Vendor Showcase Sessions

Monday, May 3

9:45-10:15 A.M.
Who We Are, What We Do, How We Can Help You
A session where your IP-related questions and/or discussion topics are the main event.

Speaker: Tammie J. Seely, President & CEO, IP-Central LLC


9:45–10:15 A.M.
Use Green Software to Quickly Improve Profitability—Change your Firm’s “Eco”nomics
Using “go green” software can quickly cut costs, and boost the bottom line. RainMaker Software takes “going green” seriously and has released several products to assist law firms in improving their “eco”nomics.

In this session you’ll learn how RainMaker’s:

  • Green Billing can deliver thousands of paperless bills in seconds
  • e-Payables Spend Management will reduce costs while aligning spending with management goals
  • Client Super Sites allows clients to manage their accounts online while reducing collection efforts
  • Bill Scrubbing will electronically scrub bills to meet client billing guidelines to improve cash flow
  • Electronic New Case Memo swaps paper intake for custom workflow screens to eliminate duplicate entry and delays

It's not just about reducing your carbon footprint, but re-thinking outdated processes in your firm.

Speaker: James Hammond, RainMaker Software, Inc.


9:45-10:15 A.M.
Top Law Firms Ditch Fax Servers

We invite you to join us to see how top law firms are using eFax innovatively to improve their business processes. By migrating away from fax servers to eFax Corporate, your firm can save time and money. The legal profession needs a secure, reliable way to quickly send and receive important documents.

With a 20% market share in the top 100 US law firms, eFax Corporate provides your firm with paperless, hardware-free faxing that boosts productivity and cuts costs. It's the perfect fax alternative for eco-conscious businesses and individuals that wish to reduce the environmental damage caused by standard business fax machines-including paper waste and energy usage. eFax offers the convenience of email and the power of the Internet to make it easy to send and receive faxes from anywhere.

With 11 million users in more than 3,500 cities worldwide, eFax is a safe, secure, scalable, and cost-effective faxing solution.

Speakers: Jack Goldman and Nathaniel Udell, j2 Global Communications


9:45-10:15 A.M.
Blackberry, IPhone and Windows Mobile-Dictation Machines or Toys?
In this seminar we will have an in-depth look at the use of smartphones and their dictation applets. Which features are necessary, such as encryption or centralized administration, the ones nice to have (integration with cost recovery systems) and the features never used? Numerous real live examples will address both Dictation Users and IT. The presenter will be Florian Schwiecker, Director of Philips Speech Consulting North America. In addition to working for Philips, Florian is also a partner in a law firm. He understands dictation both as a user and vendor.

Speaker: Florian Schwiecker, Director, Philips Speech Consulting


9:45-10:15 A.M.
Get a Grip on Your Case

How many times have you tried to grab a pocket from the file drawer and it slips from your grip? How many times have you broken a nail when this happens? Are you aware of the new SmeadGrip™ Technology which provides a better grip on the pocket and makes the pocket and contents easier to lift?

This session will show you the newest innovations in filing organization and products designed to make your filing easier. Some of the products you will be introduced to are Easy Grip™ Pocket, Secure Pocket, SuperTab® Pocket, TUFF® Pocket and Casebinders.

Additionally, you will be introduced to cutting edge improvements in Fastener and Classification Folders with Smead's new SafeSHIELD™ Coated Fastener Technology- the ultimate solution to fastener issues, including paper tears, finger cuts and excessive fastener crimping.

No matter how you file, Smead will demonstrate products to improve your organization and make your life easier!

Speaker: Smead Manufacturing Company


12:30–1 P.M.
Manage Your Emails and Scanned Documents—Create Order Using Worldox
Information—however it arrives at your firm—is the raw material of your business. Today more than ever before, that means managing not just internal files, but a huge daily influx of e-mail messages and scanned documents. This is where document management systems (DMS) come in. Worldox has for years assisted law firms in coping with document overload. And yet we are finding that even many of our longtime customers are not fully aware of just how capable Worldox is at handling e-mail and scanned documents. Where some other DMS products provide and promote separate application modules for these purposes, Worldox support is built-in, with little fanfare.

So it’s time to shine a light on these powerful (and affordable) Worldox GX2 tools—and to show how they can help you control the daily flood of e-mail and scanned documents.

Speaker: Ray Zwiefelhofer, Worldox/World Software Corporation


12:30-1 P.M.
Building Intranet Essentials Affordably with SharePoint
Learn how to leverage SharePoint for an effective firm Intranet using built-in features and functionality, including expert search, calendars, workflow and attorney dashboards.

Speaker: Tracey Klein, Divisional Vice President, Sales, mindSHIFT Technologies, Inc.


12:30-1 P.M.
Are Your Firm’s Documents an Untapped Opportunity to Lower Costs and Improve Operations?

Properly managing documents is critical to the overall success of your firm. Doing a great job of managing the linked processes through which documents flow can help lower costs, increase operational efficiency, mitigate risk, and provide a source of competitive advantage. Legal administrators often are responsible for maximizing their firm’s document handling activities and improving the document workflow. This session takes you through the linked document processes—mail, print/copy center operations, paper to digital conversion, distribution, and records management - and gives you the information you need to advance your firm’s document management to the next level. The presentation discusses:

  • New strategies for controlling and reducing document management costs
  • The latest technologies that you need to be aware of
  • Best practices in print/copy, mail and records management
  • The evolution of the print/copy center and what it could mean for your firm
  • Approaches designed to improve your firm’s security and disaster recovery systems

Speaker: Ted Ardelean, Director of Segment Marketing, Océ Business Services


12:30–1 P.M.
Designing Healthy Work Environments

This seminar offers participants guidance on designing healthy work environments. The course explores current client oriented challenges in proactively addressing ergonomic concerns and seeks to bridge the gap between workplace aesthetics and functionality. An overview of common musculoskeletal problems facing today’s intensive computer users is provided and key research developments in the areas of seating, input device design, display technology, lighting and employee level training are discussed.

Participants will learn how ergonomic principles are being applied to the design of computer workstations to reduce employee discomfort and risk of injury while lowering employer costs. Information on how organizations can earn LEED-CI credits through the implementation of an ergonomics program will also be provided.

Speaker: Jonathan Puleio, Humanscale Consulting


12:30-1 P.M.
West, a Thomson Reuters Business


1:30-2 P.M.
Innovating Your Library for the Future

Outsourcing part or your entire law library delivers efficiencies, cost savings and elasticity in both service model and infrastructure. For the past 30 years, Law Library Management, Incorporated has developed many different ways to serve the legal information needs of law firms and corporate legal departments of various sizes. We have combined innovative ways of staffing with customized technology to deliver relevant service models tailored to the firm it serves.

The key areas we will discuss will be:

  • Staffing with both on site, off site, full-time and part-time employees and/or supplementing existing staff with outsourcing staff
  • Different ways to automate the functions of the library to include firm management
  • Contract negotiations with publishers and electronic service providers and how to avoid costly mistakes

Speaker: Marjorie Jassin, Vice President, Law Library Management, Inc.


1:30-2 P.M.
Improve ROI and Productivity Using a Document Capture and Routing Solution

After intense and targeted focus in the legal market, Omtool recognized the need for an imaging solution in your finance department. Specifically, vendor invoice processing is a paper-and labor-intensive process we intend to improve with our new Vendor Invoice Processing (VIP) Suite. This new solution creates a streamlined electronic workflow to move all of your invoices and related information quickly through approval cycles and directly into your existing financial system (e.g. Elite and ADERANT). It enables your firm's document infrastructure to efficiently capture, distribute, approve, archive and manage all your invoices and other client-billing related documents.

In this session, you will:

  • Learn about the VIP Suite and its benefits
  • Review current case studies of law firms using this solution
  • See a demonstration
  • Ultimately, see how this suite can bring your firm increased time to revenue, as well as improved client responsiveness, corporate perception and employee productivity-resulting in a demonstrable ROI.

Speaker: Thaddeus Bouchard, CTO, Omtool, Ltd.


1:30-2 P.M.
An HRIS Fit for Your Firm

See how SPECTRUM has helped some of the country's leading law firms streamline their HR processes with the iVantage HRIS law firm package.

Speaker: SPECTRUM Human Resource Systems Corporation


1:30–2 P.M.
Growing Your Legal Business Through Social Media and Search Engine Optimization
The web is a work in progress and the importance of a complete search engine optimization and social media strategy for law firms cannot be taken lightly by any law firm that wants to generate new business and maintain strong relationships with current clients. Many law firms are missing out on new lead generation because their websites are not performing well in the search engines. With more and more people searching online for legal services, not showing up in the search engines can cost your firm the opportunity to convert new visitors. This interactive session will provide practical, how-to information that will help you drive traffic to your law firm’s website, improve content and build an effective online presence for your law firm that goes beyond the static website.

Speaker: Steve Thomas, Auctori:law


1:30-2 P.M.
Creating Sustainable Value

Jeff Baldassari, President & CEO of The Taylor Companies (the oldest furniture manufacturer in the United States) will present his company's experiences and perspectives regarding sustainable development and social responsibility.

Taylor's exceptional record in sustainability includes near zero manufacturing waste, conservation of natural resources, land revitalization and strategic initiatives that enhance the quality of life. Business Week has featured Taylor in its cover story "When Going Green Isn't About Marketing" and the Institute of Sustainable Development named Taylor as the first Ohio business to be Certified Green Plus™.

Mr. Baldassari will share insight on how businesses can add value for their customers by implementing sustainable practices and requiring vendors (including law firms) to possess a common philosophy. He has presented Taylor's sustainability story on NPR, at the Sustainability Summit in Cleveland and before several sustainability-focused organizations (Corporate Sustainability Network, Entrepreneurs for Sustainability and Zero Waste Northeast Ohio).

Speaker: Jeff Baldassari, President & CEO, The Taylor Companies


Tuesday, May 4

WestLaw Next

9:45-10:45 A.M.
Exclusive 1-Hour Session
WestlawNext: Improving Efficiency and Productivity within Your Firm

Discover why WestlawNext™ is considered the next generation of online legal research that’s smarter, faster, and more precise. Learn about the many ways it helps you be more efficient in your research and have more confidence in your results, including:

  • Dramatically improved search — WestSearch™ is the world’s most advanced legal search engine. It delivers ranked results where you see the most relevant documents on top. WestSearch leverages West’s editorial analysis, Key Number taxonomy, KeyCite®, West secondary sources, and state-of-the-art search technologies so you can be confident you didn’t miss anything.
  • Organize more efficiently — Quick access to relevant information helps you get more accomplished, more efficiently. You can drag and drop cases, documents, and snippets into project folders; highlight text; add research notes; and more. So when your research is complete, it’s already organized.
  • Easier to use — An inviting dashboard is clean, uncluttered and loaded with features that make research easier, and results better.
Learn more at WestlawNext.com.


Wednesday, May 5

10–10:30 A.M.
International Payment Solutions
Global Exchange is the premier choice in secure global accounts payable. Global Exchange is a division of FULTON BANK, NA specializing in international payment and cost recovery solutions for law firms. Many of today’s firms have a growing need to send funds internationally. Typically these international payments are for the firm’s Intellectual Property group, foreign offices, foreign vendors and various other worldwide transactions. These international transactions must be recorded and/or billed. As a result, this process is timely, complex, and costly and must involve a bank or secondary provider when submitting funds internationally.

Speaker: Karen Conlon, Business Development Manager, Global Exchange Group


10-10:30 A.M.
Automating Staff Time and Attendance with RollCall
RollCall is a staff time and attendance application that enables firms to track and process employee time electronically. From tracking hours spent organizing case files to managing sick leave and vacation time, both staff and administrators will benefit from the intuitive web-based program.

Join our session to learn how RollCall simplifies processes such as attorney confirmation of overtime, extracting paralegal time for billing and payroll, leave balance and accrual tracking and more. Other benefits of RollCall include, ability to automatically export approved time from single source to payroll, HR and billing systems, manage reports such as absence trends, overtime trends and attendance history and track overtime specific to client/matter number.

Speaker: Alonzo Boddie, RollCall Product Manager, Advanced Productivity Software


10–10:30 A.M.
Reducing Absenteeism and Presenteeism in the Workplace

Presenteeism is a term used to describe employees who are present at work, but distracted and not fully engaged in their jobs. One major contributor toward employee presenteeism —as well as absenteeism—is caregiving responsibilities.

Chances are you have employees who are managing or provide ongoing care for a loved one, such as a parent or grandparent. It’s a dilemma that many people face, and one that can be mentally and physically exhausting. It can limit their productivity at work, as well as their ability to even be at work.

With the aging U.S. population, it’s a real and growing problem that can eventually impact the bottom line of your business. In fact, employee “caregiving” costs employers an estimated $33 billion per year. This session will highlight the benefits of offering group LTC insurance, and how it can help curtail this issue for employers and employees alike.

Speaker: Steven J. Hurley, John Hancock Financial Services


10-10:30 A.M.
Prescriptive Training Programs that Increase Attorney to Secretary Ratios
Firms continue to look for ways to increase revenue while reducing the cost to support their fee earners. Reductions in secretarial staff often result in increased overtime expense and poor customer service …costs which negate the savings from staff reduction. A better strategy is to increase the productivity of the existing support staff so the firm can add fee earners without additional secretarial overhead. Traveling Coaches has developed a process by which secretarial productivity can be dramatically and rapidly increased with ROI to the firm. This session will explore the rationale for the programs, describe the component products and processes and review sample ROI calculations.

Speaker: Joe Buser, Director of Business Development, Traveling Coaches, Inc.


10-10:30 A.M.
How-To Guidance for Business Lawyers: Introducing Practical Law Company

We'll perform a web demo of Practical Law Company's website that takes you through our resources for law firm and in-house transactional lawyers. Our materials help lawyers maximize their time and add value to projects right away. In this session, we'll show you how to access PLC's signature how-to guides, checklists and timelines, model documents, cross-border guidance, market practice tool and other must-have resources for your firm or company.

Speaker: Practical Law Company


1-1:30 P.M.
West, a Thomson Reuters business


1-1:30 P.M.
Learn How You Can Start Using CRM Today to Drive Revenue in Your Law Firm

We will discuss how you can begin using CRM almost immediately to send mailing to your clients, manage your events, institute a cross-selling effort for your practice groups and improve client service all within a very short time. We will share ideas and suggestions for how to implement your CRM system this year so you can begin taking advantage now.

Speaker: Jeff Reade & Jennifer Whittier, Cole Valley Software, Inc.


1-1:30 P.M.
Making Performance Evaluation Simple with SkillsScorecard

SkillsScorecard is an online performance evaluation and career planning system. The system encourages better performance conversations between staff and their managers, leading to more detailed, specific and meaningful development plans. Customization is fast, cost effective and integrates with most HR Management Systems and Practice Management Systems.

SkillsScorecard approach to career planning is unique: firms have access to our Materials Bank of over 500 books, articles, podcasts, videos, blogs and websites. These resources are referenced, annotated and sorted by relevance to standard legal, paralegal and non-legal roles. Clients combine these resources with their own professional development program to provide a basis for unparalleled development planning.

Developed in Australia, SkillsScorecard has clients in over 10 countries and is operational in both English and Chinese language.

In this workshop, we will show how SkillsScorecard can work for your firm.

Speaker: Ray D’Cruz, SkillsScorecard


1-1:30 P.M.
Meeting the ERISA Standard

A demonstration of how our service will meet your ERISA procedural requirement of prudent investment selection and on-going monitoring of your 401(K) or defined benefit plan. We will also discuss how we can improve the overall quality of your plan offering through a comprehensive analysis of your current plan and comparative analysis for the best solution available for your firm; comprehensive education and communication programs; fund selection and monitoring process; and guidance to evaluate the quality and costs of your current retirement plan.

Speaker: Mark Shepherd, National Pension Partners/Garry L. Johnson & Associates, Inc.


1-1:30 P.M.
Using Technology in HR

Take an in-depth look at how technology can streamline your human resources functions while increasing efficiency, decreasing employee turnover and shifting to a paperless work environment.

Speaker: Hal Blackman, IST Management Services, Inc.