Business Intake and Conflicts

Good morning, Business Intake and Conflicts friends,

I look forward to supporting this group and helping to create a space where you can share your challenges, experience and best practices in all topics regarding the Business intake processes at your organizations.  I'm new to this field and personally have a lot to learn but I know a thing or two about building community and bringing people together.  Please invite your teams and peers to join this space.  I encourage you to reply to this "Welcome" post with a bit about yourself, what you hope to gain from this community and what your current "hot project" is.  Welcome!

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Dani LoPiccolo
Burns & Levinson, LLP
Senior Director of Information Governance
Boston MA
Team Coordinator, ILTACON Planning Committee
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Hi:

I'm a conflict coordinator at a mid-size law firm in Boston. I've held this position since 2011. I come to the field of conflicts with more than 20 years of Library research.  My Firm is currently using Aderant for conflicts. We are testing INTAPP & hope to go live with this workflow next month. I'm looking forward to becoming a part of a larger conflict's community.  

Pauline E. Hennrikus

Conflicts Coordinator

D  617.345.3245

phennrikus@burnslev.com 

 

Burns & Levinson LLP 
125 High Street  Boston, MA 02110

P  617.345.3000  |  F  617.345.3299

burnslev.com

 

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Pauline Hennrikus
Burns & Levinson, LLP
Conflicts Coordinator
Boston MA United States
Number of Attorneys: 135
Number of Offices: 4
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Thank you Dani for starting this community! I've been in the legal community for 17 years with a primary focus on conflicts and business intake and a secondary focus in digital file transfer, storage and retention. Looking forward to gaining new perspectives and connecting with professionals in the business intake and conflicts field. My current focus is geared towards implementing agreed upon outside counsel guidelines in order to streamline conflict searching processes. Looking forward to sharing challenges, experiences and best practices!

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Don Harris
Stinson LLP
Senior Business Engagement Manager
Kansas City MO United States
Number of Attorneys: 450
Number of Offices: 12
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Good morning, 

Thank you so much. Happy to be here. 

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Renae Harris
Alston & Bird
New Business Intake Manager
Atlanta GA United States
Number of Attorneys: 900
Number of Offices: 13
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Thanks for starting up this group Danielle.  Desperately needed!  

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Jim Shoemaker
Miles & Stockbridge P.C.
Chief Legal Operations Officer
Baltimore MD United States
Number of Attorneys: 212
Number of Offices: 8
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Thank you for helping creating this community!

It's been a couple of years since I've worked directly with conflicts/business intake. I am looking forward to getting updated on best practices and learn what firms of similar size of mine are doing for business intake. 

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Priscila Martins
Verrill Dana, LLP
Director of Information Governance
Boston MA United States
Number of Attorneys: 140
Number of Offices: 4
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Thanks for starting this group!  Happy to be here.  My firm uses Intapp Conflicts, and I supervise the conflict-checking for new business and lateral hiring.  I've been in Ethics since 2008, prior to that I was a legal research attorney (Judicial Law Clerk) for an appellate court.  Glad to be here!

~Jen

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Jen Hatchett
Honigman LLP
Director of Legal Ethics
Detroit MI United States
Number of Attorneys: 347
Number of Offices: 8
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Thanks for starting the group.  I am eager to hear all discussions.

I am new to business intake and conflicts with 3 years in this field now, but I come with over 20 years of research experience, including extensive company research, at a professional services firm.

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Jodi Cecchi

Stikeman Elliott

Conflicts & Compliance Analyst

Toronto, Ontario

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Jodi Cecchi
Stikeman Elliott LLP
Ethical Wall Coordinator
Toronto ON Canada
Number of Attorneys: 440
Number of Offices: 8
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Hi Danielle.

 

Thank you for creating this special group.  There seems to be a dire need for such a community and I hope we can all make good use of it by exchanging ideas collectively.

 

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Michael King
Arent Fox Schiff LLP
Director Loss Prevention and Office Support
Chicago IL United States
Number of Attorneys: 620
Number of Offices: 8
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Good morning!  Happy to be a part of this group.

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Linda Koonce
Arnall Golden Gregory LLP
Senior Conflicts Analyst
Vanceboro NC United States
Number of Attorneys: 170
Number of Offices: 2
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Hi!  

I manage IT at a mid-size litigation boutique in Chicago.  We recently upgraded our finance, conflicts and case management to Aderant Expert Sierra and Case.  Our case intake procedures are manual and we will be working with Aderant on a case intake workflow next year.  Happy to be a part of this discussion group.

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Kim Wasielewski
Cassiday Schade LLP
IT Operations and Project Manager
Chicago IL United States
Number of Attorneys: 95
Number of Offices: 10
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Hello! Thank you for creating this space. I recently moved to a new firm that uses Aderant, but we are looking into other software. I just left a firm that used 3E/Elite software. I look forward to hearing what other firms are using. I have 2 years Conflicts experience and 20 years Firm library experience. 

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Milner
Porzio, Bromberg & Newman, P.C.
Conflicts Director
Morristown United States
Number of Attorneys: 90
Number of Offices: 5
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Yes, thank you Danielle. 

I'm with a mid-sized firm in Central Pa.  We have two analysts and use Fulcrum's Upfront solution for Business Intake and Conflicts.  Looking forward to getting to know and work with you all. 

- Amy  

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Amy Noll
McNees Wallace & Nurick LLC
Conflicts Analyst
Harrisburg PA United States
Number of Attorneys: 160
Number of Offices: 10
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Thank You Danielle,

I am a Senior Conflicts Specialist at a large firm in Atlanta.   We use Intapp for Business intake in conjunction with Aderant.  We have a team of 8.

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Kai Williams-Slaton
Alston & Bird
Senior Conflicts Specialist
Atlanta GA United States
Number of Attorneys: 900
Number of Offices: 13
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Good morning.  I'm the Director of Risk Management for a mid-sized firm in Wilmington, Delaware overseeing conflicts, ethics, and NBI.  We're currently using an old version of Intapp Open.  I'm looking to upgrade our software and streamline workflow.  Would be happy to chat with any willing participants regarding tips, pitfalls, etc.  Thanks for allowing me to join the group!

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Brian Cunningham
Young Conaway Stargatt & Taylor, LLP
Director of Risk Management
Wilmington DE United States
Number of Attorneys: 105
Number of Offices: 3
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I'm very happy to see this group and look forward to sharing ideas. We're on Elite 3E (since 2008), using their NBI/conflicts and their conflicts report. 

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Elaine Null
Koley Jessen P.C., L.L.O.
Director of Finance
Omaha NE United States
Number of Attorneys: 108
Number of Offices: 1
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