Events
Liam Brown Speaks at FT Innovative Lawyers Summit 2018
Humans and Machines
Jun 26, 2018, 9:30am GMT | London
Elevate is pleased to be the lead partner for the FT Innovative Lawyers Summit. The event will bring together the global community of corporate counsel and private practice lawyers together with chief executives, academics and non-legal innovators to discuss how the profession can best meet the challenges it faces, both in terms of innovation and in its evolving role in business, government and society.
Session 1: Humans and Machines
The rate at which legal tasks are being automated is accelerating. Many law firms and corporate law departments are using machine learning to simplify and speed-up repetitive legal tasks. They are becoming technologically-enabled but are still some way off being a true digital law firm or law department. But perhaps such a goal is misguided. This session will cover the latest technological transformations in the law and discuss how best to achieve a balance between humans and machines in the legal profession.
Lead Speaker:
Brian Kuhn, Partner, Co-Founder and Global Co-Leader, IBM Watson Legal
The Bridge:
Sophie Mathur, Partner, Singapore, Linklaters
Panelists:
John Bautista, Partner, Orrick
Liam Brown, Founder and Executive Chairman, Elevate
Rein Graat, General Counsel, Asia-Pacific, ING
Moderator:
Maija Palmer, Acting Deputy Editor, Special Reports, Financial Times
> Visit the conference website…
InHouse Focus Presents Webinar Hosted by Univar and ElevateNext
The Future of Law Department Management
Jun 20, 2018, 9am PST
Deputy GC of Univar, Noelle Perkins, joins Pat Lamb and Nicole Auerbach of ElevateNext to discuss Univar’s undertaking to reduce legal spend by 50% and the future of law department management in general.
Using Univar, Inc.’s moonshot to reduce legal spend by 50%, the program focuses on the methods being used to obtain the reduction and how other law departments can build on these experiences to obtain their own reductions in legal spend. The discussion of spend reductions focuses on internal and external resources and addresses the importance of process improvement, contract management and review, litigation and prevention of legal problems as a key method of reducing the legal department’s workload.
> More info…
> View the recording (free until 6/29)…
Elevate Presents Webinar Hosted by IACCM
Recapturing Millions of Dollars by Leak-Proofing Your Contracts Processes
May 8, 2018, 11am EDT
The average company “leaks” over 9% of its revenues annually due to contracts-related issues, according to IACCM data. Diagnosing and stopping these leaks can directly improve your company’s bottom line and improve financial performance. Learn practical ways to diagnose and stop contract value leakage from people who have successfully done it, translating the theoretical into reality.
> Register for webinar…
Elevate at CLOC 2018 Institute
Apr 22–25, 2018 | Las Vegas
Elevate is a proud diamond sponsor of the annual CLOC Institute at Bellagio Las Vegas.
Several members of the Elevate team will be speaking on panels at the event. We will also be sponsoring the conference-wide rock ‘n’ roll dance party on Monday night.
Visit us at booth 301 to learn more about our service offerings. We are also available for private meetings and demos.
Elevate sessions/demos are as follows (schedule may be subject to change):
Sunday, April 22
5:30–6pm
Using Cael to Elevate Outside Counsel Management and ELM
Pratik Patel, Elevate
Vince Vetri, Elevate
2:30–3:45pm
Putting it all Together: Jump-Starting Your Legal Operations Success by Doing M&A Deals Better
Steve Harmon, Cisco
Paul Lippe, Elevate
Monday April 23
9:15–10:15am
Building a Better Global Legal Support Model – A Tactical “How-To” Session
Kunoor Chopra, Elevate
Pratik Patel, Elevate
Jeff Carr, Univar
Tuesday April 24
1:15–2:45pm
Getting ‘It’ Done: Prioritizing Initiatives and Implementing Them
Ashly Suedkamp, Elevate
Matthew Todd, Elevate
Peter Eilhauer, Elevate
4:15–5:15pm
Legal Operations Department Maturity Model 2018: How Do You Rate?
Kevin Clem, HBR Consulting
Jeff Franke, Yahoo
Pratik Patel, Elevate
Elevate Attends CLOC EMEA
Jan 23, 2017 | London
Elevate attends the inaugural CLOC EMEA conference, featuring educational sessions provided by industry leaders, with opportunities to learn, share, and connect.
Mark Cohen Speaking Tour of Toronto
Jan 16 & 17, 2018 | Toronto
Elevate’s Chair of the Advisory Board and Chief Strategy Officer, Mark Cohen, will be speaking at multiple events in Toronto in January:
Jan 16
Toronto Legal Tech Community
Mark speaks on The Impact of Technology on the Legal Industry.
Ryerson Innovation Zone Lunch and Law: The Future Lawyer with Mark Cohen
Mark discusses the skills required and where opportunities lie for future lawyers.
RSVP for this event here
Ryerson University: A Conversation and Reception With Mark Cohen
Mark addresses students and entrepreneurs with a discussion on The Impact of Technology on the Legal Industry.
RSVP for this event here.
Jan 17
Spoke Club Lunch Event
Mark speaks to a group of legal ops executives at the Spoke Club.
McCarthy Tetrault, LLP. Dinner Event
Mark speaks to a group of managing partners of Canadian law firms in an event sponsored by McCarthy Tetrault, LLP.
> More information available on the LegalMosaic website…
Elevate at the FT Innovative Lawyers Awards North America
Dec 11, 2017 | New York City
The FT Innovative Lawyers Awards North America celebrate the most innovative legal work from lawyers working in law firms and in-house at companies across the continent.
Elevate is honored to be the lead partner of the FT Innovative Lawyers Awards. The ceremony for the North America region will be held on December 11 in New York City. Elevate will be in attendance, along with distinguished nominees and winners from across the region.
> Event website and full list of nominees…
> More information about our partnership with FT…
> Full FTIL coverage…
John Croft Speaks at Liquid Legal Conference
Perspectives for the Legal Industry in Times of Digital Transformation
Nov 6, 2017 | Frankfurt
Elevate President John Croft will be speaking at the Liquid Legal Annual Meeting, being held in Frankfurt on Nov 6. The conference will cover such topics as:
- Performance Management in Law: the value contribution of legal
- Digitizing Law: Is legal information management the answer?
- Business Savvy – the new leitmotif for players in the legal market
Conference participants will receive a free copy of the e-book, Liquid Legal: Transforming Legal into a Business Savvy, Information Enabled, and Performance Driven Industry, in which Elevate’s chapter, ‘Running the Legal Department with Business Discipline: Applying Business Best Practices to the Corporate Legal Function,’ examines how legal departments can benefit by adapting proven business management strategies.
> Visit the conference website (in German)…
> Visit the Liquid Legal e-book website…
Elevate at COLPM Futures Conference
Liam Brown Speaks; Pratik Patel honored among 2017 Fellows
Oct 26–27, 2017 | Atlanta
On October 27, Liam Brown will be speaking at the COLPM Futures Conference, and Elevate’s Pratik Patel will be inducted as a 2017 Fellow of the College of Law Practice Management. COLPM is an organization that recognizes distinguished law practice management professionals, sets standards of achievement for others in the profession, and assists projects that enhance the quality of law practice management.
Oct 27, 1:20pm
Two Sides of the Coin — Two Quick Talks
Side 1: AI Revs Up Law Firm Marketing and Business Development
▪ Mark Greene, Business Strategy and Marketing Consultant
Side 2: AI and Legal Ops: Pay Attention Law Firms!
▪ Liam Brown, Founder, Elevate
> Visit the conference website…
> See the full list of inductees…
Elevate at LawVision Legal Project Management Training Certification Workshop
Oct 19–20, 2017 | New York City
Elevate’s John Rowley is speaking at this comprehensive two-day workshop on legal project management. This hands-on program will demonstrate how proven project management principles can be successfully applied to legal work and teach law firm professionals how to implement project management in their firms. The two-day training program will teach the fundamentals of project management to law firm professionals by providing:
- A workshop-style approach where participants can learn specific skills and approaches they can begin to apply immediately to manage projects more efficiently and effectively.
- The opportunity to earn LPM LaunchPad™ Certificate in Fundamentals of Legal Project Management from the LPM Institute.
- Valuable material to take home including a course book with templates, guides and other instructional materials, as well as a Quick Reference Guide—a handy tool for applying key elements of legal project management when back at the office.
> Visit event website…
> Full workshop agenda…
Elevate Attends ACC Annual Meeting
Oct 15–18, 2017 | Washington, DC
Elevate attends the ACC Annual Meeting, where we will be available for meetings.
Mark Cohen Speaks at Legal Geek Conference 2017
Oct 17, 2017 | London
Mark Cohen will be giving a TED talk on Legal Culture, and leading a panel discussion on international investment in legal technology at the sold-out Legal Geek Conference in London on October 17.
> Watch the video…
> Visit event website…
Mark Cohen Speaking Tour of Europe
Oct 2017 | Europe – multiple locations
Elevate’s Chair of the Advisory Board and Chief Strategy Officer, Mark Cohen, will be traveling across Europe to speak at multiple conferences and events during the month of October:
Oct 4
UCL Faculty of Laws, London
FT Innovative Lawyers Awards, London
Oct 5
Hamburg Legal Tech Roundtable, Hamburg
Oct 6
Bucerius Law School, Hamburg
Hamburg Bar, Hamburg
Oct 9
Dutch Legal Tech Community, Amsterdam
Oct 10
ACC European Chapter, Paris
Oct 17
Legal Geek Conference, London
Oct 19
American University of Paris
Oct 23
Event for law firm CMOs, Madrid
Oct 24
Legal Management Forum IV, Madrid
> More information available on the LegalMosaic website…
Elevate at the FT Innovative Lawyers Awards Europe
Oct 4, 2017 | London
The FT Innovative Lawyers Awards Europe celebrate the most innovative legal work from lawyers working in law firms and in-house at companies across the continent.
Elevate is honored to be the lead partner of the FT Innovative Lawyers Awards. The ceremony for the European region will be held on October 4 in London. Elevate will be in attendance, along with distinguished nominees and winners from across the region.
> Event website and full list of nominees…
> More information about our partnership with FT…
> Full FTIL coverage…
John Croft Speaks at Barclays Professional Services Conference
Oct 3, 2017, 11:25am | London
Elevate President John Croft will be participating in a panel discussion at Barclays’ second annual National Client Conference. The event will unite key members of the industry to understand and discuss topical issues, opportunities and challenges facing the legal and accountancy sector today.
Panel Discussion: Challenges And Opportunities For The Legal Sector
Moderator:
Lisa Mayhew, Managing Partner, Berwin Leighton Paisner
Panelists:
John Croft, President, Elevate
Paul Smith, Chairman, Eversheds
Nick West, Chief Strategy Officer, Mishcon De Reya
William Wastie, Partner, Professional Practices Group, Addleshaw Goddard
Matt Todd, Peter Eilhauer and Vince Vetri Speak at Buying Legal Conference
North America Legal Procurement Conference: Legal Market Intelligence
Sep 6, 2017, 11:15am | New York City
Elevate experts present a case study titled ‘Seeing the Forest for the Trees: Overcoming the Challenges of Too Much Data’
Description:
Too much data can be a challenge. How do we select, gather, interpret, analyze and synthesize the possible information sources available to us to support effective decision making and negotiation? How do we tell data from information, knowledge and wisdom? How do we weight it? How do we use it to anticipate the law firms’ position?
Presenters:
Matt Todd, VP, Legal Business Solutions, Elevate
Peter Eilhauer, Director, Legal Business Solutions, Elevate
Vince Vetri, Director, Legal Business Solutions, Elevate
Elevate Attends ILTACON
Aug 13-17, 2017 | Las Vegas, NV
Visit the Elevate team at booth 837 to learn more about our growing service offering, including updates about our Cael Suite of technology products.
Elevate Sessions at ILTACON:
How Does it Feel to Get a Bill From a Law Firm?
Aug 14, 1:00–2:00pm
Design thinking helps us step into our clients’ shoes to create solutions customized to meet their needs. It is an extremely flexible model that solutions providers can use in any environment. We’ll prove it by applying design thinking to dissect and rebuild a client bill that does a lot more than just tell the client how much money to pay.
Takeaways:
- Understand the design thinking model
- Experience design thinking applied to a sample bill
Panelists:
Matt Todd, Managing Director, Legal Business Solutions, Elevate
Casey Flaherty, Founder, Procertas
Milena Higgins, Innovation Coach, Audacious Legal
Outsourcing: Is It the Right Long Term Strategy for your Firm?
Aug 16, 9:00–10:00am
There are many opportunities to outsource tasks that are part of a law firm’s core business operations. From traditional service areas to legal process outsourcing, outsourcing can be a strategy that reduces operational costs while improving efficiency and expertise. But why do some outsourcing projects succeed while others fail? Join a discussion detailing the key questions to consider when outsourcing, the pitfalls to avoid and how to structure outsourcing engagements to ensure long-term success.
Takeaways:
- Determine key factors to consider with an outsourcing project
- Outline how to ensure quality will be maintained
- Identify how outsourcing affects the culture of the firm
- Develop a list of things to consider for pulling an operation back in-house
Panelists:
Howard ‘Bud’ Phillips, Chief Information Officer, Elevate
Berys Amor, Director of Technology, Corrs Chambers Westgarth
Stephen Cole, Director of Client Technology, Mattern & Associates, LLC
James Odell Speaks at IACCM Australasia Conference
Keynote: Team of Teams
Aug 1, 2017, 8:40am | Melbourne
In a world of rapidly increasing complexity, businesses need to organise themselves and operate in fundamentally different ways to the past. By collapsing hierarchy, promoting idea flow and investing in education beyond training, we can shift from a Command to a Team structure. By promoting transparency and information sharing, and fostering systems thinking we can pave the way for shared awareness. Through shared awareness, we create unity and trust across teams with a rich, shared understanding of our overall purpose. And by empowering execution we release the potential of our people across all our teams to work together to achieve better results, faster.
Presenter:
James Odell, VP, Managing Director Australia & APAC, Elevate
Mark Redmayne Speaks at Legal Operations Breakfast Roundtable
Resistance Continues but the Business of Law is in Transition
Jul 20, 2017 | Irvine, CA
Legal ops consists of improving the interface and execution of services including pricing, data analytics, tech support, knowledge management, litigation support and communications. The challenge to change is real from AmLaw 100 firms to boutique firms that want to increase their client base with larger companies. Firms that jump on the legal ops bandwagon are targeting new business that was perhaps previously difficult to access. Attendees will hear from a panel of experts in legal operations who will share the latest knowledge in this area – even some of the highlights from the recent 2017 CLOC Conference.
Moderator:
Merry Neitlich, Managing Partner, EM Consultants
Panelists:
Stephen Balcomb, Sr. Director, Legal Operations, QUALCOMM
Angelo Paparelli, Partner, Seyfarth Shaw
Mark Redmayne , VP Business Development, Elevate
Doug Hafford, CEO, Afinety IT
Elevate Presents at FT Innovative Lawyers Summit
Jun 19-20, 2017 | London
The FT Lawyers Summit brings together the global community of corporate counsel and private practice lawyers together with chief executives, academics and non-legal innovators to discuss how the profession can best meet the challenges it faces, both in terms of innovation and in its evolving role in business, government and society.
Elevate President John Croft spoke at the summit, as did Daniel Katz, Co-Founder & Chief Strategy Officer of Elevate’s partner LexPredict (see the news release for full details regarding the partnership), and Associate Professor of Law, Illinois Tech, Chicago Kent College of Law.
Jun 20
8:00am – Opening Breakfast: “How To” Session 2 – Transformational Innovation: How Working With External Disruptors Can Change Your Legal Business
The theme of this year’s Summit is the drivers of innovation. One such driver is collaboration. Come and hear from in-house and private practice how working with external innovators has helped them dramatically improve the way they work. We will hear BT, HSBC, Morrison & Foerster and Osborne Clarke in conversation with their partners, Elevate, Riverview, Docusign and HighQ about how they tapped each other’s creativity to create transformative solutions for their businesses.
Case studies:
John Croft, President and Co-founder, Elevate Services talks to Chris Fowler, General Counsel TSO & UK Commercial, BT
Stuart Barr, Chief Product and Strategy Officer, HighQ talks to Dan Wright, Partner, UK, Osborne Clarke
Karl Chapman, Founder & CEO, Riverview Law talks to Hywel Evans, Co-General Counsel Global Banking & Markets, HSBC
Reggie Davis, General Counsel and Chief Legal Officer, DocuSign Inc, talks to Kristina Ehle, Partner, Morrison & Foerster (International) LLP
Moderator:
Derek Southall, Founder and Chief Executive, Hyperscale Group and Partner, Head of Innovation and Digital, Gowling WLG International Limited
11:30am – The Power of Human Difference
In the research for the FT Innovative Lawyers reports, diverse teams, both in the inherent and cognitive sense, are most likely to innovate. Academic research suggests there is a link between success and diversity. However the profession remains both inherently and cognitively un-diverse. Clients on the other hand want more holistic solutions to their problems. They are demanding their lawyers be more than technical advisers and increasingly want a more varied set of service lines. How is the profession responding?
Commentators:
John WH Denton AO, Partner and Chief Executive Officer, Corrs Chambers Westgarth
Richard Foley, Senior Partner, Pinsent Masons
Daniel Martin Katz, Associate Professor of Law, Illinois Tech, Chicago Kent College of Law
Siobhan Moriarty, General Counsel, Diageo
Dawn Smith, Executive Vice President and Chief Legal Officer, McAfee
Moderator:
Robert Armstrong, Chief Editorial Writer, Financial Times
Elevate Presents at Legalweek West
Jun 12-13, 2017 | San Francisco
Elevate presented at Legalweek West in San Francisco on June 12.
Jun 12, 11:15am
The Business of Law: New Legal Service Provider Models
Corporate law departments are no longer the only ones leveraging nontraditional legal services from outside providers. Many law firms are now also using Alternative Legal Service Providers (ALSPs) to address client demands, control costs, help with scaling, and to provide access to technologies and professional expertise. This panel discussion will cover the risks and benefits of using ALSPs, the business considerations that go into engaging them, supervisory obligations, and will include practical guidance for law firms and legal departments seeking to incorporate ALSPs into their existing business models.
Moderator:
David L. Stanton, Litigation Partner and Information Law & Electronic Discovery Team Leader, Pillsbury Winthrop Shaw Pittman LLP
Speakers:
Mark Redmayne, VP Business Development and Co-Founder, Elevate
Andy Peterson, Co-Founder, Design Build Legal
Jun 12, 2:30
The Evolution of the Legal Ops Department: Maturing the Process, Culture, and Technology Tools of Your Legal Operations
Developing a strong legal operations function is critical to optimizing the performance and efficiency of any legal department. But that begs the question: what does a strong legal operations function look like? How many people, if any, should be on your legal ops team? What levels of experience should they have? To whom should they report? And what should legal ops be doing—and in what order–to optimize performance and drive efficiency?
Moderator:
Ross Todd, Bureau Chief, The Recorder, ALM
Speakers:
Lucy Bassli, Assistant General Counsel, Legal Operations and Contracting, Microsoft
Pratik Patel, VP Legal Business Solutions, Co-Founder, Elevate
Kevin Clem, Managing Director and Practice Group Leader, Law Department Consulting, HBR Consulting
Elevate Presents at ACC Legal Ops Conference
Jun 4–6, 2017 | Chicago
Elevate is a proud platinum sponsor of the ACC Legal Ops Conference, taking place in Chicago. We will be available for meetings and demos during the conference.
Mon Jun 5, 2:30-3:30pm
602 – Basic metrics for every law department
Elevate Services with ACC Legal Ops Metrics & Analysis Interest Group
Topic: Discovery, Metrics
Audience: Early Stage
Format: Expert-led Roundtable
This provides a baseline reference to law departments that are early stage on tracking specific metrics and providing their leadership information that enables fact based decision making. Focus will be on how to stand up a strong metrics system.
Speakers:
Peter Eilhauer, Director, Legal Business Solutions, Elevate
Juanita Luna, Director, Legal Operations, Pacific Gas & Electric Company
Sowmyan Ranganathan, Sr. Director, Legal Operations, AbbVie
Tue Jun 6, 9:30-10:30am
903 – Meaningful Law Department Metrics: Contract Analytics and AI In Today’s Law Departments
Elevate Services with ACC Legal Ops Metrics & Analysis Interest Group
Topic: Metrics
Audience: Advanced
Format: Panel
This session will build upon the first Metrics session and dive deeper specifically into use and case studies of contract-related analytics and AI. Law departments today are using advanced contract analytics and AI in three significant ways: 1) to measure and improve contract-related process efficiency, 2) to limit risk and deviation from contract standards and 3) to drive efficiency and cost savings in high volume contract review. This session will walk through all three scenarios and present case studies, which can be leveraged to help you build the business case for integrating these capabilities into your contract management processes.
Speakers:
Pratik Patel, VP Legal Business Solutions, Elevate
Sowmyan Ranganathan, Sr. Director, Legal Operations, AbbVie
Aaron Van Nice, Director, Legal Operations, Baxter Healthcare Corporation
Elevate at the FT Innovative Lawyers Awards APAC
Jun 1, 2017 | Hong Kong
The FT Asia-Pacific Innovative Lawyers Awards celebrate the most innovative legal work from lawyers working in law firms and in-house at companies across the APAC region.
Elevate is honored to be the lead partner of the FT Innovative Lawyers Awards. The ceremony for the Asia-Pacific region was held on June 1 in Hong Kong. Elevate was in attendance, along with distinguished nominees and winners from across the region.
The FT Innovative Lawyers Awards for other global regions will be held later in the year: UK/Europe will take place on 4 October in London, and North American regional awards will be held on 11 December in New York City.
Congratulations to all of the winners!
> See the full list of winners and nominees…
> Photos of the event…
> More information about our partnership with FT…
> Full FTIL coverage…
Elevate Presents at LMA P3 Conference
Using Tech Innovation to Improve Client Profitability, Service Delivery and Satisfaction
May 16–17, 2017 | Chicago
Using Tech Innovation to Improve Client Profitability, Service Delivery and Satisfaction
3:45–4:45 | May 16
Clients value law firms that leverage tech to provide a more efficient and transparent customer experience. This session examines several examples where law firms have used technology to make the overall service experience more beneficial for both the customer and the firm. As co-lead of the CLOC LPM initiative, Elevate’s Pratik Patel moderates a panel of law firms that have integrated tech into the client experience for “managing legal” (legal project management and pre-bill OCG compliance) and “performing legal” (M&A Contract Review, IP Patent Prosecution and Document Verification Services). Attendees will learn about ways they can use tech to improve client relationships and, in turn, positively influence recurring profitability.
Presenter:
Pratik Patel, VP Legal Business Solutions, Elevate
Panelists:
Rick Howell, Chief Information Officer, Perkins Coie
Demo Session: Driving Client Satisfaction Through LPM and Billing Guideline Compliance
9:45–10:05 | May 17
Sophisticated clients are moving beyond asking about your firm’s approach to LPM, and they are starting to ask about how you can collaboratively use LPM. Those same clients are also issuing billing guidelines and enforcing compliance. Learn how your firm can provide those clients with a better experience, working together and communicating more effectively with a shared approach to LPM using Elevate’s Cael Project application. Also learn how your firm can streamline compliance to billing guidelines, saving lawyers time while minimizing friction in the billing process and delivering a better client experience with Cael BillPrep.
Presenter:
Pratik Patel, VP Legal Business Solutions, Elevate
Throughout the conference, Elevate is available to discuss our Cael™ apps.
Elevate Attends CLOC 2017
Corporate Legal Operations Consortium Institute
May 9–11, 2017 | Las Vegas
As proud Diamond Sponsors of the second annual Corporate Legal Operations Consortium Institute, Elevate co-presented several panel sessions. We were also available for meetings and demos, along with our ediscovery partners Everlaw. Elevate participated in the following sessions:
Tuesday, May 9
Session 4: Beyond the Hype about AI: Practical Applications of Artificial Intelligence in Today’s Law Department
9:45–10:45 | Monet 1
Artificial Intelligence is a hot topic these days, but hype and speculation are often easier to find than practical advice on how and where to put AI to use in the law department. What kinds of AI can make a difference today, what use cases are most ripe for the benefits AI offers, and how should you expect your legal service providers to leverage AI? Hosted by Elevate, this panel examines how AI is being used in areas of “managing legal” such as analytics, outside counsel selection, legal project management and legal bill review. The panel also examines how AI is being used in areas of “performing legal” such as self-service contract requests, M&A contract review, litigation document review and verification of public filings/documents. Attendees will improve their practical understanding of how to use AI today, as well as what to expect from AI tomorrow.
Speakers:
Paul Lippe, Advisory Board, Elevate
Mary O’Carroll, Head of Legal Operations, Technology and Strategy, Google Inc.
Steve Harmon, Vice President and Deputy General Counsel, Cisco
Sylvie Stulic, Manager of Legal Operations and Litigation, Electronic Arts
Session 18 : Workflow Automation Workshop: A Legal Ops Paradigm Shift
1:15–2:45 | Monet 1
Get insider ‘pro tips’ with an introductory talk from expert legal CIO, Justin Hectus of Keesal, Young & Logan, during which time Hectus and ThinkSmart CEO Paul Hirner will co- present a new matter intake case study. The case study will be followed by an audience-driven, interactive session where attendees can volunteer their real-world workflow challenges for the presenters to choose one workflow to build *live* on stage. The panelists will facilitate a lively Q&A during the demo, addressing your burning legal operations business process questions.
Speakers:
Justin Hectus, CIO/CISO, Keesal, Young & Logan
Paul Hirner, Founder and CEO, ThinkSmart
Jake Hills, Director, Legal Operations, Elevate
Ben Bogin, Solutions Engineer, ThinkSmart
Dillon Knowlton, Product Manager, ThinkSmart, LLC
Session 23: Managing Timekeeper Rates: A System for Benchmarking Outside Counsel Rates Against “Fair Market Value”
3:15–4:15 | Grand Ballroom 4
There is a costly problem that every law department faces. It’s a problem that’s not widely understood because many law departments lack the e-billing and legal spend benchmarking tools required to identify it and measure it. The problem: ensuring fair market rates for outside counsel timekeepers. Law departments have historically lacked a practical, efficient method for verifying whether outside counsel timekeeper rates are within a reasonable market range based on the type, impact and complexity of work. Until these panelists developed an innovative solution to this problem, the dilemma was either spend more on rates that are probably not all fair, or spend more to verify whether they’re fair. Learn about a systematic, data-driven solution for efficiently benchmarking and managing rate requests. This solution uses objective analysis of e-billing and portfolio data, cost- effective support, templates, and automation, and this panel will share a “blueprint” for this approach, so you can learn how to implement a similar system in your department.
Speakers:
Connie Brenton, Chairman of the Board, CLOC | Senior Director of Legal Operations, NetApp, Inc.
Peter Eilhauer, Director, Legal Business Solutions, Elevate
Mike Haven, Senior Director, AGC, and Head of Legal Operations, Gap Inc.
Session 1: Legal Operations Maturity Model: How Do You Rate?
4:30–5:30 | Grand Ballroom 8
Developing a strong legal operations function is critical to optimizing the performance and efficiency of any legal department. But that begs the question: what does a strong legal operations function look like? How many people, if any, should be on your legal ops team? What levels of experience should they have? To whom should they report? And what should legal ops be doing—and in what order–to optimize performance and drive efficiency? In this session, Pratik Patel of Elevate Services, Kevin Clem of HBR Consulting, and Jeffrey Franke of Yahoo! Inc. and the CLOC Leadership Team will walk attendees through the organizational requirements and focus areas critical to creating and developing a best-in- class legal ops function. The session will focus on CLOC’s list of Legal Operations Core Competencies, identifying what maturity in each area should look like, to offer a roadmap to success. This session is a reprise to last year’s highly-rated presentation of the same name but adds a new level of granularity and insight based on new data and input from the best and brightest in the industry.
Speakers:
Jeff Franke, Assistant General Counsel, Legal Operations, Yahoo!
Kevin Clem, Managing Director, HBR Consulting
Pratik Patel, VP Legal Business Solutions, Elevate
Wednesday, May 10
Session 39: Law Department-Centric Legal Project Management: LPM Programs That Benefit You (the Client)
9:45–10:45 | Monet 1
A practical legal project management (LPM) program can produce game-changing cost and value benefits on legal matters. With minimal change, lawyers can achieve better goal clarity, financial accuracy, team collaboration, risk transparency and outcomes. However, not all legal project management programs are created equal. To help you build the case for and launch your LPM program, this session will begin by highlighting standards from the CLOC LPM Initiative to help you identify what questions to ask, pitfalls to avoid, and critical steps to take in getting your program off the ground, both internally and externally. We will also highlight case studies of successful client-centric LPM programs delivered by three law firms to their clients. These case studies will provide examples of how the CLOC LPM standards are delivered and played out collaboratively in real-life programs.
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Rick Kathuria, Director of PM and Legal Innovation, Gowling WLG
Joe Woods, Practice Group Business Manager, Perkins Coie LLP
Brendan McInerney, Manager, Legal Project Management Dorsey & Whitney LLP
Session 57: International LEDES eBilling: EMEA & APAC
2:30–3:30 | Grand Ballroom 8
In the U.S. and many other countries, electronic billing is accepted with few limitations. Because eBilling systems leverage invoices in a format computers can access easily (LEDES), we can leverage data from these systems to answer key questions, questions we can’t answer with invoices submitted in pdf. Unfortunately, in EMEA and APAC, implementing LEDES-based eBilling requires complying with a myriad of laws, implementing thoughtful processes, and entering into agreements with suppliers. It also requires an in-depth knowledge of how your eBilling system works. In this session, led by Tracy Carter of Yahoo’s Legal Operations Team and Marika Daggett of Google’s Legal Operations Team, you will learn about core eBilling regulations; how electronic invoicing works for VAT purposes; the basics around what’s needed to comply with VAT/TAX laws; LEDES/VAT facts and get an overview of how to manage a VAT Invoice. Implementing this process involves some additional considerations and it’s not without its pitfalls. The purpose of this session is to pass on the information we have discovered and to show you a path we each follow when trying to implement this within your own company.
Speakers:
Tracy Carter, EMEA Legal Operations Manager, Yahoo! EMEA Ltd
Marika Daggett, Legal Operations Manager, Google
> Visit event website…
> Visit CLOC website…
John Croft speaks at IACCM EMEA 2017
Team of Teams. People, Process and Technology: The revolution is upon us
May 8, 2017, 2pm | Dublin, Ireland
Work is more complex than ever. Faced with accelerating volumes of activity and information, our teams must be adaptable to succeed. In this session, John Croft, President of Elevate, shares case studies and strategies for cultivating trust and collaboration in order to develop and empower an effective “team of teams.”
Speakers:
John Croft, President, Elevate
Andrew Brown, Professor of Education & Society, University College London
Elevate Attends Legal Innovation & Tech Fest 2017
Apr 30–May 2, 2017 | Sydney, Australia
Elevate is proud to sponsor and attend the second annual Legal Innovation & Tech Fest, taking place in Sydney.
Elevate’s Dan Coll Speaks at CCCA National Conference
Virtual Workplaces: Is FaceTime® the New Face Time?
Apr 3, 2017, 2.30pm | Toronto
Flexibility. Autonomy. Increased productivity. These benefits of a virtual workplace can also set traps for the unwary. Professional and social networks fuel the in-person business world, but if you work remotely, alone and during non-traditional hours – how do you create and nurture these important connections? How do you find your champions, identify your allies and sidestep the ethical pitfalls of working virtually?
Three future-proof panelists forge pathways into virtual workplaces and share lessons learned about modernizing in-house legal departments and workforces.
Speakers
Daniel Coll, Vice President, General Counsel, Elevate
Edward Friedland, General Counsel, Thomson Reuters Legal
Sheela Mohan-Peterson, Chief Legal & Compliance Officer, OncoSec Medical
Paul Lippe Speaks at Santa Clara Law In-House Counsel Institute
Metrics + Design Thinking = Innovation
Mar 9, 2017 | Silicon Valley
Liam Brown Speaks on Panel at USC Real Estate Law and Business Forum
Stop Worrying and Love the Machines!
Mar 9, 3pm | Los Angeles
Real estate companies are challenged by the growth of contract data outpacing their ability to organize, analyze, understand and manage their rights, obligations and risks. Evidence of disruption to industry legal practices is emerging with applications of artificial intelligence and machine learning that both threaten incumbents and offer competitive advantage to those who are prepared for the opportunity. Learn how these tools offer real estate business people and lawyers ways to improve risk management, compliance, documentation and due diligence in real estate transactions.
Panelists:
Liam Brown, Founder and Executive Chairman, Elevate
Jason D. Gabbard, Founder and Chief Executive Officer, Counselytics Ltd./The Forefront Law Group
Moderator
James M. Rishwain, Jr. Pillsbury Winthrop Shaw Pittman LLP
Paul Lippe Speaks at Benesch Legal Innovation Forum
Metrics + Design Thinking = Innovation
Feb 28, 2017 | Silicon Valley
Elevate Attends Legaltech
Jan 31–Feb 2, 2017 | New York City
Several leaders from Elevate attend Legaltech in conjunction with our ediscovery partners, Everlaw. Contact us for meetings, demos of Cael LPM, and for more information about our ever-growing Cael apps suite – and look for us at the Everlaw booth, 1996.
Attending from Elevate this year:
Mark Redmayne, VP Business Development
Matt Todd, Managing Director, Legal Business Solutions
John Rowley, Global Customer Success Director, Cael LPM
Ashly Suedkamp, Director, Legal Services
Marilyn Primiano, Director, Legal Services
Michael Dunn, Director, Legal Services
Liam Brown Speaks at 2017 Post-LegalTech KM Summit
Where Knowledge Management Is Heading
Feb 2, 2017, 9:15am | New York City
Hosted at the offices of White & Case Liam Brown will join three other panelists to share their personal perspectives on where KM is heading, followed by a broader discussion between panelists and attendees. Panelists: Liam Brown, Founder and Executive Chairman, Elevate Michael Mills, Co-Founder & Chief Strategy Officer, Neota Logic Kai Jacob, Head of Global Contract and Legal Information Management, SAP Noory Bechor, Co-Founder & CEO, Lawgeex
Liam Brown Speaks at CBA Managing Partner Forum and CCCA Leadership Forum
Mind the Value Gap
Jan 30, 2017, 6:30pm | Toronto
Organized by The Canadian Bar Association and Canadian Corporate Counsel Association, and hosted by McCarthy Tetrault
Liam shares insights and observations about market forces impacting the legal industry, from his perspective as a long-time advisor to global law firms and corporations, and as an acquirer of emerging technologies and companies.
Webinar Introducing New Book
IACCM ‘Ask the Expert’ Webinar: Liquid Legal – Transforming an Industry
Dec 8, 2016
In an exclusive introduction to their recently-published book Liquid Legal, a panel of experts discuss the transformation of the legal function, compelling the legal profession to become a strategic partner for corporate executives, clients and stakeholders, transforming legal into a function that creates incremental value.
The book presents a broad range of perspectives from several key figures in the legal industry, including Elevate’s Founder and Chairman, Liam Brown, who, along with several other subject matter experts at Elevate, contributed a chapter to the book.
A recording of the webinar is available at no charge for IACCM members and $15 for non-members.
> Register to access recording of webinar (also available post-webinar)…
Matt Todd Speaks at Benesch Legal Innovation Roundtable
Mind the Value Gap
Nov 10, 2016 | Chicago
Matt Todd, Managing Director of Legal Business Solutions at Elevate, leads a roundtable discussion exploring: 1) the evolution of Legal Service Outsourcing, the services encompassed by that term, and how it now differs from the LPOs of the past; 2) law firms’ use of LSOs as partners, extensions, and even competitive differentiators for firms (rather than ‘us versus them’); and 3) real-world examples of LSO engagement models.
Elevate Speaks at IACCM Americas Conference
Oct 24–26, 2016 | San Diego
Leadership in a Complex World – Teams and Trust
Work is more complex than ever. Faced with accelerating volumes of activity and information, our teams must be adaptable to succeed. In this keynote presentation, Liam Brown, Founder and Executive Chairman of Elevate, shares case studies and strategies for cultivating trust and collaboration in order to develop and empower an effective “team of teams.”
Presenter:
Liam Brown, Founder and Executive Chairman, Elevate
The Future of Legal Outsourcing and its Impact on Contract Management
This panel discussion examines how outsourcing and the use of LPO providers has become more common. As companies look to manage their resources better, the right combination of LPO providers and outside counsel can offer more efficient options. In addition to handling legal processes, they offer data analytics capabilities that internal legal teams may not have.
Moderator:
Kunoor Chopra, VP Legal Services and Strategic Accounts, Elevate
Panelists:
Ginger Dolgow, Legal, Contract Management, NetApp
Lucy Bassli, Assistant General Counsel, Head of Legal Operations, Microsoft
Elevate Attends ACC Annual Meeting
Oct 15–18, 2016 | San Francisco
Elevate attends the ACC Annual Meeting in conjunction with our partners at Everlaw.
Elevate Attends ALA West
Oct 6–8, 2016 | Phoenix
Stop by the Elevate booth to learn more about our Legal Word Processing, Procurement Support, and other Law Firm Back Office Support Services.
Liam Brown Speaks on Panel at Emerging Legal Technology Forum
The Impact of Design: A Corporate Legal Department Conversation
Sept 20, 2016 1:15pm | Toronto
Design change is almost always required to make the most of what technology enables. Legal technology is no exception. In this session, a panel of pioneering corporate legal departments and academic scholars will discuss how design thinking is impacting their in-house processes and purchasing power in a diverse and competitive marketplace.
Moderator:
Jennifer Brown, Managing Editor, Canadian Lawyer InHouse & Law Times
Panelists:
Liam Brown, Founder & Chairman, Elevate
David Cunningham, CIO, Winston & Strawn LLP
Alexander C. Gavis, Senior VP & Deputy General Counsel, Fidelity Investments
Jolie Lin, VP & Deputy General Counsel, T&O & Chief Knowledge Officer, BMO Financial Group
Linda Rush, Privacy Officer & Associate General Counsel, Avis Budget Group, Inc.
Liam Brown Delivers Keynote at Terralex Global Meeting
Mind the Value Gap
Sept 23, 2016 8:45am | Chicago
Liam Brown addresses change in the legal profession, sharing insights and observations about the market forces impacting our industry.
Liam Brown Speaks on Panel at COLPM Futures Conference
What Will Law Look Like in 2026?
Sept 15, 2016 2pm | Kansas City
At the College of Law Practice Management Futures Conference, this interactive panel trades predictions on what law will look like in 2026, focusing on what types of entities will provide legal services. Sub-topics include:
- Should law firms and legal departments be run with business disciplines?
- Will we all be working for Mega-Global Accountants LLP?
- Will the legal profession still be self-regulated?
- Are alternative business structures going to fly?
Panelists:
Liam Brown, Founder & Chairman, Elevate
Ron Friedmann, Partner, Fireman & Company
Juda Strawczynski, Senior Counsel, Professional Regulation, Law Society of Upper Canada
Reid Trautz, Director, Practice and Professionalism, AILA
Elevate Attends Mitratech Interact
Sept 11–14, 2016 | Miami
As a certified Mitratech partner, Elevate is proud to support Mitratech Interact.
Elevate at ILTACON 2016
Aug 28–Sept 2, 2016 | National Harbor
Visit the Elevate team at booth 636 to learn more about our growing service offering, including updates about our flagship technology product, Cael LPM, and our most recent additions to the Cael apps suite, Cael BillPrep and Cael Vision.
We’ll also have information about our partnership with Everlaw, offering our global document review services combined with Everlaw’s advanced e-discovery technology.
In addition, our Head of Procurement Services, Tariq Hassan, will be on hand to discuss how his team has helped law firms drive significant cost savings through procurement.
Elevate Sessions at ILTACON:
RFPs: Is There a Better Process?
Aug 31, 1:30–2:30pm
The request for proposal (RFP) process is of critical importance to both the law department seeking counsel and the law firms seeking business. With experts from both sides of the aisle, we’ll discuss key procedural tips, lessons learned, areas for improvement and approaches that won – and lost – business.
Panelists:
Matt Todd, Managing Director, Legal Business Solutions, Elevate
Peter Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton LLP
Scott David, Senior Manager – Service Support, Vorys, Sater, Seymour and Pease LLP
Can We See What They See? A Preview of What Law Department Analytics Tools Look Like
Aug 31, 3:30–4:30pm
Take a look behind the curtain at the tools clients use to track their law firms’ productivity, costs and performance. Hear from clients about what they are using now and building for the future. Gain a greater understanding of how law departments are using the data gathered to drive decision-making. (Further reading on this topic can be found here)
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Molly Perry, COO, Hewlett Packard Enterprise Law Department
Kevin Clem, Managing Director, HBR Consulting
Data Mining: Leveraging Information To Make Strategic Decisions
Sept 1, 11am–12pm
Everyone talks about big data, but few have done more than scratch the surface to figure out how their data can guide strategic decision-making. How can data be used to make smarter decisions? What tools and techniques are available to legal practitioners? How can the insights from data lead to sustainable competitive advantages? Hear about the state of big data in law from a leading industry advisor and learn from law firm and corporate legal department experts as they walk through real-life case studies of how they are turning data into actionable strategic information.
Panelists:
Liam Brown, Founder and Executive Chairman, Elevate
Chris Emerson, Director, Practice Economics Bryan Cave
John A Metz, Chief Legal Administrator, PNC Bank Legal Department
Elevate Leads Interactive Session at ACC Legal Ops Conference
The Legal Ops Investor
June 24, 2016 11:15am (Session 1001) | Chicago
Legal Ops leaders must make difficult choices with limited funds, weighing the pros and cons of competing options. This interactive session explores how to maximize the value of those decisions through small group exercises and discussion. With a hypothetical budget to invest in legal ops projects/initiatives drawn from real-world examples, small groups must decide how to allocate their funds, rationalizing how they use their funds and why, drawing practical conclusions that can be applied to their real world legal departments.
Facilitators:
Matt Todd, Managing Director, Legal Business Solutions, Elevate
Kunoor Chopra, VP, Legal Services & Strategic Accounts, Elevate
Elevate Presents at LMA P3 Conference
Cael LPM Demo: Going Beyond the Numbers to Demonstrate Firm and Matter Value
May 17–18, 2016 | Chicago
Elevate hosts a demo (May 18, 10:25–10:45am) illustrating how successful LPM models use practical processes and tools to monitor progress, communicate material risks, report on key updates and share information both within the team and with the client. Learn how lawyers are using Cael LPM™ to project those aspects of their matters.
Presenters:
Pratik Patel, VP Legal Business Solutions, Elevate
John Rowley, Cael LPM Success Manager, Elevate
Throughout the conference, Elevate will be available to discuss Cael LPM™ and our other Cael™ apps.
Elevate Attends Legal Innovation & Tech Fest
May 16–17, 2016 | Melbourne, Australia
Elevate is proud to support and attend the launch of Legal Innovation & Tech Fest.
Elevate Speaks at Corporate Legal Operations Institute
May 2–4, 2016 | San Francisco
As proud Platinum sponsors of the first annual conference organized by the Corporate Legal Operations Consortium (CLOC), Elevate co-presents several sessions:
Legal Ops Dept Maturity Model: How do you rate?
May 2, 10:45–11:45am
Developing a strong legal operations function is critical to optimizing the performance and efficiency of any legal department. But that begs the question: what does a strong legal operations function look like? How many people, if any, should be on your legal ops team? What levels of experience should they have? To whom should they report? And what should legal ops be doing—and in what order–to optimize performance and drive efficiency?
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Jeff Franke, Chief of Staff and Sr. Director of Global Legal Operations, Yahoo
Kevin Clem, Managing Director, HBR Consulting
e-Billing Review Process: Google’s Journey to Best Practices
May 2, 2:30–3:30pm
Legal Invoice Review is a critical component to the overall outside counsel and spend management process. However, it is often loosely delivered or absent altogether in most law departments. However, when legal invoice review is appropriately combined with the power of eBilling, the benefits can be substantial. Only one problem – lawyers hate to review bills!
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Mary O’Carroll, Head of Legal Operations, Google
Using Project Management and Simple RFPs When Engaging a Law Firm
May 2, 4–5pm
RFPs can be a useful tool during the selection stage of the matter lifecycle, but they come in many shapes, colors and sizes. Where and when should they be used, and how can they be simplified? The three members of our panel will give their experiences from three different perspectives: the corporate legal department, the law firm and the consultant bridging the gap.
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Ken Callander, Managing Principal, Value Strategies LLC
David Cunningham, Chief Information Officer, Winston & Strawn
Extending and Enabling the Law Department: Legal Procurement Support
May 3, 9:15–10:15am
Law departments initially began using Legal Services Outsourcing companies with a heavy focus on labor arbitrage, but the LSO industry has evolved significantly over the last decade in terms of the services provided, the service delivery models available, and the value provided.
Panelists:
Andy Banquer, Director, Contract Solutions, Elevate
Connie Brenton, Chief of Staff and Sr. Director of Legal Operations, NetApp
Stephanie Corey, Chief of Staff and Sr. Director, Legal Operations, Flex
Build Versus Buy – e-Billing and Other Data Dashboards
May 4, 10:30–11:30am
With all of the talk about big data, data analytics, and defining core metrics, figuring out how to present the results of your analysis in a clear, thoughtful manner—and ideally in a way that allows for filtering the data for more views real time—is just as important.
Panelists:
Peter Eilhauer, Director, Legal Business Solutions, Elevate
Cecilia Yoshida, Manager of Legal Operations, Yahoo
Kevin Clem, Managing Director, HBR Consulting
Also attending the conference from Elevate:
- Liam Brown, Founder and Chairman
- Kunoor Chopra, VP, Legal Services & Strategic Accounts, Elevate
- Mark Redmayne, VP Business Development
- Dan Coll, General Counsel and Corporate Secretary
- Jake Hills, Senior Manager, Legal Operations
- Ron Dappen, Director, Marketing
Elevate Sponsors Client Choice Awards
Presented by Australian Financial Review and Beaton Research + Consulting
March 8, 2016 | Sydney, Australia
Elevate proudly sponsors these prestigious professional services awards, which are based on extensive research conducted with actual buyers and users of professional services. Clients surveyed include business owners, CEOs, CFOs, senior line managers, in-house professionals, purchasing professionals, and others, and they are asked to rate firms’ brands and performance in delivering services on a range of criteria including quality, value for money, price, and innovation.
At the awards gala, our own James Odell presents awards to winners in the Law Firm category.
> View event website…
Elevate Attends LegalTech
Feb 1–4, 2016 | New York City
Elevate attends LegalTech, where we’re available for meetings and demos of Cael LPM™ and our other Cael™ apps.
Elevate at ILTACON 2015
Aug 30–Sept 3, 2015 | Las Vegas
Throughout the week, Elevate will be in booth #324 to chat and share information about our flagship technology product, Cael LPM, as well as recent additions to the Cael™ apps suite, including Cael Vision (data analytics) for Law Firms and Cael BillPrep (streamlined pre-bill editing).
On Tuesday evening, the ILTA Distinguished Peers Awards will be announced. Elevate is honored to be awards finalists in two categories: ‘Innovative Solution Provider of the Year’ and our own Pratik Patel for ‘Consultant of the Year’.
On Thursday morning, Elevate presents a 5 minute overview of the work that precipitated our Innovative Solution Provider of the Year award nomination, alongside 10 other award nominees (each presenting for 5 minutes). This one hour program (9–10am on the main stage) promises to be an interesting “speed tour” of legal innovation.
On Thursday afternoon, Liam Brown participates in a two-part, hands-on process improvement series called “Reboot Your Billing Process” aimed at reimagining and re-engineering this linchpin administrative function. Part I focuses on defining the requirements for a successful billing process and identifying current opportunities for improvement, including turnaround, accuracy and the growing demand for billing-related information. Part II focuses on developing recommendations for billing best practices, including exploring changes to process and tools and training to better meet the needs of internal and external customers and clients.
Part I, 1:30–2:15pm, Sept 3 (#154)
Part II, 2:30–3:15pm, Sept 3 (#166)
Panelists:
Liam Brown, Elevate Services
Jarmila Pencikova, Osler, Hoskin & Harcourt LLP
John Thompson, UPS World Headquarters
Jason Murray, Perkins Coie
On Thursday evening, Elevate is the exclusive sponsor of the ILTA karaoke bar at the official closing night networking event. Join us, mingle with the Elevate team, and unwind.
> View event website…
Elevate and Seal Software Present Webinar
A Break-up Can Be Hard – Know How to Maximize the Value of Divestitures
June 11, 2015 | 9am Pacific / 12pm Eastern / 5pm London
Bill Mooz of Elevate and Mike Cram of Seal Software discuss strategies to ensure spin-offs and corporate splits are as effective as possible. Topics include: 1) business challenges involved in a typical divestiture; 2) how to efficiently manage timelines, risks and expectations in the divestiture process; and 3) emerging technologies that can make the process more efficient.
> Register for complimentary webinar…
Elevate Speaks at LMA P3 Conference
Common Ground, Common Sense: Reaching Consensus in Structuring LPM Programs
June 9–10, 2015 | Chicago
Elevate hosts a panel discussion (June 9, 3:45–4:45pm) examining what actually happens when lawyers begin using legal project management frameworks and supporting technology. A panel of LPM experts compare notes and share insights on requested features, process steps, and how to better manage lawyers’ first experiences with LPM.
Panelists include:
Pratik Patel, VP Legal Business Solutions, Elevate Services
Rick Kathuria, National Director, Project Management and Legal Logistics, Gowlings
Terri Gavulic, Director of Legal Support, Fisher & Phillips
Also at the conference, Elevate presents brief demos (June 10, 10:20–10:45am) of Cael LPM™ and Cael Vision™, with more in-depth demos available on an individual basis.
> View event website…
Elevate Hosts Panel Discussion at ACC Legal Operations Conference
The Right Things in the Right Order: Sequencing Legal Ops Initiatives
June 3, 2015 – 4pm | Chicago
Moderated by Liam Brown, Elevate hosts a panel discussing the order in which legal operations leaders choose to undertake major initiatives. Quick wins can create savings – in terms of cost, time, or both – that fund more complex subsequent projects. Likewise, some projects lay the groundwork for others from an organizational or change management perspective. Our panelists deconstruct how they determined what to do and when.
Panelists:
Aine Lyons, Vice President and Deputy General Counsel, Worldwide Legal Operations, VMware
Brian Hupp, Director, Legal Operations Strategy, Dolby Laboratories
Connie Brenton, Chief of Staff and Director of Legal Operations, NetApp
Liam Brown, Founder and Chairman, Elevate
> View event website…
Elevate Attends CLM Medical Legal Summit
June 3, 2015 | Chicago
Organized by the Claims and Litigation Management Alliance, the 2015 Medical Legal Summit provides current practical knowledge, tools and techniques for use in day-to-day claims work or litigation practice. Elevate representatives attend to share information about our Med Legal Services.
> View event website…
Elevate Attends LegalTech
Feb 3–5, 2015 | New York City
Elevate attends LegalTech, where we’re available for meetings and demos of Cael LPM™ and our other Cael™ apps.
> View event website…
Kevin Colangelo Speaks at Texas A&M School of Law
Alternative Legal Service Providers and the Future of Law
Jan 22, 2015 | Dallas
Elevate’s Kevin Colangelo participates in a panel discussion sponsored by Texas A&M University School of Law. The panel discusses the role of non-law firm legal service providers in the legal market and how they affect and complement the work of lawyers.
Panelists include:
Kevin Colangelo, Vice President, Elevate Services
John Suh, Chief Executive Officer, LegalZoom
Milan Markovic, Professor, Texas A&M University School of Law
> View event website…
Pratik Patel Moderates Webinar Hosted by Viewabill
A Roundtable Discussion on Improving the Attorney-Client Relationship Though Innovation
Dec 19, 2014 – 1–3pm EST | Free webinar
Lawyers are looking for new ways to compete and position themselves as being at the forefront of an oversaturated market, and clients are demanding more efficiency, transparency, and affordability from their legal service providers. This roundtable discussion explores ways to improve those relationships through innovation. Pratik Patel moderates a segment focusing on what to look for when considering implementing legal technology and where the next phase of innovation is headed.
Panelists include:
Connie Brenton, Chief of Staff and Director of Legal Operations, NetApp
Gavin Gray, Chief Information Officer, Perkins Coie
Justin Liu, Associate General Counsel, MGM International
John McManus, Executive Vice President and General Counsel, MGM International
Peter Lane Secor, Director of Strategic Pricing and Project Management, Pepper Hamilton
> Register for free webinar…
Kevin Colangelo Speaks at ACC Ontario Chapter Event
Legal Innovation
Nov 19, 2014 – 12:00–1:30pm | Toronto
Elevate’s Kevin Colangelo joins a panel to discuss challenges faced by in-house counsel and the latest trends in service delivery. Hosted by McCarthy Tétrault, this free event examines how in-house departments are reducing legal spend and looking more and more to their law firm providers to innovate in the way they deliver legal services.
> View event information…
Elevate Speaks on Two Panels at ACC Annual Meeting
Exposing Legal Project Management Myths: The Truth Behind What Works and What Doesn’t
Oct 29, 2014 – 9am (Session 108) | New Orleans
Without a doubt, implementing a successful legal project management (LPM) program is no easy feat. LPM can include various responsibilities, such as coordination, planning, monitoring and issue escalation on matters. But as with every emerging practice, there are myths about LPM, such as “LPM is too complex and can interfere with the legal aspects of the matter” and “Finding the right fit for the PM role is impossible.” These myths can cause some law departments and law firms to quit LPM before they even get started. Hear firsthand how some pioneers – in-house counsel at varying levels – debunked the myths around LPM and developed practical strategies for making it work within their environments.
Panelists:
Pratik Patel, VP Legal Business Solutions, Elevate
Rick Kathuria, National Director, Project Management Office & Legal Logistics, Gowling Lafleur Henderson
Doug Luftman, Chief IP Counsel & VP Innovation Services, NetApp
Chris Fowler, General Counsel UK Commercial Legal Services, British Telecom
Extending the Law Department Into the Legal Ecosystem: Going Beyond Outside Counsel, Legal Staffing Providers and LPOs
Oct 30, 2014 – 9am (Session 508) | New Orleans
Companies are demanding more than ever from their legal departments but spending less. This panel will discuss how innovative law departments are meeting this challenge by using a portfolio of insourcing, outsourcing, technology, benchmarking, analytics and project management techniques to create and manage a legal ecosystem of law firm and non-law firm LPOs, for law department operations and substantive legal services.
Panelists:
Liam Brown, Founder & Chairman, Elevate
Connie Brenton, Chief of Staff & Director of Legal Operations, NetApp
Gavin Gray, CIO, Perkins Coie
Christian Lawrence, CEO, Discovia
> View ACC event information…
Liam Brown Speaks on Panel at Law Firm COO & CFO Forum
Is the Legal Market Poised for Disruptive Change?
Oct 23, 2014 – 10:45am session | New York
The list of industries that have undergone disruptive change resulting from shifts in competition and technology is long – from the steel industry to automobile manufacturers and travel agents to stock brokers. This panel will discuss the symptoms that signal a fundamental change for the legal industry – change that could reorder the competitive landscape and threaten the positions long enjoyed by many market-leading firms.
Moderator:
Carolyn Casey, Esq., Leader, Legal Product Management & Marketing, Iron Mountain
Panelists:
Liam Brown, Founder & Chairman, Elevate
Firoz Dattu, Founder & Chief Executive Officer, AdvanceLaw
Matthew Faustman, Co-Founder & Chief Executive Officer, UpCounsel
Bruce MacEwen, President, Adam Smith, Esq.
> View event information…
Jack Diggle Presents a Webinar Hosted by The Legal Review
The Increasing Sophistication of the Legal Services Buyer
Oct 17, 2014
Jack Diggle, Elevate’s head of consulting for EMEA and former Head of Strategy for Barclays Group Legal, explains how legal purchasers are changing the profession by driving law firms to adopt new technologies, working methods and pricing models.
> Watch video online…
Kevin Colangelo Speaks at ALA Corporate Law Department Symposium
Only Fools Rush In: A Practical 5-Step Approach for Building a Successful AFA Strategy
Oct 15, 2014 – 10:30am session | New York
The concept and benefits of alternative fee arrangements (AFAs) seem to have caught most General Counsel’s eyes. It’s an appealing method for reducing legal spend and increasing predictability. As a law department administrator, who is often tasked with implementing an AFA approach, what practical steps can be taken to build a successful AFA strategy? How can data be used to help define fair market value of legal services? And what types of AFAs are most fitting for different types of work? All these questions and more will be discussed during this interactive session.
> View event information…
Pratik Patel Speaks at CustomerConnect Live
Demonstrating Value Through Analytics: An Information-Driven Approach to Managing Legal Spend and Aligning Value
Oct 6, 2014 – 1:10–1:55pm | Nashville
Pratik Patel discusses practical steps that law departments are taking to capture the right information, generate the right benchmarks/analytics and use data in meaningful ways to reduce legal spend and improve how they manage outside counsel.
> View event information…
Jack Diggle Leads Roundtable at Future of Law Summit
Helping GCs Navigate Legal Services Supply Options in the Changing Legal Landscape
Sept 30, 2014 – 3:00–4:15pm | London
Jack Diggle leads a discussion of the wide variety of choices facing GCs today, including the use of secondees vs contract lawyers; law firms, managed services and LPO providers; and various contracting models. This session is part of a premier event examining what lies ahead for the legal profession and how it can respond masterfully to the new world. Leaders from other industries will give their views while financial experts talk law firm economics, invigorating legal business and improving the bottom line.
> View event information…
Liam Brown Speaks on Law Firm Pricing Webinar
Law Firm Strategic Pricing and Legal Project Management: Negotiating Fees and Pricing, Creating Efficiency and Cost-Effectiveness
Sep 25, 2014 – 2:00–3:15pm Eastern US Time
As law firms continue to face pressure from clients to manage legal costs and develop pricing strategies that deliver value and predictability – without undermining profitability or decreasing billable hours – pricing has become more complex. More and more firms are employing legal project management techniques to control legal spend. This webinar explores the latest tools and approaches that law firms are using to develop pricing and legal project management practices that are fair, collaborative, and align firm pricing with client-defined value.
Panel:
Liam Brown, Elevate
Melissa Prince, ReedSmith
> View event information…
Liam Brown Speaks on Panel at ILTA Annual Conference
Impacting Your Bottom Line with Business Process Management
Aug 18, 2014 – 11:00am session | Nashville
While change for the sake of change is foolish, change undertaken when it is needed is wise. How do you identify business processes in dire need of being revisited and improved upon? Learn to dissect an existing business process, quantify performance, eliminate inefficiency and then reassemble a process that impacts your bottom line. The panel will also focus on establishing controls and continuing to monitor efficiency and process quality.
> View event information…
Panel:
Liam Brown, Elevate
Michelle Mahoney, King & Wood Mallesons
April Brousseau, Norton Rose Fulbright
Connie Brenton, NetApp Legal Department
John Croft Speaks at ReInvent Law London Conference
Legal Project Management – The ‘Just Enough’ Approach
June 20, 2014
John Croft shares insights from Elevate’s work helping leading Canadian law firm Gowlings to implement a lean approach to legal project management. Using real-world examples, the talk will focus on practical ways to achieve success through simplicity.
> View event information…
Elevate Speaks on Two Panels at LMA P3 Conference
A Practical Approach to LPM — Why ‘Just Enough’ is Just Right
Co-presented with Gowlings
June 12, 2014 – 11:30am session | Chicago
Mark Tamminga and Rick Kathuria of leading Canadian law firm Gowlings join Pratik Patel and Kevin Colangelo of Elevate to examine the firm’s journey to implement a “just enough” approach to legal project management. Discussion includes practical considerations and strategies used to overcome the behavioral and technological challenges of implementing a successful legal project management solution.
Panel:
Kevin Colangelo, VP Client Relations & Strategic Communications, Elevate
Pratik Patel, VP Legal Business Solutions, Elevate
Mark Tamminga, Leader, Innovation Initiatives, Gowlings
Rick Kathuria, National Director of Project Management and Legal Logistics, Gowlings
Navigating the New Normal — Where to Start
Co-presented with Akin Gump and TyMetrix
June 13, 2014 – 9:45am session | Chicago
Elevate’s Peter Eilhauer joins Akin Gump’s Toby Brown and Holly Montalvo from TyMetrix Legal Analytics to discuss how firms can use a data-driven approach to align internal performance against market benchmarks and cultivate better, more transparent relationships with clients.
Panel:
John Strange, Director Pricing & Legal Project Management, Baker Botts
Toby Brown, Chief Practice Officer, Akin Gump
Holly Montalvo, Director Legal Analytics – Law Firm Segment, TyMetrix
Peter Eilhauer, Manager Legal Business Solutions, Elevate
> View complete LMA P3 Conference schedule…
Kevin Colangelo Leads Panel Discussion on Competitive Intelligence in the Modern Law Firm
‘Why us?’ – Bringing Your Analyses to Clients
June 4, 2014 – 3:30pm session | New York City
In a buyers’ market, lawyers have become more focused on how to articulate their value proposition to clients. However, this is often at the expense of two critical elements of trusted relationships: (1) what clients actually need, and (2) how the firm is prepared to respond to what competing firms are offering. How can lawyers credibly and convincingly weave their CI analyses into relationship discussions? Do clients feel that a more aggressive CI strategy results in better lawyering? Are traditional sales skills (e.g., structured questioning) useful in conveying how a lawyer stacks up against the competition?
> View event information…
Panel:
Kevin Colangelo, VP Client Relations & Strategic Communications, Elevate
Hans T. Haglund, Chief Bus. Dev. & Marketing Officer, Blank Rome
Brian Houk, Senior Vice President, Global Client Development, ShiftCentral
Pratik Patel Leads Webinar for Project Management Institute
A ‘Just Enough’ Approach To Legal Project Management: 5 Simple Ways to Strengthen Transparency, Efficiency and Outcomes
May 22, 2014
Pratik Patel leads a discussion on the emerging practice of legal project management (LPM) and how best to implement it. Joining him is Rick Kathuria, National Director of Project Management and Legal Logistics at Gowlings, a leading Canadian law firm, which recently implemented a lean approach to LPM.
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Pratik Patel Leads Webinar for Bridgeway University
A ‘Just Enough’ Approach To Legal Project Management: 5 Simple Ways to Strengthen Transparency, Efficiency and Outcomes
May 21, 2014
Joined by Rick Kathuria of Gowlings, a leading Canadian law firm, Pratik Patel discusses the rapidly emerging practice of legal project management (LPM) and how best to implement it.
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Kevin Colangelo Speaks on Business Intelligence and Analytics in the Legal Profession
Objective Business Strategy: What Are Law Firms Trying to Measure, and Why?
Apr 24, 2014 – 10:00am session | New York City
Lawyers and law firms are tasked with providing predictions to their clients concerning both outcomes and the cost associated with pursuing those outcomes. What sorts of metrics or analytics are firms leveraging to help run the business and/or monitor progress toward achieving its goals? This panel discussion will speak to the identification and development of metrics as well as infrastructure changes and enabling technology used to drive business strategy in law firms today.
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Panel:
Kevin Colangelo, VP Client Relations & Strategic Comm., Elevate
Greg Negus, Chief Financial Officer, McGuireWoods
Larry Kleinberg, Chief Financial Officer, Munger, Tolles & Olson
Matthew Olsen, VP Senior Bus. Dev. Manager, Chadbourne & Parke
Kunoor Chopra Speaks at the Association of Professional Responsibility Lawyers
The Evolving Practice of Law: Insourced, Outsourced, & Online
Mar 28, 2014 – 1:15pm session
This panel will explore the changing landscape in the practice of law. The advent of technology and the economic realities of the past few years have given rise to alternative models for practicing law. Some law firms are using legal process outsourcing companies, owned or co- owned by non-lawyers, to maximize efficiency and minimize costs. Other firms are establishing their own ancillary businesses to benefit from non-lawyer investment and outsource their administrative and paralegal services. Still others are developing a third tier of attorney position – contract attorneys – and establishing in house e-discovery and document review centers. There is also a growing presence of companies and law firms who are making documents available or rendering services online. Ethical implications abound and our panelists, who are all traveling in this new terrain, will share their insights and experience.
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Kunoor Chopra Presents Alongside Authors of New LSO Book at IAOP World Summit
The Rise of Legal Services Outsourcing
Feb 17, 2014 – 4:30pm session
The Rise of Legal Services Outsourcing, a must-read scholarly analysis of our marketplace, is based on a large research project examining data from 27 LSO providers, 5 client case studies, and interviews with GCs and leaders of LSO providers, including Elevate Founder and Chairman Liam Brown. In this session, the authors share their findings about how LSO contributes to the transformation taking place in the market, best practices for successful LSO engagements (based on real case studies), and trends in the marketplace.
Presenters:
Professor Mary Lacity, University of Missouri
Professor Leslie Willcocks, London School of Economics
Kunoor Chopra, VP Strategic Accounts, Elevate
Special giveaway and book signing
Compliments of Elevate, 100 hardcover copies were given away at the IAOP World Summit, where the authors were present to sign them. We hope you enjoy this insightful book and find it useful.
> Buy a copy from the publisher
> Buy a copy on Amazon
> Buy a copy on Barnes & Noble.com