Agenda

October 19, 2021

8:30 – 9:00AM EST
Morning Networking: Sign-In and Networking Breakfast & Coffee

9:00 – 9:15AM EST

Welcome/Opening Remarks: Conference Co-Chairs

Joshua Fireman, Founder/President,

Fireman & Company

 

Patrick DiDomenico, Chief Innovation Officer,

Jackson Lewis P.C.

9:15 – 10:00AM EST

KEYNOTE SESSION: The Butterfly Effect and KM: The Decisions that Will Affect the Practice of Law for a Decade

We don't spend a lot of time discussing chaos theory in law firms, which is really too bad. It may be hard to conceive of the administrative side of a firm as a deterministic nonlinear system, but most of us are familiar with the theory that a butterfly flapping its wings can ultimately lead to a tornado. Law firms make decisions all the time, and most of these are perfectly justified within narrow business cases for KM, Marketing, IT, and Finance. But those decisions can often have far-ranging impacts. Some firms recognize this and are seizing this unique moment to re-think the future of the practice of law. Others are stuck in their silos, blissfully unaware that they are giving away a long-term competitive advantage.

  • Has your firm made decisions about moving to the cloud and, if so, what does that mean for security, mobility, or the power of machine learning? Is a cloud decision about products and platforms? What are the long-term implications of selecting one vendor over another for issues like data integration and collaboration models?
  • What happens when your cloud decision intersects your DMS decisions? How about your CRM and experience systems? Will you still be able to build user-facing applications that merge data and functionality across systems?

  • And, most importantly, what processes should we be focused on improving, and will these decisions help or hinder our ability to do anything other than be at the mercy of overlapping technologies? Is it possible to design a user experience for the practice of law and, if so, how do we preserve our flexibility to deliver frictionless solutions to lawyers and other law firm professionals?

  • Finally, why should anyone listen to a KM professional? If not us, then who is championing integrated decision-making in law firms? One way or another, law firms are making decisions that will radically affect the practice of law for the next decade.

 

Joshua Fireman, Founder/President,

Fireman & Company

10:00 – 10:15AM EST
Networking Break

10:15 – 11:00AM EST

CASE STUDY/PANEL DISCUSSION: Teamwork Makes the Dream Work: Un-silo the Teams to Un-silo the Data

Accomplish more when you work together. This illuminating case study segment will discuss how true collaboration can take place in a law firm between different departments (KM, IT, Finance, Marketing, etc.) to achieve common goals and shared success.  We will discuss the firm’s critical One Team approach to projects, priorities and how it has led to the success of the Shearman Analytics initiative across the firm and with clients.  The panelists will discuss how tight IT/KM collaboration led to successful key system replacements, “freeing” of firm data and critical stakeholder buy in to the overarching vision.

 

Meredith Williams-Range, Chief Knowledge & Client Value Officer,

Shearman & Sterling LLP

 

Glenn LaForce, Global Director of Knowledge & Research,
 Shearman & Sterling LLP

 

Lawrence Baxter, Chief Technology Officer,

Shearman & Sterling LLP

 

Jeff Saper, Global Director, Enterprise Architecture & Delivery Services,
Shearman & Sterling LLP

11:00 – 11:15PM EST
Networking Break

11:15 – 12:00PM EST

PANEL DISCUSSION: Transforming Firm Knowledge into Data-Driven Products for Clients

Innovative law firms are evolving from consumers of legal information tools to producers, and they are creating a new generation of legal services for clients in the process. Law firm leaders are increasingly productizing the firm's latent expertise for the benefit of clients, and this panel will showcase law firm successes in this new class of knowledge-driven software tools. 

 

  • See examples of law-firm created information products
  • Learn from non-technical leaders how they created these new products
  • Better understand the value to clients of this new generation of legal services

 

Scott Bailey, Director of Research Services,

Eversheds Sutherland

 

Scott Rechtschaffen, Chief Knowledge Officer & Shareholder,

Littler Mendelson P.C.

 

Nicole Bradick, CEO

Theory & Principle 

 

Moderator: Edward J. Walters, Chief Executive Officer,

Fastcase

12:00 – 12:45PM EST
Lunch & Networking Break

12:45 – 1:30PM EST

CASE STUDY: Expanding the Definition of Knowledge

Leading practice knowledge programs have recognized that documents rarely, if ever, amount to the sum of an organization’s knowledge. Knowledge workers (lawyers) require and expect access to context and meaning behind even the most well managed document collections (know-how).  We have an opportunity to provide that context by expanding the scope of ‘knowledge’ to include the ability to find out where work has been done and for which clients (know-where) and to identify those who have expertise and experience (know-who) that can add to a firm's collective understanding.  At Clifford Chance we have all the technology you would expect but also an ambition for our Knowledge Systems program to be richer than just pointing search at documents.  Our recent discovery work has reinforced our view that most meaningful exchanges are "people to people" as this provides vital context that is rarely captured in documents.  What tools and techniques do we have available to us to accelerate and enrich access to information and to proactively enable and harness the power of communities of practice? 

 

Grace Cordell, Director of Knowledge,

Clifford Chance

1:30 – 1:45PM EST
Networking Break

1:45 – 2:30PM EST

CASE STUDY/PANEL DISCUSSION: Building a KM Vision and Team: Assembling the Right Pieces and Skill Sets Necessary to Execute on the Vision

Like most initiatives, Knowledge Management does not happen by itself.  Law firms with well-established KM functions certainly have a story to tell with respect to how firm culture and organizational structure impacted the journey and evolution. This engaging discussion will illustrate the steps taken by one firm to assemble a dynamic knowledge management team, built around a vision.  Beginning with a call to action within a specific organizational structure, attendees will gain insight as to how this firm went about identifying (and then finding) the right leader for their (KM) initiative – and then how they set out to create and develop a team that possessed the right mix of leadership and skill set to execute on the vision (during a pandemic, no less).  Like any successful team, there needs to be a connective glue holding the disparate pieces together.  Learn how this all-star team came into existence, how they navigated cultural sensitivities and engaged not only the firm’s attorneys, but also fostered collaboration with other functions/departments within the firm.    

 

Kay Kim, Director, Practice Innovation,

Simpson Thacher & Bartlett LLP


 
Elizabeth Guzman, Director of Research and Intelligence,

Simpson Thacher & Bartlett LLP

 

Moshe Azoulai, Director of Practice Technology,
Simpson Thacher & Bartlett LLP

 

Tanisha Little, Director of Knowledge Management,
Simpson Thacher & Bartlett LLP

2:30 – 2:45PM EST
Networking Break

2:45 – 3:30PM EST

CASE STUDY/PANEL DISCUSSION: Accelerating Lawyer-Driven Adoption with Design Thinking

McGuireWoods LLP was poised for success when they invested in a Firm Intelligence platform. The project was led by a dream team from multiple disciplines, including Marketing and Business Development, Competitive Intelligence, IT, and the Knowledge Management and Innovation Team. Their initial implementation goals had been defined and met, and it was time to tackle lawyer adoption. While the team had their own ideas about the value their new platform could bring, they decided to try a unique approach. They held the firm’s first ever Hackathon, which not only identified lawyer-driven use cases, but fostered community in the midst of a pandemic and introduced their teams to Design Thinking to drive further innovation at the firm. The Hackathon exceeded expectations, yielding four valuable project ideas. In this session, Carter Arey and Rachel Cohee from McGuireWoods join Cindy Thurston Bare to share the goals of their Firm Intelligence project, the lawyer-driven use cases born out of the Hackathon, their progress implementing the top project ideas selected at the Hackathon, and the overall impact on lawyer adoption, Design Thinking, and innovation at the firm. The session will provide valuable insight for anyone driving innovation and lawyer adoption in the new hybrid world of work.

 

Rachel Cohee, Manager, Business Intelligence & Analytics,

McGuireWoods LLP

A. Carter Arey, Innovation Counsel,

McGuireWoods LLP

Cindy Thurston Bare, Evangelist, Firm Intelligence Business Unit,

Litera

3:30 – 3:45PM EST
Networking Break

3:45 – 4:30PM EST

PANEL DISCUSSION: Legal Analytics for the Knowledge Manager

Legal Analytics has become an indispensable tool for successful law practices from AmLaw 100 to boutique firms. And perhaps unsurprisingly, the analytics lynchpin in any firm is the Knowledge Manager. Because firms work with and produce such a wealth of data, one of the most essential tasks is making sure that firm data is accessible, accurate and up to date!  In this session our speakers will discuss several important factors that make Legal Analytics impactful and reliable and will go through several use cases for data-driven analysis.  Our speakers will discuss:

 

  • what to look for in legal analytics tools
  • how to drive adoption of these tools and platforms
  • how internal firm data/analytics complements externally hosted analytics tools
  • how some have made their litigation expertise (experience) available and useful for their attorneys for purposes of business development, pricing, and substantive knowledge management
  • how legal analytics can help firms win more business
  • how to craft winning litigation strategy

 

David Hobbie, Director of Knowledge Management, Litigation,
Goodwin Procter LLP

 

Lauren May, Knowledge Management Lawyer- Transactional Lead,
Sidley Austin LLP

 

Rachel Shields Williams, Director, Knowledge Management Technology,
Sidley Austin LLP

 

Eric Hunter, Chief Technology and Innovation Officer,
Bradford & Barthel, LLP

 

Moderator:

Neil B. Magenheim, Director of Client Relations,
Lex Machina

4:30 – 4:45PM EST

Closing Remarks: Conference Co-Chairs

Joshua Fireman, Founder/President,

Fireman & Company

 

Patrick DiDomenico, Chief Innovation Officer

Jackson Lewis P.C

5:00 – 6:00PM EST
Tools & Technology Roundtables & Networking Drinks Reception

Please join us for this fun and interactive segment set in a roundtable format, but with a “speed-dating” twist. In-Person attendees will have an opportunity to spend roughly 15 minutes at up to four (4) different roundtable discussions over the course of the hour (drinks provided) - with each table facilitated by a different solution-provider. After 15 minutes, in-person attendees will rotate to another roundtable/showcase of their choosing. The 4 x 15-minute rounds will complete the session. Within each roundtable, in-person attendees will have an opportunity to learn about specific tools and tech relative to specific challenges, pain-points, efficiency gains, reporting, visualization, and more! This will provide in-person attendees with an opportunity to learn more about today’s emerging tools and technology, what’s driving R&D, how these tools are implemented and much more!

October 20, 2021

8:30 – 9:00AM EST
Morning Networking : Sign-In and Networking Breakfast & Coffee

9:00 – 9:15AM EST

Welcome/Opening Remarks: Conference Co-Chairs

Joshua Fireman, Founder/President,

Fireman & Company

 

Patrick DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

9:15 – 10:00AM EST

KEYNOTE SESSION: The Capital Markets Discover the Legal Sector: Implications for Law Firms, Legal Departments and Tech Companies

It is sometimes said that “money changes everything.” While that point is subject to debate, it’s clear that money changes some things. And one of those things happens to be the legal sector.

Not long ago, the legal space was considered too small and slow moving for traditional venture capital models.  Today, the space is on fire - sought after by private capital in all its forms.  Capital has become a fourth significant player in an ecosystem traditionally consisting of firms, clients and companies.  The availability of capital and the growth and risk-taking that it enables, has changed the pace of innovation and the dynamics within this ecosystem -- as well as the range of opportunities for those involved.  This evolution has led to a new role for law firms in the innovation landscape, as well as new career opportunities for practitioners involved in this space.

While private capital was discovering and affecting change in the legal sector, it has itself changed.  Venture investing has evolved from a market controlled by traditional Silicon Valley-style VC’s to a distributed ecosystem including equity crowdfunding, individual angels and super angels, coordinated angel organizations, seed funds, corporate VC, incubators and accelerators, Private Equity funds and at least one SPAC, all of which have planted a stake to one extent or another in the legal space. 

This keynote discussion explores the many faces of private capital, discusses where it has had an impact and what it is likely to mean for the operations, organizations and careers in the legal sector.

 

Rudolph F. DeFelice, CEO,

Keesal Propulsion Labs (KP Labs)

10:00 – 10:15AM EST
Networking Break

10:15 – 11:00AM EST

CASE STUDY PANEL: How to Effectively Manage Your Portfolio of Legal Technology Tools - and Identify Tools that Can Fill Your Capability Gaps

With a continuing boom in legal technology development, many existing solutions are expanding their capabilities, muddying the water when it comes to licensing new technologies that might overlap with some of your firm's existing solutions. This makes managing your toolkit of legal technology tools especially challenging, in particular when deciding whether or not a new purchase is worthwhile, how to evaluate that purchase in light of what your firm already licenses, and whether a new technology will genuinely add capabilities that fill the gaps in your toolkit. In this session, a product manager, an innovation lead, and an industry analyst will provide tips on how to manage a portfolio of legal technology tools, and how to identify the right solutions to fill the capability gaps in your tech stack.

 

Nicola Shaver, Managing Director, Innovation and Knowledge,

Paul Hastings, Host of ILTA's Global Legal Innovators Podcast | 2020 Innovative Leader of the Year

 

Jason Dirkx, Director, Practice Innovation and Technology Solutions

Paul Hastings 

 

Mystery Speaker TBA!

11:00 – 11:15AM EST
Networking Break

11:15 – 12:00PM EST

PANEL DISCUSSION: Is Your Firm Innovating? (It’s in the Way that You Use it…)

Many law firms are eager to foster a “culture of innovation,” but innovation involves human and capital resources – not to mention a cultural inclination to support the conditions necessary for innovation to flourish.  In this candid discussion we will focus on several difficult questions around innovation and how firms are prioritizing and focusing their efforts (as well as what’s driving these initiatives), such as:

 

  • How are firms defining Innovation? Who gets to deem something innovative (the KM team, the IT team, the lawyers)?
  • How are firms eliciting feedback and insights from their lawyers with respect to tech, process and workflow?
  • Why Innovation is largely part of the KM professional’s remit.
  • How can we best position resources for our firm’s attorneys?
  • Are your firm’s lawyers aware of the depth of resources available to them – and do they know exactly how these resources can benefit them?
  • Are we able to quantify Innovation? How might we apply a Cost/Value/Adoption framework to Innovation initiatives?

 

Rebecca Crosby, Senior Manager, Knowledge Management,

Davis Polk & Wardwell LLP

 

Kate Simpson, National Director of Knowledge & Practice Innovation,

Bennett Jones LLP

Isidore Okoro, Chief Information Officer

Steptoe & Johnson PLLC 

 

Moderator

Joshua Fireman, Founder/President,  

Fireman & Company 

12:00 – 12:45PM EST
Lunch & Networking Break

12:45 – 1:30PM EST

PANEL DISCUSSION: Accelerating Firm Data Projects with Third-Party Data Enrichment

Law firms are increasingly relying on data to improve the business and practice of law. In addition to leveraging external data analytics tools, law firms are breaking down silos and combining their various internal systems and data sources with external data sources to improve business development, lead generation, experience management, knowledge management and more. The applications of data--once you have it prepared to be analyzed--are infinite (you just have to think of them). This lively discussion will explore how law firms can combine internal data and external data sources to improve firm performance, while also addressing some best practices and challenges that come with this.

 

Jennifer Mendez, Director of Knowledge Management Innovation,

Fisher Phillips

 

Zorik Pesochinsky, Director Large Law Strategy,

Thomson Reuters

 

Vedika Mehera, Innovation Advisor,   

Orrick Herrington & Sutcliffe LLP 

1:30 – 1:45PM EST
Networking Break

1:45 – 2:30PM EST

CASE STUDY: "Do you know anyone who…?" Leveraging Contact Information for KM

Contact Relationship Management (CRM) has long been the domain of law firm marketing departments; meanwhile, however, knowledge managers have been responsible for answering questions that only CRM systems can effectively answer. From external counsel (and other high-value contact) recommendations to referral tracking, CRM for KM can be deceptively challenging to implement. Recent years have seen a normalization of the use of technology that supports the maintenance of high-quality data in CRMs. Now that firms have a path to data integrity, how can a legal practice most effectively leverage the people whom its people know to support the practice of law and its clients' business objectives? In this session, hear how one firm has faced KM-related CRM challenges and emerged with practical solutions, including a novel approach to maintaining deal team lists.

 

Patrick Dundas, Knowledge Management Special Counsel,

Schulte Roth & Zabel LLP

2:30 – 2:45PM EST
Networking Break

2:45 – 3:30PM EST

PANEL DISCUSSION: The Future Ready Lawyer: Moving Beyond the Pandemic

The 2021 Wolters Kluwer Future Ready Lawyer: Moving Beyond the Pandemic indicated that technology adoption has become a critical factor in law firms’ competitive ability to streamline their processes and add efficiency to their work for clients. But acquiring tech tools isn’t enough: to succeed, law firms must leverage technology to their advantage to capitalize on their organization’s strengths and bring a greater level of value and consistency to their service. Wolters Kluwer’s Ken Crutchfield and a panel of experts will explore strategies for law firms to improve their client services, increase profits and prepare themselves for the future.

 

Jean O’Grady, Sr. Director of Information, Research and Knowledge Services,

DLA Piper

 

Ken Crutchfield, Vice President & General Manager, LRUS Legal Markets,

Wolters Kluwer

 

June Liebert, Director of Information Services

O'Melveny & Myers LLP 

 

OTHERS TBA

3:30 – 3:45PM EST

Networking Break

3:45 – 4:30PM EST

Session to be Announced

4:30 – 4:45PM EST

Closing Remarks: Conference Co-Chairs

Joshua Fireman, Founder/President,

Fireman & Company

 

Patrick DiDomenico, Chief Innovation Officer

Jackson Lewis P.C