Reinventing Professionals

I spoke with Ryan Adams, the resort manager for the Chatham Bars Inn. We discussed the connection between customer service and client satisfaction, how technology is impacting client expectations, and the key elements of adding value.

I spoke with Bruce Malter, the director of client engagement for eTERA Consulting at the 2017 Masters Conference in New York City. We discussed what vendors can do to stand out, how technology has normalized, and where the industry is headed.

I spoke with Haley Altman, the co-founder and CEO of Doxly, a secure transaction management platform that centralizes checklists and reporting, and tracks documents, versions, and tasks, while automating signature management. We discussed the genesis of Doxly and the power of client collaboration at ILTACON 2017.

I spoke with Montina Portis, the founder and CEO of Creative Internet Authority, a digital marketing company that specializes in video production and promotion for lawyers and law firms. We discussed the genesis of the Creative Internet Authority, why video is an important element of law firm marketing, the types of videos lawyers should create, and the future of legal marketing.

I spoke with Chuck Cole, the director of client engagement for Lucid IQ, the maker of CaseManagerPro, at the 2017 ILTA Conference. We discussed how developing a conversation with users can enhance their experience with technology.

I spoke with Silvia Hodges Silverstein, the executive director of the Buying Legal Council, the international trade organization for legal procurement, and John de Forte, a London-based consultant to law and other professional services firms, who is the author of Winning Proposals: The Essential Guide for Law Firms and Legal Services Providers, which the Buying Legal Council published in July. We discussed the genesis of the Buying Legal Council, de Forte’s new book, Winning Proposals: The Essential Guide for Law Firms and Legal Services Providers, how law firms should measure the ROI of proposal activities, what winning proposals have in common, and the North American Legal Procurement Conference on September 6th in New York.

I spoke with Brian Kuhn and Shawnna Hoffman, the Global Leaders and Co-Creators of IBM Watson Legal. The duo delivered the day two keynote address at the 2017 ILTA Conference called – Transforming the Business of Law with Cognitive Computing: Watson Legal. We discussed the impact of AI on the business of law, the practical applications of that technology, which include reducing outside counsel spend and data reuse, and where the industry is headed.

I spoke with Jack Thompson, the Senior Manager of eDiscovery & Legal Operations at Sanofi US. He is also the International Legal Technology Association’s Programming Planning Council Member responsible for Law Department Relationships. We discussed his background and role with ILTA, as well as the various sessions that has is producing at the 2017 ILTA Conference to promote a dialogue between vendor, law firm, and law department leaders.

I spoke with Ishan Girdhar, the CEO of Privva, Inc., a software company focused on identifying and managing third party vendor risk throughout the data lifecycle. We discussed the genesis of Privva, how the legal industry addresses third party risk, what can law firms do to prevent or manage third party risk from their vendors, the biggest challenge that legal organizations are facing regarding cyber security, and how the legal industry is evolving in the current security environment.

spoke with Peter Zver, the president of Tikit North America, the maker of the timekeeping software tool, Carpe Diem. We discussed how timekeeping generally and Carpe Diem have evolved in the past 18 months, the most common features that clients are requesting, the importance of forecasting in timekeeping, and what the company will be showcasing at ILTACON 2017.