Fulcrum GT

At Fulcrum GT, we are deeply committed to supporting our team’s mental well-being. But actions speak louder than words, right? So, what are we actually doing to make a difference? TAKING TIME OUT: In honor of World Mental Health Day on October 10, our global teams will enjoy a Wellness Day on October 11. Whether it’s relaxing, spending time with loved ones, or checking off a bucket-list adventure, we encourage our team to recharge and reflect. EMPLOYEE GROUPS: We have launched the Minds of All Kinds (MAK) Employee Group, providing valuable resources to foster a healthier mindset on this crucial topic. FIT BODY/FIT MIND: We are dedicating ourselves to a Two-Week Fitness Challenge to promote physical and mental well-being. VIRTUAL WORKSHOPS: We are also offering a virtual workshop, "Managing Stress for Better Mental Health," providing practical tips on stress management and building resilience. Our goal is to help our team thrive, both at work and in life. We invite other organizations to prioritize mental health—it’s a vital part of cultivating thriving workplaces and healthier communities. Let’s keep the conversation going and champion mental well-being every day! #WorldMentalHealthDay

Looking to upgrade your approach to Ethical Screens? Look no further than SCREENS™, the latest component of our Upfront™ new business intake & conflict management solution. #Ethicalscreens #legalriskmanagement #Conflictsofinterest Find out more: https://lnkd.in/eiQT4D9D

We invite you to read our new white paper, "The Future of Ethical Screening in Law Firms: Embracing Technology to Enhance Compliance and Efficiency." Equip your firm with the knowledge to lead in the evolving legal landscape. Read the full paper here: https://lnkd.in/gHRHfFvG Discover more about Upfront Screens here: https://lnkd.in/eiQT4D9D

It was an honor to be a top sponsor for one of the most inspiring and empowering women’s conferences in the legal space at Women Influence & Power in Law (WIPL). Over 700 senior female legal leaders gathered to exchange insights, forge meaningful connections, and elevate one another. The strength of women supporting women is truly transformative, as we continue to break barriers and shape a brighter future for the next generation of female leaders. #WIPL #WomenSupportingWomen

It has been a busy week of events for the Fulcrum team!    Today we're spending time learning from the Risk, Compliance and Client Intake leaders of law firms at the The Law Society annual 'AML and Financial Crime Conference' in London, UK.    Some key takeaways from a great speaker lineup from stellar institutions including; Slaughter and May , Latham & Watkins, The Solicitors Regulation Authority, the UK Home Office and Ashurst across the day so far:    The legal sector is grappling with increasing regulatory pressures. This includes navigating the complexities of GDPR (UK General Data Protection Regulation) and AML (Anti Money-Laundering), particularly in the context of Client Due Diligence (CDD). It's crucial to find a balance between thoroughness and efficiency to avoid 'over-proceduralization', which can lead to burnout among legal professionals.   Technology plays a crucial role in managing risk and ensuring compliance. This includes leveraging technology for CDD processes, new client intake, regulatory compliance checks, data-capture and information sharing. It remains vital, however, to ensure your tech providers meet regulatory standards. Remember, firms, in principle, can be held liable for the actions of their data processors, such as their technology partners under the UK GDPR!   Empowering your team is paramount. This involves providing comprehensive training on AML and KYC (Know Your Customer) procedures not only to fee earners but also to support staff like EAs and PAs. When everyone understands the "why" behind compliance, it fosters a culture of excellence in this area.   Collaboration is Key: Fostering strong relationships between fee earners, clients, and compliance teams is essential. This includes streamlining communication channels and ensuring that all parties are aligned from the outset of a client relationship.   Stay Ahead of the Curve: Be prepared for evolving regulations, such as those related to sanctions and the economic crime bill. Utilize these changes as opportunities to advocate for increased investment in AML compliance. This theme is in line with our discussions regarding Upfront: our New Business Intake, Ethical Screens, and Conflicts Management product. Learn more here. https://lnkd.in/eiQT4D9D

Fulcrum GT sponsors a lot of conferences but this week's conference is one of my favorite professional development opportunities - #WIPL (Women, Influence & Power in Law). I had the pleasure of attending the conference with several colleagues and guests and made new friends along the way. Keynote speakers such as Venus Williams, Marie Oh Huber and Kimberly Holmes-Iverson were impactful and the content, in general, so valuable to my professional and personal journey.

Packed house here today at the The Law Society AML & Financial Crime conference. Such a great opportunity for Fulcrum GT to learn from those law firm teams grappling with the monumental opportunity (but also stresses!) of proper Risk and Compliance/AML/Intake. I’ll be feeding back insights to my stellar Upfront (Client intake/Compliance/Ethical Walls solution) team led by Casey Beck and Deborah A. Lindberg to help keep Fulcrum GT at the forefront of deliverying what our customers need in this space. Well done to James Woolf and Maryam Allahverdi (and team) of the The Law Society for putting on what promises to be a great day!

Last week at LVNx, we had the opportunity to connect with outstanding professionals and engage with some of the most forward-thinking leaders in our industry. A heartfelt thank you to everyone who took the time to meet and share insights with us. #legalvaluenetwork #lvnx2024 #businessoflaw

Yesterday, we had the privilege of attending another incredible ELS for Autism Challenge. A big thank you to everyone who attended and joined us in supporting this great cause!

So cool to spend time at Google last week, coinnovating with our DLA Piper friends on #AI. Our SnapAI/X solutions continue to be shaped by true leaders in the industry! Very grateful to be a part of the Fulcrum GT x DLA Piper x Google Cloud tri-partnership and looking forward to working with more of our clients on the #RAPIDX wave! Laila Iftikhar Jo Dickinson Garry Swaine Simon Levine Drew Blazaitis Dino Eliopulos Neil Butten