Legaltech - An ALM Event

January 30

Tracks	Electronic Discovery II Presented by:	Corporate Legal IT Presented by:	Knowledge Management Presented by:	Litigation Technology- The Complexity of Getting Back to the Basics Presented by:	Firm Management Presented by:	Emerging Technologies
9:00 – 10:00	Keynote Presentation: Globalization and The Impact On The Legal Industry Brian D. Zeve, Managing Director, Professional Services Industry, Microsoft Corporation Craig S. Medwick, Americas Region Managing Partner, Global Firm Management Committee, Clifford Chance US LLP Eugene P. Stein, Chief Knowledge & Technology Officer, White & Case LLP Kenneth Heaps, Chief Information Office, Latham & Watkins LLP Theodore L. Banks, Chief Counsel & Director, Compliance Policy, Kraft Foods Global, Inc. Presented by:
10:00 – 10:30	Exhibit Hall Break
10:30 – 12:00	EDT1: E-Discovery Privilege Considerations Under the New Federal Rules Moderator: CHRISTOPHER M. KOA Legal Consultant Kroll Ontrack New York, New York THOMAS Y. ALLMAN Senior Counsel Mayer, Brown, Rowe & Maw LLP Chicago, Illinois KATHRYN L. GOETZ Counsel Hogan & Hartson White Plains, New York HONORABLE PAUL W. GRIMM U.S. Magistrate Judge District of Maryland HONORABLE RONALD J. HEDGES U.S. Magistrate Judge District of New Jersey PETER J. TOREN Partner Sidley Austin LLP New York, New York	CL1: IT Implementations of Emerging Technologies and their Legal Impact to Corporations MICHAEL ARKFELD, ESQ. Speaker and Author Arkfeld and Associates Phoenix, Arizona THOMAS I. BARNETT Special Counsel Sullivan & Cromwell New York, New York JAY BRUDZ Senior Counsel Legal Technology General Electric Company Fairfield, Connecticut TOM MORRISSEY Sr. Director IT Litigation Support Purdue Pharma LP Stamford, Connecticut DAN H. WILLOUGHBY, JR. Partner King & Spalding Atlanta, Georgia	KM1: What Can Law Firm Knowledge Managers Learn From Other Industries? JEFFREY S. ROVNER Managing Director for Information O'Melveny & Myers LLP Los Angeles, California KINGSLEY MARTIN Senior Director, Content Strategies Thomson Global Zurich, Switzerland	LT1: Technology Revolution for On-Boarding New Associates DAVID V. DILENSCHNEIDER, ESQ Director and Industry Relations LexisNexis Litigation Services Centennial, Colorado JEFFREY FOWLER Counsel, Litigation O'Melveny & Myers LLP Los Angeles, California BRUCE HOWARD Partner in Environment Land and Resources Latham & Watkins LLP Los Angeles, California JONATHAN SABLONE Partner Nixon Peabody LLP Boston, Massachusetts	FM1: Explore The Role of Technology in Capturing Critical Information TANIA DANIELS Principal Horne Daniels Group Inc Los Angeles, California BRIAN KENNEL President Chief Executive Officer Performance Management Consulting LLC New Orleans, Louisiana WHIT MCISAAC President Chief Executive Officer Client Profiles Atlanta, Georgia	10:30-11:15 ETT1: Trends in Cost Recovery – Embedded, Portable and Beyond ELDEAN WARD Chief Executive Officer Billback Systems 11:45-12:30 ETT2: Finally, a Systemized, Process-Based Approach to the Search, Collection, and Preservation of ESI STEVEN S. McNEW President DigIT Technologies Houston, Texas
12:00 – 1:30	Exhibit Hall Break
1:30 – 3:00	EDT2: Audio Data Discovery: The Next Frontier MARLA S.K. BERGMAN Counsel Jones Day New York, New York DAVID FISHEL Senior Director Nexidia Atlanta, Georgia MICHELE C.S. LANGE Staff Attorney Kroll Ontrack Minneapolis, Minnesota	CL2: How to Truly (Really!) Save Money Via Electronic Invoicing STEVEN B. LEVY Senior Director of Information Systems Legal and Corporate Affairs Microsoft Corporation Redmond,Washington ROBERT A. SAVA Project Manager Legal IT DuPont Legal Wilmington, Delaware	KM2: Case Study: Leveraging Firm Technology For Strategic KM Value PETER KRAKAUR Chief Knowledge Officer Orrick Herrington & Sutcliffe LLP San Francisco, California BOB TINDEL Application Development Manager Andrews & Kurth LLP Houston, Texas	LT2: Leveraging Technology for Case Assessment DAVID SNOW Editor Law.com Legal Technology law.com/tech Section Manager Law.com ALM Media San Francisco, California SCOTT D. MARRS Partner Beirne, Maynard & Parsons, L.L.P. Houston, Texas CHARLES H.R. PETERS Partner Schiff Hardin LLP Chicago, Illinois	FM2: Attorney Performance and Business Development Plans: Understanding and Listening to the Numbers BRIAN KENNEL President Chief Executive Officer Performance Management Consulting LLC New Orleans, Louisiana SUZANNE MAYER Legal Administrator Lacy Katzen LLP Rochester, New York KAREN SCHAEFER Partner Lacy Katzen LLP Rochester, New York DEAN TURNER Chief Administrative Officer Pierce Atwood LLP Portland, Maine	1:30-2:15 ETT3: ESI Day 60+ Electronic Evidence Solutions from CT Summation CaseVault ADAM SESKIS Director, Hosting & EDD CT Summation CaseVault Valhalla, New York WILLAIM KELLERMANN, ESQ. Director, Corporate Legal Systems CT Summation San Francisco, California 2:45-3:30 ETT4 SHAHEEN JAVADIZDEH Vice President, Strategic Marketing Mitratech Los Angeles, California
3:00 - 3:30	Exhibit Hall Break
3:30 - 5:00	EDT3: Guest Panel: Conducting Electronic Discovery on a Global Basis Moderator: GEORGE I. RUDOY Global Manager Practice Technology Support Shearman & Sterling LLP New York, New York KELLY INGLESE Director and Firm-Wide Litigation Support McCarthy Tétrault LLP Toronto, Canada JONATHAN MAAS Head of Litigation Technology DLA Piper UK LLP London, United Kingdom MICHELLE MAHONEY Director (Applied Legal Technology) Mallesons Stephen Jaques Melbourne, Australia BRIAN STEMPEL Firmwide Manager, Litigation Services Kirkland & Ellis LLP New York, New York	CL3: Case Study: Verizon's Communications Foundations for Case Management Moderator: PATRICK L. OOT Director of Electronic Discovery & Senior Litigation Counsel Verizon Communications Arlington, Virginia JOHN FRANTZ Vice President and Associate General Counsel, Litigation Verizon Communications Arlington, Virginia ANNE KERSHAW Principal A Kershaw Attorneys and Consultants LLC Tarrytown, New York LISA M. SCHOFIELD VP Discovery Solutions EPIQ Systems, Inc Washington, D.C. JAIDEEP SINGH Manager Electronic Discovery Technology Strategy & Planning Verizon Communications Arlington, Virginia	KM3: Critical Success Factors For Implementing a KM Strategy BRENT E. KIDWELL Chief Knowledge Counsel Jenner & Block LLP Chicago, Illinois JOHN MCGOWAN Director Single Knowledge Gateway Tax Knowledge Managing KPMG Washington, DC MEREDITH WILLIAMS Knowledge Management Attorney Baker Donelson Bearman Caldwell & Berkowitz PC Memphis, Tennessee	LT3: Transcript Management Technology for Competitive Edge GREG KREHEL Vice President Litigation Services LexisNexis Ponte Vedra Beach, Florida LAWRENCE SAVELL Counsel Chadbourne & Parke LLP New York, New York PHILIP A. PFEFFER Associate Chadbourne & Parke LLP New York, New York	FM3: Implementing, Managing and Succeeding with Strategic Business Development Plans BRIAN KENNEL President Chief Executive Officer Performance Management Consulting LLC New Orleans, Louisiana SUZANNE MAYER Legal Administrator Lacy Katzen LLP Rochester, New York PETER RODGERS Managing Partner Lacy Katzen LLP Rochester, New York DEAN TURNER Chief Administrative Officer Pierce Atwood LLP Portland, Maine	4:00-4:45 ETT5: Research Shows Document Retention is Failing at the Desktop CYDNI TETRO Vice President Products and Marketing Nextpage

Keynote Presentation: Globalization and The Impact On The Legal Industry

Firms and corporations continue to broaden their reach beyond traditional geographies, extending capabilities to seize new opportunities. Globalization is challenging conventional business practices and creating new business demands. In response to demands, firms and corporations are developing new business relationships, extending traditional relationships across geographies and redefining the who, where and how for completing work and conducting commerce. With these changes, new challenges arise; for example – firms and corporations grapple with providing consistent and efficient operations across the global enterprise, facilitating seamless work experience across firms and corporations, collaborating across time zones, leveraging talent and intellectual capital in different locations and creating visibility into business operations across geographies. Join us for a discussion on the technological implications of globalization on the enterprise law firm and the corporate law department.

Brian D. Zeve, Managing Director, Professional Services Industry, Microsoft Corporation
Craig S. Medwick, Americas Region Managing Partner, Global Firm Management Committee, Clifford Chance US LLP
Eugene P. Stein, Chief Knowledge & Technology Officer, White & Case LLP
Kenneth Heaps, Chief Information Office, Latham & Watkins LLP
Theodore L. Banks, Chief Counsel & Director, Compliance Policy, Kraft Foods Global, Inc., Northfield, IL

Electronic Discovery II

Enhance your understanding of how technology is affecting discovery law in the digital age. Judges, attorneys and litigation support professionals who understand the parameters of paper discovery face the continuing challenge of applying and adapting them to the unique contours of electronic discovery. Learn about newly issued judicial opinions, technological innovations, amendments to the Federal Rules of Civil Procedure and more. These sessions will arm you with cutting-edge knowledge to navigate the evolving electronic discovery landscape and leverage new technology to benefit your clients.

EDT1: E-Discovery Privilege Considerations Under the New Federal Rules
As compared to discovery of paper documents, differences relating to volume, data types, format, and file organization can complicate the review and production of electronically-stored information. Despite these differences, producing parties must ensure that their electronic production sets are sufficiently comprehensive without inadvertently compromising privileged and work product information. Not surprisingly, several of the December 2006 amendments to the Federal Rules of Civil Procedure are aimed at addressing issues relating to electronic evidence privilege and production issues. In addition to providing a framework for proposing production formats, the new rules provide a procedure for presenting privilege claims to the court and encourage early negotiation of privilege and production issues among counsel. Join us to learn more about the practical implications of these new rule provisions including discussion of the following topics:

Navigating the Rule 34(b) framework:

• What are your production format options?
• Responding to requests for native productions in light of privilege considerations

Belated assertion of privilege:

• Presenting a belated claim to the court under Rule 26(b)(5)
• Assessing the pros and cons of "clawbacks, "quick peeks" and other Rule 26(f) "voluntary agreements"

New technology:

• Using topic review tools to flag potentially privileged documents and increase review efficiency

EDT2 Audio Data Discovery: The Next Frontier
Sound recordings — long neglected by attorneys in litigation — are the next frontier in electronic discovery. Parties in civil litigation will soon be routinely propounding and responding to discovery requests for audio files, including voicemails, customer service call center recordings, and unified messaging files. Old-fashioned methods for handling audio files, such as transcription or physically listening to the recordings, are no longer feasible, especially as the size and scope of audio discovery dramatically increase. If you think you have seen and heard it all relating to electronic-discovery, you won't want to miss this cutting-edge session. Topics to be addressed include:

• What new requirements do the new FRCP rules impose for sound recordings? What are judges saying about audio discovery?
• How should a party locate, preserve, search, review, and produce audio files during discovery? What are the technical realities?
• How should lawyers be advising their clients with respect to audio files?

EDT3 Guest Panel: Conducting Electronic Discovery on a Global Basis
The panel will discuss potential pitfalls and issues associated with data collection, processing, review and production on a global scale. Considerations for monitoring preservation holds in multiple locations and managing multinational document collection and review will be discussed.

Corporate Legal IT

In conjunction with ILTA, this track is dedicated to examining how new technologies can address the opportunities and challenges facing today's legal departments. Just like their outside counsel peers, law departments are under pressure to increase client satisfaction while keeping costs down. How can law departments meet these goals by using technology tools? This track will offer practical advice for reducing exposure to risk as IT departments implement new technologies; and how implementing an e-billing system can change the way law departments work with outside counsel to become more effective in procuring, using, and managing legal services. This track also features a roundtable discussion demonstrating how Verizon effectively manages its e-discovery team, both inside and outside the firewall.

CL1 IT Implementations of Emerging Technologies and their Legal Impact to Corporations
This panel discussion will focus on the potential exposure to corporations as IT departments implement new technologies and balance them with business needs. Law firms need to be aware of their client's applications and their implication under the new rules. The types of technologies discussed will include: voice over IP (e-mail of voicemail), instant messaging, security and audit systems, records management, podcasts, webinars etc.

CL2 How to Truly (Really!) Save Money Via Electronic Invoicing
How can corporate legal departments finally realize the true promise of e-billing? It's time to venture beyond the core savings strategies of disallowed expenses and validated rates. This discussion will touch briefly on such "low-hanging fruit" but will focus on how these systems can change the way we work with outside counsel to become more effective in procuring, using, and managing legal services. There will also be suggestions on how outside counsel can benefit from these systems.

CL3 Case Study: Verizon's Communications Foundations for Case Management
The roadmap to litigation success begins with strong relationships between outside counsel, inside counsel, consultants and vendors. As law departments face shrinking budgets, corporate counsel must focus on reducing costs. To reduce costs, many inside lawyers must play a greater role in decisions that were traditionally left to outside counsel. In this session, Verizon's electronic discovery team will present a unique roundtable demonstrating how Verizon effectively manages its e-discovery team, both inside and outside the firewall.

Knowledge Management

As Knowledge Management continues to evolve, so must your law firm's strategic plan in order to maintain a successful and effective KM discipline. Learn what other firms and other industries are doing to ensure that their KM initiatives thrive.

KM1: What Can Law Firm Knowledge Managers Learn From Other Industries?
For the past few years, while the law firm KM community has been dutifully creating its taxonomies, filling its brief banks and wrestling with the best way to unite document management with records management, e-commerce companies have led a quiet revolution in information management and retrieval. Taking advantage of ideas such as collaborative filtering, the "long tail," folksonomies, distributed knowledge work, the "wisdom of the crowds," faceted search, and so on, such companies have solved many of the problems that have long vexed the KM community. What's more, they have been conditioning our users to be adept in the use of their tools. How can we apply the lessons learned by businesses such as Amazon.com and KPMG in our firms and legal departments?

KM2: Case Study: Leveraging Firm Technology For Strategic KM Value
Precedent and know-how are viewed as the core focus of knowledge management. Sharing information, in turn, is often relegated to a lesser status. What is the distinction between the two? Are both vital in order to make efficient and profitable business decisions? This session will explore whether and to what extent you need to manage both knowledge and information to develop a successful knowledge strategy for your firm.

KM3: Critical Success Factors For Implementing a KM Strategy
Successful implementation of your KM strategy requires striking a balance between people, technology and your firm's culture. This session will give you practical ideas for developing, implementing and maintaining a thriving KM program. You'll gain practical ideas on everything from how to motivate employees and build internal cohesion, to how to foster organizational commitment.

Litigation Technology-The Complexity of Getting Back to the Basics

Technology has revolutionized the law office and it looks like there is no end in sight to the continued advances being made in making the practice of law more productive, more profitable and more concise. This track provides sessions on how to use the latest in technology to make the business of practicing law a real windfall for all law offices.

LT1 Technology Revolution for On-Boarding New Associates
Learn about the challenges associated with litigation today and how they have given rise to a new law firm imperative-to develop effective training, mentoring and retention programs that:

• Develop associates into valuable practitioners more quickly.
• Build and promote effective skills that will drive greater law firm profits.
• Manage resource costs-both your people and the technology they count on-without compromising work quality.

LT2 Leveraging Technology for Case Assessment
Learn how technology can be used to analyze the facts, documents, witnesses and issues in a case. Learn how software tools can be used to systematically organize, analyze and communicate vital case knowledge. (Case Mngt Analytical – what tools exist to help you – organize information about the case from depositions to existing cases easy flow method.)

LT3 Transcript Management Technology for Competitive Edge
Learn how technology can be used to manage transcripts to provide a single, integrated solution for document repository and transcripts. With this capability litigators can use one solution to manage, search and look at similar cases to develop winning litigation strategies. (Data Hosting)

Firm Management

Tools are available to provide information to law firm management regarding the internal business affairs regarding attorney and staff productivity and intellectual property. However, sometimes there is so much information available, it's hard to decipher the data and turn it into useful decision-making processes. The Firm Management Track is designed to provide you with an overview of available tools, highlight case studies of firms that have been successful in these processes, and provide you with some practical advice on how to take charge of your firm's internal affairs.

FM1 Explore The Role of Technology in Capturing Critical Information
How can appropriate decisions be made without understanding the crucial firm management data? How can firms understand and analyze this information when it can't be captured by the users? This session will focus on the technology and processes that law firms are implementing to capture critical internal productivity information via day-to-day workflow using proven case management, time & billing and CRM technologies. This data establishes the foundation of the information that firms must understand to be able to make educated management decisions to protect their intellectual property and to strengthen their practices.We will also investigate how law firms have been able to encourage attorneys, paralegals and legal assistants to embrace these technologies to deliver the information necessary for management to make strategic decisions.

Components of this session will include: Trends in Case Management Systems, Trends in Time Entry / Time Capture for Attorneys, Trends in CRM / Relationship Management, The Role of Microsoft Outlook as the Desktop, User Adoption Techniques, Capturing Data via Workflow, Measuring and Increasing Captured Time by Timekeepers, Building the Case Information Database.

FM2 Attorney Performance and Business Development Plans: Understanding and Listening to the Numbers
Without access to the right information for management decision making, law firms often lead their businesses by "shooting in the dark." It is virtually impossible to engineer plans to create a more successful business without understanding where the firm is successful and what areas need improvement. This law firm management session is designed to help law firm owners and managers understand how to report and analyze information that is captured by their time & billing, case management and CRM systems. Hear from law firm professionals on how they have been able to re-engineer their practices by capitalizing on their strengths and overcoming their weaknesses - all through the strategy of "listening to the numbers."

This session will focus on these key areas of law firm management: Case / Matter Management Information, Attorney Productivity Reports, Practice Group Analysis, Firm Wide Financial Reporting, Performance Trends, Understanding Strengths and Weaknesses, Making Strategic Decisions, Crafting Strategic Business and Professional Development Plans.

FM3 Implementing, Managing and Succeeding with Strategic Business Development Plans
This law firm management session is designed to educate attendees on how law firms are crafting and implementing strategic plans to strengthen key portions of their businesses. Speakers will review how law firms of all sizes are capitalizing on key business indicators generated by their technology reporting systems to implement professional development, timekeeper performance, business development and customer service plans or programs.

Change is difficult for any organization, but our seasoned presenters will explore the implementation of their successful strategic plans and explain how they have enabled change in their practices. Don't miss this opportunity to learn about growing your business by: Implementing Plans to Achieve Growth, Reporting on Progress and Establishing Accountability, Marketing and Business Development Plans, Client Cross Selling Plans, Customer Satisfaction and Success Plans, Attorney Productivity and Professional Development Plans.

Emerging Technologies

With the proliferation of technology available, it can be hard to distinguish the defining differential of one product over another. This track, OPEN TO ALL ATTENDEES (unless otherwise noted) is purposefully designed to showcase the leading products offered to the legal community today. Based on industry buzz and frequently asked questions, we've invited some of the leading companies to clearly demonstrate how their products and services impact the ways lawyers do business. Each session is a product showcase, dedicated to a limited number of products and services. You won't want to miss these firsthand presentations to help you choose what is best for your firm.

ETT1: Trends in Cost Recovery – Embedded, Portable and Beyond
Learn how advances in MFPs and scan management systems are influencing cost recovery deployment strategies and how other law firms are using embedded solutions to gain a competitive edge.
Sponsor: Billback

ETT2: Finally, a Systemized, Process-Based Approach to the Search, Collection, and Preservation of ESI
Learn how this proven technology helps to create a defensible process for managing all electronically stored information during discovery for litigation and government investigations. Avoid over-collection by searching prior to collection. Reduce costs by preserving only relevant data. Mitigate risk, and win more cases by better understanding the data you have. Search structured and unstructured data, voice data, and foreign language documents either pre or post-collection. This session is a "must see" for corporate legal, IT teams and outside counsel.
Sponsor: DigIT Technologies

ETT3: ESI Day 60+ Electronic Evidence Solutions from CT Summation CaseVault
After a long gestation, the Amended Federal Rules of Civil Procedure regarding discovery of Electronically Stored Information ["ESI"] became effective last December. Did it bring radical change, as many predicted, or is it business as usual? An early review of the current state of practice and the law reveals things are somewhere in the middle. However, as technology created the problem, technology also enables efficient and cost effective solutions.

This program will briefly discuss the state of the technology before the rules changes, how the rules may or may not affect existing EDD precedent and process and how implementation of the new rules may be confusing across multiple jurisdictions. We will then discuss how CT Summation CaseVault's electronic evidence tools and services can assist your litigation team to meet the challenges of electronic discovery in an ESI World. Also preview the latest version of CaseVault with enhanced quick review and production capabilities designed specifically to meet the needs of the changing environment.
Sponsor: CT Summation

ETT4
Digital Rights Management (DRM) is not just a tool to help internet content providers stay in compliance with IP concern's. Learn how DRM will change the way Legal departments work with their outside counsel firms and internal customers. Mitratech will demonstrate how Digital Rights Management will help your legal department work more efficiently while adhering to and enforcing the strictest level of compliance and security.
Sponsor: Mitratech

ETT5: Research Shows Document Retention is Failing at the Desktop
Document Retention policies are failing at the desktop (IDG Research). Today there are 7.5 billion Office documents created annually (Towers Group) and more than 80% of documents exist on individual hard drives (Gartner), the edge of the organization. That means that the majority of information is outside the control of the enterprise. Research shows that while most enterprises have a document retention policy, two-thirds don't enforce the policy, and less than 50% of employees actually adhere to the policy.

Hear how NextPage brings enterprises the only solution to track documents across email, hard drives, removeable media and servers without changing the way users work and brings control to the desktop. NextPage Document Retention(TM), an information risk management product, reduces your risk and increases document retention compliance.
Sponsor: NextPage