Podcasts about legal project management

This week, on Pioneers and Pathfinders, we're doing something a little different, with a special two-part conversation featuring Justin Ergler and Keith Maziarek, co-hosts of the Off the Clock podcast and board members of the Legal Value Network. Now, you may remember Keith from a previous episode. He's the Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Justin, a veteran of GlaxoSmithKline, now leads his own consulting practice focused on alternative fee arrangements and innovative legal service delivery. In part one of our wide-ranging discussion, we talked about why this is a great time to enter the legal profession, the ongoing frustrations with the pace of change, and how law firms and legal departments are rethinking billing structures.  Read the full transcript of this episode here: https://www.seyfarth.com/dir_docs/podcast_transcripts/Pioneers_KeithMaziarek_JustinErlger_Pt.1.pdf

In this episode of CLOC Talk, guest host Jeremiah Kincannon, advisor on CLOC's Voice and Brand Council chats with CJ Nicastro, Program Manager, Global Affairs & Legal Strategy Operations at Google and Scott Rosenberg, Managing Director & Corporate Counsel at Unbiased Consulting, LLC, both co-chairs of the CLOC Legal Project Management Committee. They discuss the relevance and application of Legal Project Management, otherwise known as LPM in the legal industry. CJ and Scott highlight misconceptions about LPM and the importance of integrating project management principles into legal workflows. They emphasize the need for lawyers to embrace project management skills and the value of matter lifecycle management for improving efficiency and process alignment. Tune in as this episode covers strategies for gaining leadership buy-in for LPM initiatives and offers guidance for legal professionals looking to enhance their project management capabilities.

Keith Maziarek joins us on the podcast today. Keith is Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Keith entered the legal world as a Marketing and Communications Manager at the ABA, where he learned about working with lawyers, as well as the business side of the industry. He later went on to serve as a business development manager at DLA Piper. There, Keith began exploring pricing and profitability matters, eventually becoming the firm's first head of strategic pricing. He continued in this field at Perkins Coie, where he worked as Senior Director of Client Value. Today, in his wide-ranging role at Katten, he collaborates with others to design, build, and implement the firm's robust and scalable strategic pricing, profitability, process improvement, legal project management, and client value capability. Additionally, Keith is a board member of the Legal Value Network, where he helps further the evolution of the business of law in the commercial legal services sector. He has also authored several published articles on the topics of pricing, client value, and collaboration, and he speaks regularly at industry conferences. In today's discussion, Keith talks about what led him to work in pricing, how discussions about pricing have evolved in the legal profession, the key factor about generative AI tools that people often overlook, and how he became involved with the Legal Value Network.

Welcome to today's episode of "AI Lawyer Talking Tech," where we dive into the latest developments shaping the legal tech landscape. In this episode, we'll explore a series of groundbreaking stories, including KKR's majority investment in Agiloft to enhance contract lifecycle management, LexisNexis's strategic acquisition of document drafting tech provider Henchman, and a pivotal court ruling on Section 230's application to court documents. We'll also discuss the innovative efforts of law firms like Slaughter and May and the surge in AI adoption among solo and small firms. Additionally, we'll cover the latest regulatory updates, including Colorado's pioneering AI Consumer Protection Law and Coinbase's legal battle for clarity in cryptocurrency regulations. Stay tuned for an engaging overview of the dynamic interplay between technology and the legal industry. KKR Acquires Majority Investment in Agiloft03 Jun 2024Legal Tech BlogSection 230 Applies to Publication of Court Documents–Medina v. Microsoft31 May 2024Technology & Marketing Law BlogLexisNexis to Acquire Document Drafting Tech Provider Henchman03 Jun 2024LexisNexisSlaughter and May announces winner of 2024 student Innovation Competition03 Jun 2024Slaughter and MayLexisNexis Australia Launches Lexis+ AI™, A Generative AI Solution That is Set to Change the Game for Australian Legal Practitioners03 Jun 2024LexisNexisLexisNexis to Acquire Document Drafting Tech Provider Henchman03 Jun 2024LexisNexisXRP Bulls Poised for Breakout as Final Judgment in SEC Lawsuit Looms03 Jun 2024Currency Analytics2024 Solo and Small Firms Legal Trends Report03 Jun 2024Legal FuturesCoinbase Takes Stand Against SEC, Pushes for Clarity in Cryptocurrency Regulations03 Jun 2024Currency AnalyticsLLRX May 2024 Issue01 Jun 2024LLRXCity solicitor's tech start-up receives $6m funding boost02 Jun 2024Legal FuturesDOJ says it can't release Biden's special counsel interview for fear of 'deepfakes,' legal scholar slams filing as 'legally absurd'02 Jun 2024Blaze.comDissecting The Processes of Law Firm Strategic Planning31 May 2024LLRX.comEarly Adopters Of Gen AI In Law01 Jun 2024Forbes.comNew Website Courts.ie Modernizes Access to Legal Information01 Jun 2024Japan PCColorado legislature sends bill to regulate kids' social media use to governor's desk31 May 2024KOAA.comRestart of FCC's EEO Data Collection Plan Faces Legal Challenges31 May 2024Radio World NewspaperHow Crypto Companies Can Avoid Compliance Pitfalls31 May 2024BeInCrypto.comFurther development of Legal Operations: Osborne Clarke establishes central unit for Legal Project Management with Dr Lisa Hamelmann from Hausfeld31 May 2024Osborne ClarkeColorado Jumps to the Head of the Line: Enacts First Comprehensive State AI Consumer Protection Law01 Jun 2024BeneschNIST Invites AI Developers to Submit Models for Risk Assessment Testing — AI: The Washington Report31 May 2024Mintz LevinFilling the Void: 2024 State Privacy Legislation31 May 2024Stoe Rives LLPAI's Power Consumption Could Put the Grid — and Energy Regulators — to the Test31 May 2024Vinson & Elkins

In this special episode we are joined by Mark Karnowski and Tom Evans, who hold senior roles in delivering Legal Project Management services for international law firm Norton Rose Fulbright, and Robert Dudley, Head of Employability & Engagement at The BARBRI Group. We explore the expanding career opportunities in “Legal Project Management”, the skills needed, and why this is a fast-growing area in both law firms and the in-house legal teams of their clients.  In this episode, Mark and Tom speak about what “Legal Project Management” (or “LPM”) is, and how the need for firms to deliver this LPM service arose from the greater client demand for efficiency and pricing certainty after the Financial Crash in 2007-09.  Mark and Tom explain how this is a fast-growing area of practice, relevant to different practice areas, from Banking and Corporate to Litigation.  Our guests explain how you can build a career in LPM from different career backgrounds ranging from being a lawyer, to accountancy or management consultancy, and the graduate programmes in law firms in “Legal Operations” which offer you the chance to develop a career in LPM.  The differences between LPM roles in law firms and in-house legal teams are also discussed.  The episode then considers the skill-sets which are important for LPM, highlighting core capabilities such as organisation, project management and attention to detail.  Also, our guests emphasise the need for high levels of emotional intelligence, managing and negotiating with one's busy stakeholders, adaptability as projects you are managing evolve and change, and a need for resilience and being able to manage tight deadlines. Actions and resources for listeners: ·         Check this webpage and read one of the “how we are helping out clients” stories – what skills would the legal project managers need to deliver really well on this project? ·         See this summary of the importance of legal project management to in-house legal teams.  How do you own skills match with those highlighted there?  

In this special episode we are joined by Mark Karnowski and Tom Evans, who hold senior roles in delivering Legal Project Management services for international law firm Norton Rose Fulbright, and Robert Dudley, Head of Employability & Engagement at The BARBRI Group. We explore the expanding career opportunities in “Legal Project Management”, the skills needed, and why this is a fast-growing area in both law firms and the in-house legal teams of their clients. In this episode, Mark and Tom speak about what “Legal Project Management” (or “LPM”) is, and how the need for firms to deliver this LPM service arose from the greater client demand for efficiency and pricing certainty after the Financial Crash in 2007-09.  Mark and Tom explain how this is a fast-growing area of practice, relevant to different practice areas, from Banking and Corporate to Litigation. Our guests explain how you can build a career in LPM from different career backgrounds ranging from being a lawyer, to accountancy or management consultancy, and the graduate programmes in law firms in “Legal Operations” which offer you the chance to develop a career in LPM.  The differences between LPM roles in law firms and in-house legal teams are also discussed. The episode then considers the skill-sets which are important for LPM, highlighting core capabilities such as organisation, project management and attention to detail.  Also, our guests emphasise the need for high levels of emotional intelligence, managing and negotiating with one's busy stakeholders, adaptability as projects you are managing evolve and change, and a need for resilience and being able to manage tight deadlines.  Actions and resources for listeners:·       Check this webpage and read one of the “how we are helping out clients” stories – what skills would the legal project managers need to deliver really well on this project?See this summary of the importance of legal project management to in-house legal teams.  How do you own skills match with those highlighted there? 

We've all been there: a boss cushions their language so much we leave meetings unclear on whether we were doing a great or terrible job.     In this podcast panel interview session, seasoned managers will discuss on what things to include & avoid in feedback sessions, and how providing feedback on the go is much more valuable than waiting for formal performance reviews    Moderator: @Harriet Joubert-Vaklyes, Director, Legal Operations, CBRE      Panelists: @Janelle Eveland Belling,  Director of Legal Project Management, Perkins Coie  @Amy Monaghan, VP of Client Success and Product Innovation, Infodash @Nicola Woodfall, Senior eDisclosure/eData Manager, Travers Smith   RECORDED 4-25-2024

Ever started your Monday already swamped with emails and tasks, all competing for your attention? Determining the best sequence to tackle these tasks is crucial for maximizing your effectiveness throughout the week and beyond.   In today's episode, I introduce a structured framework that enhances your ability to prioritize demands effectively, helping you manage your limited time and resources. You'll also gain insights into common pitfalls to avoid when prioritizing projects and tasks in your law firm.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/14

One of the hardest things to recognize in a law practice is how the default way in which lawyers approach and deliver their work creates barriers to access for everyday people trying to reach that lawyer's services. So, how do you identify it and what can you do about it?   This week, Alexandra Devendra, founder of design-focused B Corp law firm Aligned Law and I discuss the design elements that help meet your clients' human needs. We explore Alix's passion for organizational design, development, and alternative ownership models, and Alix shares her tips and tricks for more intentional design in your law practice.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/12

How do you know that you've done enough to meet the standards you've set for your law practice? Today, I have two specific tools that work beautifully together and amount to a specific type of quality standard policy that you can implement within your law practice.   Tune in this week as I share two important parts of the Agile Framework - Definition of Done and Definition of Ready. I'm discussing the role that checklists play in coming up with your Definition of Done and Definition of Ready, and you'll learn how these tools help you ensure the flow of work and client-facing deliverables through your systems.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/11

If you don't have explicit policies, it becomes incredibly difficult to develop any consistency around how and when you deliver your work. Tune in this week to discover the importance of establishing simple but clear policies in your law practice. Those policies are going to be the key to improving the quality and consistency of your work product and your workflow. You'll learn two different ways to think about policies that can help you accomplish the same thing, but ultimately, I think one of them is more powerful than the other.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/10

What if the best way to improve the efficiency of your law practice is to not try to improve efficiency at all, but to focus on quality instead? This may sound paradoxical, but focusing on quality, not efficiency, is the key to unlocking more balanced workloads, smoother workflow, increased capacity, and ultimately greater efficiency while delivering an improved client experience along the way.   On today's show, I'm musing on why I believe quality improvement and process improvement are the same thing. Plus, I'm sharing the cascade of events that occurs when you focus on defining and prioritizing quality in your services and deliverables.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/9

Dave Maxfield, co-author of The Lean Law Firm, joins me today to provide an interesting look into how lawyers can adopt techniques from the Lean methodology to empower and improve their law practices. Tune in this week to discover how to take lean production systems of global production lines and use them to improve your law practice. We're discussing the potential efficiency pitfalls of hourly billing, Dave's simple formula for making changes that increase revenue, and we're analyzing the things that prevent law firms from being as efficient and profitable as they could be.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/8

Streamlining processes in your law practice makes sense. It saves you and your team precious time and energy and keeps the backend running smoothly. However, optimizing a system for efficiency doesn't always go down well with clients. In fact, it can reduce customer value and loyalty, leaving them disengaged from the process you're helping them through.   Tune in this week to discover how you might unknowingly be alienating your customers in an effort to have efficient systems in your law firm. I'm discussing how to find the line that separates efficiency and customer value, and you'll learn how to help customers see intrinsic value in becoming part of your streamlined systems.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/7

In this episode, Keith Maziarek, an LVN board member and Director of Pricing and Legal Project Management at Katten, has an insightful conversation with Melissa Gyuer, Director of Pricing at Paul Hastings. The pair discuss in-house legal operations and relationships with law firms. The duo discuss everything from pricing dynamics and risk mitigation to cost control.

When somebody hires a lawyer, what are they really looking for? One mainstay of being an Agile Attorney is delivering customer value consistently, so how do you invest your time and experience in your practice now to create an environment that prioritizes client value in your firm?  Discover how you can pivot in your law firm to provide the kind of value your clients really want from you. I'm giving you tools that will help you expand what you're able to offer your clients, aside from advancing their legal matters, to meet their human needs without neglecting the social and emotional complexities that people experience when navigating the legal system.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/6

Do you have numerous cases close to being completed but, because they are no longer urgent, they sit among the rest of your work and make you feel overwhelmed by all there is to do? Many firms overlook addressing this common issue as an opportunity to reduce the total amount of work in their system.   This week, I'm building on concepts we've talked about over the last few weeks to help you organize your law practice. I'll cover two important concepts related to law practice management and how to prioritize where you set your and your team's finite time and attention. I'll also introduce new concepts to help you reduce administration overheads and close cases and tasks that are closeable in your law practice.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/5

There is a wealth of tools out there designed to streamline your workflow, easy to pick up and capable of adapting in countless ways as you master them. A personal favorite of mine is the Kanban board.   We'll explore various board types, identifying the one that best meets your practice's needs and pinpointing bottlenecks in your process. You'll learn how to introduce useful complexity into your workflow modeling, understand the differences between Matter-level and Task-level boards, and decide which one suits your practice's requirements.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/4

Are you hitting roadblocks in your legal delivery systems because of stubborn bottlenecks that disrupt the flow of work? It feels like every new solution out there promises smoother operations, yet often, they just end up shifting the problem elsewhere.   In today's episode, I'm going to guide you through the most effective strategies for getting work to move seamlessly through your system again. We'll take a close look at the bottleneck areas in your law practice and discuss why making improvements in the wrong areas doesn't really cut it.   For full show notes, transcript, and more information, visit: https://www.agileattorney.com/3

It's vital for legal professionals to comprehend the details of law firm economics and the impact they have on their success. In this episode of Big Law Life, I interview Keith Maziarek, Director of Pricing and Legal Project Management at Katten Muchin Rosenman, on how to maximize value for profitable service delivery.   Keith has over 22 years of business management experience within the legal service industry and serves as a board member and officer of the Legal Value Network, a member-driven industry group dedicated to reshaping the legal service delivery model.   Keith and I discuss the genesis of strategic pricing that stemmed from the financial crisis when clients demanded better discipline in outside counsel spend, and the journey from there to the business and metric-focused approach today in the law firm industry. Ongoing tracking, budgeting, and adjustments correlate directly with the economic health of law firms, reinforcing the significance of utilizing a data-driven approach. A few takeaways … Applying data analysis and strategic decision making, firms can efficiently align pricing strategies with client parameters and budget constraints. It's not just about defining billing rates, but also about being aware of the market dynamics, understanding client expectations, and delivering value to drive profitability. Legal professionals need to evolve beyond the traditional skill set taught in law school to succeed in today's challenging legal industry. Tools such as benchmarking prove invaluable to understanding market rates and ensuring fair compensation for expertise. By leveraging financial acumen and understanding the business side of law, legal professionals can negotiate from a position of strength, assuring both profitability and value delivery to the client. Embrace a collaborative approach to pricing and project management in the legal industry for increased efficiency and client-centric solutions. This episode at glance …  00:08:37 - Evolving Role of Pricing and Project Management 00:09:56 - Building Trust and Relationships 00:12:06 - Maturing Relationships through Pricing and Project Management 00:18:02 - Challenges in Navigating Pricing and Project Management 00:22:29 - Understanding Economic Value for the Client 00:23:58 - Shifting the Conversation on Pricing 00:24:12 - Client Billing Practices 00:24:29 - Negotiating discounts and business value 00:25:47 - Economic value and pricing 00:28:36 - Benchmarking and negotiation 00:32:37 - Setting billing rates and profitability 00:34:45 - Key advice for attorneys 00:36:15 - Legal Value Network Membership Benefits 00:37:18 - Internal Training and Leveraging Resources 00:39:34 - Learning Opportunities and Thought Leadership 00:41:13 - Simplifying Complex Metrics   Rate, Review, & Follow on Apple Podcasts Do you enjoy listening to Big Law Life?  Please consider rating and reviewing the show! This helps support and reach more people like you who want to grow a career in Big Law. Click here, scroll to the bottom, tap to rate with five stars, and select “Write a Review.” Then be sure to let me know what you loved most about the episode! Also, if you haven't done so already, follow the podcast! A new episode releases every week!. Follow now! Ways to reach Keith Maziarek www.legalvaluenetwork.comLinkedIn: https://www.linkedin.com/company/legal-value-network/ LinkedIn: https://www.linkedin.com/in/keithmaziarek/  Ways to reach Laura Terrell www.lauraterrell.com  laura@lauraterrell.com   LinkedIn: https://www.linkedin.com/in/lauralterrell/  Instagram: https://www.instagram.com/lauraterrellcoaching/ 

Zarządzanie projektami prawnymi to nie to samo co prowadzenie spraw sądowych. Zarządzanie projektami prawnymi może odmienić każdą kancelarię. Posłuchaj o tym jak się do tego zabrać

In this podcast episode, host Gary interviews Katherine Porter, founder of The Resourceful Lawyer. Katherine shares her journey from working at a law firm to discovering her passion for project management. She explains how she used the project management tool, ClickUp, to improve efficiency in a sexual abuse mast tort case at a law firm. Katherine defines legal project management and discusses its benefits for lawyers, including improved efficiency and transparency. She also talks about the challenges of implementing new software tools in law firms and the importance of gaining buy-in for successful implementation. Finally, Katherine shares why she named her business The Resourceful Lawyer. In her role as the founder and principal consultant at The Resourceful Lawyer, Katherine has emerged as a trailblazer, spearheading innovative project management solutions tailored specifically for law firms. Her commitment to actively managing legal projects has not only streamlined operations but has also significantly enhanced profitability for the firms she collaborates with.  Katherine brings a wealth of knowledge and expertise to the table.  She earned her law degree at UCLA and is a seasoned attorney with over two decades of experience. Coupled with certification as a Project Management Professional (PMP), she seamlessly blends legal acumen with a passion for optimizing law firm operations. You may order your copy of Breaking Free here: https://www.amazon.com/dp/B0CPKSQ59R

In Folge 197 ist ein alter Bekannter zu Gast, den viele von Euch bereits aus unserer Youtube-Serie 'Frag die Anwälte' kennen dürften: Dr. Frederic Mirza Khanian. Frederic ist Partner bei PWC Legal, Global Legal Business Solutions Leader und Experte für internationale Restrukturierungen und Carve-Outs. Wie ist es, in dutzenden Jurisdiktionen parallel Projekte zu managen? Was bedeutet es, erfolgreiches Legal Project Management zu betreiben? Inwieweit kommen ihm dabei auch die typischen Skills der Unternehmensberatung zu Gute - obwohl er natürlich weiter als Anwalt tätig ist? Antworten auf diese und viele weitere Fragen gibt's in der aktuellen Folge von Irgendwas mit Recht, Eurem Jura-Podcast. Viel Spaß!

In this episode, Alay and Katherine discuss:  What a legal project manager is and how it can help your firm.  … Legal Project Management with Katherine Porter Read More »

LVN Board Members Justin Ergler (GSK) and Keith Maziarek (Katten), have a conversation with Shawn Gross, Director of Pricing and Legal Project Management at Constangy, about the evolution of pricing and legal project management roles and how they now intersect with marketing and finance. The trio also examine the importance of making financial and pricing concepts easy to understand and why showing calculations is important for transparency.  They also delve into the importance of developing strong relationships with key players in law firms, especially rainmakers. 

In this episode of the Let's Talk Paralegal podcast, we're delving into the world of Legal Project Management (LPM), a critical skill that's transforming the way we work in the legal industry. Whether you're a lawyer, a paralegal, or someone from a non-legal background, LPM is a game-changer in the legal industry.We are going to demystify the intricacies of legal project management and discover how it can streamline legal processes, reduce costs, and ultimately deliver better results for clients. I will share some insights, practical tips, and real-world experiences.In this episode, you'll learn:- The fundamentals of legal project management and why it matters.- How LPM can help law firms and legal departments become more efficient and client-focused.- Key strategies for scoping legal projects, managing budgets, and mitigating risks.- The role of technology in modern legal project management.- Case studies showcasing successful LPM implementations and their impact.Whether you're a legal professional looking to enhance your project management skills or someone curious about the inner workings of the legal field, this episode will provide valuable insights into the dynamic world of legal project management. Join us as we explore how LPM is reshaping the legal landscape and helping legal teams deliver exceptional results while maintaining a client-centered approach.Set your meeting today: https://calendly.com/edarosa-law/15min?back=1&month=2023-10 Links to current sponsors:Intrepid Paralegals: https://ipsvirtual.com/Affirm Investigative solutions: https://affirmpi.com/Wynter Immigration Law Academy: https://immigrationlawacademy.club/Pictera Solutions: https://picterasolutions.com/Thank you for your interest! Hope to see you soon!Affirm Investigations Solutions Wondering if you have what you need to take on and ultimately win your client's legal case? AffirUnited Latinas, Inc. Elevating and preparing Latinas that are transforming the world! Join United Latinas today! Buzzsprout - Let's get your podcast launched! Start for FREEGet Staffed Up Get Staffed Up, the leading virtual staffing company for law firms in the United States! Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showFollow us on: LinkedIn Instagram @edarosallc1 Facebook

The Passive Income Attorney Podcast EP 169 | Ascending to New Heights with the Livable Law Method with Guigi Carminati Are you a lawyer struggling with burnout and the pressures of a demanding legal career? Tune in to this episode of the Passive Income Attorney podcast where Seth interviews Giugi Carminati, a recovering workaholic lawyer with over a decade of experience in law firms. Giugi shares her personal journey from big firm to small boutique firm, and the development of her Livable Law Method for preventing burnout and leading a more balanced life. Learn about her approach to project management, the importance of setting boundaries, and the need for regulations on legal tech usage. Giugi also emphasizes the value of taking time for yourself and having multiple income streams, all while being present in the moment to recharge. HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅Her method to prevent burnout and help lawyers lead a more balanced life ✅The importance of project management techniques for mental and physical health, attribution of credit, and a more balanced workflow ✅The significance of boundaries and regulations on legal tech usage in law firms ✅The importance of managing people, having confidence as a lawyer, having multiple income streams, and taking time for oneself to recharge and make better decisions. ✅And so much more!

The Passive Income Attorney Podcast EP 169 | Ascending to New Heights with the Livable Law Method with Guigi Carminati Are you a lawyer struggling with burnout and the pressures of a demanding legal career? Tune in to this episode of the Passive Income Attorney podcast where Seth interviews Giugi Carminati, a recovering workaholic lawyer with over a decade of experience in law firms. Giugi shares her personal journey from big firm to small boutique firm, and the development of her Livable Law Method for preventing burnout and leading a more balanced life. Learn about her approach to project management, the importance of setting boundaries, and the need for regulations on legal tech usage. Giugi also emphasizes the value of taking time for yourself and having multiple income streams, all while being present in the moment to recharge. HIGHLIGHTS: Here's a breakdown of what to expect in this episode: ✅Her method to prevent burnout and help lawyers lead a more balanced life ✅The importance of project management techniques for mental and physical health, attribution of credit, and a more balanced workflow ✅The significance of boundaries and regulations on legal tech usage in law firms ✅The importance of managing people, having confidence as a lawyer, having multiple income streams, and taking time for oneself to recharge and make better decisions. ✅And so much more!  

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

In this podcast, the sixth episode of eight in the CLI's Women Legal Business Founders and Leaders Series offered through our Legalpreneurs Lab, Women Legalpreneurs Special Interest Group, Melissa Lyon, Executive Director and Experience Designer, Hive Legal facilitated a discussion focusing on the journey from Lawyer to NewLaw Careerist with three outstanding women founders and leaders from Australia: Liz Fernando, Head of Legal Project Management, Allens Kate Greenwood, National Innovation Manager Family & Relationship Law, Lander & Rogers Katherine Thomas, Managing Director, Katherine Thomas Consulting and CEO, Free Range Lawyers Topics covered in this session included: What is (and isn't) a NewLaw career How different paths to NewLaw careers are possible, probable, and positive The need for and importance of diversity and inclusion in NewLaw careers What's next for NewLaw careers – evolution, journeys, paths and capabilities How NewLaw careers are shaping/contributing to the transformation of legal practice If you would prefer to watch rather than listen to this episode, you'll find the video in our CLI-Collaborate (CLIC) free Resource Hub here.

In this episode of The Legal Creatives Podcast, we explore how legal ops and project management strategies help lawyers work better and deliver quality results to clients. Our guest is Hannah Gentry, Legal operations and project management professional from the USA now based in the UK who shed light on her journey creating systems and processes for actors in the legal industry, as well as take us through some effective tips for improving efficiency while managing risks more effectively. We also discuss best practices to implement some of the principles of Legal Project Management and Legal Operations.

Angela Floessel, Global Director of Pricing and Legal Project Management at Morrison Foerster, discusses the litigation finance program she helped set up permitting MoFo to take good cases it might not otherwise take, secure good results for clients it might not otherwise help and help grow the firm's bottom line while doing it. Before moving to legal, Angela spent most of her career in finance. But in 2015, she took her business skills to the legal world. First to Baker Mckenzie and ultimately landed at Morrison Foerster. Among other responsibilities, Angela was hired to build out MoFo's pricing and practice management teams, but while doing that, her business background helped her spot another opportunity at the firm to develop–a litigation funding program. Working with other lawyers at her firm, they developed a structured litigation funding program, with a due diligence protocol and a legal funding committee that vets good cases for which they can enlist the help of litigation funders. As Angela also explains, to ensure the program is a success, its foundation relies on project management processes. The firm's project management team is involved in the cases every step of the way to make sure they identify the right opportunities, staff the cases correctly and stay on budget.

LVN Board member and Katten's Director of Pricing and Legal Project Management, Keith Maziarek, has a wide ranging conversation with Angela Floessel, Director of Pricing and Legal Project Management at Morrison & Foerster  Discussion topics include why Angela made the jump to legal from private equity, why law firms need to be disciplined about legal pricing strategies, the importance of project management skills, why not every RFP is created equal and how she implemented a program at her firm to take advantage of litigation funding.

Lawyers and firms have long struggled to find the right way to price their services.The hourly billing model focuses on the amount of time spent on a matter, project, or case. This can often lead to inefficiencies and frustration for the lawyer and the client. Value based pricing is an alternative that takes into account the value of the service being provided rather than simply the time spent. It means that lawyers and firms are paid based on the results they achieve for their clients.The incentive becomes focused on getting better results. Value-based pricing can also help build trust and improve communication between lawyers and clients.However, that doesn't make pricing or pricing conversations any easier. In this episode, we go into the rabbit hole of pricing.  SUBSCRIBE AND REVIEW:  iTunes // Spotify // Pocket Casts // StitcherSpecial thanks to Paul Stroka of LexFusion for making the introduction to Keith.Episode content Introduction and summary ➡ 1.24 Power of buyer ➡ 4.30 Power of supplier ➡ 7.34 Elastic economic market ➡ 9.42 Price discrimination ➡ 13.14 Client sophistication ➡ 17.08 Inflation and pricing for specialized services ➡ 23.46 The next service delivery model ➡ 31.04 Here are some of our favorite takeaways from the episode (edited to be reading-friendly).Value of workOne of the things that get ignored in discussions with clients or in the clients' calculus and how they determine what they're getting for the bills they're paying is that there's never a very accurate way of measuring the value that was captured from the services, and what the outcome was.It's always what was that bill? That bill is high. Maybe you bought a company, in an M&A scenario, that had subsidiaries or locations in highly regulated, highly risky territories - where there's a ton more work to be done. It's not an apples-to-apples kind of company. So you don't look at what I got for the price I paid? You're just saying the bills are higher now.Price discriminationAb: How do you demonstrate that we're going to charge you X, and it's worth more than X to you as an outcome?Keith: Price discrimination is the short answer to that. Not everything is worth the same amount. By nature, and this is not any judgment or me trying to take a position on the actual value or the value of the practitioners doing this kind of work. But by nature, there's a spectrum of complexity, and the stuff that's really complex on the highly complex side tends to be more scarce. There is a more scarce supply of people who can do it.On the opposite side, on a more commoditized side or the more routine side - it's not as complex, and there are more options to avail yourself of to do that work.Client sophistication - apply the scalpel, not the hatchetMy particular role is to ensure that the firm is as profitable as possible and that we're making our clients as happy as possible in terms of service delivery models and getting the outcomes they want.The conversation with the client depends on the level of sophistication:I'd say architecting and implementing some of those solutions depends on the sophistication that the client or the person on the buy-side has. There are only so many levers in this business in terms of what I can do. It's all about service delivery models and the underlying economics. This isn't astrophysics. There are not huge, massively complex data jobs in most cases (there are some benefits to that in different scenarios).There are a couple of levers on who's going to do the work and how much they have to do, what's the cheapest way to do it, and what the outcome will be. How do those things correlate (the price to the product)? Having those conversations with people that understand that better is important.I've worked with several legal operations groups where they have the knowledge, the understanding, and the sophistication. Still, there's a gap in the level of influence they have over the in-house attorneys...Different sides of the table, same challenges:We have very similar challenges - in-house and the law firm side - as it relates to getting the lawyers to understand the economics, the process, and to engage attorneys with it - to really adopt it. As opposed to, 'Yeah, but I'm skeptical of that because I don't understand it. So let's just do it the old way.'Next service delivery modelWhere can I get efficiencies out of technology? Which is a hugely growing market, that's going to be the new paradigm shift. It's going to be a much more dynamic service delivery model...Given that we've got a shortage of supply of people with the requisite skills to do a lot of this work and that's why we have to charge more. They [the attorneys] also have been working ridiculous man hours, and that's why we have to pay more for that. On top of that, there are obviously the mental health and quality of life concerns which is why a lot of people leave the workforce.I've been trying to make the case, and we work with our innovation group a lot, too, with several different teams internally to say: 'if you don't want people burnt out, you want them to have a better level of work-life balance and job satisfaction. Don't force them to brute force their way through everything all the time.'If you can get 30% more productivity out of the same people and let them sign off at seven or eight at night and use some tool that scales their productivity and delivers efficiencies then do it. You still get the same outcome, you just don't have to have as much input to have the same output.Resources mentioned Off The Clock Podcast Porter's Five Forces and a deeper look at Buyer Power

In this episode Emma De Vita, editor of Project, APM's quarterly journal speaks to to Dee Tamlin, currently head of legal project management at Pinsent Masons but who will, come mid-July be director of legal project management at White & Case, and Helga Butcher, at Head of Client Solutions within Ashurst Advance. They delve into the world of legal project management – what it is, why it's a hot area of growth for the profession, and how you can do it well. They also give their top tips on what it takes to work in this exciting new area for the profession.

In this episode, LVN Board Member and Director of Pricing and Legal Project Management at Katten, Keith Maziarek has a conversation with Professor Richard Jolly of the Kellogg School of Management at Northwestern University (also a principal at the Stokes and Jolly consultancy). The conversation is wide ranging touching on how lawyers are now more open to technology adoption, but still reticent because it is in their nature to be risk averse. Richard talks about his theory of hedgehogs and foxes in professional services (hedgehogs do one thing very well, while foxes are flexible and adapt to all sorts of conditions) and how, as a group, lawyers are often narcissists, but that is a good thing.

By default, many paralegal professionals serve as project managers, keeping cases on track and knowing when the next filing is due. But is traditional, linear project management best for all cases?  Agile project management has been around in other business sectors for 20 years, but the legal field has been cautious and slow to adopt.  Guest Alicia Mitchell-Mercer is an expert in applying the modern Agile project management philosophy to legal cases and how the Scrum processes fit. Scrum team? Product owner? ScrumMaster? If you've been curious, even baffled, by these terms, you won't get a better 30-minute introduction. Learn how modern project management fits today's legal needs.  From start to finish, Agile project management can help track legal projects and review results, then apply lessons learned to future projects. Mitchell-Mercer explains how applying these principles could help your firm work more efficiently, improve outcomes, and better serve clients. As a bonus, there isn't a high barrier to entry for ScrumMaster certification (and it could add to your personal market value).  Plus, some insights on how COVID's push to remote meetings has changed, perhaps forever, legal project management.   Special thanks to our sponsors NALA, ServeNow, and InfoTrack.

By default, many paralegal professionals serve as project managers, keeping cases on track and knowing when the next filing is due. But is traditional, linear project management best for all cases?  Agile project management has been around in other business sectors for 20 years, but the legal field has been cautious and slow to adopt.  Guest Alicia Mitchell-Mercer is an expert in applying the modern Agile project management philosophy to legal cases and how the Scrum processes fit. Scrum team? Product owner? ScrumMaster? If you've been curious, even baffled, by these terms, you won't get a better 30-minute introduction. Learn how modern project management fits today's legal needs.  From start to finish, Agile project management can help track legal projects and review results, then apply lessons learned to future projects. Mitchell-Mercer explains how applying these principles could help your firm work more efficiently, improve outcomes, and better serve clients. As a bonus, there isn't a high barrier to entry for ScrumMaster certification (and it could add to your personal market value).  Plus, some insights on how COVID's push to remote meetings has changed, perhaps forever, legal project management.   Special thanks to our sponsors NALA, ServeNow, and InfoTrack.

LVN Board Member Keith Maziarek (Director of Pricing and Legal Project Management at Katten) and Chad Main (Percipient) talk to Bill Rudnick. Bill is General Counsel at Cresset Capital, a boutique private wealth management firm, and previously the managing partner of DLA Piper's Chicago office, the firm's second largest. The conversation focuses on creative and different ways of thinking about legal pricing and the value of legal services with the benefit of Bill's uniquely well-rounded perspectives as a law firm lawyer and leader, a corporate general counsel, a J.D. and a M.B.A.

In this episode of Legal Value Network's Off the Clock Podcast, Keith Maziarek, LVN board member and Director of Pricing and Legal Project Management for Katten, talks with Greg Lambert, Chief Knowledge Services Officer for Jackson Walker and co-host of The Geek in Review podcast. The conversation touches on plans for upcoming LVN events and APIs (application programming interface). The discussion focuses on how APIs can be used to share data between legal tech applications to make better decisions about doing legal work and setting budgets.

How to deliver on time and on scope, better manage your day-to-day work, and stop feeling overwhelmed to make your clients happy? This is what you will discover in this Legal Creatives Talk with Isabel Venegas. Every legal project has the potential to become a major hit or a disappointment. What's the difference? Your capacity to manage it thoroughly! To achieve this, you need to know and use Legal Project Management techniques. In this interview, Isabel Venegas talks about the tools and techniques you need to use to manage projects more effectively with your team, how to become a better leader and how to be more mindful of customer needs, while avoiding the most typical productivity mistakes! Isabel Venegas, originally from Chile, is a lawyer and a certified Legal Project Manager and Legal Design Expert with a Master's degree in International Business Law from ESADE. She has more than ten years of experience as a legal advisor and strategist for multinational companies in the real estate, mining, construction, and M&A sectors. As an innovation seeker, Isabel's practice has mainly focused on business development and legal operations for law firms, alternative legal service providers, and technology companies in Spain and Latin America. You can connect with Isabel Venegas on Linkedin for more information. Visit legalcreatives.com for more resources, also to access the courses and material inside the Academy or the Certification Program.

The Legal Project Management Team are pleased to share with you their new podcast series looking at a range of topics at the forefront of litigation technology and legal project management. In this episode we will focus on the role of Costs Lawyers Legal Project Management (LPM) sphere of Litigation.

Join James Barrett, Senior Legal Project Manager joined alongside Legal Project Management Coordinators Sarah Murray and Khrystyna Chelak as they discuss Legal Project Management. This 3 episode series explores what is Legal Project Management and the approach the firm takes towards it followed by a discussion around the tools and terminology around it

Founding LVM board member, Keith Maziarek, Director of Pricing and Legal Project Management at Katten, Pratik Patel Co Founder and Vice President, Innovation at law company Elevate Services and Chad Main, founder of Percipient talk about how the demand for legal services is changing and creating partnership opportunities for law firms and other allied legal service providers to better serve clients.

Please enjoy this snackable podcast which will discuss applying project management principles to legal projects, how applying project management principles to the law help the firm and clients, are there any particular areas of the law that project management principles lend themselves better to contracts, ligation, etc? Sterling will also share how applying legal project principles to the law requires a focus on process thinking and describe if there is a particular discipline firms/legal departments should invest and engage in first, process improvement or project management or both?  Host: @Lekecia Barclay, Technology Advisor, The Office of Chief Counsel for the Internal Revenue Service Speaker: Sterling Miller, Senior Counsel, Hilgers Graben PLLC and author of “Ten Things You Need to Know as In-House Counsel” (the blog series and the book) Recorded on 7-19-19

Susan Lambreth is a founding Principal at LawVision and is nationally recognized as one of the top leadership, practice group and project management consultants for law firms. For over 25 years, she has helped law firms of all sizes improve their profitability and enhance their lawyers' leadership and management skills.   Susan is the Chair and Founder of the LPM Institute, a leading resource for educating law firms and law departments on implementing project management in their organizations. She has given hundreds of speeches on practice management, LPM, strategy and trends affecting law firms or law departments. Prior to co-founding LawVision, she was with Hildebrandt International for almost 20 years, where, in addition to her consulting work, she chaired many of their conferences and led several of the most successful roundtables for law firm professionals. Prior to that, Susan spent almost seven years with Altman & Weil. She is also the author or co-author of six leading books on practice group management and legal project management. https://lawvision.com/ https://www.lpminstitute.net/  

Description: What is all the talk about legal project management? This discussion, Q&A style, dives in to the ins and outs of project management (PM) and legal project management(LPM) from the beginning phase of looking to implement it in your business or law firm. Why is legal project management important for every organization to take stock in and implement to increase productivity? How can LPM help you and your business become more efficient in your daily workflows and produce greater work product? Speakers: Jinni Zieleniewski is a Litigation Support Specialist with the ediscovery and litigation support group at KMK. Her responsibilities include managing discovery evidence throughout the litigation life cycle, providing electronic document review management and designing and generating electronic document production deliverables in a cost-effective and value-added manner. A member of the information technology group working exclusively in litigation and the ediscovery task force, Jinni bridges the gap between counsel and IT by helping litigation attorneys educate clients about proactive, compliant and cost-effective ediscovery. Michael T. Clear is a Partner at Wiggin and Dana LLP, where his practice is focused on estate planning, estate and trust administration, probate litigation and business succession planning. Michael serves on the firm's client service delivery task force, which is leading the implementation of legal project management at the firm. He is a co-chair of the Probate and Estates Section of the Fairfield County Bar Association and is a member of the board of directors of the Connecticut Chapter of the Exit Planning Exchange (CT XPX). Recorded on 1-10-17

I spoke with Phil Homburger, president of LawBase, a leading case and matter management system, and David Rueff, a shareholder and the legal project management officer at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, who oversees the development of the firm's legal project management solution, BakerManage, and is on the board of directors of the firm's subsidiary, LegalShift, which is collaborating with LawBase to bring its technology to the broader market. We discussed BakerManage and the genesis of its development, the collaboration between Baker, Donelson, Bearman, Caldwell & Berkowitz, PC and LawBase, why project management has become so important for legal professionals, and what an initiative like this one symbolizes about the evolution of the legal industry, among other topics.

I spoke with Michael Quartararo, the Director of Litigation Support Services at New York-based Stroock & Stroock & Lavan LLP, and the author of Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery. He was named the 2016 E-Discovery Person of the Year by ACEDS. We discussed his role at Stroock & Stroock & Lavan, the genesis of his new book: Project Management in Electronic Discovery: An Introduction to Core Principles of Legal Project Management and Leadership in eDiscovery, the core elements of legal project management in e-discovery that are most important, and how the subject has influenced the litigation support community, among other topics.

Description: In this episode of the Trial Support A-Z series, we provide a high-level overview of legal project management. Follow the life cycle of a litigation case as we discuss the role and responsibilities of legal project management. The major points covered include: What is legal project management and what dictates project style? Who is the project manager (PM)? What is a PM responsible for? How do you become a legal PM? Speakers: Karen Pierson Paralegal - Antitrust Section Office of Ohio Attorney General Mike DeWine Patrice Fatig Paralegal - Antitrust Section Office of Ohio Attorney General Mike DeWine