Business and legal process improvements

#0090: (JIT) Just-In-Time: ILTA's 2025 Tech Survey, Early insights

In this session, long standing members of the ILTA Annual Technology Survey Committee and the Survey Project Manager share best practices in using the survey results, and highlight how the survey has become a key budgeting and decision-making tool for law firms of all sizes around the world.
 
Moderator:
@Laura Murphy - Senior Project Manager, ILTA
 
Speakers:
@Todd Corham - Security and Compliance Administrator, Saul Ewing LLP
@TJ Johnson - Transformational Strategist & LeaderRecorded 
5-21-2025

#0075: (JIT) What Does This All Mean? Uncovering KPMG's Approval

KPMG has just become the first Big Four accounting company to own a law firm in the United States after Arizona approved its participation in the state’s alternative business structure program. In this podcast interview, the speaker will highlight key background information on this case, discuss if this will open-the-door to becoming the new norm, pros/cons of the ruling and discuss what are the overall key changes in the legal industry of this ruling.
Moderator:  Ted Theodoropoulos, Chief Executive Officer, Infodash   Speaker:Debbie Foster, CEO, Affinity Consulting
Recorded 3-7-2025

#0067: (CCT) Positives and Pitfalls of Using AI in Proposal Generation

Pitches and proposals have long been essential tools for securing new business for firms.      
 
Traditional methods of creating these documents can be time-consuming, and many marketing departments lack the dedicated bandwidth to handle them efficiently. However, the advent of AI offers a solution to these challenges by streamlining the process. The use of AI transforms how firms respond to RFPs and pitches, promising significant time savings. But is this efficiency worth the potential challenges it introduces?     
 
In this podcast interview, the speakers delved into the benefits and drawbacks of leveraging AI in pitch and proposal creation.   Moderator:@Tara Patterson - Marketing Technology Manager, Orrick, Herrington & Sutcliffe LLPSpeakers: @Jeff Lagana - Director of Enterprise Operations & Security, Buchanan Ingersoll & Rooney PC@Ray Meiring - CEO, Qorus DocsRecorded on 01-27-2025.

#0062: (CCT/ Gen Ed) GenAI in Legal: Transforming Your Practice

Discover how legal departments are leveraging Generative AI to streamline workflows and enhance efficiencies. This podcast will dive into the use cases and practical applications, compliance concerns, and risk management strategies for in-house legal departments deploying AI. Uncover what it takes to harness GenAI’s potential while navigating ethical and legal challenges.
 
Moderators: 
Matthew Kohel - Partner, Saul Ewing LLP 
Leah Leyendecker - Partner, Saul Ewing LLP
 
Speakers:
Mayura Iyer Noordyke - Trademark Counsel for Global IP, Medtronic 
Travis Zimbelman - Strategic Advisor and Freelance Consultant

#0060: (CCT) When to Bring in Change Management, Training, and Innovation Teams

Join moderators Missy McDonough and TaShika Lewis as they explore the perfect timing for change management, training, and innovation teams in legal tech initiatives. Change management expert Julia Montgomery shares practical insights on early engagement, driving lawyer adoption, and navigating the evolving tech landscape, including AI. Learn proven strategies to score projects, build buy-in, and deliver successful technology transformations in law firms.
  
Moderators:
@TaShika Lewis - Manager of User Education, Kelley Drye & Warren LLP
@Missy McDonough - Senior Applications Manager, Bricker Graydon
 
Speaker:
@Julia Montgomery - Director of Practice Enablement, King & Spalding LLP
 
Recorded 12-19-2024

Doing the Right IT Projects… Then Doing IT Projects Right

“Doing the Right IT Projects” sounds simple.  It should be how you to start your project lifecycle and quality methodology: Setting criteria for how IT projects are selected, prioritized and planned, and how the appropriate level of project management, quality assurance and resources are assigned. 
There are buckets/workstreams for large/complex IT projects and for simple projects that need only project and testing checklists.  Once the right projects are in the queue, then you move on to “Doing IT Projects Right”, the initiation, planning, execution, monitoring, transition to operate and maintain, and of course, adoption.
 IT is then supporting business service demands and strategic goals across all IT projects in the organization. This podcast session provides a takeaway in the form of a framework for anyone who is responsible for how technologies are implemented or has to manage IT projects, or really manage any projects in a legal organization.
Moderator:@Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter
Speakers:@TJ Johnson - AVP, Legal Sector Strategist · Qualitest@Parita Kanevskiy - Leader of Project Management Office (PMO), Eversheds Sutherland 
Recorded on 08-17-2023

Will Artificial Intelligence Take Our Legal Jobs?

Questions the moderator will ask the speaker:
 
-With the audience of this podcast being attorneys and other legal professionals, we have to start with the obvious question, do you see AI taking their jobs?
-How do you see AI's role in the legal industry evolving in the future?
-When you think of data privacy, security, governance, and compliance, what do you think of related to risk associated to leveraging AI in the practice of law? Both as a tool for legal professionals and for laymen that might use a tool like DoNotPay. 
-In your experience, how have you seen AI change and develop over the past years to address different challenges and needs in the legal industry?
-What advice would you give legal professionals when it comes to AI in their role?Moderator:@Joshua Moore - Lead Solutions Expert, NetDocuments Speaker:@Zachary Warren - Manager, Enterprise Content - Technology and Innovation, Thompson Reuters Institute Recorded on 07-25-2023

Showing Bus Ops Some Love: How Process Improvement in Your Business Operations Can Give You the Boost You Need to Engage with Legal

In this podcast session, we will discuss how to best apply process mapping to business operations, and ultimately make the leap from bus ops to legal processes.
Questions Harriet will ask Cassie: 
What is process mapping and why should we care if it is used in business or legal operations?
What sage advice can you provide to those who are new to integrating process on the business side of the house?  Are there specific departments that might be best to start with? What are the quick, easy wins?  
Now, for the $1 million dollar question: how do you make the leap from business ops process improvement to legal process improvement?  How do we convince legal teams to drive interest in process improvement?
How can we alter our approach when it comes to the legal side of the house  in convincing them how process mapping and process improvement is important?
Moderator:​@Harriet Joubert-Vaklyes - Process Innovation Senior Specialist, Shearman & Sterling LLPSpeaker:​​@Cassie Vertovec - Managing Director, Practice Management and Innovation, Paul Hastings​ LLP
 
Recorded on 02-02-2022

Business Analysts

In this session, we will discover and learn about the evolving role of business analysts, what they do, how they help legal technology and why they are so valuable.Moderator:@Carly Prellwitz- Business Analyst 1, Fish & RichardsonSpeakers:@Rex Balboa– Systems Business Analyst, Perkins Coie@Jennifer Perez- IT Business Analyst, Sheppard, Mullin, Richter & Hampton LLP
Recorded on 09-14-2021

The Vendor/Firm Ecosystem - How Firms can Impact Product Development

As firms move from jack-of-all trades providers to working with a host of best-in-class tools provided by smaller companies, opportunities for directly influencing product development and product pipeline have greatly increased. During this podcast, we will discuss specific ways in which firms can leverage their networks and vendor relationships to guide the creation of better, more cost efficient vendor offerings.Moderator: @Rebecca Holdredge - Innovation Manager, Husch Blackwell LLPSpeakers:@Anna McGrane - COO, PacerPro@Virginio D'Aversa - Senior Director Knowledge Management and Technology Innovation, Husch Blackwell@Dan Anderson - CEO and Co-founder, SeeUnity@Dan Hauck - Chief Product Officer, NetDocuments
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Recorded on 09-02-2021​​

Maximize Fixed-Free Arrangements with AI, Analytics and Automation

Many junior and mid-level associates are beginning to realize that the billable model is moving towards fixed-fee arrangements. This is becoming especially true during the pandemic, where everyone is looking to cut costs. In this podcast session, we will learn more about how to handle transactions using less lawyer time (through AI or other methods)Moderator:@Brian P. Morris - IT Business Relationship Manager, Holland & Knight LLP
Speaker:@Tobin Brown - Chief Practice Management Officer, Perkins Coie​
​Recorded on 08-06-2021
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