Email Management as a Key Strategic Priority – Risk reduction, Communication & Compliance

Email is critically important to project-based businesses like architectural and design practices. A primary means of communications, it is used for everything from client briefs and consultant coordination to contractor instructions and more.

Considering the increasing complexity of these types of information and mounting compliance expectations, poorly managed email represents a genuine (and serious) risk. Beyond inconvenience and project inefficiency, its effects can extend to legal exposure.

With this in mind, in this session of CPD Live, we focus on email management as a key strategic priority for architectural practices.

Beginning by identifying common risks and their associated legal implications, our speakers will then outline best practice in this area. Shining a light on real-life examples to illustrate their points, they will outline the best ways to gain control over project communication, mitigate risk, and improve team productivity.

At the end of this presentation, you should be able to:

• Outline the role that email plays in the day-to-day communications of architectural practices
• Identify the legal and compliance risks associated with poor email management
• Outline the benefits of good email management
• Identify practices and tools to help practices manage their email and improve their communications

(PRACTICE MANAGEMENT AND PROFESSIONAL CONDUCT PC 1, PC 7, PC 13)

Speakers

Patrick Gibson, Segment Director of Productivity, Ideagen

Patrick is the Segment Director of Productivity at Ideagen. He was previously a product specialist for the OnePlace Solutions suite for six years prior to its acquisition by Ideagen.
Patrick has worked with some of the world’s largest system integrators to explain how better email and information management improves productivity to a broad range of client verticals.

Pamela Saroukos, Senior Associate, Chambers Russell Lawyers

Pamela Saroukos is a Senior Associate at Chambers Russell Lawyers who specialises in commercial litigation with a focus on building and construction litigation and strata disputes.
She has represented clients in a range of jurisdictions in the Local, District and Supreme Courts. Prior to joining Chambers Russell Lawyers, Pamela gained experience in criminal law at a specialist firm and in intellectual property law at a legal clinic in London.
Pamela completed a Bachelor of Laws and Bachelor of Science (Biomedical) at the University of Technology, Sydney before being admitted to the New South Wales Supreme Court in February 2017. She has also completed a Masters in Intellectual Property Law (Distinction) at Queen Mary, University of London. She is a member of the Law Society of New South Wales.

Jonathan Yeap, Associate | National Digital Lead, Lucid Consulting Australia

Jonathan leads Lucid’s national technical Digital Engineering capability, shaping strategy and systems that strengthen documentation quality, digital transformation, and team collaboration across disciplines. Since starting with Lucid in 2013, he’s built deep expertise in electrical services and digital engineering, helping drive innovation in how project digital outcomes are coordinated and delivered. Based in Lucid’s Adelaide office, Jonathan plays a key national role in advancing Lucid’s digital maturity, ensuring project documentation is accurate, integrated, and future-ready. His leadership helps teams and clients alike move with clarity through increasingly complex design environments.