BEGIN:VCALENDAR VERSION:2.0 PRODID:-//swoogo.com//NONSGML kigkonsult.se iCalcreator 2.41.90// CALSCALE:GREGORIAN UID:65353133-3637-4236-a235-383437303262 BEGIN:VEVENT UID:bd22c6a803fda66f201c86264fa8106e8d226b55@swoogo.com DTSTAMP:20260420T004030Z DESCRIPTION:Attorney transitions create a rapid flow of data into and out o f firms—and without clear verification standards\, the risks are high. Eth ical duties\, ABA requirements\, client directives\, privileged content\, and internal firm materials must all be identified and handled correctly\, yet matter mobility remains one of the least standardized and most error- prone processes in legal operations.\n\nThis session provides practical\, defensible frameworks for managing data during attorney onboarding and off boarding. Speakers will outline how information governance\, risk\, IT\, a nd intake teams can work together to reduce bottlenecks\, prevent inadvert ent disclosures\, and ensure smooth client transitions. Discussion topics include:\n\n * Key ethical and ABA requirements during attorney departures \n * Verifying and separating client files\, privileged material\, and int ernal firm information\n * Efficient\, defensible file-review workflows\n * Best practices for onboarding incoming attorneys and establishing proper matter setup\n * Cross-functional coordination across IG\, Risk\, IT\, an d NBI\n * Opportunities to align on industry-wide matter mobility standard s\n  DTSTART:20260309T170000Z DTEND:20260309T180000Z LAST-MODIFIED:20260420T004030Z LOCATION:Room 405.1 SEQUENCE:0 STATUS:CONFIRMED SUMMARY:Managing Matter Mobility - Setting Defensible Rules for Data Leavin g or Entering the Firm TRANSP:OPAQUE X-ALT-DESC;FMTTYPE=text/html:

Attorney transitions create a rapid flow of data into and out of firms—and without clear verification standards\, the risks are high. Ethical duties\, ABA requirements\, client directives\, p rivileged content\, and internal firm materials must all be identified and handled correctly\, yet matter mobility remains one of the least standard ized and most error-prone processes in legal operations.

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This se ssion provides practical\, defensible frameworks for managing data during attorney onboarding and offboarding. Speakers will outline how information governance\, risk\, IT\, and intake teams can work together to reduce bot tlenecks\, prevent inadvertent disclosures\, and ensure smooth client tran sitions. Discussion topics include:

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BEGIN:VALARM UID:63333435-6661-4966-a436-313166306366 ACTION:DISPLAY DESCRIPTION:Attorney transitions create a rapid flow of data into and out o f firms—and without clear verification standards\, the risks are high. Eth ical duties\, ABA requirements\, client directives\, privileged content\, and internal firm materials must all be identified and handled correctly\, yet matter mobility remains one of the least standardized and most error- prone processes in legal operations.\n\nThis session provides practical\, defensible frameworks for managing data during attorney onboarding and off boarding. Speakers will outline how information governance\, risk\, IT\, a nd intake teams can work together to reduce bottlenecks\, prevent inadvert ent disclosures\, and ensure smooth client transitions. Discussion topics include:\n\n * Key ethical and ABA requirements during attorney departures \n * Verifying and separating client files\, privileged material\, and int ernal firm information\n * Efficient\, defensible file-review workflows\n * Best practices for onboarding incoming attorneys and establishing proper matter setup\n * Cross-functional coordination across IG\, Risk\, IT\, an d NBI\n * Opportunities to align on industry-wide matter mobility standard s\n  TRIGGER:-PT15M END:VALARM END:VEVENT END:VCALENDAR