Managed Services around technology — especially in areas of litigation support/eDiscovery and document management — have garnered enormous buzz in the industry. Law firms are increasingly presented with options to off-load their internal offerings concerning software, infrastructure, and services. The 2015 Mattern & Associates Managed eDiscovery and Litigation Support Survey indicates 28 percent of firms have entered into some form of Managed Services arrangement concerning their litigation support offering, with 46 percent of respondents indicating their firm is considering doing so. Additionally, the use of cloud-based solutions continues to gain traction in the legal market in areas such as Document Management. In this session, we'll discuss the driving factors behind this uptick and delve into the benefits law firms are reaping from procuring software, infrastructure, and services via a Managed Service agreement.
- Develop an understanding of technology Managed Services and current trends in this area.
- Discuss the primary benefits to law firms from outsourcing software, infrastructure, and services.
- Identify takeaways for how to implement an outsourced litigation support/document management strategy.
Stephen Cole is Director, Client Technology and Strategy, at Mattern & Associates. Cole has a more than 20 years of expertise in consulting for large law firms, including areas regarding litigation support, records and information management, cost recovery and end-to-end e-discovery services. He's gained his experience both on the service provider and law firm sides, including as the Vice President over the legal business unit at Pitney Bowes Management Services and a Regional Vice President of Ipro Tech.
Trust is essential across all levels in organizations, yet it can be extremely difficult to obtain. Most managers and employees agree that trust enhances team synergy and reduces overall on-the-job stress. However, one of the main reasons that employees feel dissatisfied in their jobs is lack of trust in the relationships with their managers and colleagues. Building trusting relationships requires practice and effort. Join this webinar to focus on the key areas of building and breaking trust in the workplace, as well as various strategies that managers can implement to create and maintain productive employee relationships and team satisfaction.
- Determine the elements of trusting relationships
- Define key factors that break trust at all levels in the organization
- Practice strategies that can help promote team synergy and foster productive relationships
- Explore tactics that can create trust early in new employee relationships
Sabrina Franconeri, D.Sc. has 15 years of professional development and education experience, and has spent a decade in the legal field. She has significant experience in staff and attorney development, particularly in the area of competency-based training curriculum creation and implementation. She has done extensive research on generational differences with regard to legal professional development and has spoken on this topic at several conferences. Dr. Franconeri serves as the Professional Development Manager at Sterne Kessler Goldstein Fox in Washington, D.C. and spent the earlier part of her legal career at Reed Smith, LLP in Pittsburgh, PA. She is also a member of the Professional Development Consortium.
The cloud is constantly evolving, with more products and services being offered in the cloud for law firms than ever before. This session covers the overall pros and cons of cloud, and looks at the specific advantages and concerns of certain specific IT functions which are available to law firms from the cloud.
- Discuss what IT challenges face small firms.
- Identify how firms can benefit from the latest cloud technologies.
- Examine the pros and cons of various cloud options.
- Outline how to talk to cloud-adverse partners.
Audience Level: Essentials
Audience statements: Attendees at any level will benefit from this session. No advance participation is necessary.
Morris Tabush has more than 20 years of experience managing IT for businesses, so they can focus on what they do best. In 2001 he founded Tabush Group, which is leading provider of cloud desktops and managed IT for professional firms. Tabush and his team focus on delivering simple, scalable and secure solutions to clients.
A badly written email can mean the end of a long client relationship. Emails reflect on the credibility, professionalism and quality of the entire firm. Excessive email use causes drastic declines in productivity as people continually interrupt concentrated work to check and send email. This webinar covers five principles of productive email, which is excerpted from Worktalk’s two-hour Ten Principles program. In this session, people learn to use email to enhance rather than undermine relationships, to escape the tyranny of constantly checking and sending email, and to make a professional impression with every email. As a result, they get more done and generate more productive responses to their emails. In addition, training people in email principles reduces the risk that they will get into legal trouble because of ill-considered emails.
- Identify the purpose, analyze the reader and state the main point of an upcoming email.
- Recognize how to write a powerful subject line for an upcoming email.
- Discuss three strategies to make you more productive at using email.
Elizabeth Danziger is the Founder of Worktalk Communications Consulting, which enables people to achieve success through better writing. With 28 years of experience, Danziger has trained businesspeople from throughout the United States and has worked with executives from many major corporations. She has authored four books, the most recent of which is Get to the Point!
Nearly every law firm is considering this coverage and yet there is little reliable information about how to purchase the right product for your firm. Policy coverage and language vary widely, so it is critical that you understand what you need and the best way to procure this policy. Your firm partners are counting on you to get this right so that your firm doesn't become the next news story. Come learn what needs to be in this critical policy.
•Examine what your sophisticated clients are demanding you purchase in order to keep their business.
•Identify your weakest links and real exposures.
•Discover what parts of the coverage may already be available in your existing policies.
•Recognize how the insurance coverage works for law firms in the various policies.
Audience Statement: This session assumes that participants have a working knowledge of web-based technology and lease/contract agreements.
•CLM App Management Category -FS: Legal Industry/Business Management
•CPE Field of Study: Business Management & Organization
•CLE: Law Practice Management
It is an unfortunate fact that, on average, not a week goes by without news media coverage of the latest workplace homicide. Many believe that the acts of violence in the workplace are random and unpredictable, when in reality, many cases are completely preventable. This presentation provides large and small employers with the tools they need to prevent workplace violence and keep their business safe. It includes exercises and scenarios designed to prepare people for real-life situations.
- Explain how to visually imagine a situation of workplace violence as it might occur and mentally prepare for the actions to take to keep you and others safe.
- Identify ways to avoid hiring people who may be prone to violence.
- Recognize the warning signs that lead to workplace violence and how to intervene when these signs exist.
- Discuss protocols for dealing with problem employees that will be less likely to result in confrontational behavior.
- Identify protocols for termination less likely to result in violent behavior.
Jeff Lanza was an FBI Special Agent for 20 years. He saw employee security issues from both sides of the equation. For four years, he was in charge of corporate security for the Kansas City region of the FBI. He later assessed and managed security issues by serving as an employee assistance specialist, helping agents and other personnel to handle job related stresses. He was also an investigator and spokesman for the FBI for most of his career.
The end of the year is approaching and your managing partner or executive director has asked you to prepare the budget for the firm. Where do you start? How can you accurately predict and then control the financial results for the next year? How do you get it approved? This introductory session will answer these questions and more, as well as provide you with a working model spreadsheet in Excel.
- Identify the key drivers in building a budget.
- Determine how to predict accurate financial results.
- Devise how to control the financial results for the new year
- Discuss how to get the budget approved.
Mike Palmer is a former CPA and the Executive Director of Allen Matkins Leck Gamble Mallory & Natsis LLP, a California-based law firm with 200 lawyers and five offices. An ALA member since 1987 and a past president of ALA, Palmer has worked in public accounting and has held various finance and administration positions, in addition to his law firm experience of more than 29 years.
Reality-Based Accountability: Hardwiring Accountability into Your Workforce and Coaching for Great PerformanceLearn More
Everyone is talking about accountability, but few organizations are actually successful in ensuring that personal accountability is hardwired into their talent and everyday business operations. Accountability has been elusive for many organizations, as they have not yet come to understand how to calculate the true value of an employee, how to drive it through great leadership, and how to measure the results. Join the reality-based revolution as we break down the core competency of personal accountability and give you no nonsense, workable strategies to hire for, coach for, and develop for accountability in your workforce!Objectives:
- Develop a true understanding of the four elements of the competency of accountability.
- Discover the relationship between accountability and engagement.
- Examine the importance of coaching and mentoring in the development process.
- Identify a variety of performance management techniques.
Audience Statement: Attendees should have a working knowledge of human resources management. No advance preparation is required.
- 60 Minutes
- Audience: Intermediate
- CLM App Management Category: Organizational Development
- CLM App Management Category -FS: Human Resources Management
- CPE Field of Study: Personnel/HR
- CLE: Law Practice Management
- HRCI: General Credit
Excel PivotTables have been around for more than 10 years. Yet, so few law firms utilize them effectively. Their usefulness exists for data analysis in litigation cases and financial analysis for partners. For anyone who works in Excel, PivotTables can literally save you hours of time every day. They allow you to adjust how you view data on the fly in seconds with just a few mouse clicks. Best of all, creating a PivotTable is so much easier than you might think. Once you learn how to do it, your Excel world will be changed forever. This session will demonstrate practical examples of when PivotTables are useful and the basics of how to create one.
- Explain how to create a PivotTable, as well as how to convert a traditional Excel table into one.
- Discover the potential of reporting financial and statistical data to your partners through PivotTables in real time.
- Summarize thousands of records with a few mouse clicks.
- Create a pivot chart that is user responsive based on predefined filters.
John Federico is an attorney and Senior Consultant with Affinity Consulting Group. Prior to joining Affinity, he practiced law for nine years, litigating personal injury cases, insurance cases and numerous appeals. Federico is also a licensed patent attorney with degrees in electrical and computer engineering. A member of the Ohio State and Columbus Bar Associations, Federico now specializes in HotDocs document assembly software and software training, including integrations with case management systems such as LawBase, Amicus Attorney, Time Matters, Actionstep and PracticeMaster.
What do you do when a partner or superior gives a directive, and you have that uncomfortable feeling it’s not appropriate, or it conflicts with your personal or organizational values? What if it is flat out unethical or illegal? Do you speak up or simply do as you are told? Does everyone in your firm know who to go to, or how to handle a difficult decision, and will they act appropriately when confronted with unethical behavior? Ethical decision making is a complex process, requiring moral awareness and judgment. Join this session to get help with these difficult decisions and receive a framework for effective ethics management.
- Discuss the impact of individual values and organizational culture on an ethical workplace
- Examine unethical behavior from risk management and cost perspectives
- Review examples of unethical behavior and describe frameworks for ethical decision making
- Identify how to develop and communicate organizational ethics for your firm
Steve Wingert, CLM, is a 20-year veteran of law firm administration, Past President of ALA, and director of administration at Thompson Coburn LLP. A forward-thinking leader, he understands the leadership and management challenges within law firms. Wingert holds masters’ degrees in human resources and business administration, and is currently a doctoral student in interdisciplinary leadership at Creighton University.
Are you winning the game of Two Truths and a Lie? You play every day and don't even know it. Detecting lies is crucial in business and life. Do you know if your clients really like your proposal? Do they like the job you did? Are they telling you the truth about their budget? Are they telling you all of their needs? Are the people you're interviewing inflating their resume? And, most importantly, did your kids eat those chocolate donuts that were on the counter or did the dog? This program uses videos from current events to demonstrate techniques. To apply the learning, we'll play Two Truths and a Lie.
- Identify how to instantly tell if someone is lying.
- Explain which lies are important.
- Breakdown how to elegantly uncover the truth.
Audience Statement: This session assumes that participants have a working knowledge of communication techniques in the legal industry. No advance preparation is required.
- 60 Minutes
- Audience: Intermediate
- CLM App Management Category: Self-Management Skills
- CLM App Management Category -FS:
- CLE: Law Practice Management
- HRCI: General Credit