Law Firm Risk Roundtable

Engage. Exchange. Evolve.

Programs connecting the legal risk community


  1. The Impact of the 2013 HIPAA Omnibus Rule on Law Firms

      hipaaThe 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. [Access Webinar]
  2. 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.

    [Recording now online] [1 Hour]
  3. Understanding the ABA 20/20 Ethics Rule Changes

    Presenting in Conjunction with: Carlson & Wolf LLC

    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

    [Recording now online] [1 Hour]
  4. Information Security Trends

    Presenting in Conjunction with: ILTA

    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

    [Recording now online] [1 Hour]
  5. 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, Pat Archbold, head of IntApp’s Risk Practice, discusses:

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

    This webinar is presented in conjunction with Paragon Risk Management Services Ltd.

    [Recording now online] [25 Mins]
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