ILTA - International Legal Technology Association: Recent Episodes

ILTA - International Legal Technology Association

ILTA Audio Podcasts

What if AI could think like a legal professional—breaking down complex tasks, making decisions, and even taking action autonomously? In this sneak peek of ILTA’s Just-In-Time Roundtable Encore to Evolve: Agentic AI and the Possibilities for Legal, industry expertsndive into the game-changing potential of Agentic AI—where AI evolves from a chatbot to a proactive teammate.

Spoiler: The billable hour might never be the same.

Moderator:
Josh Lazar, Founder and CEO, TechThinkTank LLC

Speakers:
Reanna Martinez, Director of Innovation, Systems, and Data, Munger, Tolles & Olson LLP
Sara Miro, Director of Knowledge Solutions, Sullivan & Cromwell LLP
Rob Saccone, Chief Technology Officer, Lega Inc.

In this session, the speakers explored how law firms and legal professionals can safeguard sensitive data and systems by implementing AI-specific security strategies and effective governance controls.

It also builds on part one, diving deeper into practical approaches for mitigating risk in an AI-driven environment.

Moderator:
Elizabeth Suehr, Director of Legal Risk Systems & Strategy, Jenner & Block LLP

Speakers:
Morgan Llewellyn, Director, AI Practice Hike2
Chris Hockey, Manager, Information Risk and Governance Alvarez & Marsal

In this session, the speakers explored how data-driven decision-making can empower KM, legal technology, and legal services teams to extract meaningful insights from overwhelming volumes of information.

Moderator:
@Alejandro Vallellanes - Former Senior Manager, Research and Information Alerts, Baker McKenzie

Speakers:
@Kris Sales - Innovation Product Analyst, Linklaters LLP
@Natasha Tucker - Director, Business Development Operations, Bennett Jones LLP
@Cem Uçan - Legal Engineer, Legora

Recorded on 06-13-2025.

Challenge traditional onboarding assumptions by exploring optimal training timeframes for legal professionals. This data-driven session will reveal how to create streamlined, effective onboarding programs that prevent information overload while ensuring competency. Listeners will learn practical strategies for prioritizing Day 1 essentials, structuring follow-up training, and measuring onboarding success through concrete metrics. In addition, they will receive real-world examples from firms that successfully shortened their onboarding while improving results. Moderator:@Jeffrey Roach - Partner, EncoreTech Speaker:@Daniel Kent - Training Manager, Foley Hoag

Recorded 6-3-2025

In this podcast interview, Karina Willes, ILTA DEI Committee member and lead on the 2024 DEI Climate Survey, shares her story.

The shift to remote and hybrid working has transformed how leaders should effectively manage their teams.

Understanding skills required to manage engagement, motivation, relationship building, effective communication, cultivating collaborative, cohesive teams, from a distance, are now essential.

In this podcast interview, we will discuss key tips and tricks to build and grow remote and hybrid leadership with empathy.

Moderator:
Melanie Prevost, Senior Director of Infrastructure and Technical Support Services, Vinson & Elkins, L.L.P.

Speaker:
Michael B. Stevens, Managing Partner, Derrevere Stevens Black & Cozad

In today's workplace, a lot of the burnout and misgivings is because there is an old belief that personal life should end at the workplace door.

In this podcast panel, the panelists share tips and tricks on how to allow leaders to foster a team who can bring their whole self and be their whole self.

Moderator:
Adam Wehler, Director of eDiscovery Strategy and Litigation Technology, Smith Anderson

Speakers:
Lejuane Johnson, IT Specialist, Alston & Bird LLP
Tiffany McLean, Training Manager, Warner Norcross + Judd LLP
Melanie Prevost, Senior Director of Infrastructure and Technical Support Services, Vinson & Elkins, L.L.P.

In this session, long standing members of the ILTA Annual Technology Survey Committee and the Survey Project Manager share best practices in using the survey results, and highlight how the survey has become a key budgeting and decision-making tool for law firms of all sizes around the world. Moderator:@Laura Murphy - Senior Project Manager, ILTA Speakers:@Todd Corham - Security and Compliance Administrator, Saul Ewing LLP@TJ Johnson - Transformational Strategist & Leader

Recorded 5-21-2025

Engagement is key. Knowing your audience is crucial. How do you get people to listen when they aren't interested in the topic you're presenting, aka eDiscovery, GenAI, machine learning, document review, etc.

In this podcast, the speakers will fill your cups to the brim with ideas, tips, and various avenues for engagement. In addition, they will provide you with key suggestions in how to learn to speak your audience's language to get them to understand what your offering.

Moderator:
Shawn McClurg, Director of Practice Solutions, Miles & Stockbridge P.C.

Speakers:
Cheryl Wilson Griffin, VP of Vendor Advisory, LegalTechnology Hub
Kalina Leopold Oak, Director of Marketing & Communications, Justice Technology Association

In this podcast session, the speaker will provide a deeper dive into all the prospective questions organizations must ask their technology providers prior to moving forward with a deal. Although, the technology works, great, but does the company as a whole? Moderator:@Christina Wojcik - Head of Innovation & Partnerships, Pierson Ferdinand LLP Speaker:@Krishna Vyas - Director of Third Party Risk Management and Information Security, CITI Recorded 5-15-2025

In this ILTA just-in-time session, the speaker provided a high-level conversation of how firms should be prepared for the Administrative Office of the U.S. Courts (AO), which will begin implementing the multifactor authentication (MFA) sometime in mid-May to enhance system security for CM/ECF and PACER.

Resource:
PACER - Multifactor Authentication Coming Soon

Moderator:
@Jack Recinto - Director of Applications, Ice Miller LLP

Speaker:
@Aaron Fenimore - Security Architect, Thompson Hine LLP

Recorded on 05-15-2025.

In session 1 of the series, the speaker discussed what policies, frameworks, and oversight structures are essential for a strong AI foundation as well as common stumbling blocks and how to avoid them.

Moderator:
@Elizabeth Suehr - Director of Legal Risk Systems & Strategy, Jenner & Block LLP

Speaker:
@Morgan Llewellyn - Director, AI Practice Hike2

Recorded on 05-14-2025.

In this podcast interview, the speaker will provide a key overview of the build vs buy decision in uncovering Ballard Spahr's new AI tool "Ask Ellis." In addition, we will discuss what initial work they had to do with clients if they are using any of their client documents for fine tuning or RAG style solutions. Finally, we will highlight the various three assistants, which are chat, draft and analyze features.

Moderator:
Chris Hockey, Manager, Information Risk & Governance, Alvarez & Marsal

Speaker:
Lisa Mayo Haynes, Director of Technology Innovation, Ballard Spahr LLP

In this podcast interview, the speaker will do a deep dive into what skills are needed for corporate legal departments to stay on top of all the various new technologies. Moderator:
@Andrea Shirey - eDiscovery Expert, Bayer Corporation Legal Department Speakers:
@Reid Cram - Product Marketing Manager, NetDocuments
@Paul Park - Director, BDO USA

In this podcast session, the speaker will highlight the importance of addressing the emotional and psychological aspects of change. They will also recognize the human factors in change management, learn strategies for addressing emotional and psychological aspects of change and understand the impact of change on employees. Moderator:
@Rachel Baiden - Global Technology Training Manager, Squire Patton Boggs (US) LLP Speaker:
@Paul Russell - Disruptive Thinking Coach, Evenifitwasfree

As M365 continues to rapidly expand its feature set, law firms face increasingly complex decisions about tool adoption and implementation. These decisions have historically lived within the IT department, potentially missing valuable input from knowledge management teams, innovation specialists, and end users. In this podcast, the speakers explored how firms can evolve their M365 governance model.

Moderator:
@Megan McMillin - Practice Innovation Manager, Cleary Gottlieb Steen & Hamilton LLP

Speaker:
@Faith Drewry - User Experience Architect, Bryan Cave

Recorded on 03-31-2025.

Tony McKenna shares how he started on his journey with ILTA, how it has effected his life and career, his experience, and his insight into the future of ILTA.

In this podcast interview, the speakers will discuss about how GenAI training often centers on the technology itself.

Technology aside, what are the professional skills and qualities we need to amplify, train, and focus on in within legal technology teams in the coming years to meet advances in generative AI?

Moderator:
Helen Stocklin-Enright, Senior Manager, Development & Operations, Perkins Coie

Speakers:
Melissa Berry, Director of Attorney Development, Perkins Coie LLP
Tiffany Mclean, Training Manager, Warner Norcross + Judd LLP
Leigh Zidwick, Sr. Director of Information Governance, DLA Piper LLP (US)

Three members of the DEI Committee attended Catalyst on March 13th and they share their highlights, takeaways and inspirations from the day. Speakers:Priti SaraswatRavan RoddyAnna Corbett The keynote speaker referred to is Alison Fragale, author of Likeable Badass: How Women Get the Success They Deserve

In this podcast panel discussion, the speakers provided an introductory discussion on LDI and its impact on how data is reviewed, analyzed and used to identify relationship trends. Moderator:@Ravan Roddy - eDiscovery Manager, Zoetis Panelists:@Chris Acosta - Director, eDiscovery Resources, Morrison Foerster@Carl Morrison - Senior Manager, Legal Operations, Otsuka Pharmaceutical Companies (U.S.)

Recorded 3-14-2025

In this world of AI, we are going to have to be more discerning to discover the truth.

Sometimes the 'smoking gun' isn't real.

In this podcast, the speaker will share what are some tips and tricks for finding deepfakes or altered data.

In addition, they will discuss how far down the rabbit hole do we need to go and are there any tools out there that can help?

Moderator:
Shawn McClurg, Director of Practice Solutions, Miles & Stockbridge P.C.

Speakers:
Julian Ackert, Managing Director, iDiscovery Solutions, Inc
Jerry Bui, Founder & CEO, Right Forensics
Tristan Jenkinson, Owner and Author, eDiscovery Channel

ESI orders continue to grow and become more complex. There are certain strategies and areas to focus on depending on what side you're on.

In this podcast interview, the goal is to discuss new areas that become points of contention such as discovery on discovery, hyperlinked documents, and more.

Moderator:
@Chris Acosta - Director, eDiscovery Resources, Morrison Foerster

Speakers:
@Andy Kim - eDiscovery Counsel, Munger, Tolles & Olson LLP
@Cristin Traylor - Senior Director, AI Transformation & Law Firm Strategy, Relativity

KPMG has just become the first Big Four accounting company to own a law firm in the United States after Arizona approved its participation in the state’s alternative business structure program. In this podcast interview, the speaker will highlight key background information on this case, discuss if this will open-the-door to becoming the new norm, pros/cons of the ruling and discuss what are the overall key changes in the legal industry of this ruling.

Moderator:
Ted Theodoropoulos, Chief Executive Officer, Infodash

Speaker:
Debbie Foster, CEO, Affinity Consulting

Recorded 3-7-2025

Hear from three past attendees of Catalyst on what to expect when attending this year on March 13th in NYC, Chicago, Atlanta, Dallas or virtually. Find out their insider tips!

You can register to attend here.

You can find the agenda for the day here.

Speakers:

Kelley Kage

Mary Nehring

Christine Becker

Wherever you are in your career, finding your place is still a key element for professional and personal success. Based on the blog "The Belonging Mindset: 5 Strategies to Feel at Home Anywhere" (57) The Belonging Mindset: 5 Strategies to Feel at Home Anywhere, the speaker(s) will share key elements of career and personal advancement to ensure you are not only bringing your most authentic self but also positioning yourself for success and elevation. To watch the video, you can find it here.

Join Bev Seche, Andrea Webster, Julia Montgomery and Christine Becker as they look forward to Women Who Lead's Catalyst event coming up on March 13th. Hear about highlights from the agenda, the amazing keynote speaker Alison Fragale and what you can look forward to by attending.

You can register to attend Catalyst here.

It will be held in-person in NYC, Chicago, Dallas and Atlanta along with a virtual option.

See you there!

In this session, we dove into the critical topic of what obligations we have to track personal information (PII, PHI, PCI, PBI) that firms are storing. We explored effective strategies for tracking this sensitive data and discussed the best practices businesses can implement to ensure compliance. Learn how to report this information accurately to clients and risk insurance companies, while minimizing risks and maintaining data security. Whether you're in a small firm or large enterprise, this episode offers valuable insights on safeguarding personal data and meeting reporting requirements.

Moderator:
@Madeleine La Cour- Director, Business Intake and Records, Baker Botts L.L.P

Speaker:
@Randy Curato- Vice President-Senior Loss Prevention Counsel, ALAS, Lt

Recorded on 02-19-2025.

This episode, we're joined by our EVOLVE 2025 Co-Chairs Kenneth Jones and Joshua Smith to learn what's new at EVOLVE this year.

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.

Critical thinking is prized by lawyers and technologists alike. When applied inwardly, however, self-criticism can undermine our self-esteem. Join us for this engaging podcast to kick off the new year. Our guest speakers, Jordana Confino and Dave Lu, will share insights, personal experiences and scientifically proven tips to help you tame your inner critic and unleash your potential. Moderator:@Christine Dauchez - Director of Knowledge & Innovation, Paul, Weiss

Speakers: Jordana Confino - Founder and CEO, JC Coaching & Consulting Dave Lu - Founder and Managing Partner, Hyphen Capital

Recorded 1-29-2025

Pitches and proposals have long been essential tools for securing new business for firms. Traditional methods of creating these documents can be time-consuming, and many marketing departments lack the dedicated bandwidth to handle them efficiently. However, the advent of AI offers a solution to these challenges by streamlining the process. The use of AI transforms how firms respond to RFPs and pitches, promising significant time savings. But is this efficiency worth the potential challenges it introduces? In this podcast interview, the speakers delved into the benefits and drawbacks of leveraging AI in pitch and proposal creation.

Moderator:
@Tara Patterson - Marketing Technology Manager, Orrick, Herrington & Sutcliffe LLP

Speakers:
@Jeff Lagana - Director of Enterprise Operations & Security, Buchanan Ingersoll & Rooney PC
@Ray Meiring - CEO, Qorus Docs

Recorded on 01-27-2025.

In this episode, take a look back at highlights from our DEI episodes in 2024.

You will hear from:

Priti SaraswatProfessor JangGiulia PaparellaJudge NealesMichele GossmeyerShannon O'ConnorShereen SamuelsAlexa Kokinos PothierKarina Willes

In this podcast interview, the speakers will discuss and uncover the partnership between Buchanan Ingersoll and NetDocuments (PatternBuilder Max) and the implementation process.

Moderator:
Nancy Griffing, President 3545 Consulting - Global

Speakers:
Scott M. Angelo, Chief Information Officer, BIPC
Jared L. Gullbergh, Director - Shared IT Services and Information Governance, BIPC
Michael Hill - Director of Product Marketing, NetDocuments

Zoom Rooms, Teams Rooms, Owl Cams, Smart Mics, what are the new emerging technologies to enable real time collaboration and what risks and caveats do they come with?

How do we make spaces that quickly (instantly?) flip from comfy team collaboration rooms to an extension of the court?

Moderator:
@Thomas Witherspoon - Senior Systems Support Engineer, Sidley Austin LLP

Speakers:
@Thomas Burns - Senior Account Manager AVI Systems-Transforming Business with Technology Solutions, AVI Systems
@Jesse Dominguez - Sr. Design Engineer, Facility Solutions Group, FSG
@William Grady - Director of Information Technology, Conn Kavanaugh Rosenthal Peisch & Ford LLP

Recorded on 01-15-2025.

Hear first hand from Melissa Ballesteros and Barbara Gondim da Rocha on why they joined a legal tech mentoring program. What were their fears? How did they benefit? Hear their first hand stories and learn how you too can benefit from mentorship.

Connect with Melissa here.

Connect with Barbara here.

Join the myMentor program here.

Discover how legal departments are leveraging Generative AI to streamline workflows and enhance efficiencies. This podcast will dive into the use cases and practical applications, compliance concerns, and risk management strategies for in-house legal departments deploying AI. Uncover what it takes to harness GenAI’s potential while navigating ethical and legal challenges. Moderators: Matthew Kohel - Partner, Saul Ewing LLP Leah Leyendecker - Partner, Saul Ewing LLP Speakers:Mayura Iyer Noordyke - Trademark Counsel for Global IP, Medtronic Travis Zimbelman - Strategic Advisor and Freelance Consultant

ILTA's 2024 DEI Climate Survey has been released and we speak with Amy Monett and Karina Willes to get an inside scoop on the results. Does DEI matter? Has ILTA improved their DEI efforts? Hear their insightful discussion now and don't forget to go get your copy of the survey to read the full report.

Join moderators Missy McDonough and TaShika Lewis as they explore the perfect timing for change management, training, and innovation teams in legal tech initiatives. Change management expert Julia Montgomery shares practical insights on early engagement, driving lawyer adoption, and navigating the evolving tech landscape, including AI. Learn proven strategies to score projects, build buy-in, and deliver successful technology transformations in law firms. Moderators:@TaShika Lewis - Manager of User Education, Kelley Drye & Warren LLP@Missy McDonough - Senior Applications Manager, Bricker Graydon

Speaker:@Julia Montgomery - Director of Practice Enablement, King & Spalding LLP

Recorded 12-19-2024

In this episode, hear how the head of Diversity, Equity and Inclusion at a global law firm helps advance DEI, develop tangible goals and initiatives, and measure progress.

Gowlings
Shereen Samuels
Ginevra Saylor
Canaan Himmelbaum

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Alma Asay. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Terri Mottershead. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Caryn Sandler. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Aalia Manie. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Ginevra Saylor. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

In this podcast panel interview, the panelists will discuss the pros and cons of moving from a server based eDiscovery system to a Cloud based one, what are the benefits, what are the risks and what are helpful tips and tricks. Moderator:@Shawn McClurg - Director of Practice Solutions, Miles & Stockbridge P.C. Panelists:@Rick Clark - VP, CloudNine @Rachel McAdams - Senior Consultant, Sky Discovery @Christy Weisner - Senior Manager, Practice Innovation & Litigation Services, Paul Hastings

Recorded 11-8-2024

The session aims to explore the transformative impact of technology on the legal industry. Listeners will gain insights into the latest legal tech trends, understand the benefits and challenges of integrating technology into law practice, and learn strategies for successful transformation. In addition, it will also highlight the importance of tech competency in enhancing client service and competitiveness in the legal market. Co-Moderators:@Leticia Naqvi - Data Analyst, Ogletree Deakins@Aaron Barbee - Learning Systems Administrator, Husch Blackwell LLP
Speaker:@James McKenna - Chief Information Officer, Fenwick & West LLP

Recorded 11-7-2024

GenAI technology provides groundbreaking opportunities for corporate law departments to innovate the legal service delivery model, take the wheel on legal costs, and strategically implement use cases which can drive these opportunities for their companies.

Join us in this podcast panel interview to learn how in-house teams are using these tools to steer their organizations towards meaningful change in legal service delivery. Our panel will also discuss the environment in which we are making decisions, how to strategically insert GenAI in technology roadmaps, expectations on what tools can do, and how new technologies are changing the law firm/law department relationship. Additionally, we will explore how legal industry regulators are starting to govern AI use. Moderator:
@Reid Cram - Product Marketing Manager, NetDocuments Speakers:
@Brad Blickstein - Principal, Blickstein Group, Inc.
@Thomas Daemen - Associate General Counsel, Microsoft Corporation
@Ed Sohn - Global Head of Insights and Innovation, Factor
Recorded 11-6-2024

The Digital Operational Resilience Act (DORA) is an EU regulation that will apply as of January 17th, 2025. Its goal is to strengthen the overall information and communication technology security of financial entities in the remit of the 3 ESAs and ensuring that the financial sector in Europe is able to stay resilient in the event of a severe operational digital disruption. In this podcast, we hope to learn more about how DORA will specifically impact law firms that work with banks.

Moderator:
@Leigh Zidwick - Sr Director Info Governance, DLA Piper LLP (US)

Speaker:
@Jonathan Armstrong - Partner, Punter, Southall Law

Resources:
FAQS - EU DORA Regulation & Operational Resilience Requirements - Punter Southall Law
DORA Legislation

Recorded on 11-04-2024.

In this discussion with Rabiya Hirji, Giulia Paparella shares her professional journey from practicing law to leading customer success at a legal technology company. Giulia provides practical tips for creating a strong community and ensuring equity in hiring and team development. Giulia also highlights the critical role of corporate culture, the importance of allies and mentors, and the value of celebrating small wins in fostering an equitable workplace environment.

We are increasingly seeing the merging of these two systems as well as a growing collaboration between knowledge management and business development as firm functions.

In this session, we will explore why combining KM and Business Development capabilities have created a huge competitive advantage for firms by curating firm intelligence around “what we do” with “who we know” to capitalize on growth opportunities.

We will explore themes such as:
1. Factors driving this trend
2. Strategic advantages of building Experience + CRM programs
3. Types of data captured and tools used and the influence of AI
4. Tangible use cases
5. Key tips and pitfalls for launching Experience + CRM initiatives

Moderator:
@Paul Giedraitis - CEO, Orgaimi

Speakers:
@Carrie Remhof - Senior Firm Intelligence Manager, Troutman Pepper
@Jaclyn Walkins - KM Enablement Manager, Sidley

Recorded on 10-29-2024.

From the pandemic to climate change, geopolitical unrest, macroeconomic instability, and technological disruption, we are living in a time of unprecedented uncertainty. How do we navigate these uncharted waters and move from surviving to thriving in these uncertain times? My guest for this podcast is a seasoned finance and legal executive and growth advisor who will share invaluable perspectives on building the mindset and skills to lead through change and proactively shape the future. Moderator:@Christine Dauchez - Director of Knowledge & Innovation, Paul Weiss Speaker:@Jordana Confino - Founder and CEO, JC Coaching & Consulting

Recorded 10-22-2024

More and more ‘attachments’ are not truly attachments anymore. In this podcast interview, we will discuss how you best deal with modern data and attachments and where are they? Moderator:Monique Sever - Litigation Support and eDiscovery Supervisor, Harper Grey LLP Speaker:Doug Austin - Editor, eDiscovery Today

In this podcast interview, we will learn best practices to achieve greater diverse teams, influence origination credits and support diverse development in legal engagements. Moderator: Caren Ulrich Stacy - CEO, Diversity Lab Speaker:@Deepa Zavatsky - Assistant General Counsel, Wells Fargo

Recorded 10-16-2024

In our podcast series Legal Operations: Lessons from ACC Legal Ops Con, we sit down with industry professionals and ask the question, "What does legal operations mean to you?" In this episode, hear the insights from Laura Caponi (Bristol Myers Squibb), Elizabeth Rancourt-Smith (Tilson Technology Management), Deisha Vasquez (Zelis Healthcare).

Join us for an exploration of legal operations, how it interacts with legal technology, and more on ILTA Voices.

In our podcast series Legal Operations: Lessons from ACC Legal Ops Con, we sit down with industry professionals and ask the question, "What does legal operations mean to you?" In this episode, hear the insights from Reese Arrowsmith (Campbell Soup Company), Tom Stevenson (Legal.io), and Ashlyn Donohue (Linksquares).

Join us for an exploration of legal operations, how it interacts with legal technology, and more on ILTA Voices.

Shannon O’Connor (Legal Systems Manager - Squire, Patton, Boggs, Cleveland, OH) and Amy Monett (Applications Trainer – McGlinchey) discuss their professional history in the legal field and how they each arrived there, the role ILTA has played in it, and the uniqueness of Shannon’s all female team.

Ever wondered where your data lives, who’s in charge of it, and how it should be managed? Join us as we dive into the wild world of Information Governance with a sprinkle of fun and a dash of expertise! In this episode, we unraveled the mysteries of data hygiene—because clean data is happy data! We chatted about privacy functions and how they dance with legal and security realms. Plus, we tackled the big question: Who really owns your data? Is it Operations, IT, or someone else entirely?

But wait, there's more! We explored the exciting frontier of AI tools and how they could impact governance. And let’s not forget the business case for tidying up that unstructured data clutter—because who doesn’t love a good data makeover? Finally, we’ll help you strike the perfect balance between keeping data accessible and maintaining order. Tune in for a lively discussion that’ll leave you smarter and more entertained than ever before. Don’t miss out—your data deserves this!

Moderator:
@Jack Recinto - Manager of Application Development, Vedder Price

Speaker:
@Rebecca Sattin - Senior Director, Partner Success, NetDocuments

Recorded on 09-18-2024.

In this podcast, the speakers discussed how to right-size a security team and manage life/work balance/blending to maintain a healthy team.

Questions moderator asked the speakers:
-What are the biggest challenges security teams face today in terms of staffing and workload?
-How can organizations determine the right size for their security teams to effectively handle the workload without overstretching their resources?
-What strategies have you found effective in maintaining a healthy work-life balance for security professionals, especially in high-pressure environments?
-How can technology be leveraged to alleviate some of the burdens on understaffed security teams?
-What changes do you foresee in the next few years that could impact how security teams are structured and managed?

Moderator:
@Darren Alleyne - Director of Information Security, Morrison & Foerster LLP

Speakers:
@Brian Clarke - Cybersecurity Manager, Porzio, Bromberg & Newman, P.C
@Joshua Smith - Manager, Information Security Governance, Risk, and Compliance, Ogletree Deakins

Recorded on 09-09-2024.

Our speakers discussed using Teams and M365 Copilot to integrate silos of firm information, streamlining legal processes. Chad Ergun with Lewis Roca discussed Teams as a central point for legal process management. Carol-Lynn Grow with LawToolBox talked about how their solution illustrates a third-party tool being deeply integrated in the Microsoft ecosystem, using Copilot to create a better user experience and showing through docketing information in matter-centric Teams channels.

Moderator:
@Bill Bice, CEO, nQ Zebraworks

Speakers:
@Chad Ergun, Chief Information Officer, Lewis Roca
@Carol-Lynn Grow, Chief Operating Officer, LawToolBox

Recorded on 09-05-2024.

In this episode, learn how one woman built a long and successful career in legal technology and how she has encouraged and mentored other women interested in careers in legal tech.

In this podcast discussion, the speakers will explore the importance of being "commercial" in eDiscovery. Key topics include the importance of effective approaches to pricing and budgeting, and strategies for communicating the value of eDiscovery services to clients or stakeholders. The conversation will then cover the need to educate junior eDiscovery professionals sooner on the importance of being commercial, and some proposed tips and tricks to do so.

Moderator:@James MacGregor - Managing Director, Ethical eDiscovery Panelists:@Rachel McAdams - Senior Consultant, Sky Discovery@Tom Quinn - Head of eDiscovery, Simmons & Simmons Recorded 8-27-2024

Join Michael Foster and Alaa Pasha as they delve into all that Maptician has to offer hybrid law firms.

In this podcast panel interview, the speakers will provide an understanding of the power of networking, share how to leverage online and offline networks, discus how to craft your own personal brand, discuss online presence/social media and more. Moderator:@Tiffany McLean - Training Manager, Warner Norcross + Judd LLP Speakers:@Stefanie Marrone - Client Development Director at Goodwin and Founder of Stefanie Marrone Consulting/The Social Media Butterfly

Recorded 08-02-2024

Are you a new manager looking to improve your interpersonal skills? Join us for an insightful podcast where Glenn Hoxie, Practice Solutions Manager at Paul Hastings LLP, guides you through the benefits of behavioral and work style assessments.In this engaging session, Glenn, along with experts Danette and Sandra, will discuss:

· What behavioral and work style assessments are.· How these tests can help you understand your own style and improve team dynamics.· Practical tips for implementing these tests in your organization.

By the end of the podcast, you'll understand how to leverage different types of assessments to boost your managerial success and build stronger relationships with your team and upper management. Moderator:
@Glenn Hoxie - Practice Solutions Manager, Paul Hastings LLP Speakers:@Danette Shaifer - Relationship Intelligence Coach, Learning Strategist, Florishion Consulting@Sandra Bang - Founder & Principal, Sable Group

Recorded 07-30-2024

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 instead of Legal Discovery Technology and Strategy Speaker:Jeffery Salling - Chief of Staff, Moderna

Recorded 07-26-2024

Rabiya and Alexa from Intapp discuss their professional journeys and the role of mentors and advocates in career advancement. They also highlight the significance of authenticity, balance and feedback in professional communication. As well as strategies for ones to advocate for themselves and initiate diversity initiatives within their organizations.

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.

Sr. VP of Service Delivery, Dawn Hudgins, sits down with ILTA CEO, Joy Heath Rush, to continue their discussion on leadership. This time, they focus on the strategies behind succession planning.

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

When Justice & DEI meet AI - The Impact of AI on the Legal Community as told by Justice Neales.

Michael Foster sits down with Milan Bobde, one of Oddr's three co-founders, to discuss the way Oddr is shaking up the legal billing lifecycle.

Visit their website at: www.oddr.com

Michael Foster sits down with this year's ILTACON Co-Chairs, Rodney Mullins and Donna Frugoli, to find out what we can expect at ILTACON 2024.

The cyber insurance market is ever-changing and firms continue to have a difficult time understanding what their underwriters want and how to communicate their current cyber programs and needs internally to financial stakeholders (among others).

Join David and David as we talk about the top 5 issues cyber insurers are worried about with Law Firms this year from privileged account management to privacy and DLP, to the ever-present and evolving ransomware threats.

Further, they will discuss what resources are available when working on your cyber insurance renewal. Often times, the economic buyer of cyber insurance isn’t in lock step on what the CISO and Security Team is doing and that can result in strengths and wins not being articulated to your insurer which can result in inferior coverage.

Moderator:
@David Forrestall - CEO, SecurIT360

Speaker:

@David Anderson - Vice President, Cyber Liability, Woodruff Sawyer

Recorded 6-20-2024

In this podcast interview, the speakers will discuss how consulting skills can be used in eDiscovery. Examples include understanding the matter (an investigation that is run very differently to litigation, or a regulatory response), listening, being proactive and questioning the legal team goals.

Moderator:
James MacGregor - Managing Director, Ethical eDiscovery

Speakers:
Rachel McAdams - Senior Consultant, Sky Discovery
Nicola Woodfall - Senior eDisclosure/eData Manager, Travers Smith

Recorded on 06-20-2024

Many of us have titles which do not include leadership roles (e.g., Chief, Director, Manager) but often need to find ways to motivate and inspires others. This discussion will hone in on five tangible steps/ways for showing leadership even when you don't have formal authority. Moderator:
@Glenn Hoxie - Practice Solutions Manager, Paul Hastings LLP Speakers:
@Bruce James - Senior Manager, Program Management Office, Paul Hastings
@Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP
@Nicola Woodfall - Senior eDisclosure/eData Manager,Legal Technology
Recorded on 6-5-2024

Listen as Mari Sun interviews Paul Jang, an adjunct professor and legal technology specialist at Fordham and Brooklyn Law School as they discuss diversity in legal technology and AAPI month (May).

Listen as two Women Who Lead hosts, Catherine Monte and Jima Kato, interview the Meghann Barloewen and Jaclyn Walkins for the New Women Leaders podcast series for ILTA Voices.

In the latest installment of “Working in eDiscovery,” Rachel and James are joined by Paula Fearon, Head of Project Services at McCann Fitzgerald LLP, to discuss the importance of communication in the world of eDiscovery.

In this podcast session, the speakers defined what good communication looks like, how to avoid common mistakes and tips and tricks for the future.

Moderator:
@James MacGregor - Managing Director, Ethical eDiscovery

Speakers:
@Paula Fearon - Head of Project Services, McCann FitzGerald
@Rachel McAdams - Senior Consultant, Sky Discovery

Recorded on 05-17-2024.

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

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 LLP

Recorded on 05-09-2024.

Listen as two Women Who Lead hosts, Catherine Monte and Jima Kato, interview the Meghann Barloewen and Jaclyn Walkins for the New Women Leaders podcast series for ILTA Voices.

We exist in an industry built on preserving, collecting, reviewing, and producing every piece of relevant data; however, the volume continues to explode as storage gets cheaper, the world becomes more reliant on electronic forms of communication, and different forms of communication are developed and embraced. In this world, how do we, in the tech space, define, determine, and attempt to hold the line where proportionality is concerned. Moderator:
@Rachel McAdams - Senior Consultant, Sky Discovery Speakers:
@Chris Acosta - Director, eDiscovery Resources, Morrison & Foerster LLP@Eoghan Kenny - Head of eDiscovery and Investigation Support, ALG Solutions, A&L Goodbody LLP

Recorded 04-30-2024

In our last podcast, "Where’s Better to Build a Career in eDiscovery, Within a Law Firm or At An External Consultancy", we identified some core skills eDiscovery professionals need to be good at their jobs. On this episode we’re going to be focused on “problem solving”.

Moderator:
@James MacGregor - Managing Director, Ethical eDiscovery

Panelists:
@Rachel McAdams - Senior Consultant, Sky Discovery
@Dina Hetherington - eDiscovery Technology Manager, A&L Goodbody LLP

Recorded 04-26-2024

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

Sr. VP of Service Delivery, Dawn Hudgins, sits down with Gina Buser, CEO of Traveling Coaches, to dig deep on best practices for business partners.

Firms are getting it, making business decisions based on data is a good idea. There are different areas within law firms where this could be beneficial (enterprise wide, client specific, practice specific). With different places where data is housed, a great first step to connect data sources is by identifying where everything is. This will be a step-by-step guide of data mapping principles and how to get started.

Moderator:
@Kate Hathaway - Innovation Project Manager, Greenberg Traurig

Speaker:
@Paul Giedraitis - CEO, Orgaimi

Recorded on 04-17-2024.

Success in the courtroom depends on comprehensive trial support that starts long before the trial date. How do you turn a compelling story into something that’s easy to understand and memorable for the judge and/or jury. Enlisting the assistance of a trial support professional early on is key.

In Part Two of our Sitting in the Hot Seat podcast, our esteemed panel will discuss preparation tips and tricks, effective communication strategies, logistics (in its many forms), technology considerations, and some ideas for you to help your team win.

Moderator:
Jill Okerlund - Legal Process Coordinator, Robinson Bradshaw

Panelists:
Stephanie Mills - Manager, Discovery Services, Cassels Brock & Blackwell LLP
Tim Piganelli - CEO, The Piganelli Consulting Group, Inc.
David Gomez - Practice Support Project Manager, Robinson Bradshaw

How do we build trust within an organization? What does it mean to be transparent when confidential information is on the line?

The speakers shared how and when to train attorneys for best long-term technology success. Does this occur in summer or first year? In addition, they discussed how does training needs evolve over the course of an attorney's careers for best long-term technology success.

Moderator:
@Virginia Ong - Legal Innovation Manager, Greenberg Traurig

Speakers:
@Jake Brown - Head of Legal Technology, Josef
@Ana Toft-Nielsen - Attorney Development Innovation Manager, Greenberg Traurig

Recorded on 04-03-2024.

In this podcast panel session, the panelists will share the pros and cons for eDiscovery professionals for working in-house at a law firm as opposed to externally at a service provider.

Moderator:
@James MacGregor - Managing Director, Ethical eDiscovery

Panelists:
@Rachel McAdams - Senior Consultant, Sky Discovery

@Dina Hetherington - eDiscovery Technology Manager, A&L Goodbody LLP

@Jakub Kur - Head of Forensic Technology, Bird & Bird

@Tom Quinn - Head of eDiscovery, Simmons & Simmons

Recorded on 3-15-2024

Dawn Hudgins sits down with Melanie Prevost and Julia Montgomery to get the inside scoop on ILTA's upcoming event, Catalyst: Women Leading Change.

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.

How do we listen effectively? What does it mean to hear someone? Dawn Hudgins sits down with ILTA CEO, Joy Heath Rush, to discuss listening advice.

Dawn Hudgins sits down with EVOLVE Co-Chairs Kenneth Jones and Joshua Smith to get the inside perspective on ILTA's newest event.

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.

In this podcast interview, the speaker will share experiences and challenges in utilizing Large Language Models in the legal arena. Questions the moderator asked the speaker:
General
-What are some of the key challenges that legal departments face in adopting and integrating LLMs into their workflows?
-How can legal departments overcome the initial resistance or skepticism that may exist towards using LLMs?
-How can legal departments ensure that LLMs are being used responsibly and ethically, without perpetuating biases or producing inaccurate or misleading results?

People
-How can legal departments train and empower their lawyers to use LLMs effectively?
-How can LLMs be used to augment and complement the skills and expertise of lawyers, rather than replace them?
-What are the potential long-term benefits of using LLMs in legal departments?

Technology
-What are the challenges of integrating LLMs with existing legal software and systems?
-Provide examples of specific use cases (e.g., information governance, contract management review and drafting, eDiscovery, and/or R&C)
-How can legal departments ensure that LLMs are aligned with security and privacy and regulatory compliance?
Process
What are the challenges of evaluating and selecting the right LLM for a specific legal task?
How can legal departments ensure that LLMs are being used in a way that is aligned with their overall legal strategy? Moderator:@Carolyn Robinson - Senior eDiscovery Paralegal, Bosch Speaker:@Chistine Livingston - Managing Director of AI and IOT, Protiviti

Every firm currently struggles with making sure all of the knowledge in their organization is written down, up to date, and searchable.

In the future, chatbots could serve as a kind of automated research assistants for firm knowledge. They’d be responsible for answering questions by sourcing information from the right person, document and they could also be used to proactively record tacit knowledge into living documents by periodically interviewing key people about their progress on company initiatives. In this podcast interview, we discussed the role of AI powered chatbots as digital research assistants and more.

Moderator:
@Alejandro Vallellanes - Former Senior Manager, Research and Information Alerts, Baker McKenzie

Speakers:
@Stephanie Goutos - Practice Innovation Attorney, Gunderson Dettmer, L.L.P.
@Avi Saiger - Practice Innovation Attorney, Gunderson Dettmer, L.L.P.
@John Scrudato - Legal Engineering and Data Strategy Manager, Gunderson Dettmer, L.L.P.

Recorded on 02-05-2024.

Join ILTA CEO, Joy Heath Rush, and Sr. VP of Service Delivery, Dawn Hudgins, for the first episode in our new series: Joyous Leadership.

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 Consulting
Amy Wegener- Executive Coach and Consultant, AB Wegener LLC
Esther Bowers - Chief Practice Innovation Officer, Honigman LLP

Recorded on 1-25-2024

In this podcast interview, the speaker will provide best cybersecurity practices for law firms.

Questions the moderator will ask the speaker:

-Law firms deal with a treasure trove of sensitive client information. What are the top cybersecurity threats they face, and how can they effectively guard against them in today's ever-evolving threat landscape?
-Considering the interconnected nature of legal systems and the vast amount of data transmission, how can law firms ensure the security of client data, both in transit and at rest? Are there specific encryption methods or best practices they should be implementing?
-Phishing attacks and social engineering are persistent threats, especially with employees as potential entry points. What strategies or training programs do you recommend for law firms to protect their staff from falling victim to these increasingly sophisticated attacks?
-In the unfortunate event of a cybersecurity incident, what steps should a law firm take in terms of incident response and recovery? How can they minimize the impact and get back on their feet as quickly as possible?
-Employee training and awareness play a crucial role in any organization's cybersecurity strategy. How can law firms foster a security-conscious culture among their staff, and what ongoing training initiatives would you recommend?

Moderator:
Kevin J. Foster, Sr., - Cybersecurity Operations Coordinator, White and Williams LLP

Speaker:
Dr. Eric Cole, Ph.D. - CEO & Founder of Secure Anchor

Recorded on 01-05-2024.

In this session, Nicki C. Kastellorizios-Lee (IT Communication Manager at Perkins Coie) and Marion Miller (Senior Practice Knowledge & Innovation Manager at Fenwick) sat down with Catherine Monte and Jima Kato from our Women Who Lead (WWL) group to discuss their career journeys in the legal IT field.

Co-Moderators:
Catherine Monte - Chief Knowledge & Innovation Officer, Fox Rothschild LLP
Jima Kato - Director, Knowledge Management & Innovation, Gibson, Dunn & Crutcher LLP

Panelists:
Marion Miller - Senior Practice Knowledge & Innovation Manager, Fenwick
Nicki C. Kastellorizios-Lee - IT Communications Manager, Perkins Coie LLP

In this podcast interview, we will feature the perspectives of thought leaders in legal operations and legal tech on how trends in technology are shaping the future of corporate legal operations.

Questions the moderator will ask the speakers:

-What are the legal technology trends impacting corporate legal departments that you are seeing from your perspective?

-What are some of the practical ways in which legal operations teams can use generative AI? With more and more technology providers adding generative AI components into their solutions offerings and more law firms seeking to incorporate gen AI into their service models, what's the comfort level of corporate legal departments in terms of using AI and seeing it embedded in tools and legal services?

-How should the use of generative AI be governed by Outside Counsel Guidelines and vendor agreements? What are some core items legal departments should consider including in their guidelines and vendor agreements?

-The tagline about doing "more with less" is a constant refrain legal ops teams hear from leadership within their respective companies. What are some of the ways legal ops can better use the tech tools they already have, such as tools within the Microsoft 365 suite?

-What are some of the core trends you are seeing in terms of how corporate legal departments can use data more effectively? And what are some practical instances where data is being underutilized in legal departments?

“Doing the Right IT Projects” sounds simple. It should be how you to start your project lifecycle and quality methodology: Setting criteria for how IT projects are selected, prioritized and planned, and how the appropriate level of project management, quality assurance and resources are assigned.

There are buckets/workstreams for large/complex IT projects and for simple projects that need only project and testing checklists. Once the right projects are in the queue, then you move on to “Doing IT Projects Right”, the initiation, planning, execution, monitoring, transition to operate and maintain, and of course, adoption.

IT is then supporting business service demands and strategic goals across all IT projects in the organization. This podcast session provides a takeaway in the form of a framework for anyone who is responsible for how technologies are implemented or has to manage IT projects, or really manage any projects in a legal organization.

Moderator: @Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter

Speakers: @TJ Johnson - AVP, Legal Sector Strategist · Qualitest @Parita Kanevskiy - Leader of Project Management Office (PMO), Eversheds Sutherland

Recorded on 08-17-2023

How are firms adopting Artificial Intelligence in the Risk Management space? Given the fast-paced and highly publicized technology trends involving AI, what are the biggest challenges organizations face today with adopting AI technologies and in particular maintaining security and compliance around client, firm, and personnel data.

Questions the moderator will ask the speakers:

Where do AI capabilities exist in the Risk Space? Reporting, Terms of Engagement, Conflicts Searching, Data Analytics, Records, etc.
Data captured at client/matter inception is used throughout an organization, would you tell me what key factors join teams together and how organizations maintain consistency especially with AI “running in the background”?
How do firms control the information and the learning?
How or when does an organization begin to trust its AI?
What are the fears/blocks an organization will address prior to deciding to implement AI technology?
As the industry patterns dictate and pressure increases, how can organizations assess security concerns in a timely and thorough manner?
How do an organizations’ client(s) fit into the mix? If an organization’s client(s) oppose the use of AI technologies with their data, how does the firm comply?
What are the specific steps an organization can take to ensure a successful adoption of AI technologies?

Confirmed Moderator:

Elizabeth Suehr, Director of Legal Risk Systems and Strategy, Jenner & Block

Confirmed Speakers: -Aaron Rangel, Director of Product Management, iManage

-Bennett Borden, Partner, DLA Piper

Recorded on 08-16-2023

Given the complex nature of AI and the fact that these models are not transparent, the speaker shared best tips on what do you need to know about your AI model, who built it and what is it based on?

Questions the moderator asked the speaker: 1) What is and what is not AI? 2) What are AI models? 3) If you are using a pre-generated AI model what are some questions to ask:

what is it based on?
do you know how the model was trained?
is there any data in the model that may cause the model to provide you with unexpected results?

etc 4) How can AI help with managing your data?

IE: it can be a tool to help move redundant copies of docs from your data universe; it can summarize info in a document and know where to ‘file’ it or categorize it (info gov idea here) 5) Is generative AI useful in a legal document review setting? Discuss 6) Is this technology going to be similar to how blockchain never really caught on in legal? 7) Can natural language processing help uncover information in your data set that would be missed by pure keyword searches? (which some lawyers believe is the gold standard of search) 8) What about emotional intelligence / sentiment analysis?

Moderator:

@Monique Sever - Litigation Support and eDiscovery Supervisor, Harper Grey LLP

Speaker:

@Jay Leib - Chief Strategy & Innovation Officer, Reveal Brainspace

Recorded on 08-10-2023

LitigationSupportoreDiscovery

PracticeManagementandPracticeSupport

FutureandEmergingTechnologies

DoNotPay is home to the world’s first “robot lawyer”, which recently took to the courts in an attempt to instruct defendants on how to respond to the judge and beat their speeding tickets. In this episode, we sit down with DoNotPay and discuss all things Artificial Intelligence and what the future of AI might be in the legal industry.

Questions the moderator will ask the speaker: -With the audience of this podcast being attorneys and other legal professionals, we have to start with the obvious question, do you see AI taking their jobs? -How do you see AI's role in the legal industry evolving in the future? -When you think of data privacy, security, governance, and compliance, what do you think of related to risk associated to leveraging AI in the practice of law? Both as a tool for legal professionals and for laymen that might use a tool like DoNotPay. -In your experience, how have you seen AI change and develop over the past years to address different challenges and needs in the legal industry? -What advice would you give legal professionals when it comes to AI in their role?

Moderator: @Joshua Moore - Lead Solutions Expert, NetDocuments

Speaker: @Zachary Warren - Manager, Enterprise Content - Technology and Innovation, Thompson Reuters Institute

Recorded on 07-25-2023

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 Group

Speaker: @Vivek Rao - CEO, Foundation AI

Recorded on 07-20-2023

Identifying "Moments of Friction" -- workers' pain points with technology, processes and adoption is critical. In this session, the speaker discussed how to identify whether a MOF is a result of technology or psychology; highlight pain points; adoption; needs analysis; dig into the why and learning how to get to the root/core of the issue and user frustration.

Questions the moderator will ask the speaker: -Why don’t you tell us a bit about the framework you like to use when thinking about the needs around training, and how those give way to the moments of friction that arise? -This question is why I refer to change management as equal parts comms and therapy: how can we make sure users feel as though their needs were taken into account? -We’re all aware that most people don’t exactly love change. What are some ways to tell whether workers’ friction with new tech or processes is due to that, or if there’s something bigger at play? -I think most people overlook frequent and useful communication as a tool to help along adoption: what are some ways you’ve best decreased friction in the past? -Final (tricky) question: what do you do when people bring you in after things have already gone off the rails?

Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group

Speaker: @Carolyn Humpherys - Learning & Change Management Consultant, Traveling Coaches

Recorded on 07-19-2023

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

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 personal information identification and redactions in litigation and investigations. For this session, the speaker will focus on how AI is being used for data breach response and why it should be part of your response plan.

Questions the moderator will ask the speaker:

-What do you see as the status quo for how companies react when they’ve learned of a data breach, and what are some of the pitfalls? -What specific advantages does AI offer when compared with that status quo? -What are the risks associated with using AI for data breach response, and what hurdles have teams faced in adopting it? -What practical advice can you offer to the listeners on how to prepare for a potential data breach?

Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal

Speaker: @Dan Donegan - New Business Director at Text IQ

Recorded on 07-18-2023

Common vocabularies are a core requirement if firms want to fully utilize the knowledge created by their attorneys. Organizing those vocabularies into a taxonomy makes it easier to share knowledge across tools and practices. However, many firms don’t create or maintain common taxonomies, resulting in knowledge gaps and a lack of findability.

A common vocabulary, whether it’s something that’s specific to your firm or leveraging existing taxonomies like SALI, is an investment of both time and money, but putting in the effort allows attorneys to quickly find colleagues who have specific skills, experience, or backgrounds.

Questions the moderator asked the speaker:

1.Is there one thing in particular that made you realize that this was a problem, and one that needed to be solved?

2.Talking about taxonomies tends to make people tune out. How did you get buy in from other groups?

3.How do you maintain your taxonomies? Is it a group effort? If so, which groups should be involved?

4.What would be your recommendations for firms that are just starting to engage with this issue?

Moderator:

@Holly Hanna - KM Firm Solutions Manager, Perkins Coie

Speaker:

@Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP

Recorded on 07-13-2023

If there was a road map for security and authentication, it’s long gone now! We’re on the road to a Passwordless future and we live in a time where no one even answers their phone! This encore ILTA podcast will quickly bring you up-to-speed and help you…and your users help themselves with better password solutions!

Questions the moderator will ask the speaker(s):

1) This topic was presented at Legal Week and was very popular. Why do you think that is? 2) What are the biggest challenges to “secure” authentication today? 3) What are most of us doing well, and what do most of us need to do better when it comes to our authentication implementations? 4) What is the future of authentication in IT? What are some trends? If you are a listener who is overwhelmed by this topic, where do you recommend people start to become more educated in this area?

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

Speakers: @Brian Clarke - Cybersecurity Manager, Porzio Bromberg & Newman @David Forrestall - Managing Partner, SecurIT360 @Kenneth Jones - Chief Operating Officer, Xerdict

Recorded on 07-12-2023.

Innovation in the legal industry is big news, but its often hard to know where to start. Changing the way we think about our work can help find new ways to approach challenges, and the framework of design thinking has proven success in the legal industry for finding innovative solutions to problems. But what is design thinking, and how can we use its principles and ideas to transform our work in litigation support?

Questions the moderator will ask the speaker:

What is Design Thinking? Where are we seeing its application the most?
How can we apply design thinking to legal and how can it help us practice law more effectively?
Can you give an example of where design thinking has helped solve a legal workflow problem?
How can we identify areas in our litigation support work where design thinking might be helpful?

Moderator: @Rachel McAdams - Senior Consultant, Sky Discovery

Speaker: @Ginevra Saylor - Director, Innovation and Knowledge Programs, Gowling WLG

Recorded on 06-30-2023

In this podcast session, the moderator will discuss with an attorney the best communications strategies and practices they have encountered with Litigation Support and Legal Staff.

Questions the moderator will ask the speaker:

-What are some steps you take to keep communication consistent in your remote team? -What are some pitfalls about purely remote work that some managers or team members might not consider? -Do you find that your communication style changes between individual team members or is it more consistent due to remote work? -How often do you think you need to stay in contact with team members to maintain consistent communication? -Do you have any advice for remote managers to follow for best practices?

Moderator: @Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General, DOJ

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

Recorded on 06-29-2023

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

Just because you’re not a large law firm doesn’t mean you don’t do e-discovery! You have litigation matters that are just as important, and that means you need to know the proper tools to use for collecting, reviewing, and producing relevant data. In this session, we’ll have a attorney and paralegal from not-so-huge law firms discussing the tools and workflows they use to successfully navigate the e-discovery world in which they practice.

Questions the moderator will ask the speaker: · First let's define small firm. Why do small/mid-size firms need to be smart about eDiscovery? What challenges do they face which big firms may not? · How should a small/mid-size firm address eDiscovery technology – should they invest and manage their own, or look for external partners? · What are some good tools for eDiscovery for these firms? · How can a small/mid-size firm upskill in eDiscovery? What’s your one action point/next step for small/mid-size firms listening to this podcast?

Moderator: @Rachel McAdams, Senior Consultant, Sky Discovery

Speaker: @Tom O’Connor, Director, Gulf Coast Legal Technology Center

Recorded on 06-28-2023

Your average end user now spends more time consuming and sharing educational entertainment than ever before.

From podcasts to film documentaries, there is a formula that keeps us coming back for more, and ensures the audience retains that information well enough to talk about it with everyone they know. How do we capture that spark in professional learning? As trainers and developers, how do we bring entertainment to education? What looks easier than it actually is, and what is far easier than it looks?

What kind of talent can help you create and execute that vision? In this session, learners will identify the educational fundamentals we see in this genre of entertainment, and then brainstorm opportunities to blend entertainment tactics into our learning strategy to make exciting podcasts.

Questions the moderator asked the speaker:

We’d love to hear your origin story. [Insert what we know about them to show engagement with the panel.] What inspired you to create your current podcast series?
Is there anything that surprised you along your journey?
Many of our listeners work for legal organizations which have contemplated or actually implemented podcasts. What are some things to watch out for when building your first podcast?
My guess is a newbie podcaster may see a decent level of interest in their early podcasts perhaps because of its’ novelty. However, the newbie may see some drop-off over time. What have you found to be successful ways to maintain audience engagement? Related, any tips on building your audience?
Many law firms and other legal organizations have created their own podcasts. What have you found that makes your podcast a differentiator?
I’ve heard of many podcasts bubbling up from within a law firm. As an example, BD has a podcast, Knowledge Management has one, and multiple partners have created one perhaps even in conjunction with partners at other law firms. Assuming there is value in coordinated efforts at a firm, do you have any recommendations for combining forces?
I’ve heard of edutainment – the combination of education and entertainment. What have you learned from other podcasters or your own experience on blending the best of those worlds?
Any practical tips generally – for example, have you found the best duration for a podcast (e.g., 20 minutes, 60 minutes)? Audio quality tips? Upside/downsides to inviting guests? Stick to only audio or sometimes include video?

Moderator: @Alejandro Vallellanes - Former Global Senior Manager of Research, Baker McKenzie

Speaker: @Greg Lambert - Chief Knowledge Services Officer, Jackson Walker L.L.P

Recorded on 06-28-2023

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 7 features Kenton Brice, Director of the Law Library at the University of Oklahoma College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 6 features Michelle Hook Dewey, Legal Technologies Librarian and Associate Professor Legal Technologies Librarian and Associate Professor, Georgia State University College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 5 features Michael Robak, Director of the Schoenecker Law Library and Assoc. Dean for Technology & Information Services

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 4 features Anely Nunez, CEDS, Analytics & Review Attorney

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 3 features Kristina L. Niedringhaus, Assoc. Dean for Law Library, Information Services, Legal Technology & Innovation, Georgia State University College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 2 features Geoffrey Geftman, eDiscovery Attorney at Jackson Lewis P.C.

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them.

Episode 1 features Ashley Picker Dubin, Counsel at Day Pitney LLP

Are controlled phishing campaigns against your members the best way to keep your respective firm secure from phishing? This podcast session will look at phishing simulation tools, their overall pros/cons and alternatives available to keep your members secure from getting hooked with that phish.

Questions the moderator asked the speaker:

Phishing is thought to have originated in 1995 and love bug struck in 2000. Here we are today in 2023 and phishing is still our number one vector of compromise. We've been able to reduce the risk of malware: why is phishing such a struggle?
All security programs preach the importance of user awareness training, and it's been a requirement of clients and regulations for many years now. The majority of user awareness programs utilize phishing simulations. So, I guess the questions is, Are phishing campaigns still a good route forward? Are they being successful at training our users not to fall for that phish?
What's the best approach for including phishing awareness into your program? Is it best to continuously cast a line or occasionally try your luck at the phishing hole?
I've been hearing more lately about User coaching and how technology can be leveraged to protect users from themselves while presenting coaching opportunities when they do things that they shouldn't. Is this a strategy that's effective in reducing the risk of phishing? I'm not sure it would be a technology talk if we didn't speak about AI. How do you feel the future of AI impacts the threat of phishing and what steps should we be thinking about now to try and get in front of it?

Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP

Speaker: @Manuel Sanchez, Information Security & Compliance Specialist, iManage

Recorded on 06/27/2023

Legal Operations is a broad emerging discipline that encompasses all aspects of the business of law including litigation support, technology, service delivery and more. Thus, eDiscovery is a major operational consideration for law firms and corporate law departments tasked with managing and securing data. Organizations typically handle eDiscovery along a spectrum where they insource or outsource certain elements of the process. What are the risks and benefits of different eDiscovery service models? How might development of key personnel to manage aspects of service give firms a competitive advantage?

Questions Ann asked the speakers:

-How would you describe the significance of eDiscovery services as a component of legal operations for a law firm or corporation?

-What are some of the costs associated with developing talent to manage eDiscovery within the firm, and how are those costs justified?

-What additional considerations should be weighed when determining how much of the eDiscovery process to insource?

-Once you start a team, how can you grow the team and what additional areas could the group serve?

Moderator:

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

Speakers:

@Joy Holley - Legal Operations Consultant, Vertex Advisor

@Richard Robinson - Director of Legal Operations and Litigation Support, Toyota North America

Recorded on 05/24/2023

How can we articulate the value of technology in helping meeting client expectations and improving the bottom line? In this session, the speakers discussed this and more.

Questions Glenn will ask the speakers:

-There is a perception by some attorneys that technology is a cost of business and, specifically, only a support function. Where do you think this stems from?

-Based on this perception, each of you have likely identified strategies to convince attorney and leaders that technology is more than simply a cost of doing business. What strategies have you employed or seen others employed to convince attorneys of the benefit of technology?

-The best made plans, particularly for a junior leader, may look great on paper but suddenly become challenging when put to practice. Throughout your career, what obstacles have you faced when employing these strategies? Are there any risks? Have any backfired?

-For new C-suite or director level leaders, what would you encourage them to do to advocate for technology projects particular in light of the current economy? How do you recommend they approach business value/ROI when proposing technology?

-To help with your persuasion, do you engage with client teams such as their legal department) to better understand their business needs?

- We’ve touched on a few of the key stakeholders but there are certainly more. Do you find that you need to approach stakeholders in different ways when convincing them of a technology’s value?

- Can you share any examples of where technology clearly helped the bottom line?

-Any final thoughts?

Moderator:@Glenn Hoxie -Senior Project Manager, Practice Innovation, Paul Hastings LLP

Speakers:
@Leslie Brown - Director of Client Value, Blank Rome LLP
@Paul Unger - Partner, Affinity Consulting
@Jacqueline Schafer - CEO, Clearbrief
@Brendan Miller - Legal Innovation Professional and Attorney” (previously Director of Practice Systems & Innovation for AmLaw 100 firm

Recorded on 05-11-2023

This session will focus on how companies can continuously monitor and assess their security posture by looking at drift from their control baselines in the cloud.

Questions Corey asked the speaker:
1) What is continuous monitoring generally and why is it important?

2) What are some of the benefits of implementing continuous monitoring in a cloud environment?

3) What are some of the different cloud security control sources that should be considered when determining what to monitor?

4) At a high level, how do you begin to implement continuous monitoring in one or more of the major cloud providers (i.e. Amazon, Microsoft, Google)?

5) What are some best practices when implementing continuous monitoring in the cloud?

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

Speaker:
Sarah Luiz - Cyber Security Consultant

Recorded on 04-26-2023

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 & Block

Speakers:

@Damien Riehl - VP, Litigation Workflow and Analytics Content, FastCase

@James Hannigan - Director of Legal Project Management, Coblentz Patch Duffy & Bass, LLP

Recorded on 04-25-2023

On Monday, April 17, 2023, ILTA sat down with iManage and Bain Capital to discuss their new partnership and #legaltech

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

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

Traditional approaches to software development can be time-consuming, resource-intensive, and complex, requiring specialized skills and expertise. However, the emergence of no-code/low-code platforms promises that law firms can streamline practice management workflows with minimal coding knowledge or experience.

This session was designed for practice management and technology professionals at law firms interested in exploring the benefits and challenges of no code/low code platforms by learning from their peers’ experience.

Questions Bill asked the speakers:

-What does the landscape of no/low code tools look like, and who is best suited to use them?-
What’s the learning curve like?
-What are the use cases where you see the best ROI?
-How does this solution fit into the rest of a firm’s technology landscape?

Moderator:
@Bill Bice - CEO, nQ Zebraworks

Speakers:

@Andrew Terrett - National Director of Legal Technology and Service Delivery, Borden Ladner Gervais LLP

@Al Hounsell - Director - Strategic Innovation and Legal Design, Norton Rose Fulbright Canada

PracticeManagementandPracticeSupport

Firm

Podcast

ProfessionalDevelopment

Overwhelmingly, law firms operate as though attorneys are the ""important"" parts of their business, and that business staff is... well, chopped liver. How can firms adjust/improve their language to change this attitude/perception?

Questions Harriet asked the speakers:
• The landscape for hiring and recruiting within law firms has changed a lot since January 2020 (and again since the end of 2022). What are some of the biggest changes you’ve seen in the industry/in convos with peers? What surprised everyone the most about how recruiting/hiring has changed in the legal field? (I’m thinking first year associate pay has got to be a big one!)
• What are your predictions for how things will stay the same/change in law firm operations over the next 5-10 years? Do you think attorneys will fundamentally change their expectations around work-life balance? And how are firm resources being marketed to attorneys during their recruiting process (as part of the support package)? (i.e. research departments, LPM, etc)
• Let’s talk a bit about the split in law firms between attorneys and “everyone else”… what have you seen across the industry, and do you think those divisions are breaking down, becoming more defined, or something else? I’m also interested in how you think this will play out as the market retracts again: it’s been popular to cut back on administrative staffing in times of financial concern, but that loads more work back onto attorneys—do you see anything differently happening this time around?

Moderator:@Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speakers:@Jennifer Bluestein - Chief Talent and HR Officer, Perkins Coie
@Chris Boyd - Chief Operating Officer, Wilson Sonsini Goodrich & Rosati Recorded on 04-07-2023

As more players enter the legal technology market, what trends and advances should we be keeping an eye on? What trends or tools have the potential to radically disrupt the profession? In this podcast interview, the speakers will discuss this and much more!

Questions Jennifer asked the speakers:

1.        What will be the most important legal technology trend for lawyers and legal professionals to follow in 2023?
2.        What trends or tools have the potential to radically disrupt the profession?
3.        Where should law firms and law departments focus their legal tech budgets in the next year? Three years?
4.        How will legal technology impact client engagement?

Moderator:
@Jennifer Mendez - Sr. Director of Knowledge Management Innovation, Fisher Phillips

Speakers:
Joe Borstein - Chief Executive Officer, LexFusion
Casey Flaherty - Chief Strategy Officer, LexFusion

Recorded on 04-05-2023

Law firms are increasingly expanding their scope and advertising "add-on" services. How can attorneys make use of these to make themselves "stickier" to clients, and how can law firms promote these services in a way that conveys their increased importance to the overall client experience? In this podcast interview, the speakers discussed this and more. Questions Harriet will asked the speakers:• Tell us a bit about the evolution of NRF’s Legal Operations department: what was the intended purpose, and how does it interact with the larger business?• How can attorneys make use of this group (or others within the firm) to make themselves "stickier" to clients? • How is (or can) the firm promote these services in a way that conveys their increased importance to the overall client experience?

Moderator:@Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speakers:@Al Hounsell - Director - Strategic Innovation and Legal Design, Norton Rose Fulbright Canada Kathy Goodman - Practice Innovation & Knowledge Counsel, Paul Hastings (London)

Recorded on 04-05-2023

In this session, the speaker provides an in-depth discussion on the creation and implementation of standardized methodologies for managing each stage of discovery as it pertains to the preservation, collection, and production of ESI. Moderator:
@Carolyn Robinson - eDiscovery Coordinator for the Americas - Office of the Regional General Counsel for Robert Bosch, LLC

Speaker:
Gabe Egli - Partner, Shook Hardy & Bacon

Recorded on 03-31-2023

Enterprise search, targeted search, predictive search, conceptual search...so many options, but which is the right one for your organization? Will advances in AI change how we search going forward? Will we see Alexa or Siri for legal?Questions Jennifer used to guide the conversation:

We often hear about various search options in legaltech - enterprise search, predictive search, conceptual search, just to name a few. How has search evolved in the legal industry over the last decade?
How will advances in artificial intelligence change the way we search in law firms and legal departments?
Will we see voice search, similar to Siri, Alexa and Google Assistant, in legal? If so, what are the ethical implications of relying on voice-enabled technologies?
What does the future of search look like?
The legal industry is notorious for its unhurried approach to change. How do you see the change management and adoption process of these technologies playing out in legal? What outside factors do you think will drive law firm adoption?

Moderator:@Jennifer Mendez - Sr. Director of Knowledge Management Innovation, Fisher Phillips

Speaker:@Pablo Arredondo - Co-Founder and Chief Innovation Officer, Casetext

Recorded on 03-15-2023

ILTA CEO, Joy Heath Rush, sits down to discuss the upcoming year. The conversation runs the gamut between in-person events, industry events and news, to the ILTA strategic plan. Tune in now!

ILTA and Microsoft sit down for a Fireside Chat in Q1 2023.

Join ILTA CEO Joy Heath Rush and Microsoft Vice President, Northeast Region, Ben Grimes, as they get together, fresh off a January legal summit in Atlanta. Together, they talk tech, advocacy, innovation, and much more.

Tune in now!

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

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

What can we do as IG professionals to increase our firms understanding and acceptance of IG core values so that change management is not such a steep hill? In this session, we will explore different options.

Moderator:@Andrew Corridore - Information Governance Compliance Manager, Akin, Gump, Strauss, Hauer & Feld, L.L.P.

Panelists:@Christopher Hockey, IGP - Director of Information Governance and Management, Bond, Schoeneck and King, PLLC@Matthew Estrada - Senior Information Governance Specialist, Kirkland & Ellis

Recorded on 01-23-2023

This podcast interview session addresses how to create an insider threat/insider trust program that mitigates insider risks while respecting employee's privacy rights. Best practices and advice for starting a new insider threat program will be shared.Questions Corey will ask speakers:1) To help those who are just starting to create an insider threat/insider trust program within their company, what are some available resources that you would recommend checking out?2) What are some insider threat/insider trust best practices that you have found to be invaluable when standing up a program?3) How does a company create an insider threat/insider trust program that is effective at mitigating insider risks while simultaneously respecting employee's privacy rights? Can it be done?4) What future changes do you anticipate in the world of insider risk management in relation to tools, regulations, processes, etc. in the next 5 years?5) Should an insider threat/insider trust program be a discreet or very public function? Can you explain why you feel the way that you do?Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speakers:@Joshua Smith - Senior IT Security Analyst, Ogletree DeakinsMichael Theis - Chief Engineer & Assistant Director for Research, National Insider Threat Center, CERT/SEI, Carnegie Mellon UniversityRecorded on 01-18-2023

Every firm wants to leverage data for insights. But to accomplish this, there needs to be a true source of all data. The creation of data lakes have started. These are massive databases combing different firm data sources. This leads to the importance of data governance and master data management. What does it take to create and curate the data? How can such data be of use to firms?Questions Tracey will ask Steven:1. What is a data lake?2. What are the advantages of using a data lake?3. How do data lakes differ from the tradition data warehouse?4. Why could a firm invest in a data lake?5. What would it take to build a data lake?6. What tools would need? Any best practices?Moderator:@Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLPSpeaker:@Steven Heathcock - Data Strategy Manager, Cooley LLP

Recorded on 01-06-2023

AI has become an integral piece of responsive/non-responsive coding for reviewing eDiscovery data. Another piece of the review, which is typically very expensive including Privilege and personal Information redactions. How can this be done with AI technology too?

Questions Andrea will ask Dan: 1. What are the pitfalls related to the way Privilege review has historically been performed? a. What are some easy ways to improve the process using AI?2. Some companies are using AI to assist with Privilege Review.... how/when will it become the norm? 3. What hurdles are you anticipating folks will need to overcome to drive further adoption?4. What are the risks associated with using AI for privilege review?5. AI adoption: Do you believe AI will more broadly and rapidly be adopted considering current recessionary headwinds?

Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation LegalSpeaker:Dan Donegan - New Business Director at Text IQ

Recorded on 1-6-2023

In this podcast, we will address which practices and boundaries you should enforce and know how to manage pressured environments.

Questions to Tanya will ask Martin:· Is burnout a problem for litigation support professionals, and does it affect us disproportionately?· Can litigation support professionals effectively manage their workload to avoid burnout?· What are tips for working in high pressure environments?· How can we support ourselves and our colleagues?· What kind of support is out there for people who need it?

Moderator:@Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP

Speaker:@Martin Nikel - Associate Managing Director, Cyber Risk, Kroll

Recorded on 01-05-2023

In this podcast interview, the speaker will provide tips in how to achieve excellence in budget creation, defense and control, especially for the Legal area.Questions Marcelo will ask the speaker:

What are the challenges of preparing a Budget in a legal area where we know that calculations, metrics, statistics and other data models are not part of the lawyer's daily life?
We know that communication not only in topics such as the Budget but in many others, in fact in all topics is something that must be encouraged and reinforced, drawing on this topic, how important internal and external communication is for the creation of a Budget effective?
Thinking about accuracy, is there any budget model that you think is more assertive, how do you know which is the best Budget model (opening) for my company?
So once all the assumptions have been aligned with the team, the teams in turn are safe for the defense, can you give us some tips for sustaining the numbers against the approval area? We know this is the hardest part, especially when you need more money compared to growing your business.
How can we know if we are asking enough, when we can know if we need to ask for more?
A point that I always see in the definition of Budget in several companies from the most diverse branches is the famous one: fat, that is, calculating the correct amount but leaving an extra amount for unplanned expenses, what do you think of this approach?
Leave an extra Budget or not?
What is the role of the Legal Ops team in the composition of the Legal Budget? I'll try to make myself clearer, we know that some areas tend to work in silos, that is like a black box, how do you think the Legal Ops team can help?

Moderator:@Marcelo Cardoso - Supervisor of Data Analytics, Mercado LivreSpeaker:Guillermo Calvo - Legal Ops Regional Supervisor, Mercado Livre

Recorded on 12-16-2022

This installation of the ongoing ILTA CEO Podcast, featuring Joy Heath Rush and Beth Anne Stuebe of ILTA, talks tech, strategic planning, future-proofing education, and much more. Tune in now! #MyILTA #iltapublications

Recorded on location in London, UK, in November 2022 at ILTACON Europe, this is the Hopscast #2, Arctic Wolf.

Recorded on location in London, UK, in November 2022 at ILTACON Europe, this is the Hopscast #1, FileTrail.

This podcast panel is a follow-up to the successful ILTACON session “Three Approaches to Workplace Flexibility” but with a more litigation support focus. Each panelist discussed the challenges they have experienced with hybrid work and how they have overcome them.

Questions Tanya asked the speakers:

What are the pros/cons/challenges of a lit support team?
What are some tips you have for a successful hybrid team, particularly when it comes to managing lawyer expectations who may be in the office?
What metrics are you using to determine success? Do they differ at all from in the office?
As we are seeing more in in-person events, how are you determining team engagement and the future of team engagement?

Moderator: @Tanya Pereira - Discovery Services and Litigation Support Coordinator, Cassels Brock & Blackwell LLP

Panelists: @Gretel Best - Law Clerk, Manager of Litigation Support & eDiscovery, Gowling WLG @Levi Percy - Project Manager, Shook, Hardy & Bacon L.L.P.

Recorded on 11/3/2022

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 Spahr

Recorded on 10-07-2022

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:

First, describe your roles at your respective organizations and specifically how you are involved in doc review projects
How have the information security elements of these projects, or your infosec concerns, changed over the last couple years?
What are the important items to consider when planning for a remote document review project?
Differences between “secure VPN”, SessionGuardian, other options? What are different infosec and DLP approaches and technologies you see in the market?
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?
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

Moderator: @Jordan Ellington - Founder and CEO, SessionGuardian

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

Recorded on 10-04-2022

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?

Moderator: @John Graves - Training Support Specialist, Winstead PC

Speaker: @Jeffrey Brandt - Chief Information Officer, Jackson Kelly PLLC

Recorded on 09-30-2022

In this podcast session, the speaker will discuss about a weird request/project/situation and what was the outcome. In addition, the speaker will provide tips or guidance on how to push back on these type of requests.

Questions that Rachel will ask David: -What weird eDiscovery requests have you had to deal with? -Who do these requests come from? -How to you push back on bizarre requests, and when do you know its right to do so?

Moderator: @Rachel McAdams - Legal Technology and eDiscovery Senior Manager, A&L Goodbody LLP

Speaker: @David Greetham - Founder & Principal Investigator, PC Forensics

Recorded on 09-28-2022

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?

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

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

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?

Moderator: @Holly Hanna - KM Firm Solutions Manager, Perkins Coie

Speaker: @Floor Blindenbach -Founder & CEO, Organizing4Innovation

Recorded on 09-23-2022

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?

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

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

Recorded on 09-22-2022

In today’s world, purchasing technology is no longer a sure fire way to solve a business problem. In addition to the right technology you need to have the right people, following the right process and leveraging the right technology to solve the complex business problems law firms are facing. But how do you connect these three concepts within your organizations? Listen to this discussion with Rachel Shields Williams from Sidley Austin and Debbie Foster from Affinity Consulting Group.

Questions Rachel will ask Debbie: · What is the secret to connecting people, process and technology in today’s modern law firm. · Is there one part of the “People, Process, and Technology” that leaders should focus on more? Or do you see people focus one more than the other? · Common pit falls when trying to connect the dots? · What is one piece of advice that you would give to anyone trying to connect the dots?

Moderator: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP

Speaker: @Debbie Foster - Partner, Affinity Consulting Group

Recorded on 09-19-2022

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?

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

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

Recorded on 09-13-2022

The majority of breaches today no longer come through delivered malware as our systems have become very strong with detecting and blocking these resulting in more effort than value for the attacker. Instead, it’s easier, faster and more economical to just try and steal your password, or better yet have you provide it yourself. This podcast takes a look at the security risks that are actually derived from one of our more important security controls… passwords; and look at what we can do to minimize those risks moving forward.

Questions Dave will ask the speakers:

A recent study by Verizon found that more than 80 percent of breaches through hacking involve brute force or the use of lost or stolen credentials. Microsoft estimates that there are 921 password attacks per second. We’ve been educated for years by the security industry and our awareness programs that passwords are the most crucial component to protecting our environments and our information. How is it that this sacred key to our kingdom is actually resulting in opening so many doors for attackers?
NIST has taken steps to try and reduce the bleeding with their new Password guidelines and best practices which encourage passphrases of more characters, less complexity and less changes. Are these steps in the right direction to actually keeping us secure?
Many security tools are now providing artificial intelligence around login requests that look to see if the member is coming from a known device and location prior to providing access. Would implementing these types of risk based controls with MFA and a passphrase by the answer to our problems?
Biometrics for authentication always seemed to be the next logical step for passwords. We have our basic biometrics on devices however, those are all back supported by a password or PIN. Will we ever get to a place where we’re truly only using biometrics for all authentication?
I understand that Apple, Google and Microsoft are working on a solution together that will get rid of passwords. Instead, they will just leverage the biometrics on your phone as your access code to everything. With this in mind do we just need to sit tight and all our troubles will soon be fixed?

Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP

Speakers: Sohail Iqbal - CISO, Veracode Eldon Sprickerhoff - Founder and Chief Innovation Officer, eSentire Phillip Solakov - Director, Client Solutions, Optiv, Inc.

Recorded on 09-09-2022

In this podcast recording, a litigation support expert discusses different document review platforms on the market and their strengths and weaknesses.

Questions Ryan will ask Josh: 1. Which platforms do you have experience with? 2. What do you feel are the strengths of those platforms? 3. What are the weaknesses? 4. What are the biggest considerations an organization should make when choosing a platform? 5. Of what you have used, which platforms are your favorites and why?

Moderator: @Ryan Gerlach - Legal analyst, State of California Office of the Attorney General - DOJ

Speaker: Josh Gilliland - Associate, Greenan, Peffer, Sallander & Lally LLP

Recorded on 09-06-2022

Lawyers have always been held to a high standard of care to secure information and maintain the confidentiality of client-related information.

However, meeting these requirements has become much more complex since shifting to a hybrid working environment.

This podcast panel interview addresses the ever-growing client, regulatory and other requirements and how the introduction of new technologies, the ongoing need to balance the transition from paper to electronic and other considerations impact our approach to securing information while balancing the need provide effective client service.

Co-Moderators: @Leigh Isaacs - Director, Information Governance, DLA Piper @Reggie Pool - Senior Director, HBR Consulting LLC

Speakers: @Doug Landin - Chief Information Security Officer, Brownstein Hyatt Farber Schreck @James Merrifield - Director of Information Governance & Business Intake, Robinson & Cole LLP

Recorded on 08-15-2022

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

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

Moderated By: @Tara Patterson

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?

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

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

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 LLP

Speaker: @Sara Miro - Knowledge Management Attorney – Litigation, Sullivan & Cromwell

Recorded on 07-25-2022

Information Governance’s focus and influence is rapidly developing. Due to this growth, many may be unprepared on how to staff their organization for these evolving roles.

You may wonder where to start or evaluate your staffing needs. Join our panel podcast interview, with speakers from law firms, resource providers and application experts who each share a different angle on what are the new hybrid skills that are needed to bridge RM and IT needs. In addition, we will highlight what skills and roles should a growing program hire for.

Questions that Chuck will ask speakers: 1. What are some trends developing in the workplace regarding traditional records management roles? 2. What new roles/positions have you seen emerge with the increase of focus on InfoGov ? 3. What are some hybrid skills you’ve seen or needed to bridge the gap between RM/IG/IT? 4. What are some recommendations do you have for firms for educating existing staff v. hiring additional headcount? 5. What do you look for in new employees? IG experience? Records experience? IT experience? None of the above? How do you determine whether someone will be successful in this field?

Moderator: @Chuck Barth - Director of Information Governance, Sheppard Mullin Richter & Hampton LLP

Speakers: @Steve Huffman - Solutions Director – Information Governance, Williams Lea @Rudy Moliere - Director of Information Governance, Morgan, Lewis & Bockius LLP

Recorded on 07-25-2022

Outside counsel guidelines (OCG) are becoming more sophisticated and, at times, cumbersome. What are the provision pitfalls to avoid? What tools are available to manage the volume of OCGs across the firm and to help ensure compliance? Is there room for negotiation with clients? Join us for an open discussion with the GC community regarding the risks associated with not properly vetting and monitoring OCGs.

Questions Daniel will ask speaker: · What difficulties are you seeing firms have in dealing with Outside Counsel Guidelines? · What tools are available to assist with management of the guidelines? · Do you see the need for changes in workflows related to the guidelines?

Moderator: @Daniel Wood - Director of Counsel Assistance, Womble Bond Dickinson

Speaker: @Brynmor Bowen - Practice Group Leader, Legal Risk, IntApp

Recorded on 07-25-2022

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: Patrick Albert - Senior Business Architect, OneSpan Aaron Davis - Director of Product Marketing, OneSpan

New technology, changing client expectations, regulatory changes, and more are transforming the legal industry, creating opportunities for individuals to develop new skillsets and for firms and legal departments to rethink how they deliver legal services.

In this podcast interview, learn about new and evolving roles in the legal industry, such as process engineer, project manager, legal operations, data scientist, and document automation specialist.

Questions Sam will ask Speakers:

What are some of the key roles you see emerging in legal technology?
How can individuals skill up to transition into new opportunities?
How can firms and legal departments start shifting to new roles, and what should they be doing to ensure that these new functions are successful?
Where would you suggest people go to learn more information?

Moderator: @Samantha Sendrowski - Technology Innovation Manager, Bowditch & Dewey LLP

Speakers: @Gabe Teninbaum - Assistant Dean of Innovation, Strategic Initiatives, & Distance Education and Professor of Legal Writing, Suffolk University @Sean Monahan - Director, HBR Consulting

Recorded on 06-29-2022

Most lawyers are enthusiastic about innovation projects, until they are put in charge. The toll it could take on their billable hours, the risk of attaching their reputation to an innovation project, and simply the work itself can all be overwhelming. For that reason, they usually prefer to let someone else to innovate for them.

In this interview session, we will highlight how a practicing attorney was convinced to get involved in an innovation project, what support was provided to help her succeed, and what she did to solve her own problem – to the benefit of the entire firm – within the time span of 4 months.

Questions Barbara will ask speakers: 1) Tell us in short about your project and how was it different from the others that you did in the past. 2) What made you say yes to this program? 3) What were the biggest challenges and takeaways from going through this process? 4) What do you think law firms can do to encourage more practicing attorneys to get involved in projects like this? 5) What are the benefits of having practicing attorneys involved in innovation projects and why doesn’t it happen very often?

Moderator: @Barbara Gondim Da Rocha - Head of Knowledge Management and Innovation, RMS Advogados

Speakers: @Floor Blindenbach - Founder & CEO, Organizing4Innovation Mayna Felix - Lawyer, RMS Advogados

Recorded on 06-28-2022

Project management skills are essential in litigation support to respect deadlines and deliverables. Similar to juggling many balls at once and the trick is not to drop one, two, or more. Get advice from experts on managing expectations - the key to success is not always known - but the key to failure is certainly trying to please everyone.

Questions Kathy will ask speakers: - What are some of the most difficult expectations you have had to deal with and how have you dealt with them? - Do you have any time management strategies you can pass along? How can you effectively prioritize to meet demands? - Can or should a plan-B be offered when a deliverable is impossible ? - What advice would you give to someone about managing expectations?

Moderator: @Kathy Dallaire, CEDS - CEDS, eDiscovery and Litigation Support Coordinator, Stikeman Elliott LLP

Speakers: @James MacGregor - Partner, Forcyd @Stephanie Clerkin - Director of Litigation Support, Korein Tillery LLC

Recorded on 06-27-2022

More and more law firms are turning to analyzing their data to drive business decisions. What is the main driver behind this and what do firm leaders see data providing today that would help make decisions? In addition, we will discuss in this interview what types of data should they be looking at and what tools are or should they be using?

Questions that Tracey will ask speakers: -What is the main driver behind more and more law firms turning to analyzing their data to drive business decisions? -What do firm leaders see data providing today that would help make decisions? -What types of data should they be looking at? -What tools are or should they be using?

Moderator: @Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLP

Speakers: @Royale Price - Director of Pricing and Matter Management, Greenberg Traurig Katie Styler - Principal, Axiom Consulting Partners

Recorded on 06-24-2022

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

Recorded on 06-23-2022

Join ILTA for another engaging and insightful CEO podcast, featuring ILTA CEO Joy Heath Rush and Director of Publications and Press, Beth Anne Stuebe. Summer of 2022 is off to a great start with this episode!

Welcome back for an all-new episode of Hopscast! Featuring Philadelphian Dave Isaac, we sit down for a great conversation about tech and sports and, of course, Hops!

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:

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?
What types of threats and attacks should we be concerned about with our mobile devices?
A lot of organizations may say we use MDM (mobile device management) to secure our mobile fleet of devices. Is an MDM sufficient?
If out of the box security and usage of an MDM is not quite enough, what addition protections should we be looking at?
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

Now that Sentiment Analysis has gone live within RelativityOne, Relativity has gotten feedback of how clients are using this form of analytics. This podcast session will detail real world examples of how sentiment analysis has added to successful review.

The AI-powered Sentiment Analysis feature is now in Advanced Access and will be available to RelativityOne users later this year. Sentiment Analysis will allow users to identify positive and negative sentiment in their data. The analysis is conducted on a sentence-by-sentence basis so that even if negative sentiment is buried within a longer conversation, users will not miss that key information.

Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Department

Speaker: Dilan Dubey - Product Manager, Relativity

Recorded on 06-16-2022

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

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications.

The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win.

Questions Christiane will ask Andrew: • How can data enhance decision making? • When is it not appropriate? • What are the limitations: Bias, Data Hygiene • What needs to happen to make better use of data in the future?

Moderator: @Christiane Matuch - Manager, Axiom Consulting Partners

Speaker: @Andrew Medeiros - Director of Innovation Solutions, Troutman Pepper Hamilton Sanders LLP

Recorded on 04-21-2022

Everyone is talking about data analytics and the evolving role of KM in conducting analytics. In this podcast, we will discuss where do you start, what tools are needed, what skill sets are required, how do you avoid stepping on the toes of others in the firm, such as the marketing or finance team and who may also be doing analysis of data?

Questions Carolyn will ask Bobbi:

Traditionally KM has been about developing standards, templates and taxonomies to locate knowledge and expertise within the organization. But, now, we are starting to see the evolving “role of data” in providing actionable information as part of knowledge management. Bobbi, does this resonate with you?
DA Investments/Efforts/Initiatives: a. The increasing interest in data analytics – used to be fairly focused on financials and LPM, but now seeing analytics around diversity and retention, legal process improvement – is that consistent with what you are seeing in firms? b. Is the push to do more with data analytics coming from clients or from within firms themselves as they strive to find ways to improve efficiencies and profitability?
Building Capabilities (Hiring Trends/Roles) a. A few years ago there was a trend to hire data scientists and data analysts – is this trend continuing? b. How are you seeing that KM’s role is evolving to support data analytics capabilities?
Where to Start (Demonstrating Value/Low Hanging Fruit). A What is the low hanging fruit? B What would be the advice you’d give the person who wants to show the value of data analytics as applied in the “real world” of a practicing law firm

Moderator: @Caroline Sweeney - Director of Knowledge Management & Innovation, Dorsey & Whitney

Speaker: @Bobbi Basile - Managing Director, HBR Consulting LLC

Recorded on 04-08-2022

There is current trend towards legal ops in law firms, but not all is equal. It is quite common to see difference in titles, department names and even what is being covered.

How are legal operations shaping up in the law firm space and how will these departments help to meet the evolving market demands?

Specific interview questions Tracey asked Chris: 1. If a firm is looking to start a legal operations department, what are the key components? 2. How does having a legal operations team increase efficiency? How does legal operations improve value for the client? 3. Are there any tools your recommend to improve performance? 4. What are the latest trends in legal operations? What departments are new? 5. What are the biggest obstacles in growing the legal operations team? 6. How do you justify additional headcount on the legal operations side?

Moderator: @Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLP

Speaker: @Christopher Emerson - Chief Legal Operations and Innovations, Quarles & Brady

Recorded on 04-08-2022

Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys?

Questions Sachin will ask speaker: 1. What are some of the considerations for a law firm to opt for managed document review over reviewing documents in-house? 2. What type of training on your platform or services do litigation attorneys need to make the shift to managed document review a seamless one? 3. What strategies have you found to be most effective when getting attorneys to modify their workflows to incorporate outside legal services? 4. How has the shift to remote work changed how law firm attorneys and in-house counsel work with legal service providers such as Quislex? 5. How would you suggest firms discuss and get client approval for the use of outside legal services?

Moderator: @Sachin Gupta - Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP

Speaker: Bobby Coppola - VP of Legal Solutions and Strategic Growth, Quislex

Recorded on 04-01-2022

Information Governance…we hear this term all the time in legal, but what does it really mean? Is it referring to controlling the stream of information inside a law firm or law department, or outside one? And what methods are being utilized in today’s law firms and law departments to govern this often critical information?

In this interview session, we will discuss what the term actually means and what effects it can have on firm attorneys and staff. Finally, we’ll learn why having an IG policy is so vital to clients and firms alike.

Moderator: @John Graves - Training Support Specialist, Winstead PC

Speaker: @Jeffrey Sharer - President and CEO, LexShift

Recorded on 04-01-2022

Change management is a critical part of any successful project or initiative. With so much change happening both in the legal industry and in the world as a whole, a good change management program has never been more important, especially if your firm expects to continue with a hybrid work model into the foreseeable future.

In this podcast, we’ll talk to Sharon Ford, Change Management Manager at Perkins Coie, about how to think about change management in a hybrid workplace.

Questions that Holly will ask Sharon:

Over the past two years, people have gone through a tremendous amount of change. Does the pace of change in the world at large impact how we talk about change internally to our stakeholders and end users?
What are some aspects of change management that become more important when communicating with a hybrid workforce?
What are some specific issues, or ‘gotchas’, that people involved in change management efforts may not realize will be problematic?
A successful change management effort will always tailor the message to the audience. Has the way you think about different audiences changed in a hybrid environment?
If you could provide listeners with one (or two!) takeaways for putting together a successful change management initiative in a hybrid environment, what would it be?

Moderator: @Holly Hanna - KM Firm Solutions Manager, Perkins Coie LLP

Speaker: @Sharon Ford - Change Management Manager, Perkins Coie LLP

Recorded on 03-31-2022

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications.

The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win.

Moderator: @Christiane Matuch - Manager, Axiom Consulting Partners

Speaker: Maggie Miller - Chief Client Officer, Orgaimi

Recorded on 03-29-2022

Check out this White Paper podcast with Steven Rudnick from the Corporate White Papers!

“Check out this White Paper podcast with Gina Taranto from the 2022 Corporate White Papers!”

For Spring 2022, Peer to Peer, up this quarter is Prachi Soni, Manager of Application Development Services at Marshall, Dennehey, Warner, Coleman, & Goggin. She sat down with our WWL team and talked all things tech and leadership. Prachi was a great guest for our team and we enjoyed our thoughtful and insightful conversation.

Join ILTAns across the globe as we sit down with ILTA CEO, Joy Heath Rush, and Director of Publications and Press, Beth Anne Stuebe, as they talk all things ILTA and Peer to Peer!

This is Bleeding Edge, Season 2, Episode 5: Ben Alaire.

Bleeding Edge is hosted by Cindy MacBean and ILTA's Beth Anne Stuebe, and we're coming straight to your earbuds with new and engaging content! ILTA Podcasts!

Microsoft’s M365 solution includes a growing and evolving number of security solutions. These include MFA, Exchange On-Line Protection, Advanced Threat Protection and others, some new, some improved.

This podcast will be an overview of the solutions in M365 today, solutions that are either baked in to our existing M365 licenses at no additional cost or available at a nominal cost, that offer the possibility to retire and displace more expensive 3rd party solutions.

Moderator: @Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter

Speaker: Paul Edlund - Chief Technologist - Midwest, Microsoft

Recorded on 03-04-2022

Distributed firms may have been under the radar for a few years, but now they are breaking the Amlaw 200. Distributed firms operate without a physical space. They rely heavily on technology for communication and to deliver services. Join us to learn about the players, their structure and whether they are the future model for law firms.

Questions Mike will ask the speakers: 1. TJ, Dan, tell us a bit about yourselves and how you got involved in the distributed law space. 2. Dan , can you give us some history regarding distributed law firms-what they are, their structure, how did they come to be and how they have evolved? 3. What sorts of law do distributed firms commonly practice? Who are their typical clients and their needs? 4. TJ, How would you describe the sort of lawyer who would be interested and thrive in this environment? 5. TJ, what sort of technology infrastructure does Fischer Broyles firms use? How do you license technology? (Dan can add) 6. Dan, do distributed firms employ legal technologists, operations specialists or knowledge professionals or are these all outsourced? (TJ can add) 7. TJ, you have said that process and culture are keys to the success of Fisher Broyles. Can you tell us about that. (Dan add what he knows about other distributed firms here) 8. TJ, Fisher Broyles was the first distributed firm to enter the AmLaw 200. I understand 2021 financials are very impressive. Is this an indicator that this is a viable model for others long term? (Dan can add regarding the rest of the industry) 9. What do you both think is on the horizon for distributed firms?

Moderator: @Michael Ertel - KM Attorney, Paul Hastings LLP

Speakers: Dan Packel - Business of Law Reporter, ALM Media, LLC TJ Dovale - Managing Partner, IP, FisherBroyles, LLP

For all the differences between operating the military and working in private sector, there is one constant both realms share – innovating to remain relevant and foremost in their respective fields.

In this podcast session, we will discuss how leaders across the U.S. Army are establishing knowledge management programs to enhance shared understanding, learning and decision-making. In addition, we will further explore how to apply the military’s approach to innovation to law firm KM processes.

Moderator: @Amy Monaghan - Senior Practice Innovations Manager, Perkins Coie

Speaker: Andrew Bragg - Chief of Knowledge Management, U.S. European Command

Recorded on 02-11-2022

This interview will discuss the emerging maturity and use of analytics, and whether they can be used for privilege review. We will also explore the different scenarios in privilege review that might benefit from analytics and go over a few real world recent examples.

Questions Chris will ask Maria: • What sold you on trying privilege analytics the first time? • How was your experience in using privileged analytics? • What are some areas or issues to keep in mind during the process? • Would you use privilege analytics again?

Moderator: @Chris Acosta - Head of Firmwide eDiscovery Resources, Morrison & Foerster LLP

Speaker: Maria Earley - Partner, Morrison & Foerster LLP

Recorded on 02-04-2022

Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys?

Moderator: @Tyler Crabtree - eDiscovery Specialist, Ellis George Cipollone Browne O'Brien Annaguey, LLP

Speaker: @Sachin Gupta - Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP

Recorded on 02-03-2022

In this podcast session, we will discuss how to best apply process mapping to business operations, and ultimately make the leap from bus ops to legal processes.

Questions Harriet will ask Cassie:

What is process mapping and why should we care if it is used in business or legal operations?
What sage advice can you provide to those who are new to integrating process on the business side of the house? Are there specific departments that might be best to start with? What are the quick, easy wins?
Now, for the $1 million dollar question: how do you make the leap from business ops process improvement to legal process improvement? How do we convince legal teams to drive interest in process improvement?
How can we alter our approach when it comes to the legal side of the house in convincing them how process mapping and process improvement is important?

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

Speaker: @Cassie Vertovec - Managing Director, Practice Management and Innovation, Paul Hastings LLP

Recorded on 02-02-2022

Corporate legal departments are becoming more and more strategic in how they deploy resources and how they relate to outside counsel and other providers.

In this video interview, we will discuss the importance of Legal Operations in this process and how law firm KM departments can benefit by partnering with these in-house teams to adjust and improve their firm’s service delivery.

Questions Barbara will ask speakers: -The rise of legal operations in corporate legal departments has been a popular topic in the industry for the past few years. Can you tell us what legal operations is all about? -How did the adoption of legal operations impact the way clients relate to outside counsels? -What is the role of Knowledge Management in this scenario? -How can law firms benefit from adjusting to these changes? Do you have some success cases to share? -What is the biggest takeaway on the topic?

Moderator: @Barbara Gondim Da Rocha - Head of Knowledge Management and Innovation, RMS Advogados

Speakers: @Jennifer Mendez - Director of Knowledge Management Innovation, Fisher & Phillips LLP @Anthony Widdop - Global Director, Legal Operations at Shearman & Sterling

Recorded on 01-28-2022

This podcast session will delve into the very real problem of trying to explain data governance to end users and the C-suite. Our experts will tackle the difference between data governance and information governance, the importance of a good data governance program, how to best distribute the responsibility of data governance, and how to keep data fresh, clean, and reliable as we continue to take in more and more.

Questions Chris will ask speaker(s): 1. Information Governance and Data Governance may often be used interchangeably, help our listeners understand what the key differences are and why it is important to differentiate them. 2. What should the objective of a data governance program be? 3. Data governance seems very intimidating if you look at it as one persons job. How can information governance and data governance professionals go about engaging the enterprise in good data governance practices? 4. How can IG professionals best make a business case for a data governance program in order to secure resources? 5. What are some real practical strategies for ensuring the cleanliness and reliability of data in an organization?

Moderator: @Christopher Hockey, IGP - Director of Information Governance and Management, Bond, Schoeneck and King, PLLC

Speakers: Neil Burge - Founder, CEO of Cognopia Pte Ltd. Steve Bradley - Director, HBR Consulting

Recorded on 01-27-2022

In the second part of this 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

Speakers: @Joy Murao - Founder and CEO, Practice Aligned Resources (Mentor) @Candi Smith, CEDS - Sr. Legal Technology & eDiscovery Specialist, Jabil Corporation (Mentee)

Recorded on 01-26-2022

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

Our next featured podcast Woman Leader is Carmin Ballou and she is the Director of Data Insights & Analytics at ALAS. She sits down with our WWL group and talks about her Peer to Peer article, mentors, leadership, and more!

About

ILTA’s Women Who Lead Advisory Committee put out a call for names earlier this year to identify women who have recently experienced a job transition into their first management role. WWL is profiling four new women leaders in Peer to Peer, one profile in each of the next four issues. WWL will also do an interview with them as part of our podcast series throughout the next year, so stay tuned! 

For the Winter 2021 issue of Peer to Peer, ILTA's Director of Publications and Press, Beth Anne Stuebe, sits down with ILTA CEO, Joy Heath Rush, to talk end of year and forward-planning goals for 2022. Tune in now!

Join us for the first season of the ILTA DEI podcast, EQUITABLE CONVERSATIONS. This all-new podcast is hosted by Karina Willes, PhD, MBA, PMP, Senior Project Manager at Foley & Lardner LLP, and ILTA’s own Beth Anne Stuebe, Director of Publications and Press. They sit down with a rotating series of ILTAns, industry leaders, and SMEs in legal and technology to talk about how diversity, equity, and inclusion are not just buzz words, but practical business choices that move the needle of progress ever-forward.

This is Episode #1, with Alexis Roberston. Tune in now!

Extensive and unexpected technology expenditures in the past year have motivated C-Level and Director level executives to reexamine and refine justifications for new products and projects. This podcast session will highlight practical tips for the effective creation of a business case.

Questions Glenn will ask Kate:

· Kate, you were pretty excited when we first spoke about this potential topic. Tell us a bit about yourself and your experience and how it relates to the art and craft of building effective business cases.

· “Business Case” is a term of art that can mean different things to different people and in different contexts so let’s start there. What is a “business case”… or more specifically, what is “an effective business case?”

· Based on your experience, where do you recommend people start? What topic or element should they focus on first?

· Once the business goals and objectives are clearly defined, what comes next? What are the other elements that we should think about including?

· This seems like a LOT of information to wade through. How do you balance that against the probability that the C-Level or senior decision maker may not have the time and energy to comb through all these details?

· You described the business case as an “investment in the future success of the project”. What did you mean by that? How does the business case come into play after you get the green light to move the project/purchase forward?

Moderator: @Glenn Hoxie - Senior Project Manager, Practice Innovation and Legal Solutions, Paul Hastings LLP

Speaker: @Kate Cain - Senior Director of Knowledge & Innovation Delivery, Fenwick & West LLP

Recorded on 12-20-2021

Sentiment analysis is becoming more and more standard for eDiscovery review. In this podcast session, the speaker will give some real life examples of how this AI technology has helped in litigations and investigations.

Questions Andrea will ask Paul: 1. What is sentiment analysis? 2. How could this help an organization? 3. Can you give 3 examples of possible workflows on how to use it?

Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Department

Speaker: Paul Park - Senior Product Manager AI, Relativity

Recorded on 12-17-2021

For Episode #6 of the Europe edition of Fresh Voices of Legal Tech, Mercedes Oppon-Kusi, ILTA Community Manager - Europe, and Leanne Williams, founder of InclusiTech and Business Analyst, sit down with Nicola Graham, Co-Founder & Managing Director at Simplify Change Ltd to chat about Adapting to Accelerating Technology Change. They chat about the industry landscape of change management, Nicola’s career, life hacks, and so much more.

About the Series

For 2021, the Europe edition of Fresh Voices of Legal Tech is a collaboration between ILTA and InclusiTech with the intention of sharing the different career opportunities in the tech industry that can be accessible for all. Each episode of the podcast will discuss our thoughts and views on the latest hot topics and feature someone from the tech industry to give us a little insight into their role.

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

As firms have adjusted to our new normal, and some necessary changes had to be made in the delivery of legal services, new possibilities that were once far off aspirations are now available. These new opportunities require new knowledge and skills to enable the workforce to do new or changing jobs to meet digital transformation opportunities. In this podcast session, we will discuss how firms have transformed their legal service models and how they have addressed upskilling and re-skilling to support these new models.

Questions Asked Today:

Tell us about yourself and what you do at CliffordChance (00:36)
What impact does digital transformation have on the roles traditionally seen in law firms? (1:16)
How does your role serves as dot connector for your firm? (3:11)
How has Amy seen the roles change and how she is creating change at Perkins (6:06)
How do you meet everyone along the spectrum? (13:01)
Provide an example of where you have seen success in upskilling or reskilling what was a traditional legal role into this new digital transformation world? (14:45)

Moderator: @Amy Monaghan - Senior Practice Innovations Manager, Perkins Coie

Speaker: @Conan Hines - Senior Legal Technology Advisor, Clifford Chance US LLP

Recorded on 11-22-2021

A c-suite conversation with Andrew Edginton, COO, Gowling WLG, and James Quinn, CEO, Clarilis. Innovation with impact in the field of drafting automation: What are the pitfalls to avoid and how to measure success.

In this podcast, Andrew Edginton, Chief Operating Officer for Gowling WLG, and James Quinn, CEO of Clarilis share insight on how to achieve operational excellence when it comes to the automation of complex documentation, overcome resistance to change, and harness innovation that has the most significant impact on both clients and lawyers. This impact can be measured in terms of increased productivity, efficiency, risk reduction, competitive advantage, and lawyer wellbeing. Or simply enabling greater capacity within the team at a senior level to focus on higher value, strategic work.

Moderator: Beth Anne Stuebe, ILTA Director of Publications and Press Andrew Edington, Chief Operating Officer, Gowling WLG (UK) James Quinn, CEO, Clarilis

In this podcast interview session, the speaker will provide an overview of Microsoft Defender for Cloud Apps and why it is important. There will be a heavy focus on Microsoft Defender for Cloud Apps as this will be the most natural fit for firms.

Questions Chris will ask Idan: - What is Microsoft Defender for Cloud Apps ? (Begins at 00:36) - How do you best discover and control unsanctioned cloud apps? (Begins at 1:12) - What are some policy-based controls (Begins at 4:09) - Explain DLP management (Begins at 6:36) - How does Microsoft Defender for Cloud Apps help with compliance? (Begins at 9:27) - Please provide us with a deeper dive into using Microsoft Defender for Cloud Apps to increase security posturing of Office 365 and other cloud applications (Begins at 11:26)

Moderator: @Christopher Hockey, IGP - Director of Records and Enterprise Content, Bond, Schoeneck and King, PLLC

Speaker: Idan Basre - Product Manager, Microsoft Cloud App Security

Recorded on 11-10-2021

The legal community responded to the impact of the pandemic and lockdown by innovating rapidly and adopting virtual hearings. The UK commercial courts were ahead of the curve and delayed only four cases during the national lockdown period.

International arbitration matters continued to be heard around the world. The real innovation lies beyond just the use of video conferencing tools like Zoom and Microsoft.

In this podcast, learn how virtual hearings have continued to evolve, improve, and gain traction throughout the world in 2021.

Questions Marlene will ask the speakers:

What are the most significant changes to the hearing and trial process caused by online access? Good and bad. (Begins at 00:46 seconds)
There are certainly technical challenges with any online experience. What are some that are particular to online hearings and trials? (Begins at 4:54)
How about ethical issues? Approvals to host, rules of engagement? What do you have to consider and how do you ensure everyone is behaving appropriately? (Begins at 8:42)
Does the non-legal prep work differ at all? If you are presenting at trial, It might be more like theatre in terms of delivery. But online is more like television. You have to worry about things like your background and lighting. I know people who take classes to learn about where to look at the camera and how to move. Things perhaps a broadcast journalist or social media influencer would learn (Begins at 12:56)
What is one funny experience you have had in an online hearing or trial? Any cat people? (Begins at 17:29)

Moderator: @Marlene Gebauer - Director Of Knowledge Management, Locke Lord LLP

Speakers: Judge Christopher Sprysenski - Circuit Judge, 18th Judicial Circuit, Florida Richard Howell - Partner, Jackson Walker LLP @Jeremy Cooper - Senior Trial Consultant, Paul Hastings

Recorded on 11-09-2021

In this podcast session, the speakers will discuss changes, challenges, and approaches to supporting enterprise users at their homes.

Helpful timeframe of questions asked/responses in the respective podcast: (00.39 - 2:37) "What are the Challenges of Supporting Enterprise Users Remotely?" (2:38 - 4:38) "Did everyone use Citrix and apply to everyone?" (4:40 - 6:18) "Talk about the scope of working remotely." (6:22 - 9:23) "Tell us what tools have you used to support the enterprise users at home when working remotely?" (9:23 - 10:38) "How about support on mobile devices and other devices like speed test, do either of you use these tools?" (10:39 - 13:24) "How do you support practices changed from moving from a enterprise office to home." (13:25-15:36) "What new knowledge or certifications have helped you cope with the changing environment?" (15:37 - 16:29) "What challenges remain?" (16:30 - 19:07) "What challenges remain on hardware?" (19:07 - 20:06) "Do either of you support remote printing?" (20:07 - 21:32) "Does time of day make a difference?"

Moderator:

@Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter

Speakers: @David Michel - Chief Information Officer - Becker & Poliakoff, PA @Frank Ziller - CIO, Frontline Managed Services

Recorded on 11-2-2021

In this podcast interview session, the speaker will flesh out some of those options as well as tools to have in-house to help make small firms more self-sufficient. The goal is to walk away with more knowledge.

Moderator: @Tyler Crabtree - eDiscovery Specialist, Browne George Ross O'Brien Annaguey & Ellis LLP

Speaker: @Monique Sever - Paralegal/Litigation Support & eDiscovery Supervisor, Harper Grey Recorded on 10-29-2021