ILTA Voices

In this session, the speaker discussed what are the differences between lit support and DSARs, the priorities for which DSAR work. In addition, they covered suggested processes, tips and tricks. Questions the moderator asked the speaker: • What is it about DSARs that makes them so tricky to respond to? • What sort of approaches to the DSAR problem approaches have you seen organizations try to take? Do these work? (For example, printing and redacting hard copy, hiring dedicated teams) • Why is eDiscovery technology is good solution for DSAR responses? (for example, searching, redacting, auditing, collaboration across teams) • Is there a difference between using this technology for discovery and for DSARs? (For example, the way the review is structured, how the vendor needs to be instructed, use of different types of tools in the platform) • Can you share some case studies about using eDiscovery technology to complete a DSAR / specific tasks within a DSAR response which wouldn’t have been possible otherwise? Moderator: @Rachel McAdams - Senior Consultant, Sky Discovery Speaker: @Laura Herangi - Partner, Commercial Litigation, Mason Hayes & Curran LLP Recorded on 10-19-2023

More and more vendors are making APIs available, but are they actually worth the investment? Is the data reliable? In this panel podcast, the speakers will explore the various APIs available, use cases, reliability of the content, and how law firms are leveraging external data to supplement or enhance their internal data. Questions the moderator will ask the speakers: -How did you determine what APIs were appropriate for your organization? -How did you justify your firm’s investment to invest in APIs? -What use cases did you identify, or how have you implemented the APIs in your organization? -What challenges, if any, did you face, and how did you overcome those challenges? -What advice would you give someone looking to leverage APIs in their organization? What were your lessons learned? Moderator: @Jennifer Mendez - Director of Knowledge Management Innovation, Fisher Phillips Speakers: @Stacy Rushing - Senior Knowledge Management and Data Analytics Counsel, Fisher Phillips @Paul VanderMeer - CKO at Bilzin Sumberg, LLP Recorded on 10-18-2023.

In this podcast interview, the speaker will discuss the differences between doing forensics in the cloud and doing forensics on on-premises servers and hosts. In addition, the speaker will provide a key introduction to the overall tools and techniques utilized and lessons learned. Questions the moderator will ask the speaker: -What does it mean to perform computer forensics in the cloud? How does this differ from performing computer forensics on computers and servers that are physically located within your environment? -What are the challenges of the data being volatile in a cloud environment? How do you address these challenges? -How do you validate a Cloud based collection, to ensure it completed successfully and is forensically sound? -What are some commercially available tools that are useful when performing forensics in a cloud environment? -How do you perform cloud computer forensics so that the evidence has the best chance of overcoming challenges to it being admissible at trial? Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speaker: @David Greetham - Principal, PC Forensics - Level Legal Recorded on 10-17-2023

In this podcast interview, the speaker will highlight in-depth what are the risks in the use of ChatGPT for corporations. Questions the moderator will ask the speaker: -We are hearing a lot about Generative AI and AI assistants like ChatGPT. Is this another hype as Blockchain and Metaverse? -If it is something that will stay. What is the probable impact on the legal world? -A lot of people and companies are concerned about data privacy. What is true and what is false in this theme? -How do we use that? I see that some lawyers in the US had issues using that in the wrong way. -How do we get updated about this technology? Moderator: @Marcelo Cardoso - Legal Ops Supervisor, Mercado Livre Speaker: @Leonardo Toco - Founder and CEO at GPTLAW - a LegalTech focused on GenAI Recorded on 10-12-2023

For many, the past few years since the pandemic brought lots of continual change in the legal marketplace. In order to stay relevant with like-minded individuals and keep up with emerging trends in industry, many paid more attention and time to social media to stay connected. One social media platform which has remained very popular within Legal and other key industries is LinkedIn. LinkedIn is a very effective professional development tool if utilized correctly and one that can help people achieve and/or grow their leadership skills. In this session, we will obtain important tips and tricks for unlocking the true potential of LinkedIn for legal professionals. Specifically, we will focus on how you can best share your own unique perspectives into the open for awareness, create a compelling profile, how you can easily identify networking and career opportunities and what you need to do to become a recognized 'thought leader' in the field and more. Questions the moderator asked the speaker: -What are 2-3 top tips for creating a compelling profile on LinkedIn? Any unique aspects to consider for legal -Establishing yourself as a “thought leader” can feel daunting. What approaches do you recommend to someone wanting to leverage LinkedIn to enhance their persona as a thought leader? Any unique aspects to consider for legal? -What advice do you have for a “newbie” wanting to start engaging or posting more regularly on LinkedIn? Any unique aspects to consider for legal? -What are some proven strategies for successful networking on LinkedIn? What are the no-no’s to avoid in LinkedIn networking? Any unique aspects to consider for legal? Moderator: @Brendan Miller - Legal Innovation Consultant Speaker: @Stefanie Marrone - Fractional Marketing Director/Social Media, Marketing and Business Development Strategist, Stefanie Marrone Consulting/The Social Media Butterfly Recorded on 10-5-2023

The legal industry is ripe for automation. Growing developments in generative artificial intelligence (GenAI) have made it easier for firms to generate certain content on-demand. However, has GenAI eliminated the need for traditional document automation tools? Questions the moderator will ask the speakers: -With so much hype around Generative AI, how do you continue to make a case for traditional document automation? -What are the benefits of vetted, custom templates versus what GenAI can currently pull together? -What’s the criteria for a document that is ripe for document automation? -Let’s talk about adoption and change management. How can professionals overcome resistance to document automation as an effective strategy? -How can firms measures the ROI of document automation? -Any tips or tricks for getting started or ensuring a document automation project is successful? Moderator: @Jennifer Mendez - Director of Knowledge Management Innovation, Fisher Phillips Speakers: @Matthew Basile - Special Counsel at Kelley Drye & Warren LLP and Co-founder of Naya Software @Catherine Bamford - CEO of BamLegal Recorded on 09-25-2023

The final, and last for 2023, Hopscast host and originator, Beth Anne Stuebe, sits down with Sean McGinty, for one more Hop, one more cast. With a wide-ranging conversation, this episode covers ILTACON 2023, GenAI, a legal tech road map, and much more. Sit back, grab a Hop, and enjoy!

Join us for another episode of the ILTA CEO podcast series. For the Fall issue of Peer to Peer, we sit down with ILTA CEO Joy Heath Rush and discuss ILTACON, what's new, innovative, and happening at ILTA!

“Doing the Right IT Projects” sounds simple. It should be how you to start your project lifecycle and quality methodology: Setting criteria for how IT projects are selected, prioritized and planned, and how the appropriate level of project management, quality assurance and resources are assigned. There are buckets/workstreams for large/complex IT projects and for simple projects that need only project and testing checklists. Once the right projects are in the queue, then you move on to “Doing IT Projects Right”, the initiation, planning, execution, monitoring, transition to operate and maintain, and of course, adoption. IT is then supporting business service demands and strategic goals across all IT projects in the organization. This podcast session provides a takeaway in the form of a framework for anyone who is responsible for how technologies are implemented or has to manage IT projects, or really manage any projects in a legal organization. Moderator: @Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter Speakers: @TJ Johnson - AVP, Legal Sector Strategist · Qualitest @Parita Kanevskiy - Leader of Project Management Office (PMO), Eversheds Sutherland Recorded on 08-17-2023

How are firms adopting Artificial Intelligence in the Risk Management space? Given the fast-paced and highly publicized technology trends involving AI, what are the biggest challenges organizations face today with adopting AI technologies and in particular maintaining security and compliance around client, firm, and personnel data. Questions the moderator will ask the speakers: Where do AI capabilities exist in the Risk Space? Reporting, Terms of Engagement, Conflicts Searching, Data Analytics, Records, etc. Data captured at client/matter inception is used throughout an organization, would you tell me what key factors join teams together and how organizations maintain consistency especially with AI “running in the background”? How do firms control the information and the learning? How or when does an organization begin to trust its AI? What are the fears/blocks an organization will address prior to deciding to implement AI technology? As the industry patterns dictate and pressure increases, how can organizations assess security concerns in a timely and thorough manner? How do an organizations’ client(s) fit into the mix? If an organization’s client(s) oppose the use of AI technologies with their data, how does the firm comply? What are the specific steps an organization can take to ensure a successful adoption of AI technologies? Confirmed Moderator: Elizabeth Suehr, Director of Legal Risk Systems and Strategy, Jenner & Block Confirmed Speakers: -Aaron Rangel, Director of Product Management, iManage -Bennett Borden, Partner, DLA Piper Recorded on 08-16-2023

Given the complex nature of AI and the fact that these models are not transparent, the speaker shared best tips on what do you need to know about your AI model, who built it and what is it based on? Questions the moderator asked the speaker: 1) What is and what is not AI? 2) What are AI models? 3) If you are using a pre-generated AI model what are some questions to ask: - what is it based on? - do you know how the model was trained? - is there any data in the model that may cause the model to provide you with unexpected results? etc 4) How can AI help with managing your data? IE: it can be a tool to help move redundant copies of docs from your data universe; it can summarize info in a document and know where to ‘file’ it or categorize it (info gov idea here) 5) Is generative AI useful in a legal document review setting? Discuss 6) Is this technology going to be similar to how blockchain never really caught on in legal? 7) Can natural language processing help uncover information in your data set that would be missed by pure keyword searches? (which some lawyers believe is the gold standard of search) 8) What about emotional intelligence / sentiment analysis? Moderator: @Monique Sever - Litigation Support and eDiscovery Supervisor, Harper Grey LLP Speaker: @Jay Leib - Chief Strategy & Innovation Officer, Reveal Brainspace Recorded on 08-10-2023 #LitigationSupportoreDiscovery #PracticeManagementandPracticeSupport #FutureandEmergingTechnologies

Questions the moderator will ask the speaker: -With the audience of this podcast being attorneys and other legal professionals, we have to start with the obvious question, do you see AI taking their jobs? -How do you see AI's role in the legal industry evolving in the future? -When you think of data privacy, security, governance, and compliance, what do you think of related to risk associated to leveraging AI in the practice of law? Both as a tool for legal professionals and for laymen that might use a tool like DoNotPay. -In your experience, how have you seen AI change and develop over the past years to address different challenges and needs in the legal industry? -What advice would you give legal professionals when it comes to AI in their role? Moderator: @Joshua Moore - Lead Solutions Expert, NetDocuments Speaker: @Zachary Warren - Manager, Enterprise Content - Technology and Innovation, Thompson Reuters Institute Recorded on 07-25-2023

In this session, the speaker delved into the transformative power of AI technology in the legal industry. They explored the game-changing solutions that are revolutionizing document intake and processing at law firms, replacing the traditional manual, labor-intensive, and error-prone methods. In addition, they uncovered how AI-powered solutions are unifying document input sources, streamlining categorization and classification, identifying time-sensitive and urgent documents, and seamlessly integrating them into downstream case management systems. They also shared compelling real-world examples that demonstrate the remarkable efficiency gains that firms can achieve through the adoption of this technology. Listeners will discover how these AI solutions are reshaping the way law firms operate, saving valuable time, reducing costs, and optimizing the allocation of staff resources. Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speaker: @Vivek Rao - CEO, Foundation AI Recorded on 07-20-2023

Identifying "Moments of Friction" -- workers' pain points with technology, processes and adoption is critical. In this session, the speaker discussed how to identify whether a MOF is a result of technology or psychology; highlight pain points; adoption; needs analysis; dig into the why and learning how to get to the root/core of the issue and user frustration. Questions the moderator will ask the speaker: -Why don’t you tell us a bit about the framework you like to use when thinking about the needs around training, and how those give way to the moments of friction that arise? -This question is why I refer to change management as equal parts comms and therapy: how can we make sure users feel as though their needs were taken into account? -We’re all aware that most people don’t exactly love change. What are some ways to tell whether workers’ friction with new tech or processes is due to that, or if there’s something bigger at play? -I think most people overlook frequent and useful communication as a tool to help along adoption: what are some ways you’ve best decreased friction in the past? -Final (tricky) question: what do you do when people bring you in after things have already gone off the rails? Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speaker: @Carolyn Humpherys - Learning & Change Management Consultant, Traveling Coaches Recorded on 07-19-2023

Some people predict that by 2025 half of legal teams will be staffed by non-lawyers. Will that be perceived as a threat or an opportunity? Do lawyers need to learn legal tech, or can they just hire people who specialize in it but are not lawyers? Do you need to be a lawyer to effectively use legal tech? Questions moderator will ask speakers: - The term “non lawyer” is sometimes perceived as quite controversial. Many people who support the business of law feel it is used to marginalize expertise. With the development of legal technologies being a lawyer is not always a needed qualification to plan, implement and use the tools. In your experience how does it help to be a lawyer or not, when using legal technologies? - Where do you see non lawyers working cases, supporting transactions, being part of case teams, etc. today? - With more and more demand on expertise to “drive” legal technologies, or perform data analysis, do you think layers need to learn these skills? Or can they just hire non-lawyers to work side by side with lawyers? Or both? - Do you think the balance could even tip that within law firms more non-lawyers are leveraged to work and manage cases and lawyers solely focus on the parts that require analysis and practice of the law? - What does all this mean for the legal profession, will the job description of lawyers change over time? Why or why not? Moderator: @Christiane Matuch - Legal Innovation Manager, Greenberg Traurig, LLP Speakers: @Alyssa Cowley - Associate Director, Knowledge Management, Shearman & Sterling LLP @Harriet Joubert-Vaklyes - Senior Project Manager, Legal Operations, CBRE @Josh Lazar - Founder and Chief Everything Officer, TechThinkTank Recorded on 07-18-2023

AI has become an integral piece of responsive/non-responsive coding for reviewing eDiscovery data, and in our last podcast in the series, we discussed how it is increasingly being applied to personal information identification and redactions in litigation and investigations. For this session, the speaker will focus on how AI is being used for data breach response and why it should be part of your response plan. Questions the moderator will ask the speaker: -What do you see as the status quo for how companies react when they’ve learned of a data breach, and what are some of the pitfalls? -What specific advantages does AI offer when compared with that status quo? -What are the risks associated with using AI for data breach response, and what hurdles have teams faced in adopting it? -What practical advice can you offer to the listeners on how to prepare for a potential data breach? Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Speaker: @Dan Donegan - New Business Director at Text IQ Recorded on 07-18-2023

Common vocabularies are a core requirement if firms want to fully utilize the knowledge created by their attorneys. Organizing those vocabularies into a taxonomy makes it easier to share knowledge across tools and practices. However, many firms don’t create or maintain common taxonomies, resulting in knowledge gaps and a lack of findability. A common vocabulary, whether it’s something that’s specific to your firm or leveraging existing taxonomies like SALI, is an investment of both time and money, but putting in the effort allows attorneys to quickly find colleagues who have specific skills, experience, or backgrounds. Questions the moderator asked the speaker: 1.Is there one thing in particular that made you realize that this was a problem, and one that needed to be solved? 2.Talking about taxonomies tends to make people tune out. How did you get buy in from other groups? 3.How do you maintain your taxonomies? Is it a group effort? If so, which groups should be involved? 4.What would be your recommendations for firms that are just starting to engage with this issue? Moderator: @Holly Hanna - KM Firm Solutions Manager, Perkins Coie Speaker: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP Recorded on 07-13-2023

If there was a road map for security and authentication, it’s long gone now! We’re on the road to a Passwordless future and we live in a time where no one even answers their phone! This encore ILTA podcast will quickly bring you up-to-speed and help you…and your users help themselves with better password solutions! Questions the moderator will ask the speaker(s): 1) This topic was presented at Legal Week and was very popular. Why do you think that is? 2) What are the biggest challenges to “secure” authentication today? 3) What are most of us doing well, and what do most of us need to do better when it comes to our authentication implementations? 4) What is the future of authentication in IT? What are some trends? If you are a listener who is overwhelmed by this topic, where do you recommend people start to become more educated in this area? Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speakers: @Brian Clarke - Cybersecurity Manager, Porzio Bromberg & Newman @David Forrestall - Managing Partner, SecurIT360 @Kenneth Jones - Chief Operating Officer, Xerdict Recorded on 07-12-2023.

Innovation in the legal industry is big news, but its often hard to know where to start. Changing the way we think about our work can help find new ways to approach challenges, and the framework of design thinking has proven success in the legal industry for finding innovative solutions to problems. But what is design thinking, and how can we use its principles and ideas to transform our work in litigation support? Questions the moderator will ask the speaker: What is Design Thinking? Where are we seeing its application the most? How can we apply design thinking to legal and how can it help us practice law more effectively? Can you give an example of where design thinking has helped solve a legal workflow problem? How can we identify areas in our litigation support work where design thinking might be helpful? Moderator: @Rachel McAdams - Senior Consultant, Sky Discovery Speaker: @Ginevra Saylor - Director, Innovation and Knowledge Programs, Gowling WLG Recorded on 06-30-2023

In this podcast session, the moderator will discuss with an attorney the best communications strategies and practices they have encountered with Litigation Support and Legal Staff. Questions the moderator will ask the speaker: -What are some steps you take to keep communication consistent in your remote team? -What are some pitfalls about purely remote work that some managers or team members might not consider? -Do you find that your communication style changes between individual team members or is it more consistent due to remote work? -How often do you think you need to stay in contact with team members to maintain consistent communication? -Do you have any advice for remote managers to follow for best practices? Moderator: @Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General, DOJ Speaker: @Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP Recorded on 06-29-2023

This session explored the ever-evolving factors which influence how corporate legal departments evaluate and select law firms, including a spotlight on how mature departments engage in the process. Specific factors covered will include the performance, spend, and DEI metrics used by data-driven departments, as well as a focus on the growing adoption of advanced tools to facilitate the firm selection process. Questions the moderator asked the speaker: Given current concerns over the broader economy, what impact is that having on how law departments select outside counsel? Are they spending less? Choosing different firms? How are the behaviors changing? What factors are driving the buying decision of which law firms these clients want to use? Have we seen any noticeable changes in these decision drivers as the economy has shifted? What has been the biggest surprise to you in terms of how law firm favorability has changed? Moderator: @Carolyn Robinson - eDiscovery Coordinator for the Americas - Office of the Regional General Counsel for Robert Bosch, LLC Speaker: @William Josten - Senior Manager, Enterprise Legal Market Content, Thomson Reuters Institute Recorded on 06-29-2023

Just because you’re not a large law firm doesn’t mean you don’t do e-discovery! You have litigation matters that are just as important, and that means you need to know the proper tools to use for collecting, reviewing, and producing relevant data. In this session, we’ll have a attorney and paralegal from not-so-huge law firms discussing the tools and workflows they use to successfully navigate the e-discovery world in which they practice. Questions the moderator will ask the speaker: · First let's define small firm. Why do small/mid-size firms need to be smart about eDiscovery? What challenges do they face which big firms may not? · How should a small/mid-size firm address eDiscovery technology – should they invest and manage their own, or look for external partners? · What are some good tools for eDiscovery for these firms? · How can a small/mid-size firm upskill in eDiscovery? What’s your one action point/next step for small/mid-size firms listening to this podcast? Moderator: @Rachel McAdams, Senior Consultant, Sky Discovery Speaker: @Tom O’Connor, Director, Gulf Coast Legal Technology Center Recorded on 06-28-2023

Your average end user now spends more time consuming and sharing educational entertainment than ever before. From podcasts to film documentaries, there is a formula that keeps us coming back for more, and ensures the audience retains that information well enough to talk about it with everyone they know. How do we capture that spark in professional learning? As trainers and developers, how do we bring entertainment to education? What looks easier than it actually is, and what is far easier than it looks? What kind of talent can help you create and execute that vision? In this session, learners will identify the educational fundamentals we see in this genre of entertainment, and then brainstorm opportunities to blend entertainment tactics into our learning strategy to make exciting podcasts. Questions the moderator asked the speaker: We’d love to hear your origin story. [Insert what we know about them to show engagement with the panel.] What inspired you to create your current podcast series? Is there anything that surprised you along your journey? Many of our listeners work for legal organizations which have contemplated or actually implemented podcasts. What are some things to watch out for when building your first podcast? My guess is a newbie podcaster may see a decent level of interest in their early podcasts perhaps because of its’ novelty. However, the newbie may see some drop-off over time. What have you found to be successful ways to maintain audience engagement? Related, any tips on building your audience? Many law firms and other legal organizations have created their own podcasts. What have you found that makes your podcast a differentiator? I’ve heard of many podcasts bubbling up from within a law firm. As an example, BD has a podcast, Knowledge Management has one, and multiple partners have created one perhaps even in conjunction with partners at other law firms. Assuming there is value in coordinated efforts at a firm, do you have any recommendations for combining forces? I’ve heard of edutainment – the combination of education and entertainment. What have you learned from other podcasters or your own experience on blending the best of those worlds? Any practical tips generally – for example, have you found the best duration for a podcast (e.g., 20 minutes, 60 minutes)? Audio quality tips? Upside/downsides to inviting guests? Stick to only audio or sometimes include video? Moderator: @Alejandro Vallellanes - Former Global Senior Manager of Research, Baker McKenzie Speaker: @Greg Lambert - Chief Knowledge Services Officer, Jackson Walker L.L.P Recorded on 06-28-2023

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 7 features Kenton Brice, Director of the Law Library at the University of Oklahoma College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 6 features Michelle Hook Dewey, Legal Technologies Librarian and Associate Professor Legal Technologies Librarian and Associate Professor, Georgia State University College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 5 features Michael Robak, Director of the Schoenecker Law Library and Assoc. Dean for Technology & Information Services

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 4 features Anely Nunez, CEDS, Analytics & Review Attorney

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 3 features Kristina L. Niedringhaus, Assoc. Dean for Law Library, Information Services, Legal Technology & Innovation, Georgia State University College of Law

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 2 features Geoffrey Geftman, eDiscovery Attorney at Jackson Lewis P.C.

ILTA sits down with an array of SMEs from universities, law firms, and our partners, to talk technical competency rule ABA 1.1 and how technology has evolved and changed the way new lawyers and students learn and thus, practice. Keep up with ILTA and guests as we unpack the ever-changing world of learning and what competency means to them. Episode 1 features Ashley Picker Dubin, Counsel at Day Pitney LLP

Are controlled phishing campaigns against your members the best way to keep your respective firm secure from phishing? This podcast session will look at phishing simulation tools, their overall pros/cons and alternatives available to keep your members secure from getting hooked with that phish. Questions the moderator asked the speaker: 1. Phishing is thought to have originated in 1995 and love bug struck in 2000. Here we are today in 2023 and phishing is still our number one vector of compromise. We've been able to reduce the risk of malware: why is phishing such a struggle? 2. All security programs preach the importance of user awareness training, and it's been a requirement of clients and regulations for many years now. The majority of user awareness programs utilize phishing simulations. So, I guess the questions is, Are phishing campaigns still a good route forward? Are they being successful at training our users not to fall for that phish? 3. What's the best approach for including phishing awareness into your program? Is it best to continuously cast a line or occasionally try your luck at the phishing hole? 4. I've been hearing more lately about User coaching and how technology can be leveraged to protect users from themselves while presenting coaching opportunities when they do things that they shouldn't. Is this a strategy that's effective in reducing the risk of phishing? I'm not sure it would be a technology talk if we didn't speak about AI. How do you feel the future of AI impacts the threat of phishing and what steps should we be thinking about now to try and get in front of it? Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP Speaker: @Manuel Sanchez, Information Security & Compliance Specialist, iManage Recorded on 06/27/2023

Legal Operations is a broad emerging discipline that encompasses all aspects of the business of law including litigation support, technology, service delivery and more. Thus, eDiscovery is a major operational consideration for law firms and corporate law departments tasked with managing and securing data. Organizations typically handle eDiscovery along a spectrum where they insource or outsource certain elements of the process. What are the risks and benefits of different eDiscovery service models? How might development of key personnel to manage aspects of service give firms a competitive advantage? Questions Ann asked the speakers: -How would you describe the significance of eDiscovery services as a component of legal operations for a law firm or corporation? -What are some of the costs associated with developing talent to manage eDiscovery within the firm, and how are those costs justified? -What additional considerations should be weighed when determining how much of the eDiscovery process to insource? -Once you start a team, how can you grow the team and what additional areas could the group serve? Moderator: @Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP Speakers: @Joy Holley - Legal Operations Consultant, Vertex Advisor @Richard Robinson - Director of Legal Operations and Litigation Support, Toyota North America Recorded on 05/24/2023

How can we articulate the value of technology in helping meeting client expectations and improving the bottom line? In this session, the speakers discussed this and more. Questions Glenn will ask the speakers: -There is a perception by some attorneys that technology is a cost of business and, specifically, only a support function. Where do you think this stems from? -Based on this perception, each of you have likely identified strategies to convince attorney and leaders that technology is more than simply a cost of doing business. What strategies have you employed or seen others employed to convince attorneys of the benefit of technology? -The best made plans, particularly for a junior leader, may look great on paper but suddenly become challenging when put to practice. Throughout your career, what obstacles have you faced when employing these strategies? Are there any risks? Have any backfired? -For new C-suite or director level leaders, what would you encourage them to do to advocate for technology projects particular in light of the current economy? How do you recommend they approach business value/ROI when proposing technology? -To help with your persuasion, do you engage with client teams such as their legal department) to better understand their business needs? - We’ve touched on a few of the key stakeholders but there are certainly more. Do you find that you need to approach stakeholders in different ways when convincing them of a technology’s value? - Can you share any examples of where technology clearly helped the bottom line? -Any final thoughts? Moderator: @Glenn Hoxie -Senior Project Manager, Practice Innovation, Paul Hastings LLP Speakers: @Leslie Brown - Director of Client Value, Blank Rome LLP @Paul Unger - Partner, Affinity Consulting @Jacqueline Schafer - CEO, Clearbrief @Brendan Miller - Legal Innovation Professional and Attorney” (previously Director of Practice Systems & Innovation for AmLaw 100 firm Recorded on 05-11-2023

This session will focus on how companies can continuously monitor and assess their security posture by looking at drift from their control baselines in the cloud. Questions Corey asked the speaker: 1) What is continuous monitoring generally and why is it important? 2) What are some of the benefits of implementing continuous monitoring in a cloud environment? 3) What are some of the different cloud security control sources that should be considered when determining what to monitor? 4) At a high level, how do you begin to implement continuous monitoring in one or more of the major cloud providers (i.e. Amazon, Microsoft, Google)? 5) What are some best practices when implementing continuous monitoring in the cloud? Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speaker: Sarah Luiz - Cyber Security Consultant Recorded on 04-26-2023

Welcome to ILTA’s Risk Management: Data Analytics & Intelligence series. Over the course of this program, we will provide access to experts in the legal industry to discuss challenges of adoption and the benefits of using cloud technologies and Data Analytics to enhance processes, leading to efficiency, cost-savings and secured compliance. We will review the obstacles, challenges and successes of adoption focusing on matter intelligence. How are organizations leveraging data related to client/matter lifecycle to enhance processes, compliance, and security, build relationships (Business Development), and streamline cost saving efforts. Specific topics will include, Artificial Intelligence opportunities, adoption practices, security concerns and compliance. Questions Elizabeth asked the speakers: 1) What is the biggest challenge your organization faces today as you begin adopting Cloud Technologies and ensuring security compliance across the board? 2) As new Cloud-Based technology is adopted by your organization, describe the security concerns your organization faced, how the organization was able to move forward given the concerns and the impact on people, processes and policy once adopted. 3) What are the specific steps an organization can take to ensure a successful adoption, both from a people and system perspective? 4) Data captured at client/matter inception is used throughout an organization. What were the key factors in joining differing areas | departments (Risk, Business Development, Finance, etc.) to develop a consistent “Master Data” foundation to leverage for reporting and intelligence organization wide? Moderator: @Elizabeth Suehr - Director of Legal Risk Systems and Strategy, Jenner & Block Speakers: @Damien Riehl - VP, Litigation Workflow and Analytics Content, FastCase @James Hannigan - Director of Legal Project Management, Coblentz Patch Duffy & Bass, LLP Recorded on 04-25-2023

On Monday, April 17, 2023, ILTA sat down with iManage and Bain Capital to discuss their new partnership and #legaltech

This podcast session highlights some creative ways AI has been used inside corporations and law firms. Questions Ryan asked the speaker: Are there any specific examples of you using AI outside of the box that you would use as an example for people who are not sure if AI is useful for their project? What are the differences between AI and Machine Learning? Large language models: what do they actually do, how can we use them, and are there compliance risks? How do we evaluate LLM output and make sure we're getting something useful back? Specific versus general: what are the ways we can think about point (specific, non-generalized) AI solutions versus generalized (e.g., GPT-4) solutions? What are the trade-offs between these approaches? Do you need fancy data scientists and software? (Spoiler, no, you don't) How do you evaluate an AI services provider/partner? Moderator: @Ryan Gerlach - Legal Analyst, State of California Office of the Attorney General - DOJ Speaker: Andy Ward, - Vice President, Machine Learning, Laurel Inc. Recorded on 04-18-2023

AI has become an integral piece of responsive/non-responsive coding for reviewing eDiscovery data, and in our last podcast in the series, we discussed how it is increasingly being applied to Privilege reviews. In this session, we focused on how AI is being used for Personal Information Identification. Questions Andrea asked Dan: -What do you see as the status quo for how teams identify and redact personal information, and what are some of the pitfalls? -What specific advantages does AI offer when compared with that status quo? -As new privacy regulations continue to expand, how are you seeing AI being applied to Personal Information identification beyond traditional legal use cases like litigation or an investigation? -What are the risks associated with using AI for Personal Information identification, and what hurdles have teams faced in adopting it? -What practical advice can you offer to the listeners who’ve been hesitant to leverage AI within their organization? Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Speaker: Dan Donegan - New Business Director, Text IQ Recorded on 04-17-2023

Traditional approaches to software development can be time-consuming, resource-intensive, and complex, requiring specialized skills and expertise. However, the emergence of no-code/low-code platforms promises that law firms can streamline practice management workflows with minimal coding knowledge or experience. This session was designed for practice management and technology professionals at law firms interested in exploring the benefits and challenges of no code/low code platforms by learning from their peers’ experience. Questions Bill asked the speakers: -What does the landscape of no/low code tools look like, and who is best suited to use them?- What’s the learning curve like? -What are the use cases where you see the best ROI? -How does this solution fit into the rest of a firm’s technology landscape? Moderator: @Bill Bice - CEO, nQ Zebraworks Speakers: @Andrew Terrett - National Director of Legal Technology and Service Delivery, Borden Ladner Gervais LLP @Al Hounsell - Director - Strategic Innovation and Legal Design, Norton Rose Fulbright Canada #PracticeManagementandPracticeSupport #Firm #Podcast #ProfessionalDevelopment

Overwhelmingly, law firms operate as though attorneys are the ""important"" parts of their business, and that business staff is... well, chopped liver. How can firms adjust/improve their language to change this attitude/perception? Questions Harriet asked the speakers: • The landscape for hiring and recruiting within law firms has changed a lot since January 2020 (and again since the end of 2022). What are some of the biggest changes you’ve seen in the industry/in convos with peers? What surprised everyone the most about how recruiting/hiring has changed in the legal field? (I’m thinking first year associate pay has got to be a big one!) • What are your predictions for how things will stay the same/change in law firm operations over the next 5-10 years? Do you think attorneys will fundamentally change their expectations around work-life balance? And how are firm resources being marketed to attorneys during their recruiting process (as part of the support package)? (i.e. research departments, LPM, etc) • Let’s talk a bit about the split in law firms between attorneys and “everyone else”… what have you seen across the industry, and do you think those divisions are breaking down, becoming more defined, or something else? I’m also interested in how you think this will play out as the market retracts again: it’s been popular to cut back on administrative staffing in times of financial concern, but that loads more work back onto attorneys—do you see anything differently happening this time around? Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speakers: @Jennifer Bluestein - Chief Talent and HR Officer, Perkins Coie @Chris Boyd - Chief Operating Officer, Wilson Sonsini Goodrich & Rosati Recorded on 04-07-2023

As more players enter the legal technology market, what trends and advances should we be keeping an eye on? What trends or tools have the potential to radically disrupt the profession? In this podcast interview, the speakers will discuss this and much more! Questions Jennifer asked the speakers: 1. What will be the most important legal technology trend for lawyers and legal professionals to follow in 2023? 2. What trends or tools have the potential to radically disrupt the profession? 3. Where should law firms and law departments focus their legal tech budgets in the next year? Three years? 4. How will legal technology impact client engagement? Moderator: @Jennifer Mendez - Sr. Director of Knowledge Management Innovation, Fisher Phillips Speakers: Joe Borstein - Chief Executive Officer, LexFusion Casey Flaherty - Chief Strategy Officer, LexFusion Recorded on 04-05-2023

Law firms are increasingly expanding their scope and advertising "add-on" services. How can attorneys make use of these to make themselves "stickier" to clients, and how can law firms promote these services in a way that conveys their increased importance to the overall client experience? In this podcast interview, the speakers discussed this and more. Questions Harriet will asked the speakers: • Tell us a bit about the evolution of NRF’s Legal Operations department: what was the intended purpose, and how does it interact with the larger business? • How can attorneys make use of this group (or others within the firm) to make themselves "stickier" to clients? • How is (or can) the firm promote these services in a way that conveys their increased importance to the overall client experience? Moderator: @Harriet Joubert-Vaklyes - Senior Project Manager - Legal Operations, CBRE Group Speakers: @Al Hounsell - Director - Strategic Innovation and Legal Design, Norton Rose Fulbright Canada Kathy Goodman - Practice Innovation & Knowledge Counsel, Paul Hastings (London) Recorded on 04-05-2023

In this session, the speaker provides an in-depth discussion on the creation and implementation of standardized methodologies for managing each stage of discovery as it pertains to the preservation, collection, and production of ESI. Moderator: @Carolyn Robinson - eDiscovery Coordinator for the Americas - Office of the Regional General Counsel for Robert Bosch, LLC Speaker: Gabe Egli - Partner, Shook Hardy & Bacon Recorded on 03-31-2023

Enterprise search, targeted search, predictive search, conceptual search...so many options, but which is the right one for your organization? Will advances in AI change how we search going forward? Will we see Alexa or Siri for legal? Questions Jennifer used to guide the conversation: We often hear about various search options in legaltech - enterprise search, predictive search, conceptual search, just to name a few. How has search evolved in the legal industry over the last decade? How will advances in artificial intelligence change the way we search in law firms and legal departments? Will we see voice search, similar to Siri, Alexa and Google Assistant, in legal? If so, what are the ethical implications of relying on voice-enabled technologies? What does the future of search look like? The legal industry is notorious for its unhurried approach to change. How do you see the change management and adoption process of these technologies playing out in legal? What outside factors do you think will drive law firm adoption? Moderator: @Jennifer Mendez - Sr. Director of Knowledge Management Innovation, Fisher Phillips Speaker: @Pablo Arredondo - Co-Founder and Chief Innovation Officer, Casetext Recorded on 03-15-2023

ILTA CEO, Joy Heath Rush, sits down to discuss the upcoming year. The conversation runs the gamut between in-person events, industry events and news, to the ILTA strategic plan. Tune in now!

ILTA and Microsoft sit down for a Fireside Chat in Q1 2023. Join ILTA CEO Joy Heath Rush and Microsoft Vice President, Northeast Region, Ben Grimes, as they get together, fresh off a January legal summit in Atlanta. Together, they talk tech, advocacy, innovation, and much more. Tune in now!

Learn about what it takes to become a testifying eDiscovery expert in your field of expertise from these testifying witnesses. The panel covers their own backgrounds, what certifications they have obtained, what education they acquired, and the steps that they took in order to become a testifying expert. Moderator: @Lauren Doucette - Senior Practice Technology & eDiscovery Project Manager, Sheppard Mullin Richter & Hampton LLP Panelists: @Chris Haley - Director of Legal Technology, Troutman Pepper/eMerge @Kevin Cohen - Principal, Data Triage @Kelly Twigger - Principal, ESI Attorneys LLC ​Recorded on 01-26-2023

What can we do as IG professionals to increase our firms understanding and acceptance of IG core values so that change management is not such a steep hill? In this session, we will explore different options. Moderator: @Andrew Corridore - Information Governance Compliance Manager, Akin, Gump, Strauss, Hauer & Feld, L.L.P. Panelists: @Christopher Hockey, IGP - Director of Information Governance and Management, Bond, Schoeneck and King, PLLC ​@Matthew Estrada - Senior Information Governance Specialist, Kirkland & Ellis ​Recorded on 01-23-2023

This podcast interview session addresses how to create an insider threat/insider trust program that mitigates insider risks while respecting employee's privacy rights. Best practices and advice for starting a new insider threat program will be shared. Questions Corey will ask speakers: 1) To help those who are just starting to create an insider threat/insider trust program within their company, what are some available resources that you would recommend checking out? 2) What are some insider threat/insider trust best practices that you have found to be invaluable when standing up a program? 3) How does a company create an insider threat/insider trust program that is effective at mitigating insider risks while simultaneously respecting employee's privacy rights? Can it be done? 4) What future changes do you anticipate in the world of insider risk management in relation to tools, regulations, processes, etc. in the next 5 years? 5) Should an insider threat/insider trust program be a discreet or very public function? Can you explain why you feel the way that you do? Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speakers: @Joshua Smith - Senior IT Security Analyst, Ogletree Deakins Michael Theis - Chief Engineer & Assistant Director for Research, National Insider Threat Center, CERT/SEI, Carnegie Mellon University ​ Recorded on 01-18-2023​

Every firm wants to leverage data for insights. But to accomplish this, there needs to be a true source of all data. The creation of data lakes have started. These are massive databases combing different firm data sources. This leads to the importance of data governance and master data management. What does it take to create and curate the data? How can such data be of use to firms? Questions Tracey will ask Steven: 1. What is a data lake? 2. What are the advantages of using a data lake? 3. How do data lakes differ from the tradition data warehouse? 4. Why could a firm invest in a data lake? 5. What would it take to build a data lake? 6. What tools would need? Any best practices? Moderator: @Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLP Speaker: @Steven Heathcock - Data Strategy Manager, Cooley LLP Recorded on 01-06-2023​