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KM and ECM

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ILTA WHITE PAPER: JULY 2015 WWW.ILTANET.ORG Death, taxes and lateral moves by lawyers — they are all inevitable. When lawyers move from one firm to another, they almost always take data gleaned from document management and other systems with them; and compliance and system complexity rarely top their concerns. Offboarding: Managing the Challenge of Attorney Exits About the Author Ben Weinberger, JD is the Chief Strategy Officer at Phoenix Business Solutions. He helps guide the product strategy and direction for this global software and consultancy organization focused specifically on law firm solutions. He has more than 20 years of experience in the strategic development, transformation and direction of IT and operations. Ben previously served as the director of IT and facilities for Bond Pearce Solicitors and has held similar roles at two Am Law 200 firms and at the Los Angeles City Attorney's Office. Contact him at ben.weinberger@phoenixbs.com. About the Author David Malkinson, Director of Professional Services at Phoenix Business Solutions, has more than 15 years of experience providing enterprise content management and knowledge management solutions to law firms. He gives strategic consultancy and design advice and has worked directly with many of the world's leading law firms. Prior to joining Phoenix, David worked for a law firm where he led, managed and delivered a number of infrastructure and application projects. Contact him at david.malkinson@phoenixbs.com. At some point, almost every firm will face the departure of a lawyer moving to another firm, and he or she will take along one or more clients or matters. The technical aspects of how the information related to those clients and matters gets transferred are rarely a concern to the departing lawyer; but, for the IT team, it is a major challenge. Without the right process and procedure in place, it can be a headache. 45

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