Law Firm Data Strategy & Modernization

25 June | In-Person | New York, USA | 08:30AM - 06:00PM

Join law firm experts and thought leaders for a full day exploring challenges and solutions to equipping law professionals
with modern data strategies to improve efficiency, client value, and competitiveness.

Key Highlights

WHAT TO EXPECT

Shaping Law Firm Data Strategy in the Age of AI

Discover how law firm leaders are redefining legal tech and data strategy to align with AI advancements and evolving business priorities.

Establishing Responsible Data Access Controls

Frameworks for implementing ethical and secure data access controls when utilizing LLMs.

Leveraging Data for Firm-Wide Intelligence

Explore how firms can utilize data to drive strategic decisions and uncover underutilized data sources.

Developing a Scalable Internal Data Platform

Insights on building robust internal data platforms tailored to firm-specific needs.

Centralizing Law Firm Data

  Strategies for eliminating data silos and enhancing data retrieval efficiency and security.

Data Extraction and Hygiene

Techniques for identifying, consolidating, and ensuring the accuracy of data from diverse sources to avoid inefficiencies and risks.

Structuring
Unstructured Data

Methods to transform unstructured information into accessible, data-driven decision-making tools.

Advanced Data Analytics and AI Optimization

Explore how predictive and prescriptive analytics can drive competitive pricing strategies, client insights, and business growth, preparing firms for AI integration.

SUPPORTING PARTNERS

Agenda

Do you have an interesting story to present? A case study to share? Or would like to be a part of one of the panels?

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9:20AM – 9:30AM EST

Chairperson's Opening Remarks

CHAIRPERSON

Tom Baldwin

Founder

Entegrata

9:30AM- 10:10AM EST

Executive Insights:

Shaping Law Firm Data Strategy in the Age of AI

SPEAKERs

Tom Baldwin

Founder

Entegrata

Keith Whitman

Chief Operating Officer

Finnegan, Henderson, Farabow, Garrett & Dunner, LLP

Adam Kassoff

Chief Operating Officer

Vinson & Elkins

Kim Gardner

Chief Operating Officer

Holland & Knight

Explore how C-suite leaders are driving data strategy and modernization within law firms. Gain perspective on their priorities, expectations for future changes, and how artificial intelligence is transforming their strategic approach to data management.

10:10AM- 10:50AM EST

Establishing Responsible Data Access Controls for LLM Usage

SPEAKER

Morgan Llewellyn

AI Practice Director

HIKE2

Speaker TBA

To ensure responsible use of large language models (LLMs), organizations must establish strong data access controls:

10:50AM – 11:20AM EST

Networking AM Coffee Break

11:20AM – 12:00PM

Beyond Billing:

How Partners and Law Firm Leaders Use Data to Firm-Wide Intelligence 

SPEAKERS

Katon Luaces

Co-Founder

PointOne

Vishal Agnihotri

Senior Director, Knowledge and Innovation 

Alston and Bird 

Speaker TBA

Law firms generate vast amounts of data, but are they using it to drive smarter strategy and decision-making? This panel goes beyond billing to explore how partners and firm leaders can harness key data sources, break down silos, and unlock hidden insights for competitive and operational advantage. Join us as we explore practical steps law firms can take to unlock hidden insights and put their data to work.

• Assess the key data sources law firms use from a business and strategy perspective
• Evaluate what partner’s and strategy leaders can change tomorrow to unlock more value from the data their law firm currently has
• Examine the most under-appreciated sources of data law firms aren’t utilizing
• Understand the key challenges law firm leaders face in using these data sources today
• Analyze silos preventing a holistic approach to utilizing the data produced by law firms
• Identify the holy grail for unlocking the value of these data source
  

12:00PM- 12:40PM EST

Laying the Groundwork:

Foundational Data Cleanliness for Maximizing ROI in Law Firms

SPEAKERS

Eric Anderson

Practice Lead Data, Search & AI

Fireman, an Epiq Company

Jeannine Zito

Senior Manager of Knowledge Solutions

Cleary Gottlieb Steen & Hamilton LLP

Data is a critical component in driving law firm success, and its quality directly impacts the outcomes that firms can achieve. To harness the full potential of data, particularly when integrating advanced technologies such as artificial intelligence, it is essential that the data collected is clean, well-organized, and accurately tagged. Utilizing unclean or inconsistent data can lead to inaccurate outputs, misinformed decisions, and ultimately diminished returns. As law firms look to improve efficiency, strategy, and client outcomes, foundational efforts in data cleanliness become not just beneficial, but necessary. Industry leaders emphasize the importance of best practices in data collection, hygiene, tagging, and storage as key steps toward maximizing ROI and setting the stage for future innovation.

12:40PM- 1:40PM EST

Networking Lunch

1:40PM – 2:20PM EST

Decisions Today, Data Tomorrow:

Building a Scalable Law Firm Data Platform 

SPEAKERS

Naomi Swalve

Legal Product Lead

Centari

Alma Asay

Chief Innovation and Value Officer

Crowell & Moring LLP

Addison Larrow

Strategic Innovation Analytics Lead

Crowell & Moring LLP

Paul Casey

Data and AI Product Manager

Frost Brown Todd LLP

Where does a law firm begin when building out a “single source of truth”? What shortcuts have short-term appeal, but the potential to hinder scalability down the line? What lessons can we learn from law firms that are further along in their journey and experiencing the impact of decisions made long ago?

In this session, the panelists will share the strategic decisions, lessons learned, and the ultimate steps taken to set their firms on a new path with respect to modern data management, analytics, and reporting. They’ll address, among other topics, how they approached the assessment of organizational requirements, determined scope and timelines, defined and targeted different categories of stakeholders, evaluated tools and infrastructure, budgeted, and evaluated partners, all with an eye toward ongoing evolution and scalability that would enable the platform to grow with the business.

2:20PM- 3:00PM EST

Effective Communication and Education Strategies for Gaining Support and Enhancing Literacy

SPEAKERS

Scott H. Kaiser

Knowledge Counsel

Mayer Brown LLP

Murray Coffey

Senior Strategic Adviser

Willkie Farr & Gallagher

Mike Ertel

Director, Practice Innovation

Crowell & Moring LLP

The introduction of new technology and AI often faces resistance and apprehension. To foster enthusiasm for change and alleviate fears, it's essential to implement a well-structured communication and education plan. Leadership should spearhead this communication to build trust and encourage buy-in from all users, empowering them to fully leverage new tools for improved performance and productivity. Engaging change advocates can help drive education throughout the transition, while a well-planned training schedule ensures minimal disruption to daily workflows.

3:00PM- 3:30PM EST

PM Networking Break

3:30PM – 4:10PM EST

Technology Selection, Evaluation, Onboarding, and Oversight

SPEAKERS

Scott Ball

Legal Product Expert

Draftwise

Rebecca Pasternak

Legal Innovation Advisor

Mayer Brown LLP

Sara Miro

Director of Knowledge & Innovation

Sullivan & Cromwell LLP

Choosing the right technology solution for your organization can be a complex and time-consuming process. Law firms need to clearly identify their needs, explore available options, assess each product, evaluate the onboarding and integration processes, and develop a comprehensive implementation plan. A deep understanding of the firm's requirements is essential, and involving the right stakeholders at every stage is crucial.

Many law firms enter long-term contracts with technology vendors, making it vital that both the software and the vendor relationship align seamlessly with the firm’s goals. Learn from industry experts about best practices for successfully navigating this process, avoiding costly mistakes, and achieving your firm’s objectives.

Additionally, discover effective methods for communicating the selection process with leadership, establishing KPIs, and aligning goals with vendor partners.

4:10PM – 4:50PM EST

Approaches to Centralizing Law Firm Data

SPEAKER

Kate Cain

Chief Knowledge and Innovation Officer

Sheppard Mullin

Rachel Shields Williams

Product Management Director, Client Intelligence

Sidley Austin LLP

Effective management of law firm data is essential for meeting organizational objectives. Extracting data from various sources is not only time-consuming but also poses security risks. Learn from data professionals about how they’ve successfully eliminated data silos, centralized their data, and improved both the efficiency of data retrieval and overall data security.

4:50PM – 5:00PM EST

Chairpersons Closing Remarks

5:00PM – 6:00PM EST

Networking Reception

Venue

Law Firm Data Strategy & Modernization: New York will take place at the SUNY Global Center in New York.

Address

116 East 55th Street

New York, NY 10022

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