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, 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.

This session 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 bottlenecks, prevent inadvertent disclosures, and ensure smooth client transitions. Discussion topics include:

• Key ethical and ABA requirements during attorney departures
• Verifying and separating client files, privileged material, and internal firm information
• Efficient, defensible file-review workflows
• Best practices for onboarding incoming attorneys and establishing proper matter setup
• Cross-functional coordination across IG, Risk, IT, and NBI
• Opportunities to align on industry-wide matter mobility standards