Agenda

October 19, 2020

9:00AM - 9:15AM EDT

Opening Remarks: Conference Co-Chairs 

Patrick V. DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

 

Joshua Fireman, Founder/President

Fireman & Company

9:15AM – 10:00AM EDT

Keynote: The Rise of The Legal Professional in The Age of Digital Transformation

Digital transformation has been a C-Suite priority for years. In the post-Coronavirus world, the legal function will not be granted immunity from going digital. That means, among other things, a customer-centric focus, greater reliance on data, more collaboration, enhanced efficiency, and closer alignment between the legal function and the business it serves. Law is not solely about lawyers anymore. Legal delivery—whether in-house or outside—involves the intersection of legal, business, and technological expertise.  The post-Coronavirus legal industry will involve less practice and more business of delivering legal services. For attorneys, this means fewer will engage in traditional practice careers. Legal knowledge is now table stakes in a marketplace where lawyers must have augmented skills including business basics, technological and cultural awareness, and project management. For allied legal professionals, their training in computer science, business, design thinking, knowledge management, process engineering, and related disciplines will elevate their role, professional standing, and opportunity for advancement in the legal industry.

 

Mark A. Cohen, Founder & CEO

Legal Mosaic, LLC

10:00AM – 10:15AM EDT
Break

10:15AM – 11:00AM EDT

Case Study: The New Normal of KM (During COVID-19 and Beyond)

Learn how COVID-19 impacted the pace of change and increased demand for innovation during remote working times.  Hear practical examples of both client facing and internal projects supporting of the current crisis and moving forward to a post COVID-19 world.

 

Meredith Williams-Range, Chief Knowledge and Client Value Officer

Shearman & Sterling

 

Glenn LaForce, Global Director of Knowledge & Research

Shearman & Sterling

11:00AM – 11:15AM EDT
Break

11:15AM – 11:45AM EDT

Case Study: How a Dynamic KM Infrastructure will Help Future-Proof Your Firm (even in the event of a pandemic)

On February 27, 2020, a small handful of Littler’s workplace health and safety specialists began to realize the magnitude of the employment law challenges COVID-19 presented for its clients. Littler, as have most employment law firms, has been inundated with client questions about how to respond to the growing pandemic that went well-beyond health and safety. Even more urgently, multi-state clients wanted to know which states, or localities, were issuing stay-at-home orders, restricting business operations, closing schools, mandating social distancing or the wearing of face masks. As the pandemic proceeded and federal, state and local governments responded with emergency legislative and regulatory measures, the need for clients to keep abreast of these developments proved increasingly challenging.  Because it had an established knowledge management team and technology infrastructure, Littler was able to quickly assemble and deploy the resources necessary to respond to and manage thousands of client questions and affirmatively publish hundreds of client alerts – including thrice-daily internal “newsflashes.” Littler even re-deployed an existing client-facing technology platform to manage its internal processes and generate real-time data about the types and volume of inquiries clients were presenting. From a law firm business perspective, being able to pivot to providing clients with a different type of service offering – in the face of other services diminishing, such as litigation – demonstrates the enormous value of a well-established knowledge management team and technology infrastructure.

 

Scott D. Rechtschaffen, Chief Knowledge Officer, Shareholder

Littler Mendelson P.C.

11:45AM - 12:00PM EDT
Break

12:00PM - 12:45PM EDT

Panel Discussion: How KM Can Help Law Firms and Lawyers Learn New Topics and Practices

The COVID crisis and ongoing recovery has changed the practice mix at law firms. The obvious example this year is the need for more bankruptcy and restructuring lawyers. It’s not just crises, however, that cause demand for specific services to go up or down. Consider the emergence of privacy - cybersecurity, genetic engineering (eg, CRISPR), and autonomous vehicles. All spawn the need for lawyers to learn new areas and develop new skills. Even lateral lawyer moves can give rise in the need for “re-skilling”. How can KM professionals help their firms and lawyers learn new practices and skills? How should they work with talent and training professionals? This panel of KM and PD professionals will discuss three specific scenarios: (1) a big shift in practice demand; (2) a lawyer moving from one firm’s niche practice to a new firm’s broader practice; and (3) skilling-up a lawyer for a rapidly emerging area of law.  This panel will cover practical steps to re-tool, with specific steps panelists took per scenario. 

 

Lucy Dillon, Chief Knowledge Officer,

Reed Smith

 

Ron Friedmann, Analyst and Blogger



Chris Boyd, Chief Operating Officer

Wilson Sonsini Goodrich & Rosati

12:45PM – 1:15PM EDT
Lunch Break

1:15PM – 2:00PM EDT

Panel Discussion: Getting Your House in Order: Firm Intelligence- You've Defined your Business Goals... Now What?

Real innovation around Firm Intelligence and Data Management requires both clear business goals and a solid understanding of the infrastructure and data required to achieve those goals. KM professionals have an opportunity to provide real, impactful leadership in this space but only if they earn and keep a seat at the table from the beginning. KM professionals are good at describing outcomes, however not so good at holding their own in the more technical discussions related to the architecture, data management and workflows required to deliver those outcomes—often leaving product selection and data management decisions to others. This is a missed opportunity as these same KM professionals often have a deeper understanding of the practice and realities of how people work - which should be a critical component of these decisions. KM professionals must be able to talk the talk when it comes to their firm's data assets – what the components mean (and don't mean!), how they are captured, where they reside, how they are managed and who is involved.  This discussion will illustrate both how and why KM professionals (who want to stretch beyond traditional, passive pursuits of managing taxonomies or gathering precedent and form files) have an opportunity to position themselves as leaders in the firm intelligence and master data management space.

 

Meredith Williams-Range, Chief Knowledge and Client Value Officer

Shearman & Sterling

 

Tanisha Little, Senior Manager KM Product Strategy & Support

Ropes & Gray LLP

 

Kate Cain, Director, Director of Innovation and Design

Foundation Software Group

 

Moderator:

Joshua Fireman, Founder/President

Fireman & Company

2:00PM – 2:15PM EDT
Break

2:15PM – 3:00PM EDT

Panel Discussion: Integration of 3rd Party Data Sources to Complement/Extend Curated Firm Data

Third-party data are the contextual booster cables that provide comprehensive analytics combining the firm's knowledge base with the deep collections of providers like LexisNexis, Thomson Reuters and others. Big data providers have sold access to curated data collections for years - but they were generally used by firms as additional information silos. Providers have now developed APIs that they sell to their subscribers - and that is a game changer for data analytics in law firms. Imagine combining Lexis' deep litigation data with your internal content. You can generate insights into judges, courts, case types, and more - all in ways unique to your firm by combining this data and your own content from systems like Foundation, NBI, and more. This discussion will explain not only how this works, but also the ways firms can use it to supercharge enterprise search, intranets, experience management, and more.

 

Dave DiCicco, Senior Director of Product Management

LexisNexis

 

Richard Robbins, Director of Knowledge Management

Sidley Austin LLP

 

Moderator:

Joshua Fireman, Founder/President

Fireman & Company

3:00PM - 3:15PM EDT
Break

3:15PM – 3:45PM EDT

The Future of Practical Guidance is Data-Driven

Practical guidance tools -- such as standard documents, sample clauses, and practice notes -- help lawyers do their work quickly and confidently. Yet how lawyers work and learn is changing rapidly, as are their information needs. How must practical guidance evolve to keep up? Insights from litigation analytics, AI document drafting, and learning technologies all provide clues to the answer. This presentation will discuss recent developments in practical guidance and prepare KM professionals for the coming paradigm shift.

 

Daniel Lewis, VP

LexisNexis

3:45PM – 4:00PM EDT

Closing Remarks Conference Co-Chairs

Patrick V. DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

 

Joshua Fireman, Founder/President

Fireman & Company

October 20, 2020

9:00AM - 9:15AM EDT

Opening Remarks Conference Co-Chairs

Patrick V. DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

 

Joshua Fireman, Founder/President

Fireman & Company

9:15AM - 10:00AM EDT

Keynote: KPIs: The Harder the Better

The most important word in the phrase Key Performance Indicator is “key.” A key unlocks, and so an effective KPI opens-up some part of our business that had been closed to us before. It may be that we need to measure something that sits behind a technical barrier—as with measuring efficiency in a service business, for example. Or, perhaps our culture prevents the examination of something fundamental to our business—as with profitability in some firms.  Whatever the barrier—and in this session we will discuss several—it’s existence ought to alert you that something important may be afoot. Transparency is instrumental to effective business management. When you encounter a solid wall or a closed door, understand that behind it may be a genuine key, not just to smooth operation, but perhaps even to survival. And those are the portals you should most want to open.

 

John Alber, Futurist

International Legal Technology Association & Institute for the Future of Law Practice 

10:00AM – 10:15AM EDT
Break

10:15AM - 11:00AM EDT

Co-Presentation: Understanding (and Illustrating) the Value Proposition of Law Firm KM

  • The value prop of law firm KM is often complex and cloaked in platitudes around efficiency, better work product, risk management and work experience
  • Should KM be treated as a cost of doing business – or can it be monetized and turned into a profit center?
  • What does it take to flip KM from a cost center to a profit center?  
  • Using revenue to illustrate the value of KM – Uncovering “the hard numbers” behind your KM program and how it fits into the firm’s broader profitability equation
  • Opportunities to automate and productize legal services – leveraging KM as a recession-proof profit center
  • Challenges ranging from pricing structures that blend both automation and human work product
  • Practical implications of adapting existing financial systems for this changing environment

 

Andrea Alliston, Partner, Knowledge Management

Stikeman Elliott LLP 

 

Adriana De Marco, Director, Knowledge Management & Innovation

Stikeman Elliott LLP 

11:00AM - 11:15AM EDT
Break

11:15AM – 12:00PM EDT

Panel Discussion: Unshackling KM: Supporting Legal Service Delivery or Your Business Model?

Legal Knowledge Management is designed to support the delivery of legal services. But how often is the KM program design defined by the business model in which the program sits? Do law firm knowledge management designs drive the business and practice of law for law firms or do they support the ultimate purchaser of legal services? Are these designs intended for law firm partners, lawyers, paralegals, or all legal and business stakeholders involved with consuming legal services? As Legal KM leaders, we need to understand and answer the knowledge for who, the knowledge for what, and the knowledge for why. Our panel will discuss the various stakeholders involved in legal service delivery to consider if KM strategies can and should unshackled from discrete business models.

 

Scott D. Rechtschaffen, Chief Knowledge Officer, Shareholder

Littler Mendelson P.C.

 

Peter Krakaur, Managing Director

Ernst & Young, EY Law

 

Others TBD

12:00PM - 12:30PM EDT
Lunch Break

12:30PM – 1:15PM EDT

Panel Discussion: Processes for Evaluating Tools/Platforms and getting Feedback from End-Users

A partner calls demanding that the firm buy a product she read about in a press release; a sales rep gives you a free trial to use a new technology you heard about at a conference; with a belly full of wine and fine food after a vendor dinner, your director delivers a surprise announcement that the firm will purchase a new enterprise system. Are these the auspicious beginnings of successful projects, or red flags? A standard process to identify, scope, compare, evaluate, test and roll out technology solutions to business problems can help reduce risks associated with bad implementations, but establishing and enforcing that process can be challenging. This discussion will explore best practices for managing product evaluations and give you the tools you need to ensure that every purchase decision is the right one.

 

Jill Strand, MLS, FSLA, Sr. Manager of Library and Knowledge Information Systems

Fish & Richardson P.C.

 

Abby Walters, Senior Knowledge & Information Systems Analyst, 

Fish & Richardson P.C.

 

Patrick Dundas, Knowledge Management Special Counsel

Schulte Roth & Zabel LLP

 

Others TBD

1:15PM - 1:30PM EDT
Break

1:30PM – 2:15PM EDT

Panel Discussion: The Digitalization of Law Firms in Latin America and Southeast Asia

How the pandemic helped to accelerate the digitalization of law firms in other parts of the world

  • How the COVID-19 pandemic accelerated the digitalization of law firms around the world
  • Tech adoption by the judiciary in Latin America and Southeast Asia
  • Incorporating Legal Operations under a KM umbrella
  • The Rise of Legal Tech in Southeast Asia - is Knowledge Management next?
  • Jurisdictions that seek to trailblaze a new form of legal KM
  • The importance of a broader interpretation of and approach to legal knowledge management

 

Adeline Chin, CEO

Law Asia 365

 

Bárbara Gondim da Rocha, Head of Knowledge Management & Innovation

Rocha, Marinho E Sales Advogados

 

Others TBA

 

Moderator:

Patrick V. DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

2:15PM - 2:30PM EDT
Break

2:30PM - 3:15PM EDT

Session to be Announced

3:15PM - 3:30PM EDT
Break

3:30PM - 4:15PM EDT

Session to be Announced

4:15PM - 4:30PM EDT

Closing Remarks Conference Co-Chairs

Patrick V. DiDomenico, Chief Innovation Officer

Jackson Lewis P.C.

 

Joshua Fireman, Founder/President

Fireman & Company