Legaltech - An ALM Event

Track 2: Cost and Risk Management

Sponsored by:

Are We Here to Bury Search Terms?

"I come to bury Caesar, not to praise him. The evil that men do lives after them; the good is oft interred with their bones." - William Shakespeare

Many pundits today are suggesting that search terms may be inadequate for locating truly relevant information in litigation. But do search terms still have a place in the e-discovery process? Are we "interring the good" without adequate thought? This session will cover the use of search terms in litigation, as well as discuss using technology assisted review in order to balance both cost and risk in responding to discovery requests in litigation and governmental investigations.

Moderator:

• Carolyn Southerland,
  Huron Legal

Speakers:

• Rob Kidwell,
  Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.
• Gail Foster,
  Baker Botts
• Matthew Baker,
  Bracewell & Giuliani
• David Chaumette,
  Chaumette PLLC
• The Honorable Andrew J. Peck,
  United States Magistrate Judge,
  Southern District of New York

Track 3: Firm Strategy: Thought Leadership for Firm Leaders

Sponsored by:

Hierarchy of Tasks: Making Your Practice Work for You

The truth is that too many attorneys wear too many hats—and end up working for their practice instead of the other way around. They have to handle everything from client building to bookkeeping, firm marketing to phone calls. In fact, results from the US-based LexisNexis® Billable Hours Survey found that many lawyers are spending more than four hours every day on non-billable activities. The biggest culprit eating up the majority of these non-billable hours was administrative or practice management tasks, i.e. email and document management, filing, docketing, billing and accounting.

But it's been shown time and time again that lawyers who focus on the right tasks can not only practice the kind of law they've always wanted to, they can highlight the skills that set them apart from others in the marketplace. Most importantly, they can serve their clients better than they ever thought possible.

During this informative seminar, Co-Presenters David Cox, JD, and respected legal author Ann Guinn will show attendees how to structure and prioritize their day in the most effective and efficient ways possible.

They'll cover:

• The five things top attorneys have in common
• The best ways—and best reasons—to delegate
• Why you should never answer your own phone
• A step-by-step guide to "moving up the task ladder"
• And more!

Speakers:

• David T. Cox, J.D.
  Cox Esq.
• Ann M. Guinn
  Practice Management Consultant to Solo and Small Law Firms
  G&P Associates

Track 4: Law Firm Management

Sponsored by:

The Legal Professional Efficiency Challenge: Addressing Profitability with Chainsaws

How do law firms address the time / bill / profit challenge for the majority of their legal professional employees in real time? In practice areas challenged with AFAs and fixed fees, what efficiency gains are expected and how? We discuss what is being seen and done to really address the 'DO' of the matter lifecycle.

Speakers:

• Mark Medice,
  Senior Director, Peer Monitor,
  Thomson Reuters
• Randall Kalik,
  Director of Technology Services,
  Foley & Mansfield
• Mark Craddock,
  Director, Sales,
  Thomson Reuters Elite

Track 5: Big Data and the Business of Law: Gaining Perspective on your Performance vs. your Peers

Sponsored by:

Buying Legal Services in the "New Normal"

First 25 attendees get a copy of Dr. Silvia Hodges new book, Buying Legal

This session will review the trends that are impacting the buying and selling of legal services. Given insightful answers to key "buying" questions including: How and when to use competitive bidding? How to know if you should respond to an RFP? How do I unlock competitive intelligence insights?

• Andy Krebs,
  Intel
• Krissa Spence,
  Key Bank
• David Paige,
  Sterling Analytics

Track 6: Corporate Legal IT

Sponsored by

Technology and Trends in Corporate Legal

Those curious about the issues facing general counsel and law department managers should attend this trend-tracking session. A panel of experts will discuss corporate legal department organization and reporting structures; service delivery approaches; the latest in service delivery models; the use of outside counsel, Legal Process Outsourcing; the role of IT and systems in areas such as IP, compliance, contracts, search and legal metrics. Includes a discussion on Legal Operations within a Corporate Legal Department: Structure, Scope and Best Practices.

• Ralph Schroeder,
  Hyperion Global Partners

• Mike Russell,
  Strategic Legal Technologist,
  Liberty Mutual Insurance Company
• Rajan Gupta,
  Senior IT Manager,
  Corporate Legal,
  Qualcomm
• Eyal Iffergan,
  CEO,
  Hyperion Global Partners
• Mark Harrington,
  General Counsel,
  Guidance Software
• Marat Borodovskiy,
  IT Director - Law, Compliance, Business Ethics and External Affairs,
  Prudential

Track 7: Making Big Data Meaningful for the Legal Market

Sponsored by:

Leveraging Big Data for Effective Patent Analysis

• The challenges faced by legal departments in an intellectual property-rich environment
• The technology to help identify prior art and patent infringement
• How technology can make use of big data in patent analysis

• Nick Patience,
  Director of Product Marketing & Strategy,
  Recommind

Speakers:

• Robert Trenchard,
  Partner,
  Wilmer Cutler Pickering Hale and Dorr
• Thomas Marlow,
  Intellectual Property Counsel,
  Fairchild Semiconductor
• Neil Etheridge,
  Senior Director of Product Inception & Solutions,
  Recommind

Track 8: Ediscovery Interactive

Sponsored by:

Creative EDiscovery Problem Solving

There is no right answer. There is no wrong answer. There is only the BEST answer. This session will help you find the best possible solution to your ediscovery problems. In this brainstorm power session, you will:

• Tackle the latest ediscovery problems
• Develop action plans
• Discuss meaningful ways to implement solutions

• Jonathan Sachs,
  Regional Manager,
  Kroll Ontrack

• David Yerich,
  Director of Ediscovery,
  United Health Group
• Martha Harrison,
  Ediscovery Attorney, 
  Ropes & Gray
• Rachel Rubenson,
  Assistant Vice President – Legal, 
  Barclays

Track 2: Cost and Risk Management

Sponsored by:

The Evolving Role of Analytics

There has been much discussion of the evolution of analytics. For years various analytic tools have been used to QC productions after human review, and now both sides are relying on analytics of various types to find the key documents in a matter. The Da Silva Moore and Kleen Products cases have shown us that parties—and judges – can disagree on the best processes for locating potentially relevant documents. What do the rules require? Are parties obligated to be transparent in their processes to show that their methods are reasonable? If the standard is reasonableness, what does the reasonable standard require?

Moderator:

• Carolyn Southerland, Huron Legal

Speakers:

• Paul Zimmerman, Christian & Small
• David Chaumette,
  Chaumette PLLC
• Hon. Ron Hedges,
  Former US Magistrate Judge
• Sarah Jane Gillett,
  Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.

Track 3: Firm Strategy: Thought Leadership for Firm Leaders

Sponsored by:

The Future of Technology: Five Trends Lawyers Can’t Ignore

Now more than ever, attorneys have an obligation to change with the times and stay on top of available technology that can help them better serve their clients and manage their practice. From shorthand to typewriters, Dictaphones to voice recognition software, technology always works its way into lawyers' lives. Just as it has in the past, so will it in the future—and at a faster pace than many lawyers may be prepared for.

This session will introduce you to looming industry trends you can use to help your firm thrive in the ever-changing legal marketplace. We will also get you up to speed on the five top tech trends you can't afford to ignore, including:

• Evolving ABA & State Bar rules
• Social Media
• Predictive Coding
• Alternative Fee Arrangements

Speakers:

• Christopher T. Anderson,
  Product Manager for the LexisNexis Firm Manager,
  LexisNexis
• Jack Halprin,
  Head of eDiscovery, Enterprise,
  Google

Track 4: Law Firm Management

Sponsored by:

Emerging Best Practices in Law Firm Management for 2013 – Legal Project Management

How do you manage your clients' continuous demand for more transparency into pricing, predictable costs, frequent status updates, and Alternative Fee Arrangements? Does your firm management continuously want to maximize efficiencies, reduce duplication of efforts and reduce risk? Combined with the economic downturn, this may seem like an overwhelming challenge and firms are implementing legal project management to meet these new demands.

• Sam Goldblatt,
  Partner,
  Nixon Peabody
• Thomas Wisinski,
  Chief Knowledge Officer,
  Haynes and Boone
• Chris Sweet,
  Senior Manager Legal Project Management and Analysis,
  Reed Smith

Track 5: Big Data and the Business of Law: Gaining Perspective on your Performance vs. your Peers

Sponsored by:

Transforming the Law Firm through Big Data and Analytics

Learn from a panel of thought-leaders from top law firms as they describe how they are transforming their pricing and operations practices through the use of industry benchmarks and analytics.

Moderator:

• Holly Montalvo,
  TyMetrix

Speakers:

• Steven Campbell,
  Chief Operator Officer,
  Dykema Gossett
• Carla Goldstein,
  Chief Strategic Innovations Officer,
  Seyfarth Shaw
• Bob Menefee,
  Director Practice Management,
  Bracewell & Guiliani
• Peter Secor,
  Directory of Strategic Pricing,
  Pepper Hamilton

Track 6: Corporate Legal IT

Sponsored by

Making the Business Case for Data Security at Home (Corporation) and Away (Outside Counsel)

A discussion from a corporate and law firm perspective focusing on clients' concerns are over data security. Bank regulators also have expectations for 3rd party providers which are driving the security requirements and assessment process. Panelists will discuss how to make sure the data is secure when it leaves the corporation to go to the law firm, and what law firms are doing to ensure security of customer/client data. Hear from clients and law firm security people and an attorney about the steps you should consider implementing to ensure data security.

• Tom Morrissey,
  Sr. Director, IT Litigation,
  Purdue Pharma L.P

• Jim Fortmuller,
  Manager Systems Security,
  Kelley Drye & Warren LLP
• Harvey Jang,
  Director, Privacy and Information Management,
  HP
• Glenn Siriano,
  Principal, Advisory Services – Information Protection & Business Resiliency,
  KPMG
• Abigail Smith,
  IT Director Client Services, Security & Architecture,
  Purdue Pharma L.P.

Track 7: Making Big Data Meaningful for the Legal Market

Sponsored by:

Making SharePoint Search Work for Users

With the rise of SharePoint organizations have attempted again to fulfill the dream of a single repository of information. However in many cases information is more effectively managed in its current repositories. This creates the problem of 'findability' for end users who will be wishing for a simple user search interface that helps quickly and easily find the information they need regardless of its location. In many ways enterprise search should be the backbone of a proper SharePoint deployment, by not only solving the 'findability' of content but as well by using search to build rich SharePoint sites. Join this session and learn how SharePoint can become the content delivery portal it deserves to be.

• Martin Tuip,
  Product Marketing Manager,
  Recommind

• Lisa Gianakos,
  Director of Knowledge Management,
  Pillsbury Winthrop Shaw Pittman
• Douglas Freeman,
  Knowledge Systems Manager,
  White & Case LLP
• Joshua Fireman,
  President,
  Fireman & Company

Track 8: Ediscovery Interactive

Sponsored by:

A Live Simulation: TAR, CAR, IRT, Predictive Coding

This teaching exercise will involve audience participation so be ready to take part in this revolutionary experience. Your assistance categorizing documents, debating defensibility and more will help mold future TAR thinking.

• Chris Wall,
  Senior Director, 
  Kroll Ontrack

• Ralph Losey, 
  Partner, 
  Jackson Lewis
• Jason R. Baron,
  Director of Litigation, 
  National Archives and Records Administration

Sponsored by:

Will Technology Assisted Review Save Money?

The studies comparing other methods of search to technology assisted review (predictive coding) show that the use of TAR results in the identification of fewer non-relevant documents and a larger percentage of potentially relevant documents compared to methods such as keyword search. So why do we assume that the use of TAR will result in cost savings? Will there really be less data to go to human review, or can human review be avoided? Are further analytics required?

Moderator:

• Hon. Ron Hedges,
  Former US Magistrate Judge

Speakers:

• Ignatius Grande,
  Hughes Hubbard & Reed LLP
• Sarah Jane Gillett,
  Hall, Estill, Hardwick, Gable, Golden & Nelson, P.C.
• Paul Zimmerman,
  Christian & Small
• Rob Kidwell,
  Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Track 3: Firm Strategy: Thought Leadership for Firm Leaders

Sponsored by:

I Want My Attorneys to Act More Like Salespeople: What Rainmakers Do to Create Success

Not surprisingly business development is a mandate in firms, and firms are solving with BD coaches, investment in marketing teams, tools or technologies.  This session explores 5 Business development best practices, and also discusses the newest trend:  Social CRM.  While many industries and professions have embraced the concept of CRM as a way to extend the 360-degree view of clients, Social CRM extends engagements and tools to help attorneys build and sustain relationships.  To understand the impact of the trend, the session also looks at how lawyers and law firms can expand and target reach to communicate expertise and value to clients or potential clients.  Hot topics for every Business Development and Marketing professional include:

• 5 things that Rainmakers do to create success – and how marketing leaders need to harness it
• Social Media:  How this global phenomenon is changing the dialog with Clients
• Practical Guidance:  Social media lessons learned
• Social CRM:  Understanding the value of the intersection between social networks and CRMs
• How Social CRM helps attorneys in BD efforts by making relationships personal
• Next Steps:  How Marketing & BD leaders can start to harness the power of the Social Network when back in the office

Speaker:

• James Paterson,
  Sr. Director Product Line Management,
  LexisNexis® InterAction®

Track 4: Law Firm Management

Sponsored by:

Increasing Profitability: What Law Firms can Learn from Professional Services Organizations

Law firms continue to market to an increasingly price sensitive legal consumer. As business development activities grow to help address this trend, it is essential for the law firm to understand the key profit drivers to help protect profit margins. This is true with many PSO firms where managing a project budget is critical to the success. These firms deploy project management methodologies to not only ensure their financial success but to guarantee customer satisfaction. These same principals can be applied to many transaction types in the legal market and lead to better business decision making while delivering legal work product clients expect.

Speakers:

• Jim Darsigny,
  CIO,
  Brown Rudnick
• Chris Sweet,
  Senior Manager, Legal Project Management and Analysis,
  Reed Smith
• Anita Morrissey,
  Billing Manager,
  Cadwalader, Wickersham & Taft LLP
• Bruce A Wilson,
  Managing Director, CEO,
  Wilson Legal
• Dan Sheeran,
  CFO,
  Duane Morris LLP

Track 5: Big Data and the Business of Law: Gaining Perspective on your Performance vs. your Peers

Sponsored by:

Evolving the Law Department through Data-aided Decision Making

Learn from corporate law department leaders on how they are evolving into data-aided decision making organizations using benchmark analytics to improve performance and transparency.

Moderator:

• Craig N Raeburn Jr.,
  TyMetrix

Speakers:

• Karen Dunning,
  Director of Legal Ops,
  Motorola Solutions
• Robert Ingato,
  Executive Vice President, General Counsel and Secretary,
  CIT Group Inc.
• Lauren Trapp,
  Director of Pricing,
  Motorola Solutions
• Arthur Bronson,
  M&T Bank

Track 6: Corporate Legal IT

Sponsored by

Dollars and Sense in AFAs and Budgeting in the Corporate Legal Department

An examination of AFAs - the need for a good relationship and collaboration with the law firm, how to communicate specific requirements and collect historical data to support the AFA, and how to measure the AFA's value . We will also take a close look at the factors affecting corporate law department budgeting, including whether matters using outside counsel should be budgeted in an intentional way, whether there are requirements/policies for these types of matters, what templates or tools are available, and what data support you when budgeting for a matter. Audience questions and participation encouraged.

• David Rohde,
  Senior Director, Consulting Services,
  Epiq Systems, Inc.

• Kim Townsan,
  Senior Manager, Legal Administration,
  United Technologies Corporation
• John Thompson,
  Analyst,
  Purdue Pharma L.P.
• Chris Emerson,
  Director, Practice Economics Group,
  Bryan Cave, LLP

Track 7: Making Big Data Meaningful for the Legal Market

Sponsored by:

Email Management…Time to Dust it Off and Make it Better

The "5-second rule" is generally used to determine the viability and success of a records management program. In other words, if it takes more than 5 seconds to file an email or document, an employee is unlikely to properly categorize an item; either filing a record in the wrong bucket or not filing it altogether. Email management has gone through many different evolutions in its lifecycle; from basic print and file to embracing auto categorization. However, evolution eventually can turn into a revolution when new technology radically changes effectiveness. Join this session and learn how machine based learning can dramatically change how firms can improve accuracy of filing and improving sharing critical information between employees.

• Martin Tuip,
  Product Marketing Manager,
  Recommind

• Meredith Williams,
  Chief Knowledge Officer,
  Baker, Donelson, Bearman, Caldwell & Berkowitz
• Michael Mills,
  Management Consultant,
  Kraft & Kennedy, Inc.

Track 8: Ediscovery Interactive

Sponsored by:

A Panel of Experts: A Candid Conversation

A panel of expert judges and lawyers will discuss cutting edge ediscovery challenges. Bring your questions for prestigious members of the bench and bar.

• Anthony J. Diana,
  Partner, 
  Mayer Brown

• Honorable Lisa Margaret Smith,
  United States Magistrate,
  Southern District of New York
• Honorable James C. Francis,
  United States Magistrate,
  Southern District of New York
• Honorable Frank Maas,
  United States Magistrate,
  Southern District of New York