Category: Matter Inception & Execution

Executive Insight Article: Modernizing Law Firm Intake and Risk Operations:

Executive Insights on Evolving Risk Frameworks for 2026

This paper explores how law firms are rethinking their intake and risk operations as regulatory demands, client expectations, and matter complexity continue to rise. It highlights the widening gap between traditional, disconnected workflows and the need for integrated processes that bring AML, KYC, conflicts, and intake into one environment. The paper outlines why firms are reassessing long-standing practices and show how modern, connected risk architecture enables faster reviews, better information, and more defensible decision-making across the onboarding lifecycle.

Casey Beck, Associate Director, Risk Management

Fulcrum Global Technologies

Casey Beck leads cross-functional initiatives that help law firms modernize core business operations and align their workflows with broader strategic goals. His experience spans product strategy, implementation leadership, and executive- level client engagement, giving him a business-focused perspective on how firms evolve their processes and adopt new operational models. Casey’s work centres on creating clarity, reducing friction, and strengthening long-term firm performance.

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The Future of Ethical Screening in Law Firms: Embracing Technology to Enhance Compliance and Efficiency

Introduction: Evolving Risk Management in Law Firms

The legal industry is undergoing a transformation as firms face increasingly complex regulatory frameworks, stringent client expectations, and sophisticated data security threats. As a result, law firms must implement effective strategies to manage sensitive information and avoid conflicts of interest. Ethical screens, which are used to prevent the flow of confidential information between different legal teams, have become an essential tool in this evolving landscape. However, as law firms grow and their operations span multiple jurisdictions, managing these ethical screens efficiently and in compliance with regulations becomes more challenging. The need for robust, adaptable systems to handle these requirements has never been more pressing.

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Fulcrum GT Introduces SCREENS to Reduce Law Firm Risks

Fulcrum GT, provider of the leading digital business platform for legal and professional services, announces the launch of the latest addition to its popular Upfront™ new business intake platform. SCREENS™ is now available as a software-as-a-service case management solution for coordinating client evaluation, legal conflicts management, and market research.

As part of the Fulcrum Upfront new business intake and conflicts management platform, SCREENS reduces risk by simplifying the creation and management of ethical walls, all tailored to the law firm’s needs. It effectively takes new business intake and conflict risk practices to the next level.

The tool allows users to create and manage ethical screens, supports automated notifications to inform users of screens, monitors the need for ongoing screens and integrates to secure the necessary downstream systems. SCREENS also includes a management dashboard that provides users with a view of the screens to which they are subject and for administrative personnel to view and manage all screens in place across the firm.

“Risk management remains a high priority across the legal spectrum for law firm leaders as well as corporate executives and general counsel, and we remain committed to evolving our offerings to ensure they meet the needs of our clients today and into the future,” says Fulcrum Associate Director of Risk Management Casey Beck. “Fulcrum Upfront customers have expressed enthusiasm about the add-on, citing its efficiency and flexibility in better managing ethical walls.”

The new SCREENS solution is part of Fulcrum’s Upfront intelligent workflows that simplify compliance with anti-money laundering and know your client standards as part of core new business intake and conflicts management. SCREENS allows users to create and maintain ethical screens and enforce those screens with downstream systems, integrating conflict search results and conflict reports as well as with third-party compliance systems.

SCREENS features a comprehensive dashboard of all screens and offers automatic updates to screens in place for specific cases and tools for monitoring and optimising their effectiveness. The solution facilitates memos, acknowledgments, and real-time analytics. Every action taken within SCREENS is fully auditable, ensuring complete transparency and accountability.

About Fulcrum GT

Fulcrum GT is the leading provider of secure, reliable business solutions designed for professional services firms, including legal, accounting, and consulting firms. The Fulcrum Digital Business Platform simplifies and standardises business operations to help firms run smoothly, efficiently, and effectively.

https://www.legalpracticeintelligence.com/blogs/technology-intelligence/fulcrum-gt-introduces-screens-to-reduce-law-firm-risks

Empowering your business: The Case for Cutting Edge Software Solutions

In today’s dynamic business environment, selecting the right software can significantly influence your operations, productivity, and ultimately, your profitability. Traditionally, many organizations favoured established market leaders, drawn to their long-standing presence and perceived reliability. However, there are compelling reasons to explore innovative software solutions such as Fulcrum GT’s Upfront™, particularly concerning implementation flexibility, support services, and customer-centricity.

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Client Success: DLA Piper’s Digital Transformation with Simon Levine

Simon Levine, global co-CEO and international managing partner at DLAPiper, discusses how the firm partnered with Fulcrum GT and SAP to deliver its ambitious finance transformation project — driving operational efficiencies, improving client experience, and unleashing plenty of potential for the future. The interview underlines the power of partnership in complex change projects

Client Success: DLA Piper and the Power of a Unified Platform

Simon Levine, global co-CEO and international managing partner at DLAPiper, discusses how the firm partnered with Fulcrum GT to deliver its ambitious finance transformation project — driving operational efficiencies, improving client experience, and unleashing plenty of potential for the future

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South Africa Legal: Journey from Customization Constraints to Digital Legal Business Transformation

The winds of change are blowing stronger than ever across South Africa’s legal landscape, once bound by the constraints of heavily customized on-premise solutions, and are awakening to a vital trend: the migration to enterprise-grade cloud solutions.

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