The document outlines an agenda for a meeting that includes introductions of Nick Andrews from Linklaters, Oz Benamram from White & Case, and Rachel Roberts from Burges Salmon. It then discusses ongoing discussions in legal such as technology vs process improvement, billing models, growth strategies, and offshoring. It poses the question - regardless of a firm's size or model, what do they need to do to be successful in the future? It suggests that SmartLaw requires focusing on clients through a supportive culture and intelligent use of technology.

2. Agenda
• Introductions
• Some context
• Some questions
• Wrap up

3. Nick Andrews - Linklaters
Senior manager - Digital marketing
Nick Andrews is a digital law firm veteran and currently leads the
Digital Marketing team at Linklaters. Nick focuses on digital
strategy and adoption, content marketing and measurement
across a suite of public and client-facing digital channels.
Previously, he ran the global digital, email marketing and CRM
function for law firm Hogan Lovells, overseeing a team of ten
talented marketers and technologists.

4. Oz Benamram - White & Case
Chief Knowledge officer
As the Firm's first Chief Knowledge Officer, Mr. Benamram provides White & Case
strategic direction on knowledge management and technology and leads the
Knowledge Management department in developing and implementing the systems
and processes that enable the Firm to use its collective knowledge to benefit its
clients worldwide.
Prior to joining White & Case in late 2008, Mr. Benamram was Firmwide Director of
Knowledge Management and Head of the Israel Desk at Morrison & Foerster. He
formed and led the Firm's knowledge management department and helped
represent Israeli businesses in the United States and Asia, as well as global investors
in Israel.

5. Rachel Roberts - Burges Salmon
Head of business solutions
With 20 years’ law firm based experience, Rachel
concentrates on bringing about new and innovative
approaches to legal work in a way that lawyers can relate to
and more readily accept.

6. Ongoing discussions in legal
• Tech vs Process improvement
• BigLaw vs NewLaw
• Hourly billing vs AFA’s
• Revenue vs profitability
• Insource vs Outsource
• Lateral vs Organic growth
• Offshoring vs Nearshoring

8. Regardless
of a firms size,
compensation model
or philosophy
…what do you need to do
to be a successful firm in the future?

9. SmartLaw

10. Clients Culture Technology
Multi-point client relationships
require intelligent technology and a
supportive and open culture.
A vision-driven culture focused on your
clients’ needs and with the appropriate
technology to exceed them.
Intelligent use of technology directly
supports your inclusive and client
focused culture.

11. • Create a better client experience
• Empathetic, agile, and responsive to client needs
• Provide tools and resources for the client to easily
manage, communicate, and collaborate with firm
• Maintain relationships at every level, from the partner to
the secretary to the IT staff
• Second lawyers to client to understand client’s business,
processes, and problems, then…
• Create a better client experience
Clients

12. Culture
• Culture is what happens when people work together
• Break down business group silos within firm
• Remove ‘non-lawyer’ designation from lexicon
• Create a unity of purpose
• Educate everyone in the firm about what the firm does,
how it makes money, what it believes
• It takes a team of experts from many fields working in
concert to achieve the stated goals of the firm

13. • Create a better client experience
• Empathetic, agile, and responsive to client needs
• Provide tools and resources for the client to easily
manage, communicate, and collaborate with firm
• Maintain relationships at every level, from the partner to
the secretary to the IT staff
• Second lawyers to client to understand client’s business,
processes, and problems, then…
• Create a better client experience
Technology
• Change the firm’s relationship to technology
• IT is no longer a supporting business unit, but is integral
to the practice of law
• Integrate software and technologists directly into legal
matter teams
• Legal engineers design and build expert systems, train
machine learning algorithms, and create new products
and services
• Rapid prototyping, iterative design, bricolage approach