8:45AM – 9:00AM

Chairpersons Welcome Remarks

Patrick DiDomenico

Founder

InspireKM Consulting 

9:00AM – 9:25AM / KEYNOTE

Keynote Session

Happy. Sad. AI, Bad?

Jenn McCarron

Board President

CLOC (Corporate Legal Ops Consortium)

Former Director of Legal Ops & Tech

Netflix

9:25AM – 10:05AM / CASE STUDY

How KM&I Teams are Paving the Way for AI in Legal Practice & Law Firm Operations:

New Roles, New Tools, New Strategies 

Artificial intelligence is transforming the legal sector, creating new opportunities and challenges for law firms and their clients. To succeed in this AI-enabled world, law firms need to adapt their processes, workflows, and value propositions, and leverage the potential of AI to enhance their service delivery and competitive edge. Knowledge and information (K&I) teams are at the forefront of this change, as they play a vital role in facilitating the adoption and integration of AI solutions in law firms. 

In this session, we will explore how K&I teams are strategically reshaping their roles and responsibilities to become the vanguards of AI integration. We will examine how these teams are expanding their traditional functions of managing and disseminating knowledge, to leading and participating in the development, testing, customization, and implementation of AI tools and models. We will also discuss how K&I teams are developing new competencies and structures to support the training and education of lawyers and operations staff on AI, to monitor the AI landscape and advancements, to gather and analyze requirements from lawyers and clients, to run pilot projects and evaluate outcomes, and to communicate AI-related progress and value both internally and externally.  Of course, clients will look to firms for guidance, transparency, and collaboration.  What’s the risk to your firm in not making considerable investments in the AI space? 

Iris Skornicki 

Director of Knowledge Solutions 

Paul, Weiss, Rifkind, Wharton & Garrison LLP 

Elizabeth Wilkinson 

Director of Knowledge Solutions 

Paul, Weiss, Rifkind, Wharton & Garrison LLP 

Gina Lynch 

Chief Knowledge and Innovation Officer 

Paul, Weiss, Rifkind, Wharton & Garrison LLP 

10:05AM – 10:35AM / PRESENTATION

How Knowledge Drives the Value Proposition around AI adoption:

Baker McKenzie’s blueprint for KM driving change and systematic AI adoption at scale 

Law firms are notorious for being risk adverse when it comes to change and innovation and for being slow and poor adopters of legal technology. Generative AI is enabling law firms to buck this reputation, but to truly do so they will need to move past the ‘wait and see’ and into playing and testing, to driving value from generative AI investments in systematic ways. This illuminating case study will showcase how and why the Knowledge function is ideally positioned to ensure value is realized. 

In this session we will explore KM’s involvement in three example models to driving value, sharing learnings from practical experience while considering the challenges and benefits of each: 

• The Asset Model: This model focuses on driving value through addressing the breadth of the law firm. We will consider its main assets and the holistic and diverse benefits of GenAI. 
• The Usage Model: This model focuses on driving value through GenAI’s deployment. We will consider different ways of using GenAI and the link to informing business models and pricing. 
• The GenAI Cycle Model: This model focuses on driving value though each stage of the GenAI life cycle. The cycle is fraught with challenges, so this model imbues a strong AI governance framework. 

Sarah Pullin 

Global Director of Knowledge Management 

Baker McKenzie

10:35AM – 11:00AM 

Morning Networking Break 

11:00AM – 11:40PM / CASE STUDY

Legal Knowledge in the Digital Age: The Productization of KM 

How might the commoditization or productization of knowledge assets as a revenue generating component of the firm expand or proliferate as AI-powered tools become more deeply integrated within law firm KM and Innovation functions?  The integration of emerging tech and generative AI opens up numerous avenues for law firms to further commoditize and productize their knowledge assets. By leveraging AI, firms can create innovative, scalable, and marketable services and products, transforming their knowledge into valuable revenue streams while enhancing client service and engagement. 

As legal documents and briefs become more data-rich and machine-readable, firms can leverage tools to analyze and extract insights from years of case law, contracts, and other documents. These insights can be packaged into practice-specific analytics, benchmarks, and model agreements that clients are willing to pay for as off-the-shelf products and services. Document automation powered by AI is also allowing firms to create self-service legal products for clients. While the shift to productizing knowledge will require business model changes for law firms, it presents opportunities to monetize expertise and respond to client demands for digital legal products. 

Join Dave Boland, (CKO), Tim Fox (Director of Practice Analytics), and Susan Sommers (Director of KM Innovation and Solutions) at Ogletree Deakins as we discuss how the firm reimagined KM as a business, as opposed to a back office cost center, delving into how the firm has developed and monetized repeatable and scalable solutions for some of its clients – evolving and expanding KM from a practice support function to a strategic, revenue-generating entity, taking a tiered, scalable approach to serving clients. 

David Boland 

Chief Knowledge Officer 

Ogletree Deakins

Timothy Fox 

Director of Practice Intelligence and Analytics 

Ogletree Deakins 

Susan Sommers 

Director of KM Innovation and Solutions 

Ogletree Deakins

11:40AM – 12:15PM / CASE STUDY

Data Strategy and KM: From Custodian to Strategist 

As AI-enabled products become integral to law firm operations, Knowledge Management professionals are increasingly taking a driver’s seat in setting the firm’s AI-related strategies and policies, identifying and evaluating emerging AI-enabled products and new market entrants, and charting a journey from use-case-identification to product evaluation and selection, through digital transformation and automation, all the way to value delivery. A core building block for AI success is a strong firm data strategy and an honest assessment of your data maturity and goals. Hear about Holland & Knight’s innovation platform and the firm’s focus on delivering data-centric solutions to the firm and its clients. 

Emily Rushing, JD,MIS 

Director of Data Strategy 

Holland & Knight LLP 

Sam Whitman 

Director of Knowledge Management 

Holland & Knight LLP

12:15PM – 12:25PM / 10-Minute Micro Session

Solution Spotlight

How is AI and Emerging Tech Going to Reshape Law Firm Knowledge In Near and Long Term? 

Paul Giedraitis

CEO

Orgaimi

12:25PM – 1:25PM 

Networking Lunch

1:25PM – 2:05PM / PANEL DISCUSSION

“The Art of the Possible” 

Knowledge Engineering and Next Frontier of Legal AI in Knowledge Management 

How will Knowledge Engineering and the creation of systems that emulate attorney judgment reshape associate training and learning management? What does structured data mean for a profession that has traditionally made decisions based on heuristic thinking and intuitive reasoning? What sort of skunkworks and other aspirational projects are percolating within KM teams today that we could not have imagined a few short years ago? 

In this discussion, we will explore the world of possibilities that opens up when law firms are able to extract and leverage unstructured data from across their organization, pushing the boundaries of AI-Driven KM. As one example: imagine harnessing knowledge from every corner of your organization (including email inboxes, recorded presentations, training seminars, etc.) to create "AI twins" that embody the tacit knowledge of experts and serve as virtual trainers and advisors. 

Ilona Logvinova 

Director of Practice Innovation

Cleary Gottlieb Steen & Hamilton LLP

Patrick Dundas 

Partner 

Akin Gump Strauss Hauer & Feld LLP 

Bryan Davis 

Founder and CTO 

Centari 

2:05PM – 2:45PM / PANEL DISUCUSSION

Rethinking Organizational Structure in the Age of AI and Digital Transformation 

The demand for AI expertise is skyrocketing and clearly strategic enough to warrant C-suite leadership, as we witness the rise of chief AI officer roles within companies racing to adopt its transformative capabilities. And while most can agree that companies need AI stewards, the ambiguity around optimal organizational structure reflects AI's early days. 

To what extent does the rise of AI demand a reimagining of organizational structures within law firms seeking to balance technical needs with strategic vision? Join us for an insightful discussion on the organizational implications of AI's ascendance. 

In this session, our distinguished panel will explore the profound implications of AI on law firm organizational structures, delving into the intricate realm of strategic oversight and addressing pivotal questions around responsibility and risk-taking related to the adoption of new tools and technology. We will not only scrutinize the segmentation or combination of KM and Innovation roles within law firms but also offer a comprehensive exploration of the evolving organizational models catalyzed by AI and digital transformation. 

Who holds the key to transformative decisions, whether AI teams should roll up to Chief Knowledge Officers, Chief Innovation Officers, or if a dedicated Chief of AI role is imperative? 

This lively discussion will share perspectives on breaking down traditional silos and fostering collaboration between IT, KM, and Innovation departments—extending to the cultural and leadership adaptations necessary for embracing structural change, shedding light on the challenges associated with integrating new roles and skill sets into the firm's tech-related functions. 

Peter Geovanes 

Chief Innovation & AI Officer 

McGuireWoods 

Meredith Williams-Range
Chief Legal Operations Officer
Gibson, Dunn & Crutcher LLP 

Christy Bentz 

Chief Client Value and Innovation Officer, US
Norton Rose Fulbright US LLP 

Ted Theodoropoulos 

CEO 

Infodash

2:45PM – 2:55PM / 10-Minute Micro Session

Solution Spotlight

How is AI and Emerging Tech Going to Reshape Law Firm Knowledge In Near and Long Term? 

Morgan Llewellyn

AI Practice Director

HIKE2

2:55PM - 3:25PM 

Afternoon Networking Break

3:25PM – 4:05PM / PANEL DISCUSSION

The AI-Driven DMS - From Document Repositories to Knowledge Engines: 

Knowledge Work in the Age of Intelligent Documents 

By automating traditionally manual tasks like metadata tagging and classification, AI-enhanced document management systems will leverage intuitive semantic search to surface otherwise hidden insights, embedding knowledge and connections between documents and converting document repositories into engines of intelligence. 

As AI tools get better at mining the raw materials contained within agreements (that we have historically had to manually dig for), expectations will begin to shift as lawyers rely more heavily on KM teams to package and deliver these embedded insights on-demand. 

This dynamic panel discussion will explore how and why AI-enhanced DMS capabilities will make KM teams' work exponentially more efficient, offering predictive insights, risk assessments, and trend analyses, profoundly expanding KM’s role and impact on service delivery, productization, and strategy. 

Joe Green 

Chief Innovation Officer 

Gunderson Dettmer

Sara Miro

Director of Knowledge Solutions

Sullivan & Cromwell LLP

Elizabeth Wilkinson 

Director of Knowledge Solutions

Paul, Weiss, Rifkind, Wharton & Garrison LLP

James Ding

CEO

DraftWise

4:05PM – 4:45PM / PANEL DISCUSSION

Clients Expect Law Firms to Do Better: 

Can KM Help their Firms Differentiate within the Marketplace? 

Given advances in AI tools and tech, KM teams have a unique opportunity to provide all manner of new products, insights, and value-add services. As cost pressures continue to mount, firms need to develop new and meaningful ways to differentiate themselves and provide additional value, beyond billable hour work. 

The proliferation of GenAI and other emerging tools and tech, coupled with general increases to the cost of providing legal services, clients will of course expect more.  How can KM teams/Knowledge function help to truly differentiate their firms within the market? Clients expect continuous efficiency gains, more data-driven insights, and innovative services. And KM teams that harness AI to extract actionable intelligence from documents and surface patterns across matters will no doubt be able to provide competitive advantage for their clients. 

Elizabeth Roache 

Knowledge & Innovation Attorney 

Fenwick & West 

Jacqueline Schafer  

Founder and CEO 

Clearbrief 

Roberto Alarcon

Program Manager

White & Case LLP

Lauren May

Knowledge Management Director

Sidley Austin LLP

4:45PM – 5:00PM 

Chairperson’s Closing Remarks / End of Conference 



Patrick DiDomenico

Founder

InspireKM Consulting 

5:00PM – 6:00PM 

Networking Cocktail Reception 

Individual Registration

Access to

AI x KM:

The Next Frontier in Legal

Knowledge Management

for one individual

$995

($895 through 03/29)

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