Legal Operations

#0069: (JIT) ILTA Just-In-Time: How to Best Prepare for the European Accessibility Act 2025

Is your firm or business ready for the European Accessibility Act (EAA)? In this podcast, the speakers broke down this game-changing regulation, exploring who needed to comply, key deadlines, and how to meet accessibility standards. From practical steps to enforcement measures, we covered everything you needed to know to stay ahead of the 2025 requirements.
Moderator:@James MacGregor - Founder and Managing Director, Ethical eDiscovery 
Speakers:@Yves Heuser - Associate, SKW Schwarz @Johannes Schäufele - Partner, SKW Schwarz 
Recorded on 01-30-2025.

#0033: (CCT) How to Successfully Get Buy-In for Change

In this podcast interview, the speaker will showcase how to best build business cases for legal and compliance projects and how to best get the funding you need. 
 
Moderator:
@Charisma Starr - VP, Legal Operations, JPMorgan Chase
 
Speaker:
Jeffery Salling - Chief of Staff, ModernaRecorded 07-26-2024

#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.

#0029: (CCT) Takeaways from Groundbreakers Summit

A reflection on the first-of-its-kind summit with thought leaders gathered from 45 law firms focused on the new frontier in firm intelligence, emphasizing the transformative role of data in shaping the future of legal practice. 
This podcast will include speakers and attendees to discuss learnings on how data enhancement helps law firms move from mere information gathering to gaining valuable insights, thus revolutionizing legal knowledge management.
Moderator:@Carrie Remhof - Senior Firm Intelligence Manager 
Speakers:@Cindy Bare - Chief Data and Innovation Officer, Frost Brown Todd LLP @Kate Meltzer - Director of KM Technology, Ropes & Gray LLP@Max Polinski - Product Manager for Foundation at Litera 
Recorded 6-28-2024

#0019: (CCT) Frenemies: Building a Collaborative Legal Ops Program with Outside Counsel

In this podcast panel, the panelists will share tips on how to work with, not against, outside counsel to achieve cost and matter management objectives.
 
Moderator:
@Andrea Webster - Associate Director, Legal Innovation and Operations, Novartis  
 
Panelists:
@Heather Newton - Lead Counsel, Wells Fargo
@J. Tracy Walker - IV - Partner, McGuireWoods
 
Recorded 05-14-2024

#0007: (CCT) Data Debt

We all know about technical debt, but data debt is its more nefarious and more challenging sibling.    How do you break down the data silos in you firm to create a holistic view of your information? Moderator:@Bill Bice - CEO, nQ Zebraworks Speaker: @Keli Whitnell - Director of Firm Intelligence, Troutman Pepper 
Recorded on 3-11-2024.

#0004: (CCT) Mastering Legal Ops: How to Get It Right and What Happens if You Don’t?

In this podcast the speakers will discuss how can legal operations teams work with each other on both sides of the client/law firm equation. What are best practices? How can a firm improve the client's experience? Moderator:@Damian Priamurskiy - Project Management & Delivery Specialist, Lowenstein Sandler LLP 
Speakers:@Julianne Kasprzyk - Paralegal Manager, Investment Management, Lowenstein Sandler LLP @Donald Knight - Director of Legal and Tax Operations, Crown Castle 
Recorded on 02-23-2024.

Sitting in the Hot Seat: Extreme Ligitation Support

Trial Support is often not just for trials. It comprises of arbitrations, mediations, business development proposals, hearings on dispositive motions and/or an in-depth presentation to name a few.In this podcast panel interview, the panelists discussed the various types of presentations, tools, considerations, setup and tips and trick they use when sitting on the "hot seat." 
 
Questions that Jill asked the panelists:
1.         How did you get here (brief background of lit experience that led to wanting to be ‘in the hot seat’)? 
2.         How do you ‘market’ your skillset within the firm?   
3.         What are the presentation types/tools most used by you/your firm? 
4.         What are the most important considerations when determining which presentation type will be the best choice for the             forum? 
5.         What to do when technology fails? 
6.         What are some tips and tricks you’ve learned through your years sitting in the hot seat?Moderator:
@Jill Okerlund Pigeon- Legal Process Coordinator,  Robinson BradshawPanelists:
@Timothy Piganelli - CEO, The Piganelli Consulting Group, Inc.@Stephanie Mills - Manager, Discovery Services, Cassels Brock & Blackwell LLP
@David Gomez - Practice Support Project Manager, Robinson BradshawRecorded 12-18-2023

Law and Order: The Importance of Practice Management in a Law Firm Startup

We often think of Practice Management in the context of managing a large legal practice. But how does it actually apply to a startup? What principles apply to the first days and years of a firm with just a few partners? Where do they start? And/or what do they wish they would have paid attention to first if things didn't go smoothly?
Questions the moderator will ask the speaker:-Tell us a little about you and your firm.-What made you decide to leave your prior job and when did you know it was time to break out on your own?-What resources did you take for granted at your prior firm? -What has been the most eye-opening part of the transition from practicing attorney to manager of your own firm?  -What technology are you using for case management software? -How are you structuring the firm to meet your management needs and how is that integrating?-What advice would you give someone contemplating making the same change?
Moderator:@Kristin Rhodes - Senior Practice Manager, Paul Hastings LLP
Speaker:@Philip Andonian - Member, CalebAndonian PLLC
Recorded on 10-24-2023.

Revolutionizing Document Intake and Processing at Law Firms with AI-Powered Solutions

In this session, the speaker delved into the transformative power of AI technology in the legal industry. They explored the game-changing solutions that are revolutionizing document intake and processing at law firms, replacing the traditional manual, labor-intensive, and error-prone methods. In addition, they uncovered how AI-powered solutions are unifying document input sources, streamlining categorization and classification, identifying time-sensitive and urgent documents, and seamlessly integrating them into downstream case management systems. They also shared compelling real-world examples that demonstrate the remarkable efficiency gains that firms can achieve through the adoption of this technology. Listeners will discover how these AI solutions are reshaping the way law firms operate, saving valuable time, reducing costs, and optimizing the allocation of staff resources.Moderator:@Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE GroupSpeaker:@Vivek Rao - CEO, Foundation AIRecorded on 07-20-2023

Why Them? How Corporate Legal Departments Choose Law Firms

This session explored the ever-evolving factors which influence how corporate legal departments evaluate and select law firms, including a spotlight on how mature departments engage in the process. Specific factors covered will include the performance, spend, and DEI metrics used by data-driven departments, as well as a focus on the growing adoption of advanced tools to facilitate the firm selection process.
 
Questions the moderator asked the speaker: 
Given current concerns over the broader economy, what impact is that having on how law departments select outside counsel?  Are they spending less?  Choosing different firms?  How are the behaviors changing?
What factors are driving the buying decision of which law firms these clients want to use?
Have we seen any noticeable changes in these decision drivers as the economy has shifted?
What has been the biggest surprise to you in terms of how law firm favorability has changed?
 
Moderator:@Carolyn Robinson - eDiscovery Coordinator for the Americas - Office of the Regional General Counsel for Robert Bosch, LLC
 
Speaker:@William Josten - Senior Manager, Enterprise Legal Market Content, Thomson Reuters Institute
 
Recorded on 06-29-2023