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How to Capture and Manage Client and Matter Data without Tripping up over Regulation

Time: 08.30 – 10.00, Thursday 20 October 2022

Format: Webinar

No law firm is immune from struggles with file opening, management and closing. In recent years, driven by the move to as-a-service, cloud and data analytics solutions, there is a tendency to view an IT solution as the way to resolve complexities around poor process, data and management.

We hope you can join us for our next collaboration between 3Kites and Kemp IT Law, where we aim to explore the – sometimes secret – workings of a law firm and unpick the mysteries of how IT can help as well as hinder the delivery of legal services.

Register for the webinar here.

08.30 – 08.35 Welcome – Paul Longhurst, 3Kites
08.35 – 08.50: Introduction – 3Kites:

·     key issues/risks that law firms face when considering file opening, management and closing

·     trends

08.50 – 09.05: Commercial and technical aspects – 3Kites:

·      change of business practice within the law firm?

·      challenges of consolidating practice area differences

09.05 – 09.20: Legal and regulatory considerations – Richard Kemp, Partner, Kemp IT Law:

·      AML + KYC + conflicts checks

·      Data for regulators, insurers, etc.

09.20 – 09.35: Data issues – Deirdre Moynihan, Partner, Kemp IT Law:

·      data siloes caused by GDPR + client confidentiality

·      Ts&Cs – data access when data is held by service providers

·      Ts&Cs – return of data on termination of service provider relationships

09.35 – 09.50: Practicalities to consider for data access, retention and extraction3Kites

·     information sources – different formats from different systems

·     data extraction

·     archiving and back-up

·     migrating to a new service provider

09.50 – 10.00: Q&A/discussion
10.00: Session closes

Our panel for the webinar will include savvy IT consultants and IT savvy lawyers who know law firms and the challenges they face.

3Kites is one of the UK’s leading specialist tech consultancy to the professional services sector. Respected for its independence and known for its fresh, straightforward thinking, 3Kites has advised the majority of top 200 UK law firms on a variety of PMS, KM & Case/Matter Management projects. With its unrivalled experience 3Kites consultants advise throughout the project lifecycle, from inception through vendor selection, migration, implementation to go-live and support.

Kemp IT Law is one of the UK’s top tech law firms. With recent experience acting for a wide range of top 200 firms on IT contracts with leading vendors, the firm has deep, relevant sector experience of market practice and what professional services firms need for successful projects delivery.

Together, 3Kites and Kemp IT Law bring an unrivalled wealth of practical experience, insight and guidance to Cloud deals. Join our session to understand what Firms’ senior and IT management need to know to successfully navigate the challenges of these strategically critical projects.



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