Knowledge Management

#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

#0048: (CCT) A Deep Dive into CRM and Experience Management: How Combining BD and KM Can Accelerate Firm Growth

We are increasingly seeing the merging of these two systems as well as a growing collaboration between knowledge management and business development as firm functions.
In this session, we will explore why combining KM and Business Development capabilities have created a huge competitive advantage for firms by curating firm intelligence around “what we do” with “who we know” to capitalize on growth opportunities.We will explore themes such as:1. Factors driving this trend2. Strategic advantages of building Experience + CRM programs 3. Types of data captured and tools used and the influence of AI4. Tangible use cases5. Key tips and pitfalls for launching Experience + CRM initiatives
Moderator:@Paul Giedraitis - CEO, Orgaimi
Speakers:@Carrie Remhof - Senior Firm Intelligence Manager, Troutman Pepper@Jaclyn Walkins - KM Enablement Manager, Sidley
Recorded on 10-29-2024.

#0031: (CCT) How Do you Get a Seat at the Table?

It is widely recognized in the industry that involving legal operations resources early in large to mid-size client engagements offers numerous benefits. Clients increasingly request the presence of project managers, tech professionals, marketing resources, and knowledge managers. Despite these advantages, why are so few of these professionals invited to crucial client meetings? In this podcast interview, you will hear from individuals who have successfully secured a seat at the table. We explored their journeys, discussed what it is like to be in that position, and learned how they have maintained their roles.
Moderator:@Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP
Speakers:@Nicole McCray - Director of Enterprise Project Management, Greenberg Traurig LLP@Rebecca Wissler - Director of Business Development, Bryan Cave Leighton Paisner LLP
Recorded on 07-22-2024.

#0018: (CCT) Cracking the Code: Understanding and Applying the new LMA Body of Knowledge in Legal Marketing

The Body of Knowledge (BoK) is a foundational resource developed by the Legal Marketing Association for professional development in marketing that defines the core skills necessary for legal marketers to succeed. The BoK defines essential and accepted domains, competencies and associated skill sets within the legal marketing profession at every level. It helps legal marketers hone their skills, assists legal marketing managers to develop themselves and their teams and provides a universal benchmark against which legal marketers can be assessed.Moderator:@Rachel Shields Williams - Director, Knowledge Management Enablement & Insights, Sidley Austin LLP Speakers:@Holly Amatangelo - Education Director, Legal Marketing Association (LMA)@Paul Bonner - Director of Marketing, Venable LLPRecorded on 05-09-2024.

#0013: (CCT) Data Mapping and Why Every Firms Needs to Do It

Firms are getting it, making business decisions based on data is a good idea. There are different areas within law firms where this could be beneficial (enterprise wide, client specific, practice specific). With different places where data is housed, a great first step to connect data sources is by identifying where everything is. This will be a step-by-step guide of data mapping principles and how to get started.
Moderator:@Kate Hathaway - Innovation Project Manager, Greenberg Traurig
Speaker:@Paul Giedraitis - CEO, Orgaimi
Recorded on 04-17-2024. 

#0010: (CCT) How and When to Train Attorneys for Best Long-Term Technology Success

The speakers shared how and when to train attorneys for best long-term technology success. Does this occur in summer or first year? In addition, they discussed how does training needs evolve over the course of an attorney's careers for best long-term technology success. 
Moderator:@Virginia Ong - Legal Innovation Manager, Greenberg Traurig  
Speakers:@Jake Brown - Head of Legal Technology, Josef@Ana Toft-Nielsen - Attorney Development Innovation Manager, Greenberg Traurig
Recorded on 04-03-2024.

#0002: (CCT) The Role of AI Powered Chatbots as Digital Research Assistants

Every firm currently struggles with making sure all of the knowledge in their organization is written down, up to date, and searchable.
In the future, chatbots could serve as a kind of automated research assistants for firm knowledge. They’d be responsible for answering questions by sourcing information from the right person, document and they could also be used to proactively record tacit knowledge into living documents by periodically interviewing key people about their progress on company initiatives.
 
In this podcast interview, we discussed the role of AI powered chatbots as digital research assistants and more.Moderator:@Alejandro Vallellanes - Former Senior Manager, Research and Information Alerts, Baker McKenzieSpeakers:@Stephanie Goutos - Practice Innovation Attorney, Gunderson Dettmer, L.L.P.@Avi Saiger - Practice Innovation Attorney, Gunderson Dettmer, L.L.P.@John Scrudato - Legal Engineering and Data Strategy Manager, Gunderson Dettmer, L.L.P.Recorded on 02-05-2024.

No-One Talks About the F Word – Failing

Whether it is a technical implementation, a change management process or simply and idea that didn't work, we all have times when we fail but it is how we deal with it and what we learn from it that matters. In this podcast interview panel session, hear from two panelists on their worst respective experiences and how they overcame the adversity, setbacks and more.  
 
Questions the moderator will ask the speakers: 
-Tell me about your experience with the first project or process that you implemented  
-What challenges did you face? 
-What did you learn from it?
-Do you have some best practices or key takeaways that you can share?Moderator:
@Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP
Speakers:
@Eric Feldman - Wiggin and Dana, Director of Innovation and Knowledge Management
@Rachel Shields Williams - Knowledge Management Enablement & Insights, Sidley Austin LLP

APIs: Hype or the Real Deal?

More and more vendors are making APIs available, but are they actually worth the investment? Is the data reliable? In this panel podcast, the speakers will explore the various APIs available, use cases, reliability of the content, and how law firms are leveraging external data to supplement or enhance their internal data.
Questions the moderator will ask the speakers:-How did you determine what APIs were appropriate for your organization?-How did you justify your firm’s investment to invest in APIs?-What use cases did you identify, or how have you implemented the APIs in your organization?-What challenges, if any, did you face, and how did you overcome those challenges? -What advice would you give someone looking to leverage APIs in their organization? What were your lessons learned?
Moderator:@Jennifer Mendez - Director of Knowledge Management Innovation, Fisher Phillips
Speakers:@Stacy Rushing - Senior Knowledge Management and Data Analytics Counsel, Fisher Phillips@Paul VanderMeer - CKO at Bilzin Sumberg, LLP 
Recorded on 10-18-2023.

Stop the Robots! Has GenAI Eliminated the Need for Document Automation Tools?

The legal industry is ripe for automation. Growing developments in generative artificial intelligence (GenAI) have made it easier for firms to generate certain content on-demand. However, has GenAI eliminated the need for traditional document automation tools?
 Questions the moderator will ask the speakers:
-With so much hype around Generative AI, how do you continue to make a case for traditional document automation? -What are the benefits of vetted, custom templates versus what GenAI can currently pull together?-What’s the criteria for a document that is ripe for document automation?-Let’s talk about adoption and change management. How can professionals overcome resistance to document automation as an effective strategy?-How can firms measures the ROI of document automation? -Any tips or tricks for getting started or ensuring a document automation project is successful?
Moderator:@Jennifer Mendez - Director of Knowledge Management Innovation, Fisher Phillips
Speakers:@Matthew Basile - Special Counsel at Kelley Drye & Warren LLP and Co-founder of Naya Software@Catherine Bamford - CEO of BamLegal
Recorded on 09-25-2023

The Rise of the ”Non-Lawyer” – Threat or Opportunity

Some people predict that by 2025 half of legal teams will be staffed by non-lawyers. Will that be perceived as a threat or an opportunity? Do lawyers need to learn legal tech, or can they just hire people who specialize in it but are not lawyers? Do you need to be a lawyer to effectively use legal tech?Questions moderator will ask speakers: - The term “non lawyer” is sometimes perceived as quite controversial. Many people who support the business of law feel it is used to marginalize expertise. With the development of legal technologies being a lawyer is not always a needed qualification to plan, implement and use the tools. In your experience how does it help to be a lawyer or not, when using legal technologies?- Where do you see non lawyers working cases, supporting transactions, being part of case teams, etc. today?- With more and more demand on expertise to “drive” legal technologies, or perform data analysis, do you think layers need to learn these skills? Or can they just hire non-lawyers to work side by side with lawyers? Or both?- Do you think the balance could even tip that within law firms more non-lawyers are leveraged to work and manage cases and lawyers solely focus on the parts that require analysis and practice of the law?- What does all this mean for the legal profession, will the job description of lawyers change over time? Why or why not?
Moderator:@Christiane Matuch - Legal Innovation Manager, Greenberg Traurig, LLP
Speakers:@Alyssa Cowley - Associate Director, Knowledge Management, Shearman & Sterling LLP@Harriet Joubert-Vaklyes - Senior Project Manager, Legal Operations, CBRE  @Josh Lazar - Founder and Chief Everything Officer, TechThinkTank 
Recorded on 07-18-2023