professional services

#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.

#0015: (CCT) Clear is Kind Providing Actionable Feedback and Setting Up Your Team for Success

We've all been there: a boss cushions their language so much we leave meetings unclear on whether we were doing a great or terrible job.  
 
In this podcast panel interview session, seasoned managers will discuss on what things to include & avoid in feedback sessions, and how providing feedback on the go is much more valuable than waiting for formal performance reviews 
 
Moderator:@Harriet Joubert-Vaklyes, Director, Legal Operations, CBRE   
 
Panelists:
@Janelle Eveland Belling,  Director of Legal Project Management, Perkins Coie @Amy Monaghan, VP of Client Success and Product Innovation, Infodash@Nicola Woodfall, Senior eDisclosure/eData Manager, Travers Smith
 
RECORDED 4-25-2024

#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.

Legal Career Labyrinth: Navigating Your Unique Path in Law

In legal operations and other knowledge or practice management roles, there's often a lot less structure and clarity on the types of roles and career progression available in the industry. 
 
In this podcast session, we'll talk through some ways to first figure out what your options are, then how to get started down the path you want to be on, and where to turn for help when it's not available within your org. 
 
Questions the moderator asked the panelists  - Tell us a bit about your professional journey and when you were able to steer your own ship with regards to your roles within a law firm.  - What steps did you take and research did you have to do to clarify your vision for your next role?  - What were some ways that you were able to communicate with management/leaders to get them aligned with your goals and vision for your next career moves? - Did you run into any unexpected obstacles and how did you overcome them? Do you have any advice for others that may be seeking a change in their current role?
 
Moderator:Harriet Joubert-Vaklyes- Senior Project Manager, Legal Operations, CBRE
Panelists:  Danette Shaifer - Facilitator, Relationship Intelligence Coach, Learning Strategist, Florishion ConsultingAmy Wegener- Executive Coach and Consultant, AB Wegener LLC Esther Bowers - Chief Practice Innovation Officer, Honigman LLP
 
Recorded on 1-25-2024

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

Pivoting: Career Transitions Within the Firm

In this podcast interview, the moderator talked with speakers who have both recently transitioned careers within the same firm. They will discuss how has their experience prepared them, why did they chose to stay within firm, what has been the overall key differences in the new role, challenges and successes experienced and more. Questions the moderator asked the speakers:-Tell us a little about your previous role(s) and what you do now-What are some of the key differences between your previous role(s) and current role?-What have been some of the biggest challenges that you have faced in making the transition?-What are some of the biggest factors in your success?-Do you have any advice for others looking to pivot?Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager, Legal Operations, CBRESpeakers:  @Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP         @Martina Udovicic - Account Manager, Legal Operations, Borden Ladner Gervais LLPRecorded on 10-26-2023

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

Becoming a Testifying Expert

Learn about what it takes to become a testifying eDiscovery expert in your field of expertise from these testifying witnesses. The panel covers their own backgrounds, what certifications they have obtained, what education they acquired, and the steps that they took in order to become a testifying expert.
Moderator:@Lauren Doucette - Senior Practice Technology & eDiscovery Project Manager, Sheppard Mullin Richter & Hampton LLP
Panelists: @Chris Haley - Director of Legal Technology, Troutman Pepper/eMerge@Kevin Cohen - Principal, Data Triage @Kelly Twigger - Principal, ESI Attorneys LLC
 
​Recorded on 01-26-2023

How to Become a Great Mentor in a Remote Working Environment: Mentor Edition

In this upcoming two-part podcast series, the speakers will talk about successful strategies to mentor young or new colleagues in the legal IT space when being remote. In addition, we will learn what is a great mentor, how do you find a mentor, how does it change working remotely and why is mentoring so important?
Moderator:@Carolyn Bragiel - Advisor, Legal E-discovery, Cardinal Health
Speaker:@Kailee Goold - Assistant General Counsel, Cardinal Health
Recorded on 01-25-2022

How to Move from White-Glove Service to Self-Service

Moving to a self-service model for support has many advantages, including faster service for users and fewer redundant tasks for support staff. Over time, a successful self-service model can lead to fewer requests overall, as users learn how to avoid issues and quickly resolve them on their own.In this discussion, we’ll cover how you can shift your firm culture from the traditional deskside white glove approach to a self-service model.Questions moderator will ask speaker: -Where do you feel the legal industry is at these days? (00:49-2:38)-Why do you think more law firms are looking at this now? (2:40-4:02)-How can training and the Help Desk work together to effectively leverage a self-service model? (4:25-6:10)-What are some actionable steps listeners can take today to start shifting the service model? (6:11-7:42)Moderator: @Samantha Sendrowski - Technology Innovation Manager, Bowditch & Dewey LLP
Speaker:@Sherry Kappel - Evangelist, Litera Microsystems 
 
Recorded on 12-14-2021