The 2009 Law Firm Risk Management Survey report has been completed and is currently being distributed to all participants and Risk Roundtable members.

The survey explores several risk areas including policies and education, new business intake practices, lateral hiring and departures, confidentiality management, and compliance tracking and verification. Over 600 risk professionals from the 250 largest US-based and the 30 largest Canadian-based law firms were invited to take the survey. Over 100 firms participated.

For information about future participation or to request a copy of the 2009 report, please contact: info@riskroundtable.com

Risk Roundtable Meetings:

How Advanced Technology is Transforming Risk Management for Law Firms

Dates:
Tuesday, May 18 (Philadelphia)
Wednesday, May 19 (New York)

Time: 11am - 1pm (Lunch Provided)

Over the past 12 months, several developments have raised the profile of risk management and compliance issues related to information management in law firms. This heightened focus results from the increased need to secure information, stricter penalty enforcement for non-compliance and the continued economic pressure to drive new business.

From conflicts and intake, to email and records, to confidentiality management, firms are under increasing pressure to examine and update their response strategies. This session will provide law firm General Counsel, Loss Prevention Directors, and Conflicts and Risk Management stakeholders with key understanding of the role of technology in achieving compliance and mitigating risk.

This Session Will Explore Topics Including:

• Current risks tied to common firm information and data lifecycle management practices

• Evolving industry rules, case law and standards for ethical screening and client confidentiality

• Mitigating risk associated with intake, conflicts and records through the use of Meaning Based Computing technology

• The role of technology in mitigating email risk through Email Management tools that deliver new levels of automation and protection

Speakers:
Join Pat Archbold, head of IntApp's Risk Practice Group, Nancy Beauchemin, president of InOutsource, and Autonomy iManage to explore industry challenges and how technology can be applied to protect law firms in the changing legal landscape.

To Attend:

Attendance is by invitation only. Please contact info@riskroundtable.com for more details.

Risk Roundtable Webinar:

Understanding New Ethical Screening Rules, Requirements and Case Law

Date: Friday, March 26, 2010
Location: Online Webinar
CLE Credit: Pending

This webinar will review current professional rules and new case law developments supporting the need to enhance law firm ethical screening and confidentiality management practices.

In the past year, several changes have raised the profile of confidentiality and risk management issues related to information management at law firms. These include the ABA's modification of Model Rule 1.10 to enable the unilateral ethical screening of conflicted lateral attorneys, increasing client interest in firm practices and standards, and expanding regulatory pressures for firms operating both domestically and internationally.

This Session Will Explore Topics Including:

• Current US screening rules and requirements

• New and evolving case law

• Law firms response stratagies, including the role of technology in achieving compliance and mitigating risk

Panel:

Lucian Pera -- President, Association of Professional Responsibility Lawyers (APRL); Partner, Adams and Reese LLP

Deborah Jeffrey -- Loss Avoidance Partner, Zuckerman Spaeder LLP

Pat Archbold -- Head of Risk Practice, IntApp, Inc.

To Attend:

Attendance is by invitation only. Please contact info@riskroundtable.com for more details.