ILTA Voices

In this podcast interview, the speaker will provide a key overview of the build vs buy decision in uncovering Ballard Spahr's new AI tool "Ask Ellis." In addition, we will discuss what initial work they had to do with clients if they are using any of their client documents for fine tuning or RAG style solutions. Finally, we will highlight the various three assistants, which are chat, draft and analyze features. Moderator: Chris Hockey, Manager, Information Risk & Governance, Alvarez & Marsal Speaker: Lisa Mayo Haynes, Director of Technology Innovation, Ballard Spahr LLP

In this podcast interview, the speaker will do a deep dive into what skills are needed for corporate legal departments to stay on top of all the various new technologies. Moderator: @Andrea Shirey - eDiscovery Expert, Bayer Corporation Legal Department Speakers: @Reid Cram - Product Marketing Manager, NetDocuments @Paul Park - Director, BDO USA

In this podcast session, the speaker will highlight the importance of addressing the emotional and psychological aspects of change. They will also recognize the human factors in change management, learn strategies for addressing emotional and psychological aspects of change and understand the impact of change on employees. Moderator: @Rachel Baiden - Global Technology Training Manager, Squire Patton Boggs (US) LLP Speaker: @Paul Russell - Disruptive Thinking Coach, Evenifitwasfree

As M365 continues to rapidly expand its feature set, law firms face increasingly complex decisions about tool adoption and implementation. These decisions have historically lived within the IT department, potentially missing valuable input from knowledge management teams, innovation specialists, and end users. In this podcast, the speakers explored how firms can evolve their M365 governance model. Moderator: @Megan McMillin - Practice Innovation Manager, Cleary Gottlieb Steen & Hamilton LLP Speaker: @Faith Drewry - User Experience Architect, Bryan Cave Recorded on 03-31-2025.

Tony McKenna shares how he started on his journey with ILTA, how it has effected his life and career, his experience, and his insight into the future of ILTA.

In this podcast interview, the speakers will discuss about how GenAI training often centers on the technology itself. Technology aside, what are the professional skills and qualities we need to amplify, train, and focus on in within legal technology teams in the coming years to meet advances in generative AI? Moderator: Helen Stocklin-Enright, Senior Manager, Development & Operations, Perkins Coie Speakers: Melissa Berry, Director of Attorney Development, Perkins Coie LLP Tiffany Mclean, Training Manager, Warner Norcross + Judd LLP Leigh Zidwick, Sr. Director of Information Governance, DLA Piper LLP (US)

Three members of the DEI Committee attended Catalyst on March 13th and they share their highlights, takeaways and inspirations from the day. Speakers: Priti Saraswat Ravan Roddy Anna Corbett The keynote speaker referred to is Alison Fragale, author of Likeable Badass: How Women Get the Success They Deserve

In this podcast panel discussion, the speakers provided an introductory discussion on LDI and its impact on how data is reviewed, analyzed and used to identify relationship trends. Moderator: @Ravan Roddy - eDiscovery Manager, Zoetis Panelists: @Chris Acosta - Director, eDiscovery Resources, Morrison Foerster @Carl Morrison - Senior Manager, Legal Operations, Otsuka Pharmaceutical Companies (U.S.) Recorded 3-14-2025

In this world of AI, we are going to have to be more discerning to discover the truth. Sometimes the 'smoking gun' isn't real. In this podcast, the speaker will share what are some tips and tricks for finding deepfakes or altered data. In addition, they will discuss how far down the rabbit hole do we need to go and are there any tools out there that can help? Moderator: Shawn McClurg, Director of Practice Solutions, Miles & Stockbridge P.C. Speakers: Julian Ackert, Managing Director, iDiscovery Solutions, Inc Jerry Bui, Founder & CEO, Right Forensics Tristan Jenkinson, Owner and Author, eDiscovery Channel

ESI orders continue to grow and become more complex. There are certain strategies and areas to focus on depending on what side you're on. In this podcast interview, the goal is to discuss new areas that become points of contention such as discovery on discovery, hyperlinked documents, and more. Moderator: @Chris Acosta - Director, eDiscovery Resources, Morrison Foerster Speakers: @Andy Kim - eDiscovery Counsel, Munger, Tolles & Olson LLP @Cristin Traylor - Senior Director, AI Transformation & Law Firm Strategy, Relativity

KPMG has just become the first Big Four accounting company to own a law firm in the United States after Arizona approved its participation in the state’s alternative business structure program. In this podcast interview, the speaker will highlight key background information on this case, discuss if this will open-the-door to becoming the new norm, pros/cons of the ruling and discuss what are the overall key changes in the legal industry of this ruling. Moderator: Ted Theodoropoulos, Chief Executive Officer, Infodash Speaker: Debbie Foster, CEO, Affinity Consulting Recorded 3-7-2025

Hear from three past attendees of Catalyst on what to expect when attending this year on March 13th in NYC, Chicago, Atlanta, Dallas or virtually. Find out their insider tips! You can register to attend here. You can find the agenda for the day here. Speakers: Kelley Kage Mary Nehring Christine Becker

Wherever you are in your career, finding your place is still a key element for professional and personal success. Based on the blog "The Belonging Mindset: 5 Strategies to Feel at Home Anywhere" (57) The Belonging Mindset: 5 Strategies to Feel at Home Anywhere, the speaker(s) will share key elements of career and personal advancement to ensure you are not only bringing your most authentic self but also positioning yourself for success and elevation. To watch the video, you can find it here.

Join Bev Seche, Andrea Webster, Julia Montgomery and Christine Becker as they look forward to Women Who Lead's Catalyst event coming up on March 13th. Hear about highlights from the agenda, the amazing keynote speaker Alison Fragale and what you can look forward to by attending. You can register to attend Catalyst here. It will be held in-person in NYC, Chicago, Dallas and Atlanta along with a virtual option. See you there!

In this session, we dove into the critical topic of what obligations we have to track personal information (PII, PHI, PCI, PBI) that firms are storing. We explored effective strategies for tracking this sensitive data and discussed the best practices businesses can implement to ensure compliance. Learn how to report this information accurately to clients and risk insurance companies, while minimizing risks and maintaining data security. Whether you're in a small firm or large enterprise, this episode offers valuable insights on safeguarding personal data and meeting reporting requirements. Moderator: @Madeleine La Cour- Director, Business Intake and Records, Baker Botts L.L.P Speaker: @Randy Curato- Vice President-Senior Loss Prevention Counsel, ALAS, Lt Recorded on 02-19-2025.

This episode, we're joined by our EVOLVE 2025 Co-Chairs Kenneth Jones and Joshua Smith to learn what's new at EVOLVE this year.

Is your firm or business ready for the European Accessibility Act (EAA)? In this podcast, the speakers broke down this game-changing regulation, exploring who needed to comply, key deadlines, and how to meet accessibility standards. From practical steps to enforcement measures, we covered everything you needed to know to stay ahead of the 2025 requirements. Moderator: @James MacGregor - Founder and Managing Director, Ethical eDiscovery Speakers: @Yves Heuser - Associate, SKW Schwarz @Johannes Schäufele - Partner, SKW Schwarz Recorded on 01-30-2025.

Critical thinking is prized by lawyers and technologists alike. When applied inwardly, however, self-criticism can undermine our self-esteem. Join us for this engaging podcast to kick off the new year. Our guest speakers, Jordana Confino and Dave Lu, will share insights, personal experiences and scientifically proven tips to help you tame your inner critic and unleash your potential. Moderator: @Christine Dauchez - Director of Knowledge & Innovation, Paul, Weiss Speakers: Jordana Confino - Founder and CEO, JC Coaching & Consulting Dave Lu - Founder and Managing Partner, Hyphen Capital Recorded 1-29-2025

Pitches and proposals have long been essential tools for securing new business for firms. Traditional methods of creating these documents can be time-consuming, and many marketing departments lack the dedicated bandwidth to handle them efficiently. However, the advent of AI offers a solution to these challenges by streamlining the process. The use of AI transforms how firms respond to RFPs and pitches, promising significant time savings. But is this efficiency worth the potential challenges it introduces? In this podcast interview, the speakers delved into the benefits and drawbacks of leveraging AI in pitch and proposal creation. Moderator: @Tara Patterson - Marketing Technology Manager, Orrick, Herrington & Sutcliffe LLP Speakers: @Jeff Lagana - Director of Enterprise Operations & Security, Buchanan Ingersoll & Rooney PC @Ray Meiring - CEO, Qorus Docs Recorded on 01-27-2025.

In this episode, take a look back at highlights from our DEI episodes in 2024. You will hear from: Priti Saraswat Professor Jang Giulia Paparella Judge Neales Michele Gossmeyer Shannon O'Connor Shereen Samuels Alexa Kokinos Pothier Karina Willes

In this podcast interview, the speakers will discuss and uncover the partnership between Buchanan Ingersoll and NetDocuments (PatternBuilder Max) and the implementation process. Moderator: Nancy Griffing, President 3545 Consulting - Global Speakers: Scott M. Angelo, Chief Information Officer, BIPC Jared L. Gullbergh, Director - Shared IT Services and Information Governance, BIPC Michael Hill - Director of Product Marketing, NetDocuments

Zoom Rooms, Teams Rooms, Owl Cams, Smart Mics, what are the new emerging technologies to enable real time collaboration and what risks and caveats do they come with? How do we make spaces that quickly (instantly?) flip from comfy team collaboration rooms to an extension of the court? Moderator: @Thomas Witherspoon - Senior Systems Support Engineer, Sidley Austin LLP Speakers: @Thomas Burns - Senior Account Manager AVI Systems-Transforming Business with Technology Solutions, AVI Systems @Jesse Dominguez - Sr. Design Engineer, Facility Solutions Group, FSG @William Grady - Director of Information Technology, Conn Kavanaugh Rosenthal Peisch & Ford LLP Recorded on 01-15-2025.

Hear first hand from Melissa Ballesteros and Barbara Gondim da Rocha on why they joined a legal tech mentoring program. What were their fears? How did they benefit? Hear their first hand stories and learn how you too can benefit from mentorship. Connect with Melissa here. Connect with Barbara here. Join the myMentor program here.

Discover how legal departments are leveraging Generative AI to streamline workflows and enhance efficiencies. This podcast will dive into the use cases and practical applications, compliance concerns, and risk management strategies for in-house legal departments deploying AI. Uncover what it takes to harness GenAI’s potential while navigating ethical and legal challenges. Moderators: Matthew Kohel - Partner, Saul Ewing LLP Leah Leyendecker - Partner, Saul Ewing LLP Speakers: Mayura Iyer Noordyke - Trademark Counsel for Global IP, Medtronic Travis Zimbelman - Strategic Advisor and Freelance Consultant

ILTA's 2024 DEI Climate Survey has been released and we speak with Amy Monett and Karina Willes to get an inside scoop on the results. Does DEI matter? Has ILTA improved their DEI efforts? Hear their insightful discussion now and don't forget to go get your copy of the survey to read the full report.

Join moderators Missy McDonough and TaShika Lewis as they explore the perfect timing for change management, training, and innovation teams in legal tech initiatives. Change management expert Julia Montgomery shares practical insights on early engagement, driving lawyer adoption, and navigating the evolving tech landscape, including AI. Learn proven strategies to score projects, build buy-in, and deliver successful technology transformations in law firms. Moderators: @TaShika Lewis - Manager of User Education, Kelley Drye & Warren LLP @Missy McDonough - Senior Applications Manager, Bricker Graydon Speaker: @Julia Montgomery - Director of Practice Enablement, King & Spalding LLP Recorded 12-19-2024

In this episode, hear how the head of Diversity, Equity and Inclusion at a global law firm helps advance DEI, develop tangible goals and initiatives, and measure progress. Gowlings Shereen Samuels Ginevra Saylor Canaan Himmelbaum

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Alma Asay. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Terri Mottershead. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Caryn Sandler. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Aalia Manie. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

The series "Influential Women in Tech" features in-depth interviews with ILTA's Influential Women in Tech award winners. Each episode spotlights one inspiring woman who’s transforming the legal technology landscape. This episode highlights Ginevra Saylor. Hear all about her journey, achievements, and the challenges she’s overcome, offering inspiration and practical advice for anyone passionate about innovation and leadership.

In this podcast panel interview, the panelists will discuss the pros and cons of moving from a server based eDiscovery system to a Cloud based one, what are the benefits, what are the risks and what are helpful tips and tricks. Moderator: @Shawn McClurg - Director of Practice Solutions, Miles & Stockbridge P.C. Panelists: @Rick Clark - VP, CloudNine @Rachel McAdams - Senior Consultant, Sky Discovery @Christy Weisner - Senior Manager, Practice Innovation & Litigation Services, Paul Hastings Recorded 11-8-2024

The session aims to explore the transformative impact of technology on the legal industry. Listeners will gain insights into the latest legal tech trends, understand the benefits and challenges of integrating technology into law practice, and learn strategies for successful transformation. In addition, it will also highlight the importance of tech competency in enhancing client service and competitiveness in the legal market. Co-Moderators: @Leticia Naqvi - Data Analyst, Ogletree Deakins @Aaron Barbee - Learning Systems Administrator, Husch Blackwell LLP Speaker: @James McKenna - Chief Information Officer, Fenwick & West LLP Recorded 11-7-2024

GenAI technology provides groundbreaking opportunities for corporate law departments to innovate the legal service delivery model, take the wheel on legal costs, and strategically implement use cases which can drive these opportunities for their companies. Join us in this podcast panel interview to learn how in-house teams are using these tools to steer their organizations towards meaningful change in legal service delivery. Our panel will also discuss the environment in which we are making decisions, how to strategically insert GenAI in technology roadmaps, expectations on what tools can do, and how new technologies are changing the law firm/law department relationship. Additionally, we will explore how legal industry regulators are starting to govern AI use. Moderator: @Reid Cram - Product Marketing Manager, NetDocuments Speakers: @Brad Blickstein - Principal, Blickstein Group, Inc. @Thomas Daemen - Associate General Counsel, Microsoft Corporation @Ed Sohn - Global Head of Insights and Innovation, Factor Recorded 11-6-2024

The Digital Operational Resilience Act (DORA) is an EU regulation that will apply as of January 17th, 2025. Its goal is to strengthen the overall information and communication technology security of financial entities in the remit of the 3 ESAs and ensuring that the financial sector in Europe is able to stay resilient in the event of a severe operational digital disruption. In this podcast, we hope to learn more about how DORA will specifically impact law firms that work with banks. Moderator: @Leigh Zidwick - Sr Director Info Governance, DLA Piper LLP (US) Speaker: @Jonathan Armstrong - Partner, Punter, Southall Law Resources: FAQS - EU DORA Regulation & Operational Resilience Requirements - Punter Southall Law DORA Legislation Recorded on 11-04-2024.

In this discussion with Rabiya Hirji, Giulia Paparella shares her professional journey from practicing law to leading customer success at a legal technology company. Giulia provides practical tips for creating a strong community and ensuring equity in hiring and team development. Giulia also highlights the critical role of corporate culture, the importance of allies and mentors, and the value of celebrating small wins in fostering an equitable workplace environment.

We are increasingly seeing the merging of these two systems as well as a growing collaboration between knowledge management and business development as firm functions. In this session, we will explore why combining KM and Business Development capabilities have created a huge competitive advantage for firms by curating firm intelligence around “what we do” with “who we know” to capitalize on growth opportunities. We will explore themes such as: 1. Factors driving this trend 2. Strategic advantages of building Experience + CRM programs 3. Types of data captured and tools used and the influence of AI 4. Tangible use cases 5. Key tips and pitfalls for launching Experience + CRM initiatives Moderator: @Paul Giedraitis - CEO, Orgaimi Speakers: @Carrie Remhof - Senior Firm Intelligence Manager, Troutman Pepper @Jaclyn Walkins - KM Enablement Manager, Sidley Recorded on 10-29-2024.

From the pandemic to climate change, geopolitical unrest, macroeconomic instability, and technological disruption, we are living in a time of unprecedented uncertainty. How do we navigate these uncharted waters and move from surviving to thriving in these uncertain times? My guest for this podcast is a seasoned finance and legal executive and growth advisor who will share invaluable perspectives on building the mindset and skills to lead through change and proactively shape the future. Moderator: @Christine Dauchez - Director of Knowledge & Innovation, Paul Weiss Speaker: @Jordana Confino - Founder and CEO, JC Coaching & Consulting Recorded 10-22-2024

More and more ‘attachments’ are not truly attachments anymore. In this podcast interview, we will discuss how you best deal with modern data and attachments and where are they? Moderator: Monique Sever - Litigation Support and eDiscovery Supervisor, Harper Grey LLP Speaker: Doug Austin - Editor, eDiscovery Today

In this podcast interview, we will learn best practices to achieve greater diverse teams, influence origination credits and support diverse development in legal engagements. Moderator: Caren Ulrich Stacy - CEO, Diversity Lab Speaker: @Deepa Zavatsky - Assistant General Counsel, Wells Fargo Recorded 10-16-2024

In our podcast series Legal Operations: Lessons from ACC Legal Ops Con, we sit down with industry professionals and ask the question, "What does legal operations mean to you?" In this episode, hear the insights from Laura Caponi (Bristol Myers Squibb), Elizabeth Rancourt-Smith (Tilson Technology Management), Deisha Vasquez (Zelis Healthcare). Join us for an exploration of legal operations, how it interacts with legal technology, and more on ILTA Voices.

In our podcast series Legal Operations: Lessons from ACC Legal Ops Con, we sit down with industry professionals and ask the question, "What does legal operations mean to you?" In this episode, hear the insights from Reese Arrowsmith (Campbell Soup Company), Tom Stevenson (Legal.io), and Ashlyn Donohue (Linksquares). Join us for an exploration of legal operations, how it interacts with legal technology, and more on ILTA Voices.

Shannon O’Connor (Legal Systems Manager - Squire, Patton, Boggs, Cleveland, OH) and Amy Monett (Applications Trainer – McGlinchey) discuss their professional history in the legal field and how they each arrived there, the role ILTA has played in it, and the uniqueness of Shannon’s all female team.

Ever wondered where your data lives, who’s in charge of it, and how it should be managed? Join us as we dive into the wild world of Information Governance with a sprinkle of fun and a dash of expertise! In this episode, we unraveled the mysteries of data hygiene—because clean data is happy data! We chatted about privacy functions and how they dance with legal and security realms. Plus, we tackled the big question: Who really owns your data? Is it Operations, IT, or someone else entirely? But wait, there's more! We explored the exciting frontier of AI tools and how they could impact governance. And let’s not forget the business case for tidying up that unstructured data clutter—because who doesn’t love a good data makeover? Finally, we’ll help you strike the perfect balance between keeping data accessible and maintaining order. Tune in for a lively discussion that’ll leave you smarter and more entertained than ever before. Don’t miss out—your data deserves this! Moderator: @Jack Recinto - Manager of Application Development, Vedder Price Speaker: @Rebecca Sattin - Senior Director, Partner Success, NetDocuments Recorded on 09-18-2024.

In this podcast, the speakers discussed how to right-size a security team and manage life/work balance/blending to maintain a healthy team. Questions moderator asked the speakers: -What are the biggest challenges security teams face today in terms of staffing and workload? -How can organizations determine the right size for their security teams to effectively handle the workload without overstretching their resources? -What strategies have you found effective in maintaining a healthy work-life balance for security professionals, especially in high-pressure environments? -How can technology be leveraged to alleviate some of the burdens on understaffed security teams? -What changes do you foresee in the next few years that could impact how security teams are structured and managed? Moderator: @Darren Alleyne - Director of Information Security, Morrison & Foerster LLP Speakers: @Brian Clarke - Cybersecurity Manager, Porzio, Bromberg & Newman, P.C @Joshua Smith - Manager, Information Security Governance, Risk, and Compliance, Ogletree Deakins Recorded on 09-09-2024.

Our speakers discussed using Teams and M365 Copilot to integrate silos of firm information, streamlining legal processes. Chad Ergun with Lewis Roca discussed Teams as a central point for legal process management. Carol-Lynn Grow with LawToolBox talked about how their solution illustrates a third-party tool being deeply integrated in the Microsoft ecosystem, using Copilot to create a better user experience and showing through docketing information in matter-centric Teams channels. Moderator: @Bill Bice, CEO, nQ Zebraworks Speakers: @Chad Ergun, Chief Information Officer, Lewis Roca @Carol-Lynn Grow, Chief Operating Officer, LawToolBox Recorded on 09-05-2024.

In this episode, learn how one woman built a long and successful career in legal technology and how she has encouraged and mentored other women interested in careers in legal tech.

In this podcast discussion, the speakers will explore the importance of being "commercial" in eDiscovery. Key topics include the importance of effective approaches to pricing and budgeting, and strategies for communicating the value of eDiscovery services to clients or stakeholders. The conversation will then cover the need to educate junior eDiscovery professionals sooner on the importance of being commercial, and some proposed tips and tricks to do so. Moderator: @James MacGregor - Managing Director, Ethical eDiscovery Panelists: @Rachel McAdams - Senior Consultant, Sky Discovery @Tom Quinn - Head of eDiscovery, Simmons & Simmons Recorded 8-27-2024

Join Michael Foster and Alaa Pasha as they delve into all that Maptician has to offer hybrid law firms.