issues and provide insights relevant to lawyers, general counsels, conflicts analysts, practice managers and IT leaders.

Anomalies, Hacks, Lateral Moves: Monitor and Address Information Risks

Anomalies, Hacks, Lateral Moves: Monitor and Address Information Risks

New technologies and regulations are forcing law firms to take a serious look at activity monitoring and data loss prevention software.

Client guidelines and security audits mandate that firms have visibility into who does what with their data, new regulations like HIPAA require activity monitoring on personally identifiable information, lawyers increasingly use unsanctioned cloud tools without notifying IT and, with lateral movement on the rise, firm management needs a means to identify unauthorized activity to avert potential problems.

In this session, we will explore how firms can leverage technology to monitor and address information risks. Hear from panelists who will present diverse perspectives, ranging from cyber insurance and regulatory trends to process and technical best practices.


Complying with the

Complying with the "Minimum Necessary" Standard of the HIPAA Privacy Rule

The minimum necessary standard, a key protection of the HIPAA Privacy Rule, mandates that protected health information should be used or disclosed only to satisfy a particular purpose or carry out a particular function. Complying with the minimum necessary standard poses particular challenges to law firms, often forcing them to modify practices for collecting client information and securing it throughout the matter life cycle.

This presentation explains why the minimum necessary standard is important and how it impacts common law firm operations. Suggested processes, procedures and technologies to satisfy compliance obligations will be provided.

Client Information Security Audits

Client Information Security Audits

This webinar presents key client priorities and strategies for effective response, featuring a panel of speakers from Liberty Mutual, Security GRC2 , Bradley Arant and Intapp. Topics will include:

  • Analysis of how the changing regulatory landscape is impacting client expectations
  • Overview of top client information security priorities
  • Explanation of client audit questionnaires, reviews and processes
  • Criticism of common mistakes
  • Best practices and reference information security frameworks
  • Demonstration of technologies available to remediate compliance gaps
The Impact of the 2013 HIPAA Omnibus Rule on Law Firms

The Impact of the 2013 HIPAA Omnibus Rule on Law Firms

The 2013 HIPAA Omnibus Rule has raised the stakes for any law firm that provides services to the healthcare industry. Under the new regulations, law firms that interact with protected health information (PHI) are directly liable for compliance with the entire HIPAA Security Rule and select provisions of the Privacy Rule, including the requirement that uses and disclosures of PHI must be limited to the “minimum necessary” to accomplish an intended purpose.

Managing Litigation Holds

Managing Litigation Holds

Facing the need to effectively manage litigation holds, law firms are increasingly replacing legacy approaches with structured, managed and automated systems. That's because ad hoc and "manage-by-spreadsheet" hold processes don't always provide suitable audit trails and create significant administrative burdens for risk staff, IT and lawyers. Those burdens include managing notifications, securing documents subject to holds and tracking details in a consistent and defensible manner.

In this session, panelists review litigation hold requirements and methods for implementing effective litigation holds. Topics include:

  •     Understanding litigation hold requirements
  •     when to place a litigation hold
  •     What information is affected
  •     Managing litigation holds
  •     Technology solutions


  •     Crystal Adkins - Associate General Counsel, Holland & Knight
  •     Dana Moore - Information Governance Compliance Manager, Foley & Lardner
  •     Mark Lagodinski - Director of Records Management, Sidley Austin
  •     Brian Lynch - Director, Risk Practice Group, Intapp, Inc.
Understanding the ABA 20/20 Ethics Rule Changes

Understanding the ABA 20/20 Ethics Rule Changes

The ABA recently approved changes to the Model Rules of Professional Conduct proposed by the Commission on Ethics 20/20. These changes clarify lawyers' ethical obligations to protect client information, including a requirement for lawyers to achieve a basic understanding of the benefits and risks of relevant technology, such as cloud computing, and to take reasonable steps to safeguard client confidential information, including information in electronic form, against unauthorized or inadvertent access by third parties.

In this webinar, Pat Archbold, Head of Intapp's Risk Practice, and Matt Wolf, Consultant at Carlson & Wolf LLC, review how these rule changes affect lawyers and how law firms can best respond. Topics include:

  •     ABA Model Rule changes
  •     Client pressure
  •     Insurer pressure
  •     Evolution of technology
  •     Response tactics
ILTA Information Security

Information Security Trends

Industry developments continue to raise the profile of risk and compliance issues -- particularly with information security management, where rising client expectations, evolving professional standards and new regulations create new challenges and dangers.

In this session, co-sponsored by ILTA, panelists discuss law firm information security trends, developments and emerging themes, including:

  • Client audits
  • ISO 27001
  • Industry review of the pros and cons of "Open" vs. "Closed" DMS models


  • Tim Golden, Manager, Enterprise Architecture & IT Governance, McGuireWoods
  • Judi Flournoy, CIO, Loeb & Loeb
  • Pat Archbold, Head of Intapp's Risk Practice Group
Paragon Risk Trends

Trends in Law Firm Risk Management

Law firms are investing in confidentiality enhancements in response to drivers including professional rules (ethical screening), tougher client requirements, greater concern about data leakage, and the desire for certifications such as ISO 27001.

In this webinar, which is presented in conjunction with Paragon Risk Management Services Ltd, Pat Archbold, head of Intapp's Risk Practice, discusses:

  • Recent disqualification decisions
  • Insider trading threats
  • Data leakage
  • Confidentiality management software solutions
Insider Risk

Managing Insider Risk

In the past 18 months, surprising stories of lawyer and staff misuse of sensitive client information have dramatically raised the profile of this issue among law firms, clients, regulators and the media. In response, many firms are re-evaluating the policies and protections they have in place to mitigate insider risk.

In this session, panelists will review several methods for dealing with insider risk, including ways to:

  • Encourage professional responsibility
  • Prevent inadvertent access
  • Prevent unauthorized access
  • Track suspicious behavior


  • Adam Hansen - Director, Global Risk/Knowledge/Practice Services, SNR Denton
  • Dan Surowiec - Director of Global Infrastructure, Baker & McKenzie
  • Jeff Lolley - Global Director of Information Security, Hogan Lovells
  • Brian Lynch - Director, Risk Practice Group, Intapp, Inc.
Mergers and Laterals

Managing Mergers and Laterals

Whether stemming from a merger or a sudden influx of partners and lawyers, lateral movement is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk. When firms combine, the potential for conflicts increases dramatically.


  • Adam Hansen - Director, Information Security, SNR Denton LLP
  • Beth Chiaiese - National Director of Loss Prevention, Foley & Lardner LLP
  • Jacqueline Schimmel - Chief Risk Management Officer, Drinker Biddle & Reath LLP
  • Brian Lynch - Director, Risk Practice Group, Intapp, Inc.

Topics Include:

  • Proper due diligence
  • Incoming information management
  • Integrating people and technology
Disqualification Trends

Disqualification Trends

Lateral movement of lawyers is a common occurrence in the modern law firm. When a lateral joins a firm, imputation of conflicts is a serious risk. The 2009 modifications to ABA Model Rule 1.10 marked an important shift in attitudes regarding ethical screening. However, rules vary across states, and law firms must pay close attention to their screening practices to ensure they avoid disqualification.


  • Boyd Sleeth - Associate General Counsel, Reed Smith LLP
  • Gilda Russell - Ethics and Conflicts Counsel, Holland & Knight LLP
  • Richard Clark - Director of Records and Conflicts, Haynes & Boone LLP
  • Brian Lynch - Director, Risk Practice Group, Intapp, Inc.

Topics Include:

  • Case law and lateral hiring standards in various states
  • The emerging trend of vetting summer associates
  • Key components of lateral hire due diligence
Risk Organization

Risk Organization

In this webinar, panelists discuss how their firms organize their internal risk resources to respond to client and regulatory requirements.


  • Ann Ostrander - Senior Director, Firmwide Loss Prevention, Kirkland & Ellis LLP
  • Ed Witt - Director of Conflicts and New Business Intake, Reed Smith LLP
  • Patty Fitzpatrick - Director of Practice Management, Katten LLP
  • Brian Lynch - Director, Risk Practice Group, Intapp, Inc.

Topics Include:

  • The evolving risk landscape
  • Approaches leading firms are taking to respond
  • Recommendations for your firm
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