Archive for the 'Leadership' Category

This podcast consists of an interview with Melissa Prince on how Ballard created and implemented a staffing (“workforce allocation” or “availability projection”) tool. We also discussed the impetus for the creation of the platform, the obstacles Melissa faced, and how she has driven engagement with associates and partners.

Questions Kristin asked Melissa:
1. Can you provide a little background about your role at the firm and your practice management department? Who handles staffing?
2. First, what did you identify as gaps in the staffing process that led to the development of your tool?
3. At the outset, who were your champions and where were your obstacles?
4. How did you decide to build something in-house as opposed to going to a third party vendor?
5. What are the primary features of your tool and what aspects are you still looking to build out?
6. Who references and utilizes the reports?
7. How are you continuing to drive engagement with the tool? Any ongoing challenges?

@Kristin Rhodes - Senior Practice Manager, Paul Hastings LLP

@Melissa Prince - Chief Client Value and Innovation Officer, Ballard Spahr

Recorded on 10-07-2022

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In this podcast interview session, the speakers discussed some challenges and solutions when implementing security in a hybrid/remote environment. In addition, they spoke about cybersecurity, regulatory issues, and ethical considerations when client data in discovery and internal investigations is accessed temporary contract attorneys working from home.

Questions Jordan asked the speakers:

  1. First, describe your roles at your respective organizations and specifically how you are involved in doc review projects
  2. How have the information security elements of these projects, or your infosec concerns, changed over the last couple years?
  3. What are the important items to consider when planning for a remote document review project?
  4. Differences between “secure VPN”, SessionGuardian, other options?  What are different infosec and DLP approaches and technologies you see in the market?
  5. What are some practical, tactical, day-to-day challenges found managing WFH doc review teams … and how does enhanced attention to infosec and careful application of good tools and protocols help?
  6. Describe the roles, goals, and challenges of the law firm, the client, the hosting provider and the doc review staffing provider in today's remote doc review project

@Jordan Ellington - Founder and CEO, SessionGuardian

@Scott Bilbrey - CEO, Vigilant
@Todd Mattson - Chief Practice Systems & Services, Covington & Burling LLP ​​

​Recorded on 10-04-2022

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Technology is vital to the practice of law in any modern law firm, but it can also be challenging to implement and keep updated. In this podcast, we’ll explore some of the greatest challenges to the modern law firm, explore why technology is so vital for the continued success of firms, and explore how they’re coping with technology challenges today. Listen for tips to lead your law firm through today’s legal technology challenges!

Question John asked Jeff:
1. What do you see as the greatest technology challenges facing law firms today?
2. Why is technology so important to law firms and are they overall keeping up with technology or falling behind the curve?
3. How can they improve?
4. What are three key components to successfully navigating today’s legal technology challenges
5. Are there non-technology challenges for technology impacting firms today, and can you give us some examples (e.g., senior management support, culture change, adoption, etc.) of the impact these challenges may be having?

@John Graves - Training Support Specialist, Winstead PC

@Jeffrey Brandt - Chief Information Officer, Jackson Kelly PLLC

Recorded on 09-30-2022​

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This podcast reviews the various categories of vulnerability tools that should be used against custom software web applications and describe a couple of the vendors in each space. The types of scanners that will be covered include Dynamic Application Security Testing (DAST), Static Application Security Testing (SAST), Software Composition Analysis (SCA), Interactive Application Security Testing (IAST), and hiring a company to perform penetration tests

Questions that Corey will ask speaker:
• What is the state of web application vulnerability testing tools today?
• If you are on a tight budget, where would you consider using open source solutions over vendor offerings?
• Is there a scanning category where you would not compromise, and absolutely would use a vendor solution? If so, why?
• What are some of the limitations that people should be aware of when using various vendor scanning tools?
• How has deploying web applications in a cloud infrastructure changed web application scanning?

@Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories

Atahan Bozdag - Director of Information Security,MedeAnalytics
Recorded on 09-23-2022

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We've seen an increasing number of requests for help around task management that go beyond traditional legal project management tools. Associates wants to see everything assigned to them, and be able to manage it without partners seeing how they're doing so. Partners want to see tasks they’ve assigned across clients and matters. The problem seems like one that should be easily solved with technology, but when you dig into the issues, you realize that no one has a good solution. What is getting in the way of delivering a task management solution that works for attorneys?

Questions Holly will be asking Floor:
1. Firms have tried using a lot of different technologies to help associates manage their tasks and give partners insight into status, but most of these efforts haven’t been successful. Why is this so difficult to solve?
2. Oftentimes, when we hear from attorneys on this topic, the conversation starts with them saying “I want this technology”, but we know that if a technology could solve the issue we wouldn’t be having this conversation. How can we have a more productive conversation with our attorneys, not just on this topic, but generally?
3. The term ‘innovation’ gets used a lot, but again, it often seems to be used when discussing technological solutions. What would be a better way of having a conversation about innovation?

@Holly Hanna - KM Firm Solutions Manager, Perkins Coie

@Floor Blindenbach -
Founder & CEO, Organizing4Innovation

Recorded on 09-23-2022


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Information Governance is coming to the forefront as privacy become stricter in more and more jurisdictions. Clients are also inquiring about how their records are kept and demanding that firms put protections in place. In this podcast we will review the differences between Records Management and IG. We then delve into IG frameworks and policies and why you would want to establish these, followed by a look at client expectations. We will conclude with an overview of where to start when developing an IG framework and policy and the steps to take to put this in place.

Questions Ann will ask speaker:
1. What’s the difference between records management and information governance? 
2. What is an IG framework and associated policies and why would you want to establish these? (i.e. risk management, costs, etc.)
3. In terms of client expectations, what are clients concerned about and what do they want to see in terms of IG?
4. If a firm or corporation wanted to establish an information governance framework and policy, where would they start and what steps would they go through to get this in place?

Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP

Andrew Cogan - IGP, Manager of Practice Services – Records, Allen Matkins 

Recorded on 09-22-2022

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In this podcast, the speakers discuss using data appropriately in the legal sphere, and thinking creatively about what various data sources within your firm or organization can tell you.

Questions Harriet will ask the speakers:
· Big picture: How do we make sure data is useable, accessible/findable, and consistent across departments?
· On the topic of so-called “dark” data: what are some uses cases from other industries that we should think about applying to the legal industry? In other words, how can we mine data that’s already being collected and make better/new use of it?
· What are some ways in which we can convince groups to share their data for the greater good? How can we get buy-in from the average partner/shareholder to share their data across the firm, to ultimately enable trend-spotting and proactive action, rather than simply using data to tell retrospective stories?

@Harriet Joubert-Vaklyes - Process Innovation Senior Specialist, Shearman & Sterling LLP

@Lisa Gardner - Director of Data Analytics, Shearman & Sterling
@Paul Giedraitis - Principal, Axiom Consulting Partners/Orgaimi

Recorded on 09-13-2022

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Technology is changing how firms operate and there is a need for more collaboration between the marketing and technology teams to achieve shared goals.

In this collaborative podcast between the International Legal Technology Association (ILTA) and the Legal Marketing Association (LMA), four seasoned marketing and technology experts discuss their organizational structures, the importance of establishing effective and open communication processes between departments, and share stories in which these efforts resulted in successful projects.  

After listening to this 30-minute podcast, you will learn practical tips on how to work together effectively and take away examples that can be implemented for your own success.

Both ILTA and LMA recognize that collaboration can only add value and aim to continue this discussion with additional content through the rest of 2022. Keep an eye out, share this podcast with a colleague and let us know what think!

Recorded July 2022

@Ali Shahidi
@Britton Choi
@Erin Meszaros
@Michelle Woodyear

​Moderated By:
@Tara Patterson

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In this podcast session, we will discuss if continue to work remote, what needs to change? What do we stand to gain and what do we stand to lose?

Questions Marlene will ask the speakers:
1. What is the current state of remote work? Who is working remotely in law and are we seeing changes in who or how much in the last few months?
2. A recent ALM survey on incoming summer associates reported that only 25% percent of the respondents felt concern about connecting with colleagues and getting adequate training in remote programs. This was down from 53% last year. Does that surprise you?
3. Have you heard of any particularly creative methods organizations are using to keep communication going in remote teams?
4. What is the economic and financial impact of remote work on organizations?
5. If organizations are seeing remote work as a solution long term, what sort of skills and characteristics should they be looking for in their hiring and retention practices?

@Marlene Gebauer - Co-Host of The Geek in Review Podcast

Richard Hsu - 
Managing Director, Major, Lindsey & Africa
@Sang Lee - CEO and Co-Founder, Thine

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