OM03 - Operations Management

Change Management: Improving Work Flow Processes

Friday, August 23, 2013, 3:45 PM - 5:00 PM

Join this panel discussion that will feature several law firms who have recently implemented major changes in their financial work flow processes in areas such as paperless pro forma, automated new business intake, automated time entry and business intelligence. The panel will discuss their experiences, sharing lessons learned and best practices for implementing process changes.


  • Discuss how to make the business case for a major process change
  • Examine how to select the vendors and products, and manage the work of the vendors
  • Plan and implement the changeIdentify how to get attorney acceptance of the change and drive compliance with new processes
  • Specify how to measure your level of success

Audience: Attendees should have a working knowledge of law firm work flow processes.

75 Minutes * CPE Field of Study: Business Management & Organization * Audience: I

Moderator: James G. Perkins, Ph.D., Procopio Cory Hargreaves & Savitch, LLP

Panelists: Angela Hickey, CPA, MBA, Levenfeld Pearlstein, LLC

Carolyn D. Smallwood, CLM, Ezra Brutzkus Gubner, LLP