Conflicts Clearance. Conflicts clearance is the careful and ongoing analysis of potential conflicts of interest between the firm’s lawyers, clients, and related parties. Proper conflict management is based on scrupulous procedures, a comprehensive and accurate database of party relationships, and a conflicts report that facilitates decision making.

Docket/Calendar. Missing an important deadline is likely to cause a problem. Missing a statute is likely to mean a malpractice claim. Calendar-related errors are the leading cause of malpractice claims. With the proper oversight, the right docket/calendar system can reduce risk for the firm and its lawyers.

Information Security. Protecting client and firm information is an increasingly important task in today’s highly regulated business environment. Federal, state, and international mandates mean a law firm must have the right security, confidentiality, and privacy safeguards in place. Carefully constructed ethical walls and other information security measures helps the firm manage risk, direct its lateral hiring practices, and comply with client and regulatory requirements.

Baker Robbins & Company Services: 

• Assess conflicts, docket and ethical wall policies and workflows
• Design innovative conflicts reports and workflows to reduce time to open new matters
• Review and maximize process efficiencies with our Workflow Modeling technique
• Manage system change and user adoption