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From Good to Great – Take Your Group from Litigation Support Providers to Expertise Ambassadors for Your Firm
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From Good to Great – Take Your Group from Litigation Support Providers to Expertise Ambassadors for Your Firm

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Whether you are starting a new litigation support group or growing an existing group into a more complex practice support department this session will be of interest to you. Our speakers discuss ...

Whether you are starting a new litigation support group or growing an existing group into a more complex practice support department this session will be of interest to you. Our speakers discuss successful client development strategies; ways in which to improve your knowledge and understanding of business practices; how to leverage key relationships to advance your cause; how you can remain current in an evolving legal market; and how to maintain quality service in challenging economic times. Many litigation support managers aspire to take their groups from a shared service or back office function to a service which is valued by both the firm and its clients. This transition or journey will be discussed and tips will be provided on how to transition from an administration group into a client-valued service.

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From Good to Great – Take Your Group from Litigation Support Providers to Expertise Ambassadors for Your Firm From Good to Great – Take Your Group from Litigation Support Providers to Expertise Ambassadors for Your Firm Presentation Transcript

  • From Good To Great: Take your group from Litigation Support providers to expertise ambassadors for your firm Dominic Jaar , CEO Canadian Centre for Court Technology & President, Ledjit Consulting Inc. Duane Lites , Director Litigation Support, Jackson Walker Susan Wortzman , President Wortzman Nickle Professional Corporation
  • DOMINIC JAAR Former in-house counsel for Bell Canada, now President, Ledjit Consulting Inc. Chief Executive Officer, Canadian Centre for Court Technology Tel: 514.212.9348 Email: [email_address]
  • SUSAN WORTZMAN Law firm partner specializing in electronic document discovery Tel: 416.642.9025 Email: [email_address]   WWW.WORTZMANNICKLE.COM
  • DUANE LITES Director, Litigation Support Email: [email_address]
  • From Good To Great…
    • 3 Perspectives:
      • In-house counsel
      • Law firm partner
      • Litigation support director
    • 5 Focus Areas:
      • Client Development
      • Know Your Audience
      • Leverage Relationships
      • Remaining Current
      • The Value Proposition
  • Client Development
    • Sharing
    • Innovative Technologies
    • Internalize Work
    • Develop a clear vision - Focus on the services your firm provides and who will most likely require your services.
    • Educate yourself - Learn everything that you can about your clients. They will appreciate knowledgeable counsel who have taken the time to understand their business.
    • Nurture your existing clients - Provide the best legal advice possible, as well as other value added services such as training, seminars, webinars etc.
    • Build personal relationships - Most clients prefer to hire lawyers they like.
    • Be innovative - Understand the new technologies adopted by your clients and provide technical support to them.
    • Cost effective solutions – Provide cost effective solutions to lower litigation and improve litigation team effectiveness
    • Process Management – Enable Technology to improve existing legal processes
    • Leverage Technology – Provide client access points through portals and web access
    • Services - Clearly define department services and align to client needs
    • Support - Be responsive and results oriented
  • Know Your Audience
    • RSS technologies
    • Associations
    • Follow the law
    • Connect with client
    • Listen - The best way to get to know your audience is to listen to it.
    • Network and Learn - Meet with clients or potential clients and learn about their businesses, their industries, their competitors and their goals.
    • Research - Discover current issues of interest to your client or potential clients. While background information is available on the internet, personal discussions are often more effective.
    • Use Technology - Take advantage of available technologies to connect with your clients and potential clients.
    • How to gain knowledge and understanding of key business practices:
      • Understand the Request / Problem
        • Take time and assess where it fits in the lifecycle, deadlines associated, and other impact points
      • Technology Application
        • Apply technology where it best fits, don’t over complicate and use the KISS method
      • Resource Management
        • Strengthen the areas of your department where demand is, keep good metrics and document work flow
      • Engage
        • Understand the primary legal process so you can provide effective methods to strategize and solve legal problems with technology
  • Leverage Relationships
    • Social networking
    • Who knows who
    • Presentation pro
    • Network - Your existing clients, colleagues, friends, former classmates and family members are all relationships that can be leveraged for networking purposes.
    • Communicate - Tell interested people exactly the type of work you do and areas in which you practice. This will multiply your business network.
    • Stay Connected - Whether you have a blog or choose to pick up the phone, stay in regular contact with your network to keep your relationships current.
    • Ask for Referrals and Recommendations - Use existing contacts to expand your network.
    • Responsive
      • Be available when they need you
    • Awareness
      • Track project activity and manage time effectively
    • Infrastructure
      • Build a solid infrastructure to support all offices
    • Sponsorship
      • Critical to success (Litigation Partner, CIO, Managing Partner, etc.)
    • Relationships
      • Build strong relationships internally (Attorney, Paralegal, IT, Marketing, Accounting, HR, Operations)
  • Remain Current
    • Attend conferences
    • Join associations
    • Get involved!
    • Read everything
    • Stay online
    • Talk to your clients and colleagues
    • Attend conferences and webinars
    • Attend conferences
      • (ILTA, LegalTech, ILSL, etc.)
    • Monitor blogs and webinars
    • Listservs, twitter, Linked-in
      • (Litsupport, ILTA, etc.)
    • Join associations
      • (ILTA, ALSM, ALSP, EDRM, Sedona, etc.)
    • Publications
      • Litigation Support Today, Law Technology News, etc.)
  • Value Proposition
    • Tech-savvy
    • Cheaper resources
    • Armed with hands-on practical knowledge
    • Better PM’s
    • Expertise - Specific expertise makes a litigation support department stand out for lawyers internally and clients externally.
    • Be Innovative and Supportive - Provide unique and different services to your lawyers to make them look good. Support external clients and the new technologies that they adopt.
    • Be Technologically Savvy - Continually explore developing technologies. Pitch the good ones to your law firm.
    • Communicate your Service Internally - From counsel’s perspective, litigation support is an invaluable resource. Make sure that the lawyers know you and that they understand what you do.
    • Service and Support
      • Provide Legal teams solutions throughout all phases of the lifecycle
      • Discovery => Trial
    • Availability
      • Keep the balls in the air and never seem too busy for them
      • Don’t turn away business unless there is no other choice
    • Technology Proficient
      • Know the technology and how to apply it
      • Take initiative and be proactive
    • Project Management
      • Document project activity and manage deadlines effectively
    • Business Component
      • Management, Technology, Accounting, Marketing, Support
  • From Good To Great: Take your group from Litigation Support providers to expertise ambassadors for your firm Dominic Jaar , CEO Canadian Centre for Court Technology & President, Ledjit Consulting Inc. Duane Lites , Director Litigation Support, Jackson Walker Susan Wortzman , President Wortzman Nickle Professional Corporation