LegalCIO, Formerly the Law Firm Chief Information and Technology Officers Forum, combines cutting-edge updates on legal technologies with the chance to exchange practical guidance and discuss daily challenges with peers.
The event will focus on the most relevant opportunities and challenges impacting today’s law firm information, technology and knowledge management professionals including:
- Collaborating with corporate legal departments and alternative service providers to offer improved delivery of legal services
- Leveraging data analytics and project management in creating alternative fee arrangements in order to remain competitive
- Utilizing discarded data for strategic advantage
- The latest challenges in cloud migration: Office 365 and Exchange Online
- Solutions for improving user experience and mitigating underuse/misuse of firm technologies
- Emerging data security, data privacy and cybersecurity tools
- Reducing cybersecurity risk through education, training and awareness
- Managing and monitoring the Dark Web
- Exploring the latest Artificial Intelligence (AI) platforms being offered and how to successfully implement them
- Understanding technology priorities from the user perspective and positioning the IT department as a strategic asset in the law firm
Who you will meet:
Attendees of this event include titles such as Chief Information Officers, Chief Technology Officers, Directors of IT, Chief Knowledge Officers, Security Architects, Chief Executive Officers, and more.
CEO and Co-Founder, Doxly, Inc.
Special Counsel for National Security, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Global Chief Information Officer, Hogan Lovells US LLP
Chief Product & Strategy Officer, HighQ
Chief Knowledge Officer, White & Case LLP
Chief of Staff, Director of Legal Operations, NetApp
J Peter Bruzzese
Microsoft Office 365 MVP, Mimecast
Director of eDiscovery and Practice Innovation, Winston & Strawn LLP
Tony S. Cordeiro
Chief Information Officer, White & Case LLP
Chief Executive Officer, One Discovery
Chief Information Officer, Baker Donelson
Dr. David Grossman
Associate Director, Information Retrieval Lab, Georgetown University
Chief Technology Officer & Co-Founder, Liftify
CIO/CISO, Keesal, Young & Logan
Founder and CEO, ThinkSmart
Knowledge Management Attorney, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Robert J. Kerr
Chief Information Officer, Cooley LLP
Brent E. Kidwell
Chief Information Security Officer, Jenner & Block LLP
Chief Technology Officer, Aurora North Software, Inc.
Director, Discovery Services and Litigation Support, Pepper Hamilton LLP
Director of Legal Operations & Litigation Support. Toyota Legal One c/o Toyota Motor Sales, USA, Inc.
Daniel W. Linna, Jr.
Director of LegalRnD - The Center for Legal Services Innovation & Professor of Law in Residence, Michigan State University College of Law
VP, Client Engagement & Strategy
Vincent A. Marin
Chief Information Officer, Sidley Austin LLP
Nicole G. Minnick
Chief Information Officer, Williams & Connolly LLP
COO, Morgan & Morgan P.A.
VP Product Management, ONE Discovery
Head of Legal Operations, Google
Director of Litigation Support Services, Stroock & Stroock & Lavan LLP
Scott D. Rechtschaffen
Chief Knowledge Officer, Littler Mendelson
Neal S. Robb
Shareholder, Keesal, Young & Logan
President and CEO, RBRO Solutions
Jeffrey C. Sharer
Partner and Co-Chair, Data Law Practice, Akerman LLP
Michael P. Shea
Chief Information Officer Morgan, Lewis & Bockius LLP
David W. Simon
Partner, Foley & Lardner LLP
Chief Information Officer, Hughes Hubbard & Reed LLP
Mark A. Sportack
Chief Information Officer, Crowell & Moring LLP
Michael (Mick) Stawasz
Deputy Chief for Computer Crime, Head of the Cybersecurity Unit, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Chief Technology Officer, Ayfie, Inc.
SVP/EMEA Chief, Fulcrum GT
Richard F. Timbol
ISSM/CISO, Davis Polk & Wardwell LLP
Edward J. Walters
Chief Executive Officer, Fastcase & Adjunct Professor, Georgetown University Law Center
Chief Information Officer, WilmerHale
Chief Information Officer, Lowenstein Sandler LLP
Opening Remarks from Conference Co-Chairs
Justin Hectus, CIO/CISO, Keesal, Young & Logan
Martin Telfer, SVP/EMEA Chief, Fulcrum GT
Data + Risk: Unclutter the Mess with Technology that Works for You
Accomplish more through the utilization of technology
Big data management, risk mitigation, and e-discovery are not new topics. Technology is constantly evolving to provide greater levels of insight than ever before. Technology solutions for analyzing unstructured data can be black boxes fraught with unpredictable and non-repeatable results. With better understanding of the process and outcome, technology can improve effectiveness and overall user experience at all stages of information governance, data assessment, and e-discovery.
This panel addresses:
- Aided-intelligence for information security and risk management
- Transparent, repeatable and predicable processes in data analytics
- Technology Assisted Review without the confusion or complexity
Jeff Nace, VP Product Management, ONE Discovery
Scott Cohen, Director of eDiscovery and Practice Innovation, Winston & Strawn LLP
Dr. David Grossman, Associate Director, Information Retrieval Lab, Georgetown University
Michael Quartararo, Director of Litigation Support Services, Stroock & Stroock & Lavan LLP
Johannes Stiehler, Chief Technology Officer, Ayfie, Inc.
Sponsored by Ayfie, Inc.
Embracing Alternative Fee Arrangements: Applying Data Analytics to Move Beyond the Billable Hour
General Counsel and corporate legal departments are expecting law firms to be much more innovative in their delivery of legal services. In today’s economy, it is essential that firms operate efficiently and deliver value for a price point rather than bill clients by the hour. This session focuses on how project management and data analytics are enabling firms to rethink their pricing models and remain competitive. Discussion topics include:
- Novel approaches for leveraging data analysis and applying project management to law firm legal operations, billing, resource management and staffing
- Achieving predictability and creating efficiencies in pricing and time allocation for future legal matters; How do you use data to be able to identify what it really costs to defend a given type of case and what’s reasonable?
- Proven tactics for encouraging attorneys to change their behavior regarding billing
- Success stories from firms with Knowledge Management departments and Project Management Offices dedicated to collecting, analyzing and managing pricing data
Haley Altman, CEO and Co-Founder, Doxly, Inc.
Eric Lieber, Director of Legal Operations and Litigation Support, Toyota Legal One c/o Toyota Motor Sales USA, Inc.
Neal S. Robb, Shareholder, Keesal, Young & Logan
Adrian White, Chief Information Officer, WilmerHale
Sponsored by Doxly, Inc.
Carpe Data: Collecting Winning Data that Your Firm Throws Away – Lessons from Standard Oil, Uber, and More
The entire world is changing, as industries as diverse as advertising, stock trading, medicine, and sports are using analytics to achieve maximum results, often in unexpected ways. Law is no different. In this session, Fastcase CEO Ed Walters will explore the frontiers of these tools in practice, from contract drafting to forum shopping, and from case valuation to legal research. The session will discuss how analytics (and law firm data that is often discarded) can replace hunches and anecdata with metrics and measurement for strategic advantage.
Edward J. Walters, Chief Executive Officer, Fastcase & Adjunct Professor, Georgetown University Law Center
Kumar Jayasuriya, Knowledge Management Attorney, Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Sponsored by Fastcase
The New Inside and Outside Counsel Ecosystem: Sharing Our Technology "Toys" and Playing Nicely Together
(Hint: if you are still emailing approvals, you need to attend this panel)
Learn how it is possible to quickly connect processes whether brand new, one year old or 45 years old into one secure, collaborative digitized workflow.
Hear five industry experts discuss the positive side of disruption in the legal service delivery landscape. During this discussion panelists will address tools and techniques for rapid application development and illustrate how a real-world collaboration between a law firm, in-house legal ops and third party partners can result in a win-win for you and the entire legal ecosystem.
Topics covered include:
• From inception to implementation, get the nitty-gritty details of the experiment of building bridges by in-house and firms leveraging the same technology
• LPM and operational workflow analysis, optimization and simplification
• Strategies for automation inside both law firms and in-house legal departments
• Find out:
o How to recognize the right opportunity to partner with a client?
o How to select the right vendor partner
o How to make sure the teams work well together and deliver unified services internally and to the client
• Case studies of working cross-functional teams include NetApp, Yahoo (CLOC members), ThinkSmart and Keesal, Young & Logan, and Elevate Services
Mary O’Carroll, Head of Legal Operations, Google
Connie Brenton, Chief of Staff, Director of Legal Operations, NetApp
Justin Hectus, CIO/CISO, Keesal, Young & Logan
Paul Hirner, Founder and CEO, ThinkSmart
Daniel W. Linna Jr., Director of LegalRnD – The Center for Legal Services Innovation and Professor of Law in Residence, Michigan State University College of Law
Sponsored by ThinkSmart
Enhancing End-User Experience and Combatting Technology Misuse
If lawyers find firm systems challenging or non-user friendly, they will often find ways to work around them. One common example is to store documents in consumer systems such as Dropbox, undermining the firm’s security, knowledge management system and data governance initiatives. What are your users trying to tell you? How can IT departments pay greater attention to their needs and be more cognizant of making investments in tools lawyers will actually use? And how can misuse that can potentially harm the firm’s infrastructure be avoided? This panel discusses solutions for improving user experience while reducing user antipathy, underuse and misuse of firm technologies including:
- Understanding what users actually want
- Implementing tools that help report and manage misuse
- Looking at areas where underuse/misuse happens and calculating the costs
- Monitoring system usage to measure acceptance
- Improving user adoption and experience by introducing applications that match the workflow and practices of firm lawyers and legal staff
Sheehan Lake, Chief Technology Officer, Aurora North Software, Inc.
Oz Benamram, Chief Knowledge Officer, White & Case LLP
Tony S. Cordeiro, Chief Information Officer, White & Case LLP
John Green, Chief Information Officer, Baker Donelson
Robert J. Kerr, Chief Information Officer, Cooley LLP
Frank Spadafino, Chief Information Officer, Hughes Hubbard & Reed LLP
Sponsored by Aurora North Software, Inc.
Advanced Detection Tools and Techniques for Data Security - CLOSED TO PRESS
Cybersecurity, data security and data privacy are at the top of everyone’s agenda today and not going away anytime soon. In today’s environment where data breaches are becoming increasingly prevalent, law firms must have technical measures in place for maintaining control of firm data, protecting client information, and keeping outsiders where they belong…out. This panel discusses what is and isn’t working, examples of emerging technologies available to help secure data and real life examples of how firms are addressing these risks. Join our panel to learn:
- Existing technologies that can stop attacks quickly; identify anomalies and malware; and prevent leaks from going unrecognized for long periods of time
- The limitations of the current tools and how they should be augmented
Chris Zegers, Chief Information Officer, Lowenstein Sandler LLP
Leonard Bailey, Special Counsel for National Security, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Brent E. Kidwell, Chief Information Security Officer, Jenner & Block LLP
Nicole G. Minnick, Chief Information Officer, Williams & Connolly LLP
Sponsored by Mimecast
Roundtable 1: Managing Cybersecurity Risk through Awareness
Roundtable 4: Moving to the Cloud: The Impact of Office 365 and Exchange Online on Today’s Law Firm IT Departments
Given the growing need for law firms to be nimble and offer attorneys solutions for enhanced collaboration and access to information – anytime, anywhere – cloud solutions are becoming more and more mainstream, especially now that cloud providers are taking steps to become more secure. This session deals with the latest challenges law firm technology departments are currently facing when tasked with migrating to the cloud, including:
- Key factors when moving to Office 365
- Understanding how to do this properly
- Creating a timeline
- What are the benefits?
- What potential issues should you watch out for?
- The use of Exchange Online
- What do these products mean for international firms?
- Addressing challenges associated with cloud migration: security, performance, scalability and reliability
J Peter Bruzzese, Microsoft Office 365 MVP, Mimecast
Sponsored by Mimecast
Roundtable 2: Salesforce.com for Law Firms: Will Automation Destroy or Disrupt our Profession?
Learn how modern law firms are embracing technology to avoid becoming victims in the current industrial revolution. It IS possible to leverage your current systems, personnel and expertise on a new, flexible and secure platform.
Ryan Hallman, CTO, Litify
Reuven Moskowitz, COO, Morgan & Morgan P.A.
Sponsored by Litify
Roundtable 5: Driving Legal Efficiency, Productivity and Client Engagement with Smart & Secure Collaboration Technology
Now more than ever law firms need to react and adapt to the shifting industry, technology and competitive landscape. There’s pressure to be more efficient, deliver innovative new legal services and build deeper client relationships, all while operating securely. Technology is rapidly evolving, causing disruption but also creating opportunity for those firms that can harness it and apply it intelligently to optimize legal processes. This roundtable session will explore and discuss how smart collaboration, project management and client engagement solutions can unleash your firm’s potential and transform the way you work internally and with your clients.
Stuart Barr, Chief Product & Strategy Officer, HighQ
Sponsored by HighQ
Roundtable 3: Tips for Successfully Transitioning from Elite Enterprise
- Why and how to start the planning process now
- Assembling a team onal teams
Martin Telfer, SVP/EMEA Chief, Fulcrum GT
Sponsored by Fulcrum GT
Roundtable 6: Improving Litigation Outcomes through Predictive Analytics
This session discusses how improved data collection tools and methodology can enable firms to make predictions in a given case. This discussion examines how predictive analytics can be applied to areas such as:
- Case budgeting
- Deposition requirements
- Judicial rulings
- Opposing counsel behavior
Understanding and Managing the Dark Web
Despite a firm’s attempts to protect their information and educate employees to take measures against cyber hazards, there are sophisticated bad actors still able to get a hold of proprietary firm and client information for profit. This informative session helps “illuminate” the area known as the Dark Web, explains why law firms are especially susceptible to it and discusses how they can proactively manage and monitor it to stay one step ahead. Attendees will hear:
- The types of firm information being obtained by hacker communities and sold on the Dark Web
- How principal actors at a firm are being tricked into providing access to this information and what precautions can be taken to prevent this from happening
- How to access and monitor the Dark Web for references to your firm
Justin Hectus, CIO/CISO, Keesal, Young & Logan
Mark A. Sportack, Chief Information Officer, Crowell & Moring LLP
Michael (Mick) Stawasz, Deputy Chief for Computer Crime, Head of the Cybersecurity Unit, Computer Crime & Intellectual Property Section, Criminal Division, US Department of Justice
Richard F. Timbol, ISSM/CISO, Davis Polk & Wardell LLP
How Artificial Intelligence (AI) is Disrupting the Legal Industry and Transforming Legal Service Delivery
What are the latest AI platforms being offered to the legal industry? How do providers validate their data to ensure that it is comprehensive? Will products with a higher level of sophistication be coming in the near future? If so, how do firms drive efficiencies into their practice in order to compete with leveraging various AI technologies? Get answers to these questions as our panel tackles them along with the following issues:
- Successfully implementing Artificial Intelligence with limited resources
- What work will remain and what work/roles are likely to be replaced?
Ryan McClead, VP, Client Engagement & Strategy, Neota Logic
Ash Banerjee, Global Chief Information Officer, Hogan Lovells US LLP
Jason Lichter, Director, Discovery Services and Litigation Support, Pepper Hamilton LLP
Jeffrey C. Sharer, Partner and Co-Chair, Data Law Practice, Akerman LLP
David W. Simon, Partner, Foley & Lardner LLP
Sponsored by Neota Logic
Identifying What Really Matters: Positioning the IT Department as a Strategic Asset in the Law Firm
Law firm IT departments need to operate so that they are providing the most value to the firm. However, IT department heads are often deluged with requests from attorneys to implement a new project, even though it may not be something that will ultimately produce any significant impact. In this session we discuss why it’s necessary to evaluate whether such endeavors are a good fit for the firm’s business model and culture, before embarking on these projects. Our panel will discuss:
- What projects are firm attorneys asking IT departments to undertake?
- How do you effectively assess which projects are worth focusing the effort of the entire IT group and whether or not the firm is equipped to successfully adopt something?
- Examples of initiatives that will substantially reduce expenses and/or increase revenue
- Collaborating with Knowledge Management departments and attorneys to understanding IT priorities from the end-user perspective
Howard Russell, President and CEO, RBRO Solutions
Vincent A. Marin, Chief Information Officer, Sidley Austin LLP
Scott D. Rechtschaffen, Chief Knowledge Officer, Littler Mendelson
Michael P. Shea, Chief Information Officer, Morgan, Lewis & Bockius LLP
Sponsored by RBRO Solutions
New York Hilton Midtown
1335 Avenue Of The Americas, New York, NY 10019, United States
+1 212 586 7000