Aon Risk Solutions' Professional Services Group is the world's largest provider of insurance brokerage and risk advisory services to medium, large and global professional services firms. Aon’s Law Firm Advisory Team, which is part of the Professional Services Group, offers a full range of management consulting services, including mergers & acquisitions (M&A) consulting, strategic planning, financial management, partner compensation consulting, and succession planning to its medium and large law firm clients in the U.S., Canada and the U.K. This enhanced service offering will support clients through all stages of their business lifecycle.

Fulcrum Legal Solutions helps you gain efficiency and maximize value with your current processes, resources and technology, while building strategies for the future. We work as a team, taking care of the nuts and bolts while freeing up your time to build your business.Fulcrum works with law firms, insurance companies and legal service companies. We offer advisement on business processes, strategic software solutions, risk assessment on current/prospective clients, and updates to your conflict process. Fulcrum Legal Solutions has extensive experience in risk management within top international law firms for the past 15+ years. Our background is in both leadership and rank and file positions. We use our real life experience, knowledge and thorough understanding of all facets of risk management and law firm economics to bring value and benefit to our clients.

Lateral Integration and Special Projects.Understand legal conflicts, related ethical rules, current developments and requirements to properly analyze and evaluate conflicts reports.Identify possible business and risk policy issues, pending laterals, and matters against significant clients.Communicate with lateral attorney candidates to obtain complete and accurate client and related parties’ information to distinguish portable and non-portable business. Administer the conflicts review process and resolve potential conflicts. Conduct data analysis and research using various electronic databases.Full business clearance/review of all ethical, business and financial conflicts.Skills:Extensive research experience with Legal Key, LexisNexis Corporate Affiliations, Workflow, Dun & Bradstreet Portal, Dun & Bradstreet Family Tree Finder, LawDrill, Interwoven DeskSite, and LMS databases.

Supervise two teams of employees including Conflicts and Intake.Responsible for managing Conflicts, Intake and Records firm wide in Director’s absence.Implement and train employees on new processes regarding all aspects of Conflicts and Intake. Manage and assign all daily workflow of all incoming conflict, marketing and lateral requests.Supervise policy, procedure and technology changes and upgrades for Conflicts and Intake teams.Manage the retention of electronic and physical files regarding Conflicts and Intake. Present weekly reports to CEO & COO regarding initiatives.Produce reports to clear stock market requests by all firm personnel. Supervise all special projects and assignments regarding Conflicts or Intake for entire firm. Orientate all new shareholders and attorneys regarding Conflict and Intake services. Provide and supervise 24 hour on-call support regarding Conflicts and Intake for entire firm.Review proposals concerning Conflict software from various vendors.Responsible for creating and delivering reviews for Conflicts and Intake teams.Facilitator of weekly meetings for both Conflicts and Intake teams.Accomplishments:Supervised all conflict clearance and matter openings in the opening of twelve new offices. Service Excellence Initiative Award 2006, 2007, 2008, 2009, 2011.Team Service Excellence Award 2006, 2008.Service Excellence Initiative Project Team Leader 2005 - 2006.Crisis Manager for Atlanta Office.Skills:Project management regarding Conflicts, New Business Intake, Record Management, New System Implementation and Testing.Extensive research experience with Corporate Affiliations, Workflow, LegalKey, Dun & Bradstreet Portal, Dun & Bradstreet Family Tree Finder, Interwoven DeskSite, and LMS databases.Creation and implementation of new processes and procedures.Specialized reporting for executive leadership.