Technology

Leveraging Data Classification to Help Risk Management, Analytics, and Intelligence

Welcome to ILTA’s Risk Management: Data Analytics & Intelligence series.
Over the course of this program, we will provide access to experts in the legal industry to discuss challenges of adoption and the benefits of using cloud technologies and Data Analytics to enhance processes, leading to efficiency, cost-savings and secured compliance.
 
We will review the obstacles, challenges and successes of adoption focusing on matter intelligence. How are organizations leveraging data related to client/matter lifecycle to enhance processes, compliance, and security, build relationships (Business Development), and streamline cost saving efforts. Specific topics will include, Artificial Intelligence opportunities, adoption practices, security concerns and compliance.
 
Questions Elizabeth asked the speakers:
1)        What is the biggest challenge your organization faces today as you begin adopting Cloud Technologies and ensuring security compliance across the board?
2)        As new Cloud-Based technology is adopted by your organization, describe the security concerns your organization faced, how the organization was able to move forward given the concerns and the impact on people, processes and policy once adopted.
3)        What are the specific steps an organization can take to ensure a successful adoption, both from a people and system perspective?
4)        Data captured at client/matter inception is used throughout an organization. What were the key factors in joining differing areas | departments (Risk, Business Development, Finance, etc.) to develop a consistent “Master Data” foundation to leverage for reporting and intelligence organization wide? Moderator:@Elizabeth Suehr - Director of Legal Risk Systems and Strategy, Jenner & BlockSpeakers:
@Damien Riehl - VP, Litigation Workflow and Analytics Content, FastCase
@James Hannigan - Director of Legal Project Management, Coblentz Patch Duffy & Bass, LLPRecorded on 04-25-2023

Out of the Box Ways of Using AI

This podcast session highlights some creative ways AI has been used inside corporations and law firms. 
Questions Ryan asked the speaker:
Are there any specific examples of you using AI outside of the box that you would use as an example for people who are not sure if AI is useful for their project?
What are the differences between AI and Machine Learning?
Large language models: what do they actually do, how can we use them, and are there compliance risks? How do we evaluate LLM output and make sure we're getting something useful back?
Specific versus general: what are the ways we can think about point (specific, non-generalized) AI solutions versus generalized (e.g., GPT-4) solutions? What are the trade-offs between these approaches?
Do you need fancy data scientists and software? (Spoiler, no, you don't)
How do you evaluate an AI services provider/partner?Moderator:@Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General - DOJ
 
Speaker:
Andy Ward, - Vice President, Machine Learning, Laurel Inc.
 
Recorded on 04-18-2023

Three Reasons to Use AI for Personal Information Identification

AI has become an integral piece of responsive/non-responsive coding for reviewing eDiscovery data, and in our last podcast in the series, we discussed how it is increasingly being applied to Privilege reviews. In this session, we focused on how AI is being used for Personal Information Identification.
 
Questions Andrea asked Dan: 
-What do you see as the status quo for how teams identify and redact personal information, and what are some of the pitfalls?-What specific advantages does AI offer when compared with that status quo?-As new privacy regulations continue to expand, how are you seeing AI being applied to Personal Information identification beyond traditional legal use cases like litigation or an investigation?-What are the risks associated with using AI for Personal Information identification, and what hurdles have teams faced in adopting it?-What practical advice can you offer to the listeners who’ve been hesitant to leverage AI within their organization?
Moderator:@Andrea Shirey -  IT Consultant, Bayer Corporation Legal 
Speaker:Dan Donegan - New Business Director, Text IQ
Recorded on 04-17-2023

Improve Staffing with Technology: Case Study on Development of a Staffing Tool

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?Moderator:@Kristin Rhodes - Senior Practice Manager, Paul Hastings LLP
Speaker:​@Melissa Prince - Chief Client Value and Innovation Officer, Ballard SpahrRecorded on 10-07-2022

Leading Your Firms Through Today’s Legal Technology Challenges

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 challenges5. 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?Moderator:@John Graves - Training Support Specialist, Winstead PC
​Speaker:@Jeffrey Brandt - Chief Information Officer, Jackson Kelly PLLC
Recorded on 09-30-2022​

Document Automation and the Productization of Legal Services: Leveraging Your Technology Investment as a Source of Revenue

Incorporating Legal Technologies into Litigation Workflows

This interview will highlight the challenges and best approaches for training attorneys on new eDiscovery software.Questions Sachin will ask Speaker:1. What are the biggest impediments to getting attorneys to adopt and learn to new legal technologies and applications?2. What strategies have you found to be most effective when training attorneys and legal teams?3. What are some considerations when looking to adopt new litigation technologies and try new resources?4. How has the shift to remote work changed how you work with and consult with Attorneys on eDiscovery applications and legal technology?5. Do you have any final thoughts or comments that you would like to leave our listeners?
Moderator:@Sachin Gupta -  Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLPSpeaker:@Sara Miro - Knowledge Management Attorney – Litigation, Sullivan & Cromwell
​Recorded on 07-25-2022

Your Signature Please, No Pens Required pt. 3! The Technical Requirements and Concerns of Implementing an eSignature Solution

In the previous parts of this series, we discussed the what's and why's of eSignatures and some of the practical uses. In part three of this series, we will discuss the technical requirements, security, hidden costs, and other concerns that should be explored when looking to acquire and implement an eSignature solution.Questions that Jack/Alisher will ask Patrick and Aaron:1. Why should an organization adopt an eSignature provider?2. What are the differences between most eSignature solutions?3. What are the most important requirements an organization should consider when choosing an eSignature Solution?4. Can we be specific on what security requirements should be considered and addressed?5. Are there any hidden costs that may be missed when preparing to deploy or post deployment that can arise?Co-Moderators:@Jack Recinto - Senior Applications Director, Vedder Price P.C.@Alisher Yuldashev - Business Technology Advisory Manager, Borden Ladner Gervais
Speakers:P​​atrick Albert - Senior Business Architect, OneSpanAaron Davis - Director of Product Marketing, OneSpan

Articulating the Adoption and Value of Legal Technology

We all know that new technology without adoption, isn’t useful to advancing our organizational goals nor does it highlight the value of the technology.But how do you articulate the value of the technology without adoption? It’s a bit of the chicken or the egg conversation that anyone deploying a new technology faces. Join us as we discuss how business sponsors can articulate the adoption and value of legal technology to drive sustainable change.Questions Rachel will ask Nikki:• Adoption is critical to the success to legal technology, during the planning process when should the conversation around adoption take place?• Do you think challenge to legal tech adoption is a US centric problem or is this a global industry problem?• Do you think lawyers are really change adverse or is the value not always articulated?• Who should decide if technology is successfully adopted? Who is responsible for articulating the value?• What skills do you think need to be applied to have successful adoption?
Moderator: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP
Speaker:@Nicola Shaver - CEO, Co-Founder, LegalTechnology Hub
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Recorded on 06-23-2022​

Mobile Devices: We Use Them All Day Long - When Do We Start Protecting Them?

This podcast interview session will take a look into our mobile devices (super computers in our pocket) and the built in (or lack there of) security around them.Can we rely on our devices out of box as long as they’re managed or has the time come where we need to take mobile security to the next level?Questions that David will ask speaker:1. Mobile devices are essentially a smaller version of a computer that can fit in your pocket. They’re on us and in use almost all the time. Confidential information flows to, from and through them, yet we don’t seem to secure them to the same level as a computer. Is that because they’re just secure out of the box? Or are we missing something?2. What types of threats and attacks should we be concerned about with our mobile devices?3. A lot of organizations may say we use MDM (mobile device management) to secure our mobile fleet of devices. Is an MDM sufficient?4. If out of the box security and usage of an MDM is not quite enough, what addition protections should we be looking at?5. How should different usage patterns and user interfaces of mobile devices factor into an organization's model of the mobile security threat and mobile security solutions?6.Obviously budgets and staff have an influence on just how much security you can deploy and manage. What would be the top 3 items that all businesses and mobile users should put into place to help protect their mobile devices?
Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP
Speaker:@Seth Hallem - CEO & Chief Architect, Mobile Helix 
 
Recorded on 06-17-2022
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Your Signature Please, No Pens Required pt. 2! How Remote Online Notaries (RON) and Virtual Rooms Can Eliminate the Need for In Person Notarizations

If we have learned one thing from the pandemic, it’s the fact that we can’t always meet in person but we can continue business.In this podcast, the speakers will discuss ways that eSignatures, remote online notaries and virtual rooms can eliminate the need to travel to an in person Notary.Questions the Co-Moderators will ask Speakers:○ Could you please tell our listeners a little about yourselves? Aaron, let's start with you.○ If you both could briefly chime in as to what e-signatures are and what you can accomplish with them, that would be a great place to start.○ Can you explain for our listeners, how Notaries worked pre-pandemic?○ With the ongoing digital transformation, eSignatures became very popular in the last 2 years. More eSignature vendors offer unique features to digitize traditional workflows in different industries. We know you are familiar with online notarization and Virtual Rooms. Can you tell us more about Remote Online Notarization and Virtual Rooms? What are those and how can they help busy attorneys?Co-Moderators:@Jack Recinto - Senior Applications Director, Vedder Price P.C.@Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais
​Speakers:-Aaron Davis - Director, Product Marketing, OneSpan-​Raquel Lima - Product Manager, OneSpan 
Recorded on 04-17-2022