Seattle: Meeting Client Specific Information Governance and Retention Requirements

When: May 30, 2019 from 12:00 to 13:30 (PT)

Description

High-profile security breaches, tougher laws, regulations governing data protection and data privacy have led to heightened client awareness of the risks associated with poorly managed information.

Law firms now face more scrutiny about their information governance (IG) policies and procedures than ever before. Request for proposal (RFP) from clients and prospects are requiring detailed information on how firms apply, review and manage IG, while clients’ outside counsel guidelines are making very specific demands about records retention. Audits to assess how firms are enforcing these requirements are also happening more frequently, causing a significant strain on internal resources.

Is your firm making the most of technology to manage client specific IG requirements? Join information governance professionals and technology experts from FileTrail as they discuss challenges and best practices.

This session will cover topics including:

Why information governance is emerging as a cornerstone of effective risk management
Streamlining matter mobility related to lateral hires, departures and client file transfer requests
Defining and implementing firm IG policies
Evaluating and managing compliance with client-specific requirements as defined in RFPs and out-side counsel guidelines
Automating records retention and disposition

We will also explore the intersection of policy, process and technologies, strategies for creating a more comprehensive approach to IT, integrating information technology, records and compliance.

Don’t miss this opportunity to hear from your peers, share your experiences and ask the experts about how both your firm and your clients can benefit from a more proactive approach to information governance.

If you play any role touching IG, and want to help your firm survive and thrive in today’s complex environment, join our conversation.

Speakers

Chuck Barth - Manager of Information Governance and Records, Davis Wright Tremaine LLP

Chuck is a certified Information Governance Professional (IGP) who has accrued 14 years experience in information management within the legal sector. His background in project management and business analysis provides the understanding and tools on how to drive change and champion innovative solutions. Chuck establishes future direction and plans concerning information governance for the firm to meet compliance requirements and improvements based on best practices. In addition to records, he also manages the business intake process and paralegal resources providing quality assurance support for claims counsel and matter mobility.

Darrell Mervau - President, FileTrail

Darrell has been in the forefront of reshaping the information risk management landscape, enabling firms to meet urgent client demands, pass audits and address new compliance rules, with a modern approach to information governance. Looking to automate and manage IG lifecycle, including policy management, document review and disposition — integrating across physical records and electronic repositories — so firms can address OCGs, lateral intake, matter mobility, and client audit response..