ILTA Voices

AI has become an integral piece of responsive/non-responsive coding for reviewing eDiscovery data. Another piece of the review, which is typically very expensive including Privilege and personal Information redactions. How can this be done with AI technology too? Questions Andrea will ask Dan: 1. What are the pitfalls related to the way Privilege review has historically been performed? a. What are some easy ways to improve the process using AI? 2. Some companies are using AI to assist with Privilege Review.... how/when will it become the norm? 3. What hurdles are you anticipating folks will need to overcome to drive further adoption? 4. What are the risks associated with using AI for privilege review? 5. AI adoption: Do you believe AI will more broadly and rapidly be adopted considering current recessionary headwinds? Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Speaker: Dan Donegan - New Business Director at Text IQ ​Recorded on 1-6-2023

In this podcast, we will address which practices and boundaries you should enforce and know how to manage pressured environments. Questions to Tanya will ask Martin: · Is burnout a problem for litigation support professionals, and does it affect us disproportionately? · Can litigation support professionals effectively manage their workload to avoid burnout? · What are tips for working in high pressure environments? · How can we support ourselves and our colleagues? · What kind of support is out there for people who need it? Moderator: @Tanya Pereira - Business Transformation Specialist, Cassels Brock & Blackwell LLP Speaker: @Martin Nikel - Associate Managing Director, Cyber Risk, Kroll Recorded on 01-05-2023​​

In this podcast interview, the speaker will provide tips in how to achieve excellence in budget creation, defense and control, especially for the Legal area. Questions Marcelo will ask the speaker: What are the challenges of preparing a Budget in a legal area where we know that calculations, metrics, statistics and other data models are not part of the lawyer's daily life? We know that communication not only in topics such as the Budget but in many others, in fact in all topics is something that must be encouraged and reinforced, drawing on this topic, how important internal and external communication is for the creation of a Budget effective? Thinking about accuracy, is there any budget model that you think is more assertive, how do you know which is the best Budget model (opening) for my company? So once all the assumptions have been aligned with the team, the teams in turn are safe for the defense, can you give us some tips for sustaining the numbers against the approval area? We know this is the hardest part, especially when you need more money compared to growing your business. How can we know if we are asking enough, when we can know if we need to ask for more? A point that I always see in the definition of Budget in several companies from the most diverse branches is the famous one: fat, that is, calculating the correct amount but leaving an extra amount for unplanned expenses, what do you think of this approach? Leave an extra Budget or not? What is the role of the Legal Ops team in the composition of the Legal Budget? I'll try to make myself clearer, we know that some areas tend to work in silos, that is like a black box, how do you think the Legal Ops team can help? Moderator: @Marcelo Cardoso - Supervisor of Data Analytics, Mercado Livre Speaker: Guillermo Calvo - Legal Ops Regional Supervisor, Mercado Livre Recorded on 12-16-2022​​​

This installation of the ongoing ILTA CEO Podcast, featuring Joy Heath Rush and Beth Anne Stuebe of ILTA, talks tech, strategic planning, future-proofing education, and much more. Tune in now! #MyILTA #iltapublications

Recorded on location in London, UK, in November 2022 at ILTACON Europe, this is the Hopscast #2, Arctic Wolf.

Recorded on location in London, UK, in November 2022 at ILTACON Europe, this is the Hopscast #1, FileTrail.

ILTA Publications sits down with CoreTech Leasing for our Q4 BP Spotlight! Tune in now!

This podcast panel is a follow-up to the successful ILTACON session “Three Approaches to Workplace Flexibility” but with a more litigation support focus. Each panelist discussed the challenges they have experienced with hybrid work and how they have overcome them. Questions Tanya asked the speakers: What are the pros/cons/challenges of a lit support team? What are some tips you have for a successful hybrid team, particularly when it comes to managing lawyer expectations who may be in the office? What metrics are you using to determine success? Do they differ at all from in the office? As we are seeing more in in-person events, how are you determining team engagement and the future of team engagement? Moderator: @Tanya Pereira - Discovery Services and Litigation Support Coordinator, Cassels Brock & Blackwell LLP Panelists: @Gretel Best - Law Clerk, Manager of Litigation Support & eDiscovery, Gowling WLG @Levi Percy - Project Manager, Shook, Hardy & Bacon L.L.P. Recorded on 11/3/2022

This podcast consists of an interview with Melissa Prince on how Ballard created and implemented a staffing (“workforce allocation” or “availability projection”) tool. We also discussed the impetus for the creation of the platform, the obstacles Melissa faced, and how she has driven engagement with associates and partners. Questions Kristin asked Melissa: 1. Can you provide a little background about your role at the firm and your practice management department? Who handles staffing? 2. First, what did you identify as gaps in the staffing process that led to the development of your tool? 3. At the outset, who were your champions and where were your obstacles? 4. How did you decide to build something in-house as opposed to going to a third party vendor? 5. What are the primary features of your tool and what aspects are you still looking to build out? 6. Who references and utilizes the reports? 7. How are you continuing to drive engagement with the tool? Any ongoing challenges? Moderator: @Kristin Rhodes - Senior Practice Manager, Paul Hastings LLP Speaker: ​@Melissa Prince - Chief Client Value and Innovation Officer, Ballard Spahr Recorded on 10-07-2022

In this podcast interview session, the speakers discussed some challenges and solutions when implementing security in a hybrid/remote environment. In addition, they spoke about cybersecurity, regulatory issues, and ethical considerations when client data in discovery and internal investigations is accessed temporary contract attorneys working from home. Questions Jordan asked the speakers: First, describe your roles at your respective organizations and specifically how you are involved in doc review projects How have the information security elements of these projects, or your infosec concerns, changed over the last couple years? What are the important items to consider when planning for a remote document review project? Differences between “secure VPN”, SessionGuardian, other options? What are different infosec and DLP approaches and technologies you see in the market? What are some practical, tactical, day-to-day challenges found managing WFH doc review teams … and how does enhanced attention to infosec and careful application of good tools and protocols help? Describe the roles, goals, and challenges of the law firm, the client, the hosting provider and the doc review staffing provider in today's remote doc review project Moderator: @Jordan Ellington - Founder and CEO, SessionGuardian Speakers: @Scott Bilbrey - CEO, Vigilant @Todd Mattson - Chief Practice Systems & Services, Covington & Burling LLP ​​ ​Recorded on 10-04-2022

Technology is vital to the practice of law in any modern law firm, but it can also be challenging to implement and keep updated. In this podcast, we’ll explore some of the greatest challenges to the modern law firm, explore why technology is so vital for the continued success of firms, and explore how they’re coping with technology challenges today. Listen for tips to lead your law firm through today’s legal technology challenges! Question John asked Jeff: 1. What do you see as the greatest technology challenges facing law firms today? 2. Why is technology so important to law firms and are they overall keeping up with technology or falling behind the curve? 3. How can they improve? 4. What are three key components to successfully navigating today’s legal technology challenges 5. Are there non-technology challenges for technology impacting firms today, and can you give us some examples (e.g., senior management support, culture change, adoption, etc.) of the impact these challenges may be having? Moderator: @John Graves - Training Support Specialist, Winstead PC ​Speaker: @Jeffrey Brandt - Chief Information Officer, Jackson Kelly PLLC Recorded on 09-30-2022​

In this podcast session, the speaker will discuss about a weird request/project/situation and what was the outcome. In addition, the speaker will provide tips or guidance on how to push back on these type of requests. Questions that Rachel will ask David: -What weird eDiscovery requests have you had to deal with? -Who do these requests come from? -How to you push back on bizarre requests, and when do you know its right to do so? Moderator: @Rachel McAdams - Legal Technology and eDiscovery Senior Manager, A&L Goodbody LLP Speaker: @David Greetham - Founder & Principal Investigator, PC Forensics Recorded on 09-28-2022 ​​

This podcast reviews the various categories of vulnerability tools that should be used against custom software web applications and describe a couple of the vendors in each space. The types of scanners that will be covered include Dynamic Application Security Testing (DAST), Static Application Security Testing (SAST), Software Composition Analysis (SCA), Interactive Application Security Testing (IAST), and hiring a company to perform penetration tests Questions that Corey will ask speaker: • What is the state of web application vulnerability testing tools today? • If you are on a tight budget, where would you consider using open source solutions over vendor offerings? • Is there a scanning category where you would not compromise, and absolutely would use a vendor solution? If so, why? • What are some of the limitations that people should be aware of when using various vendor scanning tools? • How has deploying web applications in a cloud infrastructure changed web application scanning? Moderator: @Corey Reitz - Distinguished Cyber Assurance Architect, Sandia National Laboratories Speaker: Atahan Bozdag - Director of Information Security,MedeAnalytics Recorded on 09-23-2022

We've seen an increasing number of requests for help around task management that go beyond traditional legal project management tools. Associates wants to see everything assigned to them, and be able to manage it without partners seeing how they're doing so. Partners want to see tasks they’ve assigned across clients and matters. The problem seems like one that should be easily solved with technology, but when you dig into the issues, you realize that no one has a good solution. What is getting in the way of delivering a task management solution that works for attorneys? Questions Holly will be asking Floor: 1. Firms have tried using a lot of different technologies to help associates manage their tasks and give partners insight into status, but most of these efforts haven’t been successful. Why is this so difficult to solve? 2. Oftentimes, when we hear from attorneys on this topic, the conversation starts with them saying “I want this technology”, but we know that if a technology could solve the issue we wouldn’t be having this conversation. How can we have a more productive conversation with our attorneys, not just on this topic, but generally? 3. The term ‘innovation’ gets used a lot, but again, it often seems to be used when discussing technological solutions. What would be a better way of having a conversation about innovation? Moderator: @Holly Hanna - KM Firm Solutions Manager, Perkins Coie Speaker: @Floor Blindenbach -Founder & CEO, Organizing4Innovation Recorded on 09-23-2022 ​​

Information Governance is coming to the forefront as privacy become stricter in more and more jurisdictions. Clients are also inquiring about how their records are kept and demanding that firms put protections in place. In this podcast we will review the differences between Records Management and IG. We then delve into IG frameworks and policies and why you would want to establish these, followed by a look at client expectations. We will conclude with an overview of where to start when developing an IG framework and policy and the steps to take to put this in place. Questions Ann will ask speaker: 1. What’s the difference between records management and information governance? 2. What is an IG framework and associated policies and why would you want to establish these? (i.e. risk management, costs, etc.) 3. In terms of client expectations, what are clients concerned about and what do they want to see in terms of IG? 4. If a firm or corporation wanted to establish an information governance framework and policy, where would they start and what steps would they go through to get this in place? Moderator: Ann Halkett - Director, SOLVED eDiscovery Services, a division of AHBL MLP Speaker: Andrew Cogan - IGP, Manager of Practice Services – Records, Allen Matkins Recorded on 09-22-2022

In today’s world, purchasing technology is no longer a sure fire way to solve a business problem. In addition to the right technology you need to have the right people, following the right process and leveraging the right technology to solve the complex business problems law firms are facing. But how do you connect these three concepts within your organizations? Listen to this discussion with Rachel Shields Williams from Sidley Austin and Debbie Foster from Affinity Consulting Group. Questions Rachel will ask Debbie: · What is the secret to connecting people, process and technology in today’s modern law firm. · Is there one part of the “People, Process, and Technology” that leaders should focus on more? Or do you see people focus one more than the other? · Common pit falls when trying to connect the dots? · What is one piece of advice that you would give to anyone trying to connect the dots? Moderator: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP Speaker: @Debbie Foster - Partner, Affinity Consulting Group Recorded on 09-19-2022

In this podcast interview, Gabe defines document automation, productization and what those terms mean to you. In addition, he will discuss what types of work product lend themselves to productization, if firms aren’t already leveraging document automation and as legal technologists, how can we make the business case to practice attorneys for productization. Questions that Sam will ask speaker: 1. Let’s start off by defining “document automation” and “productization” – what do those terms mean to you? 2. What types of work product lend themselves to productization? 3. If firms aren’t already leveraging document automation, are there other ways they can look at “productizing” legal work? 4. As legal technologists, how can we make the business case to practicing attorneys for productization? Moderator: @Samantha Sendrowski - Technology Innovation Manager, Bowditch & Dewey LLP Speaker: @Gabe Teninbaum - Assistant Dean of Innovation, Strategic Initiatives, & Distance Education & Professor of Legal Writing, Suffolk University Law School

In this podcast, the speakers discuss using data appropriately in the legal sphere, and thinking creatively about what various data sources within your firm or organization can tell you. Questions Harriet will ask the speakers: · Big picture: How do we make sure data is useable, accessible/findable, and consistent across departments? · On the topic of so-called “dark” data: what are some uses cases from other industries that we should think about applying to the legal industry? In other words, how can we mine data that’s already being collected and make better/new use of it? · What are some ways in which we can convince groups to share their data for the greater good? How can we get buy-in from the average partner/shareholder to share their data across the firm, to ultimately enable trend-spotting and proactive action, rather than simply using data to tell retrospective stories? Moderator: @Harriet Joubert-Vaklyes - Process Innovation Senior Specialist, Shearman & Sterling LLP Speakers: @Lisa Gardner - Director of Data Analytics, Shearman & Sterling @Paul Giedraitis - Principal, Axiom Consulting Partners/Orgaimi Recorded on 09-13-2022

The majority of breaches today no longer come through delivered malware as our systems have become very strong with detecting and blocking these resulting in more effort than value for the attacker. Instead, it’s easier, faster and more economical to just try and steal your password, or better yet have you provide it yourself. This podcast takes a look at the security risks that are actually derived from one of our more important security controls… passwords; and look at what we can do to minimize those risks moving forward. Questions Dave will ask the speakers: A recent study by Verizon found that more than 80 percent of breaches through hacking involve brute force or the use of lost or stolen credentials. Microsoft estimates that there are 921 password attacks per second. We’ve been educated for years by the security industry and our awareness programs that passwords are the most crucial component to protecting our environments and our information. How is it that this sacred key to our kingdom is actually resulting in opening so many doors for attackers? NIST has taken steps to try and reduce the bleeding with their new Password guidelines and best practices which encourage passphrases of more characters, less complexity and less changes. Are these steps in the right direction to actually keeping us secure? Many security tools are now providing artificial intelligence around login requests that look to see if the member is coming from a known device and location prior to providing access. Would implementing these types of risk based controls with MFA and a passphrase by the answer to our problems? Biometrics for authentication always seemed to be the next logical step for passwords. We have our basic biometrics on devices however, those are all back supported by a password or PIN. Will we ever get to a place where we’re truly only using biometrics for all authentication? I understand that Apple, Google and Microsoft are working on a solution together that will get rid of passwords. Instead, they will just leverage the biometrics on your phone as your access code to everything. With this in mind do we just need to sit tight and all our troubles will soon be fixed? Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP Speakers: Sohail Iqbal - CISO, Veracode Eldon Sprickerhoff - Founder and Chief Innovation Officer, eSentire Phillip Solakov - Director, Client Solutions, Optiv, Inc. Recorded on 09-09-2022​

In this podcast recording, a litigation support expert discusses different document review platforms on the market and their strengths and weaknesses. Questions Ryan will ask Josh: 1. Which platforms do you have experience with? 2. What do you feel are the strengths of those platforms? 3. What are the weaknesses? 4. What are the biggest considerations an organization should make when choosing a platform? 5. Of what you have used, which platforms are your favorites and why? Moderator: @Ryan Gerlach - Legal analyst, State of California Office of the Attorney General - DOJ Speaker: Josh Gilliland - Associate, Greenan, Peffer, Sallander & Lally LLP ​Recorded on 09-06-2022 ​

Lawyers have always been held to a high standard of care to secure information and maintain the confidentiality of client-related information. However, meeting these requirements has become much more complex since shifting to a hybrid working environment. This podcast panel interview addresses the ever-growing client, regulatory and other requirements and how the introduction of new technologies, the ongoing need to balance the transition from paper to electronic and other considerations impact our approach to securing information while balancing the need provide effective client service. Co-Moderators: @Leigh Isaacs - Director, Information Governance, DLA Piper @Reggie Pool - Senior Director, HBR Consulting LLC Speakers: @Doug Landin - Chief Information Security Officer, Brownstein Hyatt Farber Schreck @James Merrifield - Director of Information Governance & Business Intake, Robinson & Cole LLP Recorded on 08-15-2022​

Technology is changing how firms operate and there is a need for more collaboration between the marketing and technology teams to achieve shared goals. In this collaborative podcast between the International Legal Technology Association (ILTA) and the Legal Marketing Association (LMA), four seasoned marketing and technology experts discuss their organizational structures, the importance of establishing effective and open communication processes between departments, and share stories in which these efforts resulted in successful projects. After listening to this 30-minute podcast, you will learn practical tips on how to work together effectively and take away examples that can be implemented for your own success. Both ILTA and LMA recognize that collaboration can only add value and aim to continue this discussion with additional content through the rest of 2022. Keep an eye out, share this podcast with a colleague and let us know what think! Recorded July 2022 Speakers: @Ali Shahidi @Britton Choi @Erin Meszaros @Michelle Woodyear ​Moderated By: @Tara Patterson

In this podcast session, we will discuss if continue to work remote, what needs to change? What do we stand to gain and what do we stand to lose? Questions Marlene will ask the speakers: 1. What is the current state of remote work? Who is working remotely in law and are we seeing changes in who or how much in the last few months? 2. A recent ALM survey on incoming summer associates reported that only 25% percent of the respondents felt concern about connecting with colleagues and getting adequate training in remote programs. This was down from 53% last year. Does that surprise you? 3. Have you heard of any particularly creative methods organizations are using to keep communication going in remote teams? 4. What is the economic and financial impact of remote work on organizations? 5. If organizations are seeing remote work as a solution long term, what sort of skills and characteristics should they be looking for in their hiring and retention practices? Moderator: @Marlene Gebauer - Co-Host of The Geek in Review Podcast Speakers: Richard Hsu - Managing Director, Major, Lindsey & Africa @Sang Lee - CEO and Co-Founder, Thine

This interview will highlight the challenges and best approaches for training attorneys on new eDiscovery software. Questions Sachin will ask Speaker: 1. What are the biggest impediments to getting attorneys to adopt and learn to new legal technologies and applications? 2. What strategies have you found to be most effective when training attorneys and legal teams? 3. What are some considerations when looking to adopt new litigation technologies and try new resources? 4. How has the shift to remote work changed how you work with and consult with Attorneys on eDiscovery applications and legal technology? 5. Do you have any final thoughts or comments that you would like to leave our listeners? Moderator: @Sachin Gupta - Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP Speaker: @Sara Miro - Knowledge Management Attorney – Litigation, Sullivan & Cromwell ​Recorded on 07-25-2022

Information Governance’s focus and influence is rapidly developing. Due to this growth, many may be unprepared on how to staff their organization for these evolving roles. You may wonder where to start or evaluate your staffing needs. Join our panel podcast interview, with speakers from law firms, resource providers and application experts who each share a different angle on what are the new hybrid skills that are needed to bridge RM and IT needs. In addition, we will highlight what skills and roles should a growing program hire for. Questions that Chuck will ask speakers: 1. What are some trends developing in the workplace regarding traditional records management roles? 2. What new roles/positions have you seen emerge with the increase of focus on InfoGov ? 3. What are some hybrid skills you’ve seen or needed to bridge the gap between RM/IG/IT? 4. What are some recommendations do you have for firms for educating existing staff v. hiring additional headcount? 5. What do you look for in new employees? IG experience? Records experience? IT experience? None of the above? How do you determine whether someone will be successful in this field? Moderator: @Chuck Barth - Director of Information Governance, Sheppard Mullin Richter & Hampton LLP Speakers: @Steve Huffman - Solutions Director – Information Governance, Williams Lea @Rudy Moliere - Director of Information Governance, Morgan, Lewis & Bockius LLP ​Recorded on 07-25-2022

Outside counsel guidelines (OCG) are becoming more sophisticated and, at times, cumbersome. What are the provision pitfalls to avoid? What tools are available to manage the volume of OCGs across the firm and to help ensure compliance? Is there room for negotiation with clients? Join us for an open discussion with the GC community regarding the risks associated with not properly vetting and monitoring OCGs. Questions Daniel will ask speaker: · What difficulties are you seeing firms have in dealing with Outside Counsel Guidelines? · What tools are available to assist with management of the guidelines? · Do you see the need for changes in workflows related to the guidelines? Moderator: @Daniel Wood - Director of Counsel Assistance, Womble Bond Dickinson Speaker: @Brynmor Bowen - Practice Group Leader, Legal Risk, IntApp Recorded on 07-25-2022 ​​

In the previous parts of this series, we discussed the what's and why's of eSignatures and some of the practical uses. In part three of this series, we will discuss the technical requirements, security, hidden costs, and other concerns that should be explored when looking to acquire and implement an eSignature solution. Questions that Jack/Alisher will ask Patrick and Aaron: 1. Why should an organization adopt an eSignature provider? 2. What are the differences between most eSignature solutions? 3. What are the most important requirements an organization should consider when choosing an eSignature Solution? 4. Can we be specific on what security requirements should be considered and addressed? 5. Are there any hidden costs that may be missed when preparing to deploy or post deployment that can arise? Co-Moderators: @Jack Recinto - Senior Applications Director, Vedder Price P.C. @Alisher Yuldashev - Business Technology Advisory Manager, Borden Ladner Gervais Speakers: P​​atrick Albert - Senior Business Architect, OneSpan Aaron Davis - Director of Product Marketing, OneSpan

New technology, changing client expectations, regulatory changes, and more are transforming the legal industry, creating opportunities for individuals to develop new skillsets and for firms and legal departments to rethink how they deliver legal services. In this podcast interview, learn about new and evolving roles in the legal industry, such as process engineer, project manager, legal operations, data scientist, and document automation specialist. Questions Sam will ask Speakers: What are some of the key roles you see emerging in legal technology? How can individuals skill up to transition into new opportunities? How can firms and legal departments start shifting to new roles, and what should they be doing to ensure that these new functions are successful? Where would you suggest people go to learn more information? Moderator: @Samantha Sendrowski - Technology Innovation Manager, Bowditch & Dewey LLP Speakers: @Gabe Teninbaum - Assistant Dean of Innovation, Strategic Initiatives, & Distance Education and Professor of Legal Writing, Suffolk University @Sean Monahan - Director, HBR Consulting Recorded on 06-29-2022

Most lawyers are enthusiastic about innovation projects, until they are put in charge. The toll it could take on their billable hours, the risk of attaching their reputation to an innovation project, and simply the work itself can all be overwhelming. For that reason, they usually prefer to let someone else to innovate for them. In this interview session, we will highlight how a practicing attorney was convinced to get involved in an innovation project, what support was provided to help her succeed, and what she did to solve her own problem – to the benefit of the entire firm – within the time span of 4 months. Questions Barbara will ask speakers: 1) Tell us in short about your project and how was it different from the others that you did in the past. 2) What made you say yes to this program? 3) What were the biggest challenges and takeaways from going through this process? 4) What do you think law firms can do to encourage more practicing attorneys to get involved in projects like this? 5) What are the benefits of having practicing attorneys involved in innovation projects and why doesn’t it happen very often? Moderator: @Barbara Gondim Da Rocha - Head of Knowledge Management and Innovation, RMS Advogados Speakers: @Floor Blindenbach - Founder & CEO, Organizing4Innovation Mayna Felix - Lawyer, RMS Advogados​ ​Recorded on 06-28-2022

Project management skills are essential in litigation support to respect deadlines and deliverables. Similar to juggling many balls at once and the trick is not to drop one, two, or more. Get advice from experts on managing expectations - the key to success is not always known - but the key to failure is certainly trying to please everyone. Questions Kathy will ask speakers: - What are some of the most difficult expectations you have had to deal with and how have you dealt with them? - Do you have any time management strategies you can pass along? How can you effectively prioritize to meet demands? - Can or should a plan-B be offered when a deliverable is impossible ? - What advice would you give to someone about managing expectations? Moderator: @Kathy Dallaire, CEDS - CEDS, eDiscovery and Litigation Support Coordinator, Stikeman Elliott LLP Speakers: @James MacGregor - Partner, Forcyd @Stephanie Clerkin - Director of Litigation Support, Korein Tillery LLC Recorded on 06-27-2022​​

More and more law firms are turning to analyzing their data to drive business decisions. What is the main driver behind this and what do firm leaders see data providing today that would help make decisions? In addition, we will discuss in this interview what types of data should they be looking at and what tools are or should they be using? Questions that Tracey will ask speakers: -What is the main driver behind more and more law firms turning to analyzing their data to drive business decisions? -What do firm leaders see data providing today that would help make decisions? -What types of data should they be looking at? -What tools are or should they be using? Moderator: @Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLP Speakers: @Royale Price - Director of Pricing and Matter Management, Greenberg Traurig Katie Styler - Principal, Axiom Consulting Partners Recorded on 06-24-2022

We all know that new technology without adoption, isn’t useful to advancing our organizational goals nor does it highlight the value of the technology. But how do you articulate the value of the technology without adoption? It’s a bit of the chicken or the egg conversation that anyone deploying a new technology faces. Join us as we discuss how business sponsors can articulate the adoption and value of legal technology to drive sustainable change. Questions Rachel will ask Nikki: • Adoption is critical to the success to legal technology, during the planning process when should the conversation around adoption take place? • Do you think challenge to legal tech adoption is a US centric problem or is this a global industry problem? • Do you think lawyers are really change adverse or is the value not always articulated? • Who should decide if technology is successfully adopted? Who is responsible for articulating the value? • What skills do you think need to be applied to have successful adoption? Moderator: @Rachel Shields Williams - Director, Knowledge Management, Sidley Austin LLP Speaker: @Nicola Shaver - CEO, Co-Founder, LegalTechnology Hub ​ Recorded on 06-23-2022​

Join ILTA for another engaging and insightful CEO podcast, featuring ILTA CEO Joy Heath Rush and Director of Publications and Press, Beth Anne Stuebe. Summer of 2022 is off to a great start with this episode!

Welcome back for an all-new episode of Hopscast! Featuring Philadelphian Dave Isaac, we sit down for a great conversation about tech and sports and, of course, Hops!

This podcast interview session will take a look into our mobile devices (super computers in our pocket) and the built in (or lack there of) security around them. Can we rely on our devices out of box as long as they’re managed or has the time come where we need to take mobile security to the next level? Questions that David will ask speaker: 1. Mobile devices are essentially a smaller version of a computer that can fit in your pocket. They’re on us and in use almost all the time. Confidential information flows to, from and through them, yet we don’t seem to secure them to the same level as a computer. Is that because they’re just secure out of the box? Or are we missing something? 2. What types of threats and attacks should we be concerned about with our mobile devices? 3. A lot of organizations may say we use MDM (mobile device management) to secure our mobile fleet of devices. Is an MDM sufficient? 4. If out of the box security and usage of an MDM is not quite enough, what addition protections should we be looking at? 5. How should different usage patterns and user interfaces of mobile devices factor into an organization's model of the mobile security threat and mobile security solutions? 6.Obviously budgets and staff have an influence on just how much security you can deploy and manage. What would be the top 3 items that all businesses and mobile users should put into place to help protect their mobile devices? Moderator: @David Whale - Director Information Security, Fasken Martineau Dumoulin LLP Speaker: @Seth Hallem - CEO & Chief Architect, Mobile Helix Recorded on 06-17-2022 ​​

Now that Sentiment Analysis has gone live within RelativityOne, Relativity has gotten feedback of how clients are using this form of analytics. This podcast session will detail real world examples of how sentiment analysis has added to successful review. The AI-powered Sentiment Analysis feature is now in Advanced Access and will be available to RelativityOne users later this year. Sentiment Analysis will allow users to identify positive and negative sentiment in their data. The analysis is conducted on a sentence-by-sentence basis so that even if negative sentiment is buried within a longer conversation, users will not miss that key information. Moderator: @Andrea Shirey - IT Consultant, Bayer Corporation Legal Department Speaker: Dilan Dubey - Product Manager, Relativity Recorded on 06-16-2022

If we have learned one thing from the pandemic, it’s the fact that we can’t always meet in person but we can continue business. In this podcast, the speakers will discuss ways that eSignatures, remote online notaries and virtual rooms can eliminate the need to travel to an in person Notary. Questions the Co-Moderators will ask Speakers: ○ Could you please tell our listeners a little about yourselves? Aaron, let's start with you. ○ If you both could briefly chime in as to what e-signatures are and what you can accomplish with them, that would be a great place to start. ○ Can you explain for our listeners, how Notaries worked pre-pandemic? ○ With the ongoing digital transformation, eSignatures became very popular in the last 2 years. More eSignature vendors offer unique features to digitize traditional workflows in different industries. We know you are familiar with online notarization and Virtual Rooms. Can you tell us more about Remote Online Notarization and Virtual Rooms? What are those and how can they help busy attorneys? Co-Moderators: @Jack Recinto - Senior Applications Director, Vedder Price P.C. @Alisher Yuldashev - ​ Business Technology Advisory Manager, Borden Ladner Gervais ​Speakers: -Aaron Davis - Director, Product Marketing, OneSpan -​Raquel Lima - Product Manager, OneSpan Recorded on 04-17-2022

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications. The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win. Questions Christiane will ask Andrew: • How can data enhance decision making? • When is it not appropriate? • What are the limitations: Bias, Data Hygiene • What needs to happen to make better use of data in the future? Moderator: @Christiane Matuch - Manager, Axiom Consulting Partners Speaker: @Andrew Medeiros - Director of Innovation Solutions, Troutman Pepper Hamilton Sanders LLP Recorded on 04-21-2022

Everyone is talking about data analytics and the evolving role of KM in conducting analytics. In this podcast, we will discuss where do you start, what tools are needed, what skill sets are required, how do you avoid stepping on the toes of others in the firm, such as the marketing or finance team and who may also be doing analysis of data? Questions Carolyn will ask Bobbi: 1. Traditionally KM has been about developing standards, templates and taxonomies to locate knowledge and expertise within the organization. But, now, we are starting to see the evolving “role of data” in providing actionable information as part of knowledge management. Bobbi, does this resonate with you? 2. DA Investments/Efforts/Initiatives: a. The increasing interest in data analytics – used to be fairly focused on financials and LPM, but now seeing analytics around diversity and retention, legal process improvement – is that consistent with what you are seeing in firms? b. Is the push to do more with data analytics coming from clients or from within firms themselves as they strive to find ways to improve efficiencies and profitability? 3. Building Capabilities (Hiring Trends/Roles) a. A few years ago there was a trend to hire data scientists and data analysts – is this trend continuing? b. How are you seeing that KM’s role is evolving to support data analytics capabilities? 4. Where to Start (Demonstrating Value/Low Hanging Fruit). A What is the low hanging fruit? B What would be the advice you’d give the person who wants to show the value of data analytics as applied in the “real world” of a practicing law firm Moderator: @Caroline Sweeney - ​Director of Knowledge Management & Innovation, Dorsey & Whitney Speaker: @Bobbi Basile - Managing Director, HBR Consulting LLC Recorded on 04-08-2022

There is current trend towards legal ops in law firms, but not all is equal. It is quite common to see difference in titles, department names and even what is being covered. How are legal operations shaping up in the law firm space and how will these departments help to meet the evolving market demands? Specific interview questions Tracey asked Chris: 1. If a firm is looking to start a legal operations department, what are the key components? 2. How does having a legal operations team increase efficiency? How does legal operations improve value for the client? 3. Are there any tools your recommend to improve performance? 4. What are the latest trends in legal operations? What departments are new? 5. What are the biggest obstacles in growing the legal operations team? 6. How do you justify additional headcount on the legal operations side? Moderator: @Tracey Pardo - IS Improvement and Reporting Analyst, Cooley LLP Speaker: @Christopher Emerson - Chief Legal Operations and Innovations, Quarles & Brady Recorded on 04-08-2022

Driving adoption of even useful technology is notoriously difficult. What are some helpful strategies for Litigation Support professionals to get buy-in and training time commitments from busy attorneys? Questions Sachin will ask speaker: 1. What are some of the considerations for a law firm to opt for managed document review over reviewing documents in-house? 2. What type of training on your platform or services do litigation attorneys need to make the shift to managed document review a seamless one? 3. What strategies have you found to be most effective when getting attorneys to modify their workflows to incorporate outside legal services? 4. How has the shift to remote work changed how law firm attorneys and in-house counsel work with legal service providers such as Quislex? 5. How would you suggest firms discuss and get client approval for the use of outside legal services? Moderator: @Sachin Gupta - ​Knowledge Management Attorney – Data & Technology Transactions, Latham & Watkins LLP Speaker: ​Bobby Coppola - VP of Legal Solutions and Strategic Growth, Quislex Recorded on 04-01-2022

Information Governance…we hear this term all the time in legal, but what does it really mean? Is it referring to controlling the stream of information inside a law firm or law department, or outside one? And what methods are being utilized in today’s law firms and law departments to govern this often critical information? In this interview session, we will discuss what the term actually means and what effects it can have on firm attorneys and staff. Finally, we’ll learn why having an IG policy is so vital to clients and firms alike. Moderator: @John Graves - Training Support Specialist, Winstead PC Speaker: @Jeffrey Sharer - President and CEO, LexShift Recorded on 04-01-2022

Change management is a critical part of any successful project or initiative. With so much change happening both in the legal industry and in the world as a whole, a good change management program has never been more important, especially if your firm expects to continue with a hybrid work model into the foreseeable future. In this podcast, we’ll talk to Sharon Ford, Change Management Manager at Perkins Coie, about how to think about change management in a hybrid workplace. Questions that Holly will ask Sharon: 1. Over the past two years, people have gone through a tremendous amount of change. Does the pace of change in the world at large impact how we talk about change internally to our stakeholders and end users? 2. What are some aspects of change management that become more important when communicating with a hybrid workforce? 3. What are some specific issues, or ‘gotchas’, that people involved in change management efforts may not realize will be problematic? 4. A successful change management effort will always tailor the message to the audience. Has the way you think about different audiences changed in a hybrid environment? 5. If you could provide listeners with one (or two!) takeaways for putting together a successful change management initiative in a hybrid environment, what would it be? Moderator: @Holly Hanna - KM Firm Solutions Manager, Perkins Coie LLP Speaker: @Sharon Ford - Change Management Manager, Perkins Coie LLP ​Recorded on 03-31-2022

This session will review the different opportunities to make data-driven decisions in law firms and the challenges that go with them. Ideally the session, will differentiate between organizational/enterprise applications and client facing/legal advice applications. The goal is to map when data-driven decision-making is a good idea and when it is not. Further the session, will explore what to look for in terms of actions taken from data alone (bias, available data) and give tips how to get started and where to find structured data within your organization/firm to get started for a quick win. Moderator: @Christiane Matuch - Manager, Axiom Consulting Partners Speaker: Maggie Miller - ​Chief Client Officer, Orgaimi Recorded on 03-29-2022

Check out this White Paper podcast with Steven Rudnick from the Corporate White Papers!

“Check out this White Paper podcast with Gina Taranto from the 2022 Corporate White Papers!”

For Spring 2022, Peer to Peer, up this quarter is Prachi Soni, Manager of Application Development Services at Marshall, Dennehey, Warner, Coleman, & Goggin. She sat down with our WWL team and talked all things tech and leadership. Prachi was a great guest for our team and we enjoyed our thoughtful and insightful conversation.

Join ILTAns across the globe as we sit down with ILTA CEO, Joy Heath Rush, and Director of Publications and Press, Beth Anne Stuebe, as they talk all things ILTA and Peer to Peer!

This is Bleeding Edge, Season 2, Episode 5: Ben Alaire. Bleeding Edge is hosted by Cindy MacBean and ILTA's Beth Anne Stuebe, and we're coming straight to your earbuds with new and engaging content! ILTA Podcasts!

Microsoft’s M365 solution includes a growing and evolving number of security solutions. These include MFA, Exchange On-Line Protection, Advanced Threat Protection and others, some new, some improved. This podcast will be an overview of the solutions in M365 today, solutions that are either baked in to our existing M365 licenses at no additional cost or available at a nominal cost, that offer the possibility to retire and displace more expensive 3rd party solutions. Moderator: @Mark Manoukian - IT Director, Kegler, Brown, Hill & Ritter Speaker: Paul Edlund - Chief Technologist - Midwest, Microsoft Recorded on 03-04-2022